HomeMy WebLinkAbout03-12-12 (2),.~~,.,r ~ ._,_. _ _ Pennsylvania `~~~ ~
BUREAU OF INDIVIDUAL TAXES `~ ~ ~ I ~ta~I .°OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -f. ,~~,'RAIS~'1~~N ALLOWANCE OR DISALLOWANCE
PO BOX 280601 f -~ QF`nEDU(:~'f,!:Isb~{S, AND ASSESSMENT OF TAX DN REV-1548 EX AFP (12-11)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
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JACK R OROURKLi~~t'~~~~~n`~~+~~~~..~ i;l.i, P~
3710 CONWICK DR
SOUTHPORT FL 32409-1669
DATE 03-12-2012
ESTATE OF OROURKE ROBERT
DATE OF DEATH 08-21-2011
FILE NUMBER 21 11-0944
COUNTY CUMBERLAND
SSN/DC 209-22-0308
ACN 11184780
APPEAL BY DATE:05-11-2012
(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 t12-11)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-12-2012
ESTATE OF:OROURKE ROBERT DATE OF DEATH:08-21-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-0944 S.S/D.C. NO.: 209-22-0308
ACN: 11184780
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO.: 1010264503769
TYPE OF ACCOUNT: CX)SAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 04-09-2010
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
13,546.89
X 0.500
6,773.45
- .00
6,773.45
x .15
1,016.02
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
01-13-2012 CD015463 .00 1,016.02
TOTAL TAX PAYMENT 1,016.02
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" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.