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HomeMy WebLinkAbout05-30-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE _ Pennsylvania PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 06-03-2014 ESTATE OF GATES SR JAMES A DATE OF DEATH 11-02-2013 FILE NUMBER 21 14-0283 COUNTY CUMBERLAND SSN/DC JAMES A GATESJR ACN 13163764 259 SAMPLE BRIDGE RD APPEAL BY DATE:08-02-2014 MECHANICSBURG PA 17050-1630 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS 4— ----------------------------_.___-__--------____--_-------_---------. REV-1548 EX AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 06-03-2014 ESTATE OF: GATES SR JAMES A DATE OF DEATH:11-02-2013 COUNTY: CUMBERLAND FILE NO. : 21 14-0283 S.S/D.C. NO. : ACN: 13163764 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: NORTHWEST SAVINGS BANK ACCOUNT NO. : 2496029998 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 12-23-2010 Account Balance 23,235.38 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 11 ,617.69 UPPER PORTION OF THIS NOTICE Debts and Deductions - . 00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 11,617.69 REGISTER OF WILLS AT THE Tax Rate X . 045 ABOVE ADD8f SS. MAkt$ CH�CRO Tax Due 522.80 OR MONEY eJ?KR PAYABLE rTiO�,' "REGISTERap FnWILLSm AG61 T=" TAX CREDITS: m (..) (.-) :a --q CD PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID '' CA r1 rn r— DATE NUMBER INTEREST/PEN PAID (-) 03-27-2014 CDO18953 .) p fT 0 , 522.80 -�i ci Q - r✓ = n rJ r- M D CJ r O D -,3 *7 TOTAL TAX PAYMENT 522.80 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . DO 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. pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 06-03-2014 ESTATE OF GATES SR JAMES A DATE OF DEATH 11-02-2013 FILE NUMBER 21' 14-0283 COUNTY CUMBERLAND SSN/DC JAMES A GATESJR ACN 13163765 259 SAMPLE BRIDGE RD APPEAL BY DATE:08-02-2014 MECHANICSBURG PA 17050-1630 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REV-1548 EX AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 06-03-2014 ESTATE OF:GATES SR JAMES A DATE OF DEATH:11-02-2013 COUNTY:CUMBERLAND FILE NO. : 21 14-0283 S.S/D.C. NO. : ACN: 13163765 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: NORTHWEST SAVINGS BANK ACCOUNT NO. : 43119070 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST OOTIME CERTIFICATE DATE ESTABLISHED 06-19-1997 Account Balance 15,396. 17 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 7,698.09 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 7,698. 09 REGISTER OF WILLS , '' THE Tax Rate x . 045 ABOVE ADDRgSS�p. MAKg CHE�MTI Tax Due 346.41 OR MONEY diDFR PAY/�LE TD j "REGISTER fO;F�kkL.,LS AGENT:' TAX CREDITS: RECEIPT DISCOUNT TI PAYMENT p C7 AMOUNT PAID Z' DATE NUMBER INTEREST/PEN PAID (-) 7G ([] G7 03-27-2014 CDO18954 .00 346.41 ') o Z3 -*I `ten ry r rn j W Cn O TOTAL TAX PAYMENT 346.41 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . 00 n 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. (V� SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.