HomeMy WebLinkAbout11-03-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
PO BOK 2110601
HARRISIIURG PA 171211-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r:~cn~.r.:i) n:::C'~Trt,eE OF INHERITANCE TAX
..- " ..... . ..-: :J.f~~!W'IM, ALLOWANCE OR DISALLOWANCE
.~,.of ',.QEOOCY,tr)Ns, AND ASSESSI1ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
*
REV-1541!1 EK AFP (06-05)
I ~. 28
I' .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-06-2006
WOLTZ
05-28-2006
21 06-0868
CUMBERLAND
207-03-7583
06149530
APPEAL DATE: 01-05-2007
(See reverse side under Objections)
AIIaunt R_1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JULIA
LISA WOLTZ
115 BRIGHTON DR
CARLISLE PA 17013
CUT ALONG THIS LINE
-+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iiO=is4i-ii-APp-loi=iij--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-06-2006
ESTATE OF WOLTZ
JULIA
DATE OF DEATH 05-28-2006
COUNTY CUMBERLAND
FILE NO. 21 06-0868
TAX RETURN WAS:
S.S/D.C. NO. 207-03-7583
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
06149530
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
30749-11
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 01-16-1987
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
859.71
0.500
429.89
.00
429.89
.45
19.35
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
DR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-02-2006 CD007274 .00 19.35
TOTAL TAX CREDIT 19.35
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 $I, NO PAYltENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YDU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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