HomeMy WebLinkAbout02-24-12 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KAREN L SHAFFER
3113 SYCAMORE ST
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JOINTLY HELD OR TRUST ASSETS
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HARRISBURG PA 17111-130b
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 11118563
APPEAL BY DATE:04-20-2012
(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 <'~
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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 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: 11118563
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 9106340129-S4
TYPE OF ACCOUNT: C )SAVINGS CX) 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:
3,839.73
X 0.500
1,919.87
- .00
1,919.87
Y .15
287.98
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 02-28-2012 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 287.98
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.74
TOTAL DUE 290.72
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~