HomeMy WebLinkAbout11-23-11 (2)BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
IVA L ADAMS
104 CLARKTON CT
LEMOYNE
PA 17043-2011
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DEPARTMENT OF REVENUE
REY-1548 EX AFP C12-10>
DATE 11t-14-2011
ESTATE OF ADAMS JOSEPH R
DATE OF DEATH 0_'i-08-2011
FILE NUMBER 2lt 11-1044
COUNTY CUMBERLAND
SSN/DC 1h8-36-3216
ACN 1]t163847
APPEAL BY DATE:O1-13-2012
(See reverse side under Objections)
Amount Remfttedl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ~
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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: 11-14-2011
ESTATE OF:ADAMS JOSEPH R DATE OF DEATH:05-08-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-1044 S.S/D.C. NO.: 168-36-3216 ACN: 11163847
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO..: 2331046034
TYPE OF ACCOUNT: ( )SAVINGS (X) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 09-01-1998
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
110,249.01
X 0.500
55,124.51
- .00
55,124.51
Y .045
2,480.60
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
10-03-2011 CD015034 .00 2,4.80.60
TOTAL TAX PAYMENT 2,480.60
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" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.