HomeMy WebLinkAbout09-17-10~~.
~r~~~' 'r~ ~~~~~~'~ TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~-~~~ ~~- ~ ~~ ~ (,.{
INHERITANCE TAX DIVISION }"' k^ ~~'~~ { :~~~ ~~S ~1ENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~a~:~;~s~:'4..~.¢ ';,~ ,'~, l.t'C~TIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
~0l0 SEA i 7 ~ ~ ! - 54
C~.ERK ~F
DONALD D WAGt„~~'~~~~!-'~°`R~"~ ~~ F
1209 STRATFORD DR
CARLISLE PA 17013
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 09-20-2010
ESTATE OF COHEN DORIS M
DATE OF DEATH 07-20-2009
FILE NUMBER aI- lU - QC(~1~J
COUNTY CUMBERLAND
SSN/DC 215-01-5439
ACN 09168757
APPEAL BY DATE:11-19-2010
(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 AF'P C12-09~--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 09-20-2010
ESTATE OF:COHEN DORIS M DATE OF DEATH:07-20-2009
FILE NO.:
S.S/D.C. NO.: 215-01-5439
COUNTY:CUMBERLAND
ACN: 09168757
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1010164643509
TYPE OF ACCOUNT: ( )SAVINGS CX) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-20-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
986.30
X 0.500
493.15
- .00
493.15
Y .15
73.97
NOTE: 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 C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
1NItKt51 1S CHARGED THROUGH 09-28-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 73.97
INTEREST AND PEN. 1.31
TOTAL DUE 75.28
* 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.
~~
w
;.,,~~ ,~,.~ ~"t=~=r~. ~- ~ pennsyLvania r
BUREAU OF INDIVIDUAL TAXE~~•'-'~~'°' k'' NOTICE OF INHERITANCE TAX
""` -" ~'.A~2MI~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 ~i~-~~'``~''-~ ` ~~ O~;~D~UCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP C12-09)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
~~~Q SE~ ~ ~ ~~ ~ ~ ~ cJ~ DATE 09-20-2010
CLERK +~~
4~RP1~-~N`S CC?t~RT
DONALD D WAG~~~~~~I.~~,'~~G CCU , P~,,
1209 STRATFORD DR
CARLISLE PA 17013
ESTATE OF COHEN DORIS M
DATE OF DEATH 07-20-2009
FILE NUMBER a~- I~ ~ U~~~o
COUNTY CUMBERLAND
SSN/DC 215-01-5439
ACN 09168758
APPEAL BY DATE:11-19-2010
(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: 09-20-2010
ESTATE OF:COHEN DORIS M DATE OF DEATH:07-20-2009
FILE NO.:
S.S/D.C. NO.: 215-01-5439
ACN: 09168758
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1010164b43499
TYPE OF ACCOUNT: C )SAVINGS CX} CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 06-20-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
9,150.85
X 0.500
4,575.43
- .00
4,575.43
x .15
686.31
NOTE: 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
1nitKtsi is GNAK6tU INRUUGH 09-28-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 686.31
INTEREST AND PEN. 12.15
TOTAL DUE 698.46
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
COUNTY:CUMBERLAND
..` J`' `