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HomeMy WebLinkAbout11-07-11~- ; ~~r E ~ ~~ `' r `_ ~;~"1~ Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES r - ICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~ ~ ,APPR~IIS ENT, AtLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDU TIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP C12-10) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~:'Ei~~ ta~d~~ -7 ~''*~ ~~; ~ C DATE 10-10-2011 ~ i n ~~ cRh~. ~.F IOpRFI~,~,^',~ C:~IJFT LUCINDA E WHISTLER 9 MARK CIRCLE CARLISLE PA 17013 CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS F"' REV-1548 EX AFP C12-10~-------------------------------------------------------------------- NOTICE OF INHERXTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 10-10-2011 ESTATE OF:SHOWERS MARY E DATE OF DEATH:07-16-2011 COUNTY:CUMBERLAND FILE NO.: 21 11-0921 S.S/D.C. NO.: 194-16-4593 TAX RETURN WAS: ( ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE ESTATE OF SHOWERS MARY E DATE OF DEATH 07-16-2011 FILE NUMBER 21 11-0921 COUNTY CUMBERLAND SSN/DC 194-16-4593 ACN 11151503 APPEAL BY DATE:12-09-2011 (See reverse side under Objections) Amount Rewitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ACN: 11151503 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION; ORRSTOWN BANK ACCOUNT NO.: 143000016 TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 07-10-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 439.14 X 0.500 219.57 362.64 .00 Y .12 .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 08-29-2011 CD014910 .00 6.75 TOTAL TAX PAYMENT 6.75 BALANCE OF TAX DUE 6.75CR INTEREST AND PEN. .00 TOTAL DUE 6.75CR * IF PAID AFTER THIS DATE: SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ IF TOTAL DUE IS REFLECT~'D AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1470 EX (01-10) ~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 INH,~RITANCE TAX EXPLANATION OF CHANGES Mary E. showers 2111-0921 REVIEWED BY ACN Joan M. Peters 11151503 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The abovle referenced Account Control Number has been adjusted to reflect that debts and deductions have been credited towards the joint account; also, the tax rate has been changed from 15% to 12%. Page 1