HomeMy WebLinkAbout09-17-10°"~^ ~^~'~f` ~~~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX~~{ ~~ ,il i1,./~..i:-1 ~~~.
INHERITANCE TAX DIVISION ~~' ~SEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~i,~Ir,~` ~'~~ ~ '~" ~~°,~EpUCTIONS, AND ASSESSMENT OF TAX ON
HARRiSBURC PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2010 SEP 1 7 ~~ l i ~ 5 4
t~l..ER~C ~JF n
~~~rJ ~flURT
LINDA M B I~~~~~~ .~~~~~~ `v~.~ ,
53 S PIN OAK DR
BOILING SPRINGS PA 17007
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 09-20-2010
ESTATE OF MCDUFFIE ERIKA I
DATE OF DEATH 07-05-2009
FILE NUMBER ~' ~ - lU-C~a~~O
COUNTY CUMBERLAND
SSN/DC 460-52-9471
ACN 09168759
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 (12-09)
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:MCDUFFIE
FILE NO.:
ERIKA
S.S/D.C. NO.: 460-52-9471
COUNTY:CUMBERLAND
ACN: 09168759
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1029102292107
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 12-16-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
741.69 NOTE:
X 0.083
61.81
- .00
61.81
Y .045
2.78
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 C-) AMOUNT PAID
09-13-2010 SBADJUST .00 2.83
TOTAL TAX PAYMENT 2.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.
I DATE OF DEATH:07-05-2009
4~ r `
~J ~~,n1 ~~~~t'` r'"'1 ~C~~?F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES + -~.~;~~~' ' ' ~ ~ f -
INHERITANCE TAX DIVISION ~•, -~,.., A~ 'f , ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~~+~~~Eb~~"~~b~13r,, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2Ql0SFP1? ~~l1~5~
CLERK ~F
C}RPi~l~}'S ~~?i~RT
RUDOLPH F MCDUFFI~~~~~a~~~~~~~ ~ ~, F
4810 SUSANNAH DR
BLACKSBURG VA 240b0-8972
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-09)
DATE 09-20-2010
ESTATE OF MCDUFFIE ERIKA I
DATE OF DEATH 07-05-2009
FILE NUMBER a~ - IU-C~Cl1~p
COUNTY CUMBERLAND
SSN/DC 4b0-52-9471
ACN 091b87b0
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:MCDUFFIE ERIKA I DATE OF DEATH:07-05-2009
FILE NO.:
S.S/D.C. NO.: 4b0-52-9471
COUNTY:CUMBERLAND
ACN: 091b87b0
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1029102292107
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST t )TIME CERTIFICATE
DATE ESTABLISHED 12-1b-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
741.b9 NOTE:
X 0.083
b1.81
- .00
b1.81
Y .00
.00
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
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.
~~
BUREAU OF INDIVIDUAL TAXES { ~ o~'' `~~? ; '',. j?.`I! ~ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~' '~ '~ a rf~ `~PP~kI-S~MENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JO TLY HELD OR TRUST ASSETS
?i~ l 0 5PP 17 ~M 1 ~ ~ ~~+
CLER~i c~F
QRPNAN'S U~~.;R~
.,
ROBERT F MCDUFFIE
4810 SUSANNAH DR
BLACKSBURG VA 24060-8972
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 IX AFP C12-09)
DATE 09-20-2010
ESTATE OF MCDUFFIE ERIKA I
DATE OF DEATH 07-05-200
FILE NUMBER ~~ - `(~ - 1~U
COUNTY CUMBERLAND
SSN/DC 460-52-9471
ACN 09168761
APPEAL BY DATE:11-19-2010
(See reverse side under Objections)
Ae~ount Re.itted
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:MCDUFFIE ERIKA I DATE OF DEATH:07-05-2009
FILE NO.:
S.S/D.C. NO.: 460-52-9471
ACN: 09168761
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.:
1029102292107
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 12-16-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
741.69
X 0.083
b1.81
- .00
b1.81
Y .045
2.78
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 C-)
AMOUNT PAID
09-13-2010 SBADJUST .00 2.83
TOTAL TAX PAYMENT 2.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
COUNTY:CUMBERLAND
~ 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.