HomeMy WebLinkAbout01-25-12 (7)( Pennsylvania s:.~~
BUREAU OF INDIVIDUAL TAXES -~~~j ~ E TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAIS ~ -,~fAi1,~.L,OWA~ DISALLOWANCE
PO BOX 280601 OF DEDU~~.i.JiNij1A~ ~ 1ENT OF TAX ON REV-1548 EX AFP (12-11)
HARRISBURG PA 1 7128-0601 JOINTLY HELD pOR TRUST ASSETS
~~#~ ~~~ ~~ f ME~~Kf~ OF LEE24-2012 GUST R
DATE OF DEATH 08-05-2010
(~ FILE NUMBER 21 10-0872
k~k~~'r~7y"~N~~~ ~~'t~MTY CUMBERLAND
JAMES R LEE ~+l~F~F~:rILf"g1q~ C DC 11110552751
411 FLATWOOD DR APPEAL BY DATE:03-24-2012
W I N T E R S P G S F L 3 2 7 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 LDWER PORTION FOR YOUR RECORDS 4"~
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REV-154$ EX AFP C12-11)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JDINTLY 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: 11110552
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 1695541316
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 09-05-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,128.76 NOTE:
X 0.500
564.38
- .00
564.38
Y .15
84.66
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 (+)
INTERESTlPEN PAID C-)
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 84.66
INTEREST AND PEN. 1.89
TOTAL DUE 86.55
~ 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.
~~