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HomeMy WebLinkAbout09-16-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL,jAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) DION - A CARTER 1207 APPLE DR MECHANICSBURG PA 17055 DATE 09-13-2005 ESTATE OF CARTER JACK DATE OF DEATH 04-08-2005 FILE NUMBER 21 05-0733 COUNTY CUMBERLAND SSN/DC 568-34-1726 ACN 05136509 APPEAL DATE: 11-12-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:is4S-Ex-AFP-r03:0si-------------------------___________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-13-2005 ESTATE OF CARTER JACK DATE OF DEATH 04-08-2005 COUNTY CUMBERLAND FILE NO. 21 05-0733 TAX RETURN WAS: S.S/D.C. NO. 568-34-1726 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 05136509 FINANCIAL INSTITUTION: MaT BANK ACCOUNT NO. 950777219 TYPE OF ACCOUNT: ()SAVINGS IX) CHECKING (>TRUST (>TIME CERTIFICATE DATE ESTABLISHED 12-31-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 71 0.86 0.500 355.43 .00 355.43 .45 15.99 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." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2005 CD005702 .00 15.99 TOTAL TAX CREDIT 15.99 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 PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) RA ---