HomeMy WebLinkAbout10-07-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APP~l;S~tl/~" ~I:lIt.NC_E OR DISALLOWANCE
OF D<EDUc'rtOf1S>,A~U~S$e;SSI1ENT OF TAX ON
JOINTLY HELD OR .TRUST ASSETS
DATE 10-10-2005
ESTATE OF SHUEY ALBERTA E
! ;~TE OF DEATH 05-16-2005
FILE NUMBER 21 05-0748
COUNTY CUMBERLAND
SSN/DC 194-42-9758
ACN 05134608
APPEAL DATE: 12-09-2005
(See reverse side under Objections)
AmDunt Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
-7
/':; :
, i
MARY R KENNEDY
628 TRUSH CT
MECHANICSBURG PA 17050
REV-1548 EX AFP (06-05)
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4S-EX-AFP-rOj=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 SHUEY
ALBERTA
COUNTY
CUMBERLAND
E DATE OF DEATH 05-16-2005
FILE NO. 21 05-0748
TAX RETURN WAS:
S.S/D.C. NO. 194-42-9758
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU
ACN
05134608
ACCOUNT NO.
0194429758-7
TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 10-03-1994
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
27,934.07
0.500
13,967.04
.00
13,967.04
.12
1,676.04
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 (-)
08-15-2005 CD005716 83.80 1,676.04
TOTAL TAX CREDIT 1,759.84
BALANCE OF TAX DUE 83.80CR
INTEREST AND PEN. .00
TOTAL DUE 83.80CR
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYI1ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" ( CR), YOU I1AY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS. )
Cf"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
'~P!~E~!fIr:~::'f'UOiMNCE OR DISALLOWANCE
, OFDEDtJCTlcmS;"AND: ASSESSMENT OF TAX ON
""'.JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
-- -.. I
"
DATE
Pi; !: 2 ~:~~T~F O~EATH
FILE NUMBER
COUNTY
SSNI'DC
ACN
10-10-2005
SHUEY
05-16-2005
21 05-0748
CUMBERLAND
194-42-9758
05133114
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
ALBERTA
E
?nPI: ,'-' _ i
,J!,.!,J '.:'.' I
MARY R KENNEDY
628 TRUSH CT
MECHANICSBURG PA 17050
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV=is4S-EX-AFP-r03=OSj----------------------------------------------------________________
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 SHUEY
ALBERTA
E DATE OF DEATH 05-16-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0748
TAX RETURN WAS:
S.S/D.C. NO. 194-42-9758
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05133114
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0194429758-4
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 10-03-1994
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
5,829.99
0.500
2,915.00
.00
2,915.00
.12
349.80
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 (-)
08-15-2005 CD005717 17.49 349.80
TOTAL TAX CREDIT 367.29
BALANCE OF TAX DUE 17.49CR
INTEREST AND PEN. .00
TOTAL DUE 17.49CR
· 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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