HomeMy WebLinkAbout01-03-12 (4)~r ~ r
BUREAU OF INDIVIDUAL TAXES _. 1- ~~'NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ARPREIISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF~DBDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
{n,.' GL~~~~ ~;
ROBERT J MCSHERRY
22 FALLING SPRINGS RD
LANDISBURG PA 17040-9201
pennsylvarna ~ . `. ~ :.
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-11)
DATE 01-03-2D12
ESTATE OF MCSHERRY SR WILLIAM R
DATE OF DEATH 09-23-2011
FILE NUMBER 21 11-1185
COUNTY CUMBERLAND
SSN/DC 166-20-4027
ACN 11166431
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 ~'
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REV-1548 EX AFP C12-117
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:MCSHERRY SR
WILLIAM R DATE OF DEATH:09-23-2011
FILE NO.: 21 11-1185 S•~
TAX RETURN WAS: CX)
FINANCIAL INSTITUTION: MEMBERS
TYPE OF ACCOUNT: ( )SAVINGS
DATE ESTABLISHED 12-28-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
COUNTY:CUMBERLAND
>/D.C. NO.: 166-20-4027 ACN: 11166431
ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
1ST FCU ACCOUNT NO.: 7388-42
( ) CHECKING C )TRUST CX)TIME CERTIFICATE
39,972.69
X 0.050
1,998.63
- .00
1,998.63
Y .045
89.94
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 TO:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-18-2011 CD015229 4.50 85.44
TOTAL TAX PAYMENT 89.94
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), YDU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.