HomeMy WebLinkAbout01-18-13BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601
JOINTLY HELD OR TRUST ASSETS
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-1D
~+' 01-21-2013
RE6(S 6 (?? ~/j' ' ' pFODEATH 09M17T2011 ISABELLE F
pp FILE NUMBER 21 11-1007
'~i~13 ~~~~~ ~ 8 fl~~ FAUN~' CUMBERLAND
ROBERT W OMMERT S~NfDC 195-16-3961
APT 3315 CLLRK ,V ,.. ACN 12107864
325 WESLEY DR APPEAL BY DATE:03-22-2013
MECHANICSBURG PA vo55- ORPHA~dS' C~u~jj (See reverse side under Objections)
~9~lBERLAPE~ ~~!~~^t Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'/ RETAIN LOWER PORTION FOR YOUR RECORDS f~
REV-1548 EX AFP (12-12J
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-21-2013
ESTATE OF: OMMERT ISABELLE F
DATE OF DEATH:09-17-2011
COUNTY:CUMBERLAND
FILE NO.: 21 11-1007 S.S/D.C. NO.:
195-16-3961 ACN:
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 12107864
FINANCIAL INSTITUTION: SOVEREIGN BANK OR TRUST ASSET INFORMATION
TYPE OF ACCOUNT: ( )SAVINGS (X) CHECKING ( )TRUST A( )T ME CERTIFICATE60502
DATE ESTABLISHED 06-17-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
982.71
X 0.500
491.36
.00
491.36
)~ 15
73.70
DISCOUNT (+)
INTEREST/PEN PAID (_)
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
INTEREST IS CHARGED THROUGH 01-29-2013
AT THE RATES APPLICABLE AS OUTLINED ON THE T07AL TAX PAYMENT .00
REVERSE SIDE OF THIS FORM BALANCE OF TAX DUE 73.70
INTEREST AND PEN. 1.37
TOTAL DUE 75.07
+~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), YOU MAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
by
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RECOfpyR :` ~,;.,.~ .1~
REGiS7y,r - ~"
~~ ~. '. ;;
~i3 :;RP; :gig ~~ ~ ~7
~ ; i _
ROBERT W OMMERT
APT 3315 ~LEFi i{ (,-<.
325 WESLEY DR ORPN~?y 5' ,,,_.;,~-;-..
MECHANICSBURG p~Ut~yBgs{~ ,.; _... ~'
~ pennsylvania
D EPAgTMENT OF REVENUE
REV-1548 E% AFP (12-12)
DATE 01-21-2013
ESTATE OF OMMERT ISABELLE F
DATE OF DEATH 09-17-2011
FILE NUMBER 21 11-1007
COUNTY CUMBERLAND
SSN/DC 195-16-3961
ACN 12107865
APPEAL BY DATE:03-22-2013
(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 F
REV-1548 EX AFP (12-12~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-21-2013
ESTATE OF:OMMERT ISABELLE F DATE OF DEATH:09-17-2011
COUNTY:CUMBERLAND
FILE NO.: 21 11-1007 S.S/D.C. NO.:
195-16-3961 ACN:
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 12107865
FINANCIAL INSTITUTION: SOVEREIGN BANKT OR TRUST ASSET INFORMATION
TYPE OF ACCOUNT: (X)SAVINGS ( ) CHECKING ( )TRUST A( )T INME CERTIFICATE 0820
DATE ESTABLISHED 01-01-1971
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
DISCOUNT C+)
INTEREST/PEN PAID (_)
INTEREST IS CHARGED THROUGH 01-29-2013
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
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 PgID
TOTAL TAX PAYMENT
BALANCE OF TAX DU
INTEREST AND PEN.
TOTAL DUE
• 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 FDRM FOR INSTRUCTIONS.
2,146.56
X 0.500
1,073.28
.00
1,073.28
~- 15
160.99
.00
160.99
2.98
163.97
'7„t~