HomeMy WebLinkAbout01-25-12 (6)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES R LEE
411 FLATWOOD DR
WINTER SPGS
~.~,~~~~~~~~ pennsylvania + ~~~~"~~`
HERITANCE TAX
~ DEPARTMENT OF REVENUE
j ~~T..t>OPF3iDWASSESSMENTSOFLTOAXNON REV-1548 EX AFP C12-11)
JOINTLY HELD OR TRUST ASSETS
~~~~ ~~ 25 ~~ ~; "~~ DATE 01-24-.2012
ESTATE OF LEE GUST R
DATE OF DEATH 08-05-2010
~~ ~ FILE NUMBER 21 10-0872
I/~+~~+~ T COUNTY CUMBERLAND
u~~..~~ ~'~' ~ ACN/DC 11110550751
APPEAL BY DATE:03-24-2012
F L 327 0 8 (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 <'--'
-------------------------------------------------------------------------------------------
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: 01-24-2012
ESTATE OF:LEE
GUST R DATE OF DEATH:08-05-2010 COUNTY:CUMBERLAND
FILE NO.: 21 10-0872 S.S/D.C. NO.: 172-18-1751
ACN: 11110550
TAX RETURN WAS: CX) ACCEPTED AS FILED C ~ CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 1695540615
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 11-04-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
11,610.46
X 0.500
5,805.23
- .00
5,805.23
x .15
870.78
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
INTEREST IS CHARGED THROUGH 02-01-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 870.78
INTEREST AND PEN. 19.42
TOTAL DUE 890.20
~ 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.
~03