HomeMy WebLinkAbout99-0575BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARY A ELLMER
3419 LOGAN ST
CLERK CY,
ORPHA,N'S (;~;~U,~T
a
CAMP HILL PA 17011
DATE 03-01-2012
ESTATE OF ANGELOZZI AVID
DATE OF DEATH 06-03-1999
FILE NUMBER 21 99-0575
COUNTY CUMBERLAND
SSN/DC 186-18-8523
ACN 11110342
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-1604 EX AFP C12-11)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-01-2012
ESTATE OF: ANGELOZZI AVID DATE OF DEATH: 06-03-1999 COUNTY: CUMBERLAND
FILE NO.: 21 99-0575 S.S/D.C. N0.:186-18-8523 ACN: 11110342
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1010208656643
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 01-07-2011
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
INHERITANCE TAX
R 0 D ADJUSTMENT Pennsylvania ~
~~,_r~~ JOINTLY~D OR TRUST ASSETS DEPARTMENT OF REVENUE
r.i ~ ~ ,_~"~~ ~~J~~-1~~ ~F- REV-1604 EX AFP (12-11)
.00 NOTE:
X 0.500
.00
.00
.00
X .15
.00
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 ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
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.
BUREAU OF INDIVIDUAL T~~S. ! '~• ~~N NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION 1rf?R:RAISEMENT, ALLOWANCE OR DISALLOWANCE:
PO BOX 280601 OF'~DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
_., f ~~ -i~~I~ 1
~,_
t ~-
MARY A E~L!~O~~z
3419 LOGAN ST
CAMP HILL PA 17011
Pennsylvania = ~ ~'"
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-11)
DATE 01-16-2012
ESTATE OF ANGELOZZI AVID
DATE OF DEATH 06-03-1999
FILE NUMBER 21 99-0575
COUNTY CUMBERLAND
SSN/DC 186-18-8523
ACN 11110342
APPEAL BY DATE:03-16-2012
(See reverse siefe under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SWUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1648 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: 01-16-2012
ESTATE OF:ANGELOZZI AVID DATE OF DEATH:06-03-1999
FILE NO.: 21 99-0575 S.S/D.C. NO.: 186-18-8523
COUNTY:CUMBERLAND
ACN: 11110342
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1010208656643
TYPE OF ACCOUNT: C )SAVINGS C } CHECKING CX)TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-07-2011
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
15,224.99
X 0.500
7,612.50
- .00
7,612.50
Y .15
1,141.88
NOTE: TCI ENSURE PROPER CREDIT TO
YCIUR 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:
"R:EGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
1NItKt51 1S CHARGED THROUGH 01-24-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,141.88
INTEREST AND PEN. 798.15
TOTAL DUE 1,940.03
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTERESI•. ^
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.