HomeMy WebLinkAbout01-03-12r-,
BUREAU OF INDIVIDUAL TAXES i.. ,
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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i~NOTICE OF INHERITANCE TAX
APPRAYS1EMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
r,_ F.JOINTLY HELD OR TRUST ASSETS
1 i .. "~
C~l"l~~y~~~~~ i,l
JENNIFER J ROUSER
96 FAIRVIEW ST
CARLISLE PA 17015-3120
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pennsyLvania . ~ ~' :{
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-11) - ~-
DATE 01-03-2012
ESTATE OF ROUSER JOANNE W
DATE OF DEATH 04-02-2011
FILE NUMBER 21 11-0447
COUNTY CUMBERLAND
SSN/DC 196-14-7721
ACN 11174283
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 C12-11)
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:HOUSER
JOANNE
W DATE OF DEATH:04-02-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-0447 S.S/D.C. NO.: 196-14-7721 ACN: 11174283
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 2891026446
TYPE OF ACCOUNT: C )SAVINGS C ~ CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 12-30-1982
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
60,845.45
X 0.500
30,422.73
- .00
30,422.73
Y .15
4:563.41
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 (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 01-11-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 4,563.41
INTEREST AND PEN. 3.37
TOTAL DUE 4,566.78
, IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.