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HomeMy WebLinkAbout10-07-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 _ -c. _~ ~I~.-Of INHERITANCE TAX DLO:)"~~~.I~E!tlE~;r~ I AllOWANCE OR DISALLOWANCE ... OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS I)D~);:"~:~'" -7 :: 21 .; LEO F LUCIANO-J~ P. O. BOX 9 SHERMANSDALE PA 17090 REV-1548 EX AFP (06-05) DATE 10-10-2005 ESTATE OF LUCIANO IVA M DATE OF DEATH 06-17-2005 FILE NUMBER 21 05-0731 COUNTY CUMBERLAND SSN/DC 210-20-6879 ACN 05002891 APPEAL DATE: 12-09-2005 (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 +- REV=is4S-EX-AFP-coi=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-10-2005 ESTATE OF LUCIANO IVA COUNTY CUMBERLAND M DATE OF DEATH 06-17-2005 S.S/D.C. NO. 210-20-6879 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS FIRST FED CREDIT UNION ACCOUNT NO. FILE NO. 21 05-0731 TAX RETURN WAS: ACN 05002891 48966 TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 03-10-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 26,620.90 0.500 13,310.45 5,112.41 8,198.04 .45 368.91 X X TAX CREDITS: 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." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2005 CD005696 18.45 523.70 TOTAL TAX CREDIT 542.15 BALANCE OF TAX DUE 173.24CR INTEREST AND PEN. .00 TOTAL DUE 173.24CR · 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. ) eM COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 p'-r~'lDr,r:c rY~I:,~1'l~E OF INHERITANCE TAX . ,::-..Jj . )-il.PP-RAI~HENT. ALLOWANCE OR DISALLOWANCE -OF 'DEDUcTioNS. AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) 2(\"" .-,", -. , tY.::,} U:'J. - i !)H \.? I t I I " '- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-10-2005 LUCIANO 06-17-2005 21 05-0731 CUMBERLAND 210-20-6879 05002894 APPEAL DATE: 12-09-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 IVA M LEO P.O.BOX 9 SHERMANSDALE i ;: LUCIA~:;::JR PA 17090 TO: CUT ALONG THIS LINE -to RETAIN LOWER PORTION FOR YOUR RECORDS +- REV=is4S-EX-AFP-roi=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-10-2005 ESTATE OF LUCIANO IVA M DATE OF DEATH 06-17-2005 COUNTY CUMBERLAND FILE NO. 21 05-0731 TAX RETURN WAS: S.S/D.C. NO. 210-20-6879 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 05002894 FINANCIAL INSTITUTION: AIG SUNAMERICA ACCOUNT NO. A39A3009968 TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 04-29-2003 X 234.006.48 0.333 78.001.38 .00 78.001.38 .45 3.510.06 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." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2005 CD005696 175.50 3.334.59 TOTAL TAX CREDIT 3.510.09 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 TOTAL DUE .03CR . 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 "CREDIT" ( CRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J c~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU DF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 -I _,.No-UCE DF INHERITANCE TAX c=r'nT.lnrr,~€f~ili"'ENT, ALLDWANCE DR DISALLDWANCE :" v', "-'dDF DEDUCTIDNS, AND ASSESSMENT DF TAX DN JDINTLY HELD DR TRUST ASSETS 'Innt'l i.. w ~ J "'1 pL'. \: 2 \ -: ji . .' i1 JAMES A C/O LUCIANO P.O.BOX 9 SHERMANSDALE LUCIANO r" PA 17090 REV-1548 EX AFP (06-05) 10-10-2005 LUCIANO 06-17-2005 21 05-0731 CUMBERLAND 210-20-6879 05002892 APPEAL DATE: 12-09-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN IVA M TO: CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY=is4S-EX-AFP-r03=Osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-10-2005 ESTATE OF LUCIANO IVA COUNTY CUMBERLAND M DATE OF DEATH 06-17-2005 FILE NO. 21 05-0731 TAX RETURN WAS: S.S/D.C. NO. 210-20-6879 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: AIG SUNAMERICA ACN 05002892 ACCOUNT NO. A39A3009968 TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 04-29-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 234,006.48 0.333 78,001.38 .00 78,001.38 .45 3,510.06 X X TAX CREDITS: 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." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2005 CD005696 175.50 3,334.59 TOTAL TAX CREDIT 3,510.09 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 TOTAL DUE .03CR · IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATIDN DF ADDITIDNAL INTEREST. . ( IF TDTAL DUE IS LESS THAN $1, NO. PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YDU MAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FDRM FDR INSTRUCTIDNS. J cAtV' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX r ,.. "" ~f!I!W,S~,:r-( ~l.iLOWANCE OR DISALLOWANCE i;:~':')gf:DEOOC11oNS:, i,AND ASSESSMENT OF TAX ON -'~OINTLV 1H~LD OR TRUST ASSETS 20;jS", ". -1 Pll I: 2 I PATRICIA GARRETT C/O LUCIANO P.O.BOX 9 SHERMANSDALE PA 17090 REV-1548 EX AFP (06-05) DATE 10-10-2005 ESTATE OF LUCIANO IVA M DATE OF DEATH 06-17-2005 FILE NUMBER 21 05-0731 COUNTY CUMBERLAND SSN/DC 210-20-6879 ACN 05002893 APPEAL DATE: 12-09-2005 (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-loi=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-10-2005 ESTATE OF LUCIANO IVA COUNTY CUMBERLAND M DATE OF DEATH 06-17-2005 FILE NO. 21 05-0731 TAX RETURN WAS: S.S/D.C. NO. 210-20-6879 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: AIG SUNAMERICA ACN 05002893 ACCOUNT NO. A39A3009968 TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 04-29-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 234,006.48 0.333 78,001. 38 .00 78,001.38 .45 3,510.06 x x TAX CREDITS: 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." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2005 CD005696 175.50 3,334.59 TOTAL TAX CREDIT 3,510.09 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 TOTAL DUE .03CR · 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" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J \)f\