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HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES C t^~ rt,M1r; r'-,,-~ INHERITANCE TAX DIVISION ('~~~~ ~"~€ ( k~j~CE OF PO BOX 280501 _J ~ _ApWRAI ~jy INHERITANCE TAX HARRISBURG PA 17128- ,'~ ^~ T• ALLOWANCE OR 0601 ll~~a~v' `~OF ~ „/ONS, DISALLOWANCE AND ASSESSMENT OF TAX ON {i L-~ ~j JOINTLY HELD OR TRUST ASSETS -- ~ t v=tlL C 7 f f~ (.~ f= CLERK OF LARRY ORPHAN'S COURT 849 SHAFFER DRAFFE~~~M~FRI_.Ar~!(? (~(1„ PA NEW CUMBERLAND PA 17070 Pennsylvania DEPARTMENT OF REVENUE REV-1548 IX AFP C12-10) DATE 08-01- ESTATE OF 2011 DATE OF SHAFFER H FILE NUMBERTH 06-23-2010 J COUNTY CUMBERLAND ~~ - I~ 3 SSN/DC 190-12- ACN 3154 APPEAL BY 10148314 (See reverse side under Ob 0 - 2011 Amount Remitted Jections) MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE REV-1548~Ej('""'------___ y --RETAIN LOWER PORTION FOR YOUR AFP C12-10) _________ _______ RECORDS (~ NOTICE OF INHERITANCE TAX APPRAISEMENT, - _ DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR T ALLOWANCE OR DISALLOWANCE OF RUST ASSETS ESTATE OF:SHAFFER DATE: 08-01- H 2011 ~ DATE OF DEATH:06- FILE NO,; 23-2010 COUNTY:CUMBE=A~ S.S/D.C. NO.: 190-12-3154 TAX RETURN WqS; CX) ACCEPTED AS FILED ACN: 10148314 ~ ) CHANGED FINANCIAL INSTITUTION: JOIMT OR TRUST ASSET INFORMATION TYPE OF NEW CUMBERLAND FCU ACCOUNT: (X)SAVINGS C ) CHECKING ( )TRUST ACCOUNT NO.: DATE ESTABLISHED 09_ 74329 10-1997 ~ )TIME CERTIFICATE Account Balance Percent Taxable 17,039.90 Amount Sub- X NOTE: TO ENSURE P sect to Tax 0.500 ROPER CREDIT TO Debts and Deductions - 8,519.95 YOUR ACCOUNT, SUBMIT THE Taxable Amount .00 UPPER PORTION OF T 8,519.95 Tax .Rate WITH YOUR TAX PAYMENT TO TTHE Tax Due .045 REGISTER OF WILLS AT T ABOVE ADDRESS. HE TAX CREDITS: 383.40 MAKE CHECK OR MONEY ORDER PAYABLE T0: PAYMENT "REGISTER OF WILLS, AGENT. ~~ DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 08-09-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF TOTAL TAX PAYMENT THIS FORM BALANCE OF •00 383.40 INTEREST ANDApENUE TOTAL DUE 4.37 387.77 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF IF TOTAL DUE IS REFLECTED AS A '~CREDIT~~ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, ADDITIONAL INTEREST. ~ (CR), YOU MAY BE DUE A REFUND. BUREAU OF INDIVIDUAL TAXE n INHERITANCE TAX DIVISION ,~{~1 (~~-?;~1!.-r'; ;~-Irk~~ j]~OTICE OF INHERITANCE TAX PD BOX 280601 ' -~''~-' - ~-- { ax MENT, ALLOWANCE OR DISALLOWANCE HARRISBURG PA 1 7128-0601 ~nl1CTIONS, ~'j~`~,f~;:~ ~ r"~~{i~ AND ASSESSMENT OF TAX ON `'' °' ' ~.~OINTLY HELD OR TRUST ASSETS Pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 IX AFP (12-10) ~,' ~~~ 29 ~~# 2: ~~ DArE o8-01-2011 ESTATE OF SHAFFER DATE OF DEATH 06-23-2010 H J `~FRK ~iF FILE NUMBER LARRY D SH ~~~,~~ ~u~T SSNNDC CUMBERLAND 849 SHAFFER DR~ ` "~~~`' ~{~. FA ACN 190-12-3154 NEW CUMBERLAND 10148313 PA 17070 APPEAL BY DATE:09-30-2011 (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 'y RETAIN LOWER PORTION FOR YOUR RECORDS E~ REV-1648 EX AFP C12-10~-----"- --------------- _ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ESTATE OF:SHAFFER DATE: 08-01-2011 H J DATE OF DEATH:06-23-2010 FILE NO.: COUNTY:CUMBE~q~ S.S/D.C. NO.: 190-12-3154 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED ACN. 10148313 FINANCIAL INSTITUTION: NEW CUMBERLA DT CU TRUSr ASSET INFORMATION TYPE OF ACCOUNT: (X)SAVINGS ACCOUNT NO.: 74288 DATE ESTABLISHED OS-26-1997 ~ ) CHECKING C )TRUST C )TIME CERTIFICATE Account Balance Percent Taxable 91,303.24 NOTE: TO ENSURE PROPER CREDIT TO Amount Subject to Tax X 0.500 45,651.62 YOUR ACCOUNT, SUBMIT THE Debts and Deductions - UPPER PORTION OF THIS NOTICE Taxable Amount '00 WITH YOUR TAX PAYMENT TO THE Tax Rate 45,651.62 Y 045 REGISTER OF WILLS AT 7HE Tax Due ABOVE ADDRESS. 2,054.32 OR MONEY ORDER PAYABLEHTOK TAX CREDITS: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DATE NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 08-09-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE TOTAL TAX PAYMENT REVERSE SIDE OF THIS FORM BALANCE OF TAX DUE •00 INTEREST AND PEN, 2,054.32 TOTAL DUE 23.42 2,077.74 * IF TOTALADUERISHREFLECTED AS A " SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ SEE REVERSE SIDE OF THIS FORM FOR RINSTRUCTIONSYDU MAY BE DUE A REFUND.