HomeMy WebLinkAbout01-25-12_ ~,~w
(~ ~[' [~ pennsyLvania
BUREAU OF INDIVIDUAL TAXES ~'I~i ~ff~ il'~ INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION y~~{{'' r LOWq,NCE OR DISALLOWANCE
PO BOX 280601 CfC ND ASSESSMENT OF TAX ON REV-1548 EX AFP C12-lll
HARRISBURG PA 1 7128-0601 ` ~ ';, '~.1~NI~~,`L~.`14ELD O,TRUST ASSETS
[~3~ ~~~ Z~J p~ is ~Q DATE 01-24-2012
~++,~~~~
LISA BERZINECW06~L~~ ~"
b113 WESTOVER DR
MECHANICSBURG PA 17050
ESTATE OF BERZINCE NANCY
DATE OF DEATH 05-12-2011
FILE NUMBER 21 11-0942
COUNTY CUMBERLAND
SSN/DC 202-20-3035
ACN 11152935
APPEAL BY DATE:03-24-2012
(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 ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS E~
-------------------------------------------------------------------------------------------
REV-1548 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:BERZINCE
NANCY
DATE OF DEATH:05-12-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-0942 S.S/D.C. NO.: 202-20-3035 ACN: 11152935
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: M K T BANK ACCOUNT NO.: 462942
TYPE OF ACCOUNT: t )SAVINGS
DATE ESTABLISHED 07-01-1968
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
(X) CHECKING C )TRUST ( )TIME CERTIFICATE
11,345.40
X 0.500
5,672.70
- .oo
5,b72.70
x .045
255.27
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
08-29-2011 CD014932 .00 255.27
TOTAL TAX PAYMENT 255.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .OD
~ 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.
L~