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HomeMy WebLinkAbout02-03-12~; ~~t~~[_ ;.{f:'-t,E OF NOTICE OF INHERITANCE TAX - ' ~ - Pennsylvania ,- BUREAU DF INDIVIDUAL TAXES ^r ; • L~• ~ G ~ ,,u ; AI~~1~~ ~EMENT ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION „a .~: ;, PO BOX 280601 ,, , , OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP c12-11) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS r~s2Ft~ ~3 PM 3.05 DATE 02-06-2012 CLERK CF ORPHAN`S "BURT CUMR~R! ~+~1~ C0 . PA DAVID J POGUE 1201 SCENERY DR MECHANICSBURG PA 17050-1942 ESTATE OF POGUE JUDITH E DATE OF DEATH 01-11-2011 FILE NUMBER 21 11-0083 COUNTY CUMBERLAND SSN/DC 204-30-7433 ACN 11003593 APPEAL BY DATE:04-06-2012 (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 <"~ ------------------------------------------------------------------------------------------- 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: 02-06-2012 ESTATE OF:POGUE JUDITH E DATE OF DEATH:O1-11-2011 COUNTY:CUMBERLAND FILE NO.: 21 11-0083 S.S/D.C. NO.: 204-30-7433 ACN: 11003593 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUN LIFE FINANCIAL IRA ACCOUNT NO.: 121250171806 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 01-11-2011 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 195,586.46 X 0.250 48,896.62 - .00 48,89b.62 ~ .045 2,200.35 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 C-) AMOUNT PAID 11-22-2011 CD015247 .00 2,200.35 BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-23-2011 TOTAL TAX PAYMENT 2,200.35 BALANCE OF TAX DUE .00 INTEREST AND PEN. 7.58 TOTAL DUE 7.58 ~ 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.