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HomeMy WebLinkAbout01-18-13 (2)BUREAU OF INDIVIDUAL TAXES RECOR~QPf~RA1`SEMENTE 4I~LOWANCET ORCDISALLOWANLE INHERITANCE TAX DIVISION ~ CTIhPN$, AND ASSESSMENT OF TAX ON PD BOX 280601 REG,ST~it~~DP S HARRISBURG PA 17128-D601 JOINTLY HELD OR TRUST ASSETS 'U i3 JFPa 18 ,r-lil is y8 CLEPK G;= ORPNAfVS' C~J~~~T ROBERT K SCHELLQI~MSERLArdC ~v., PA 1000 BROOKWOOD DR MECHANICSBURG PA 17055-6765 Pennsylvania iii DEPARTMENT OF REVENUE REV-1548 IX AFP (12-12) DATE 01-21-2013 ESTATE OF SCHELL MARGARET M DATE OF DEATH 09-30-2012 FILE NUMBER 21 12-1176 COUNTY CUMBERLAND SSN/DC ACN 12157521 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 C12-12) 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:SCHELL MARGARET M DATE OF DEATH:09-30-2012 COUNTY:CUMBERLAND FILE NO.: 21 12-1176 S.S/D.C. NO.: ACM: 12157521 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO.: 6218995813 TYPE OF ACCOUNT: ( )SAVINGS ( b CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 08-14-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 374,852.26 X 0.166 62,476.63 - .00 62,476.63 x .045 2,811.45 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 (-) pMOU NT PAID 12-27-2012 CD016974 140.57 2,670.88 TOTAL TAX PAYMENT 2,811.45 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). VOU MAV BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.