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.