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HomeMy WebLinkAbout08-27-10BUREAU OF INDIVIDUA~.TAXE"S INHERITANCE TAX DIVISION - - ~ - - PO BOX 280601 HARRISBURG PA 17128-0601 ~_ _ ; ,. ~,~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ,,. . ;i ,. - -- ~~ LLOYD A BEARE SR 498 BRANDY RUN ROAD NEWVILLE PA 17241 pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 EX AFP C12-09) DATE 08-30-2010 ESTATE OF BEARE LLOYD A DATE OF DEATH 06-07-2010 FILE NUMBER 21 10-0700 COUNTY CUMBERLAND SSN/DC 167-b0-9642 ACN 10138592 APPEAL BY DATE:10-29-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ""> RETAIN LOWER PORTION FOR YOUR RECORDS ~ ----------------------------------------------------------------------------------------- REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-30-2010 ESTATE OF:BEARE LLOYD FILE NO.: 21 10-0700 S.S/D.C. NO.: 167-60-9642 ACN: 10138592 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 24343-00 TYPE OF ACCOUNT: (X)SAVINGS ( ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 05-23-1980 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAY f DGTITTC 1,912.76 NOTE: X 0.166 318.80 - .00 318.80 y .045 14.35_ TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 07-08-2010 CD013049 .72 13.64 TOTAL TAX PAYMENT 14.36 BALANCE OF TAX DUE .O1CR INTEREST AND PEN. .00 TOTAL DUE .O1CR ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. A DATE OF DEATH:06-07-2010 COUNTY:CUMBERLAND ~L'~ r