HomeMy WebLinkAbout08-15-11+~ w;...
"r '~~ '~'~~r 0~ Pennsylvania ~
BUREAU OF INDIVIDUAL TAXE ~" r ~`~~~• NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~' i_ Ap~'I(t/~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
PO BOX 280601 ~ ~ ~ d~'- UCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 REV-1548 EX AFP (12-10)
JOINTLY HELD OR TRUST ASSETS
I .y ~ t
"y``~ i" ~"!' ~.'~v DATE 08-15-2011
ESTATE OF TANEY
~`~F~~ ~ DATE OF DEATH 03-11-2010 MARJORIE B
L~ ~ n
G;~~~ ~~'S r~r i i'7 FILE NUMBER ~ I _ // a a
v~~,a ,T CUMBERLAND
Ci ; F , ~; COUNTY
tJrv~[" ~'``L`i`~ ~'~~, pA. SSN/DC 578-26-9789
JAMES E TANEY
150 KERN ST 72 ACN 10152335
SALINAS APPEAL BY DATE:10-14-2011
C A 9 3 9 0 5- 2 0 34 (See reverse side under Objections)
Amount Resitted
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: 08-15-2011
ESTATE OF:TANEY MARJORIE B DATE OF DEATH:03-11-2010
COUNTY:CUMBERLAND
FILE NO.: S.S/D.C. NO.:
578-26-9789 ACN: 10152335
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA
TYPE OF ACCOUNT: C )SAVINGS (X) CHECKING C )TRUST AC )TIME CERTIFICATE41689269
DATE ESTABLISHED 11-20-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
8,917.30
X 0.500
4,458.65
.00
4,458.65
)~ 15
668.80
DISCOUNT (+)
INTEREST/PEN PAID C-)
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."
AMOUNT PAID
INTEREST IS CHARGED THROUGH 08-23-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE TOTAL TAX PAYMENT .00
REVERSE SIDE OF THIS FORM BALANCE OF TAX DUE 668.80
INTEREST AND PEN. 14.36
TOTAL DUE 683.16
~ 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 INDIVIDU,[-J ITA~~S~~ i ~'~~a~ ~' NOTICE OF INHERITANCE TAX
INHERITANCE 7AX DIVISION , ,, _fe APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~~~ ~ F
,;fl I C
HARRISBURG PA 17128-0601 --!J OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
CLERK ~
ORPNAN'~ Ct~URT
JAMES C~J1u~=,~_~;~.17 (;~. PA.
150 KERN ST 72
SALINAS CA 93905-2034
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-10)
DATE 08-15-2011
ESTATE OF TANEY MARJORIE B
DATE OF DEATH 03-11-2010
FILE NUMBER
COUNTY CUMBERLAND I~ ~ ~~
SSN/DC 578-26-9789
ACN 10152334
APPEAL BY DATE:10-14-2011
(See reverse side under Objections)
Amount Reoitted
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-1b48 EX AFP C12-10~ -----""-'-------------------------------
----------------
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OTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 08-15-2011
ESTATE OF:TANEY MARJORIE B DATE OF DEATH:03-11-2010
COUNTY:CUMBERLAND
FILE NO.: S.S/D.C. NO.:
578-26-9789 ACN: 10152334
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA
TYPE OF ACCOUNT: C )SAVINGS C X) CHECKING C )TRUST AC )O INME NCE•RTIFICATE41689272
DATE ESTABLISHED 11-20-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
27,826.31
X 0.500
13,913.16
.00
13,913.16
~~ 15
2,086.97
DISCOUNT (+)
INTEREST/PEN PAID C-)
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."
AMOUNT PAID
INTEREST IS CHARGED THROUGH 08-23-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE TOTAL TAX PAYMENT .00
REVERSE SIDE OF THIS FORM BALANCE OF TAX DUE 2,086.97
INTEREST AND PEN. 44.81
TOTAL DUE 2,131.78
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. x
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.