HomeMy WebLinkAbout06-16-05
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c-r-r-.-.oil',r:!' ('.iTV'!: n::
F'::::"vUn~..cU _...,~rl.':NOrrCE OF INHERITANCE TAX
i-~~liAlSEIIEtrr, ALLOWANCE OR DISALLOWANCE
-OF"DEDllCffoNS, AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
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REV-l548 EX AFP (06-05)
-,,'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
08-08-2005
VERBOS
03-09-2005
21 05-0542
CUMBERLAND
179-30-3694
05126375
APPEAL DATE: 10-07-2005
(See reverse side under Objections)
AmoUM Remi'tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
JOSEPH
M
KAREN
216 CLARK
LEMOYNE
ECKERT'::
ST
PA 17043
TO:
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -
REV:is~i-EX-AFP-(03:0si--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-08-2005
ESTATE OF VERBOS
JOSEPH
M DATE OF DEATH 03-09-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0542
TAX RETURN WAS:
S.S/D.C. NO. 179-30-3694
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05126375
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
0571106935
TYPE OF ACCOUNT: ()SAVINGS 01:) CHECKING (>TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 05-19-1998
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
50,909.31
0.166
8,485.05
.00
8,485.05
.45
381.83
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 (-)
06-15-2005 CD005442 .00 381.83
TOTAL TAX CREDIT 381.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIr' ( CRJ, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. J
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;;:;'"\ 1,1 "!., -'
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
cc!~rn-r:" or:n~~ r:"
, !='.~ f~_'L:L. 'iilo'Pf(;~!:OF INHERITANCE TAX
rcr','.(~$ElIEJlT!~ ALLOWANCE OR DISALLOWANCE
bF'DEllUcTIONS, AND ASSESSl1ENT DF TAX ON
~DINTLY HELD OR TRUST ASSETS
11:55 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZlS060l
HARRISBURG PA 17128-0601
REV-1548 EX AFP (06-05)
08-08-2005
VERBOS
03-09-2005
21 05-0542
CUMBERLAND
179-30-3694
05126373
APPEAL DATE: 10-07-2005
(See reverse side under Objections)
A.aun't ReIII1't'ted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JOSEPH
M
KAREN
216 CLARK
LEMOYNE
ECKERT
ST
PA 17043
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -
REV=is4S-EX-AFP-loi=osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-08-2005
ESTATE OF VERBOS
JOSEPH
M DATE OF DEATH 03-09-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0542
TAX RETURN WAS,
S.S/D.C. NO. 179-30-3694
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05126373
FINANCIAL INSTITUTION, SOVEREIGN BANK
ACCOUNT NO.
0571108008
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 05-19-1998
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
4,023.16
0.166
670.54
.00
670.54
.45
30.16
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAVMENT 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 (-)
06-15-2005 CD005442 .00 30.16
TOTAL TAX CREDIT 30.16
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 LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDIT" ( CRJ, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE DF THIS FOIlll FDR INSTRUCTIONS. J