HomeMy WebLinkAbout01-07-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
~~C~~~I~~E~'~~~I~, ~ID ASSESSMENT OF TAX ON
R~~IS { ~~ ,I~NT,L~. ~~ D OR TRUST ASSETS
3~11~ ~~~~ 7 ~~ u ~~
BRIAN W DAVIES ORPHANS Ct~i.;r~7
2495 COPE DR GUMBERLANQ QQ., PA
MECHANICSBURG PA 17055-5355
Pennsylvania
DEPARTMENT OF REVENUE
REY-1548 IX AFP (12-12)
DATE 12-31-2012
ESTATE OF DAVIES ROBERTA
DATE OF DEATH 09-28-2012
FILE NUMBER 21 12-1252
COUNTY CUMBERLAND
SSN/DC
ACN 12156196
APPEAL BY DATE:03-O1-2013
(See reverse side under Objections)
Amount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
D
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1548 EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 12-31-2012
ESTATE OF:DAVIES
ROBERTA D DATE OF DEATH:09-28-2012 COUNTY:CUMBERLAND
FILE NO.: 21 12-1252 S.S/D.C. NO.:
ACN: 12156196
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 272428-40
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 03-25-2009
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY CRFnTTSr
120,143.80
X 0.166
20,024.37
- .00
20,024.37
Y .045
901.10
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YDUR 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 Ct)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-30-2012 CD016867 45.06 856.05
TOTAL TAX PAYMENT 901.11
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.