HomeMy WebLinkAbout05-22-12 (2)BUREAll OF INDIVIDUAL TAXES ~f ~'.~j -!,'~ r`I~ E OF INHERITANCE TAX
INHERITANCE TAX DIVISION r,~ „~,., ~PPRIYI'S~M ALLOWANCE OR DISALLOWANCE
PD BOX 280601 ~ .~', iii;` ~;;-;QF HE~'CTL~NS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 1 7128-060 1 ~ ~ ~jO~TJ~'LY HELD OR TRUST ASSETS
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9806 HARVEY COURT
BAKERSFIELD CA 93312
Pennsylvania
DEPARTMENT OF REVENUE ;
REV-1548 EX AFP (12-11)
DATE 05-21-2012
ESTATE OF LAVERTY LEO E
DATE OF DEATH 05-28-2011
FILE NUMBER 21 11-0647
COUNTY CUMBERLAND
SSN/DC 194-01-9770
ACN 11141670
APPEAL BY DATE:07-20-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ""'~ RETAIN LOWER PORTION FOR YOUR RECORDS <"'
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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: 05-21-2012
ESTATE OF:LAVERTY LEO E DATE OF DEATH:05-28-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-0647 S.S/D.C. NO.: 199-01-9770
ACN: 11141670
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 199372-43
TYPE OF ACCOUNT: C )SAVINGS
DATE ESTABLISHED 11-25-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
C ) CHECKING C )TRUST CX)TIME CERTIFICATE
64,270.19
X 0.500
32,135.10
- .00
32,135.10
x .045
1,446.08
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 05-29-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,446.08
INTEREST AND PEN. 10.79
TOTAL DUE 1,456.87
* 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. ,
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