HomeMy WebLinkAbout07-22-2005
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDlvIDuAi:~..G;~ED OFFiCF r~: NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ",~ - I ,-,:APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 28.601 .. . '., ., ",OF DEOUCTIDNS, AND ASSESSHENT OF TAX ON
HARRISBURG PA 17128-0601 ,JOINTLY HELD OR TRUST ASSETS
*'
REV-1548 EX AFP (06-05)
zaos ,!UU2 Pi: 2: 09
DATE 07-25-2005
ESTATE OF KLEIN MIRIAM B
DATE OF DEATH 03-03-2005
FILE NUMBER 21 05- 0566
COUNTY CUMBERLAND
SSN/DC 171-50-5304
ACN 05125391
APPEAL DATE: 09-23-2005
(See reverse side under Objections)
Amount ReRittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
EDMUND KLEIN
5435 BoNNYRIGG CT
MECHANICSBURG PA 17055
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS _
REV=is4S-EX-AFP-lo3=OSj--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-25-2005
ESTATE OF KLEIN
MIRIAM
B DATE OF DEATH 03-03-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0566
TAX RETURN WAS:
S.S/D.C. NO. 171-50-5304
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05125391
FINANCIAL INSTITUTION, PSECU
ACCOUNT NO.
0171505304
TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 11-04-1992
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
50,801.41
0.500
25,400.71
.00
25,400.71
.45
1,143.03
NOTE: TO INSURE 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 TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
06-20-2005 CD00546b'-.. .00 1,143.03
TOTAL TAX CREDIT 1,143.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YDU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS. )
i.-
",,5
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
r:::"...."""cn n:::e:!,,::: (':e NOTICE OF INHERITANCE TAX
BUREAU OF INDIVlDUAtic"~"~!',",,},-u ,~': , ,~~ '-APPRAISEMENT ALLDIIANCE DR OISALLDWANCE
INHERITANCE TAX DIVISION ""'>;"---,"-, ""1'-'" ,
PO 80X 2806.1 ;" ", ," " ' "-PF DEDUCTIONS, AND ASSESSMENT OF TAX ON
......ISIllJ.. PA 17128-0601 " " .JDINTL Y HELD DR TRUST ASSETS
REV-l548 EX AFP (06-05)
DATE 07-25-2005
ESTATE OF KLEIN MIRIAM B
DATE OF DEATH 03-03-2005
FILE NUMBER 21 05-0566
COUNTY CUMBERLAND
SSN/DC 171-50-5304
ACN 05125390
APPEAL DATE: 09-23-2005
(See reverse side under Objections)
AmDunt Re.i~~edl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
7n', III! 27 Pi' 7: 09
"""",,,\,; .... ,~'-_ _ ".._
EDMUND C'KLEIN
5435 BONNYRIGG CT
MECHANICSBURG PA 17055
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS _
REV:i5~i-EX-AFP-(03:05)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-25-2005
ESTATE OF KLEIN
MIRIAM
B DATE OF DEATH 03-03-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0566
TAX RETURN WAS:
S.S/D.C. NO. 171-50-5304
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05125390
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0171505304
TYPE OF ACCOUNT: ()SAVINGS 01:) CHECKING (>TRUST (>TIME CERTIFICATE
DATE ESTABLISHED 11-04-1992
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1,484.42
0.500
742.21
.00
742.21
.45
33.40
NOTE: TO INSURE 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 TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECi~PT DISCOUNT (+) AMOUNT PAID
DATE NUM ER INTEREST/PEN PAID (-)
06-20-2005 CD005465 ....... .00 33.40
TOTAL TAX CREDIT 33.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
I TOTAL DUE .00
If IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. If
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND.
- ---- -- .......~ I:'ftDM II:'nD TNSTRUCTIONS. )
Q,..,s.v.