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HomeMy WebLinkAbout01-25-12 (8),. ,xr ` h,f~ OF INHERITANCE TAX pennsylvania ~~ ~~~ i BUREAU OF INDIVIDUAL TAXES ~~~,~~,~~ , ~~~ DEPARTMENT OP REVENUE INHERITANCE TAX DIYISION (~ ,.t ..,rr~P~,44QI T, ALLOWANCE OR DISALLOWANCE PO BOX 280601 flt.;#v1L9~ %p ~j NS, AND ASSESSMENT OF TAX ON REV-1546 EX AFP (12-11) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS `Z~11 BAH 25 PM i' ~~} DATE 01-24-2012 ESTATE OF LEE GUST R DATE OF DEATH 08-05-2010 ~~~'''qqq~~~~p+ FILE NUMBER 21 10-0872 ~u` ~ {~T COUNTY CUMBERLAND JAMES R LEE ~ri~~7 VVU(~ ~ SSN/DC 172-18-1751 • ACN 11110554 411 FLATWOOD DR ~ APPEAL BY DATE:03-24-2012 WINTER 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 LOWER PORTION FOR YOUR RECORDS F~ ------------------------------------------------------------------------------------------- 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: 01-24-2012 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: 11110554 TAX RETURN WAS: CX3 ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 1695540516 TYPE OF ACCOUNT: C )SAVINGS C } CHECKING C }TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 09-01-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 11,674.56 X 0.500 5,837.28 - .00 5,837.28 Y .15 875.59 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 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 875.59 INTEREST AND PEN. 19.53 TOTAL DUE 895.12 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL IIUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~