HomeMy WebLinkAbout02-24-12r (~~} } S`. `- OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;'~~'~,~ ~,,j {~ (~I p='f~~
INHERITANCE TAX DIVISION "~"~1 ~+}.~ PRMSP~I ;' ALLOWANCE OR DISALLOWANCE
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HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
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KAREN L SHAFFERCf.~~i~Fi`~I ~~'wr~~? (~~.~~, ~?~
3113 SYCAMORE ST
HARRISBURG PA 17111-1306
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DEPARTMENT OF REVENUE
REY-1548 EX AFP (12-11)
DATE 02-20-2012
ESTATE OF BUDDY GEORGE J
DATE OF DEATH 02-04-2011
FILE NUMBER 21 11-0284
COUNTY CUMBERLAND
SSN/DC 211-36-0520
ACN 11118562
APPEAL BY DATE:04-20-2012
(see reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE '~"> RETAIN LOWER PORTION FOR YOUR RECORDS <"~
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REY-1548 EX AFP C12-117
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 02-20-2012
ESTATE OF:BUDDY GEORGE J DATE OF DEATH:02-04-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-0284 S.S/D.C. NO.: 211-36-0520 ACN: 11118562
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 9106340129-S1
TYPE OF ACCOUNT: CX)SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-04-2003
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate.
Tax Due
TAX CREDITS:
5,870.64
X 0.500
2,935.32
- .00
2,935.32
y .15
440.30
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 TD:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 02-28-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 440.30
INTEREST AND PEN. 4.19
TOTAL DUE 444.49
~ 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.
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