HomeMy WebLinkAbout05-09-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX-DIVISION '
PO BOX 280601
HARRISBURG PA 17128-0601
JONA1`HAN S DRAKE
5933 WILLIAMSBURG RD
ALEXANDRIA VA 22303
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
Pennsylvania ~ ~ `=
DEPARTMENT OF REVENUE
REV-1548 IX AFP (12-10) - ~~~~
DATE 05-09-2011
ESTATE OF SHEEHAN CHARLOTTE A
DATE OF DEATH 11-27-2010
FILE NUMBER 21 11-0484
COUNTY CUMBERLAND
SSN/DC 098-14-8806
ACN 11118812
APPEAL BY DATE:07-08-2011
(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 ~
REV-1548 EX AFP C12-10)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 05-09-2011
ESTATE OF:SHEEHAN CHARLOTTE A DATE OF DEATH:11-27-2010 COUNTY:CUMBERLAND
FILE NO.: 21 11-0484 S.S/D.C. NO.: 098-14-8806 ACN: 11118812
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1040000387203
TYPE OF ACCOUNT: C )SAVINGS (X) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 07-01-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,137.95
X 0.166
689.67
- 3,063.15
.00
x .045
.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 (+)
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" (CR), YOU MAY BE DUE A REFUND. ~,
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.