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)
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tY.::,} U:'J. - i
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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
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