HomeMy WebLinkAbout02-24-12
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BUREAU OF INDIVIDUAL TAXES~~i~~~"j~~ r M ~'~`_~ (C NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION `~~ A~~~12~I~~SEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 1 7128-060 1 ,~,,„a~ ~..,~~ ~~ ~,~~ ~ ~'O~TLY HELD OR TRUST ASSETS
CLERK ~F
Cl)P~~c ~?LaN~ CC., PA
WILLIAM M FARRELL
1323 ASPER DR
BOILING SPRINGS PA 17007-9616
Pennsylvania .
DEPARTMENT OF REVENUE
REV-1548 EX AEP (12-11>
DATE 02-28-2012
ESTATE OF CHESKI THEODORE J
DATE OF DEATH 11-24-2011
FILE NUMBER 21 11-1334
COUNTY CUMBERLAND
SSN/DC 189-22-2708
ACN 12100972
APPEAL BY DATE:04-28-2012
(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: 02-28-2012
ESTATE OF:CHESKI THEODORE J DATE OF DEATH:11-24-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-1334 S.S/D.C. NO.: 189-22-2708
ACN: 12100972
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO.: 6104512732
TYPE OF ACCOUNT: ( )SAVINGS CX) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-01-1981
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
01-20-2012 CD015499
14,666.38
X 0.500
7,333.19
- .00
7,333.19
x 15
1,099.98
DISCOUNT C+)
INTEREST/PEN PAID C-)
55.00
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."
AMOUNT PAID
1,044.98
TOTAL TAX PAYMENT 1,099.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.
T ~ _
~fFC(~F1~E~.. t~_rc;CE C~~ Pennsylvania ~-`
BUREAU OF INDIVIDUAL ~A~€E; r'-' ''~Ifj ~ C NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~` "`'`'~4"' ' "'y ~ {'`''"~~APPRAISEMENT, ALLDWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-11)
HARRISBURG PA 17128-0601
~;~t•} r_-~-~ !)~ E~~~ ~. ~ ~ JOINTLY HELD OR TRUST ASSETS
s...:€L 1 ~. L f
CLERK CE
ORPHA~~;'S VCURr
CIJP,~cEP,i.~^a~~~ (~G., f~~
WILLIAM M FARRELL
1323 ASPER DR
BOILING SPRINGS PA 17007-9616
LAIE 02-28-2012
ESTATE OF CHESKI THEODORE J
DATE OF DEATH 11-24-2011
FILE NUMBER 21 11-1334
COUNTY CUMBERLAND
SSN/DC 189-22-2708
ACN 12100974
APPEAL BY DATE:04-28-2012
(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 E"-~
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: 02-28-2012
ESTATE OF:CHESKI THEODORE J DATE OF DEATH:11-24-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-1334 S.S/D.C. NO.: 189-22-2708
ACN: 12100974
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO.: 6258348999
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C)OTIME CERTIFICATE
DATE ESTABLISHED 06-16-2010
Account Balance 55,891.58 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 27,945.79 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 27,945.79 REGISTER OF WILLS AT THE
Tax Rate x 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 4,191.87 OR MONEY ORDER PAYABLE T0:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-20-2012 CD015498 209.59 3,982.28
TOTAL TAX PAYMENT 4,191.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.
_ _ __ _ ~ _ _
~.., .~ -
~f ~~ =!~E~' L~=F,LE ~~
BUREAU OF INDIVIDUAL TAXE~Gil I°~,"~ '~Ajfj ~ ~' NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APP~RI~ISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 f~-z~ ~..~; r,~n .~ INTLY HELD OR TRUST ASSETS
~: ~ ~ r L.3 2 ~ ~- ~~ ~.~
CLERK QF
~R~~~,~r~ vV~~RT
WILLIAM M FARRELL
1323 ASPER DR
BOILING SPRINGS PA 17007-9616
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-11)
DATE 02-28-2012
ESTATE OF CHESKI THEODORE J
DATE OF DEATH 11-24-2011
FILE NUMBER 21 11-1334
COUNTY CUMBERLAND
SSN/DC 189-22-2708
ACN 12100973
APPEAL BY DATE:04-28-2012
(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: 02-28-2012
ESTATE OF:CHESKI
THEODORE J DATE OF DEATH:11-24-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-1334 S.S/D.C. NO.: 189-22-2708 ACN: 12100973
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO.: 6106311092
TYPE OF ACCOUNT: C )SAVINGS (X) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-25-1994
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
66,254.41 NOTE:
X 0.500
33,127.21
- .00
33,127.21
x .15
4,969.08
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
01-20-2012 CD015500 248.45 4,720.63
TOTAL TAX PAYMENT 4,969.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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.