HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
JAMES `~~~STERNE,a `_ .
536 POPLAR CHURCH RD
CAMP HILL PA 17011
..
pennsylvan~a ~ ~ ~~~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-10)
DATE 03-07-2011
ESTATE OF STERNER ALTHEA M
DATE OF DEATH 05-23-2010
FILE NUMBER ~' ~ --~ ~ ~--( ~~'
COUNTY CUMBERLAND
SSN/DC 203-16-5392
ACN 11103320
APPEAL BY DATE:05-06-2011
(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 ~'
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REV-1548 EX AFP (12-10)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-07-2011
ESTATE OF:STERNER ALTHEA M DATE OF DEATH:05-23-2010 COUNTY:CUMBERLAND
FILE NO.:
S.S/D.C. NO.: 203-16-5392
ACN: 11103320
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 0924031347
TYPE OF ACCOUNT: OU SAVINGS ( ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 04-04-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
186,629.11
X 0.500
93,314.56
- .00
93,314.56
x .00
.00
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
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. ~~