HomeMy WebLinkAbout01-03-12 (3)BUREAU OF INDIVIDUAt,~TAjCES
INHERITANCE TAX DIVISION~i ..
PD BOX 280601
HARRISBURG PA 17128-0601
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~r' wF NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
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JANICE A MONISMITH
11 CORAL DR
CARLISLE PA 17013-9401
pennsylvania ~ ~~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-11)
DATE 01-03-2012
ESTATE OF POGUE JUDITH E
DATE OF DEATH 01-11-2011
FILE NUMBER 21 11-0083
COUNTY CUMBERLAND
SSN/DC 204-30-7433
ACN 11003591
APPEAL BY DATE:03-03-2012
(See reverse side under Objections)
Amount Remitted
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 F"
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REY-1548 EX AFP C12-11)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-03-2012
ESTATE OF:POGUE JUDITH E DATE OF DEATH:O1-11-2011 COUNTY:CUMBERLAND
FILE NO .: 21 11-0083 S.S/D.C. NO .: 204-30-7433 ACN: 11003591
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SUN LIFE FINANCIAL IRA ACCOUNT NO.: 121250171806
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-11-2011
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
195,586.46
X 0.250
48,896.62
- .00
48,896.b2
Y .045
2,200.35
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
11-12-2011 CD015197 .00 2,200.35
BALANCE OF UNPAIII INTEREST/PENALTY AS OF 11-13-2011 TOTAL TAX PAYMENT 2,200.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.77
TOTAL DUE 5.77
~ 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.