HomeMy WebLinkAbout05-22-12 r, ~~~ Pennsylvania - i
BUREAU OF INDIVIDUAL ~ ' NA~.t;CE
TAXES : AF'PRAI'S M~'NT
~
~ OF INHERITANCE TAX
ALLOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~-~_ ,
•..,,~_.. ._ REV-1546 EX AFP (12-11)
PO BOX 280601 OF DE~UCTI~ONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
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~i _ DATE 05- 21-2012
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CUI,~EEF~~~ ~G ~~~ ~,~,,.
KEITH 0 BRENNEMAN ~
SNELBAKER AND ASSOC
44 W MAIN ST
MECHANICSBURG PA 17055-7400
ESTATE OF BANTZ JAMES C
DATE OF DEATH 02-09-2011
FILE NUMBER 21 11-1162
COUNTY CUMBERLAND
SSN/DC 508-42-4148
ACN 12000742
APPEAL BY DATE:07-20-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS •~
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REY-1548 EX AFP (12-11)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 05-21-2012
ESTATE OF:BANTZ JAMES C DATE OF DEATH:02-09-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-1162 S.S/D.C. NO.: 508-42-4148
ACN: 12000742
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: REAL ESTATE ACCOUNT NO.: 411-W-MARBLE
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 02-09-2011
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
147,500.00
X 0.500
73,750.00
- .DO
73,750.00
x .045
3,318.75
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
10-31-2011 CD015139 .00 3,318.75
TOTAL TAX PAYMENT 3,318.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+r IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ,''