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HomeMy WebLinkAbout07-24-06 .... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r-nwao' 0Fq('~ (\C BUREAU OF INDIVI~b u' " U \ .\J_"J NOTICE OF INHERITANCE TAX INtERITANCE TAX DIVISION:,':'-,-"r"".c ,~ APPRAISEHENT" ALLOWANCE OR DISALLOWANCE PO BOX Z80601 '" ",'-,. ' OF DEDUCTIONS" AND ASSESSHENT OF TAX ON HARRISBURG PA 171Z8-0601 JOINTL Y HELD OR TRUST ASSETS . J" REV-1548 EX AFP (06-05) 20Gb JUL 24 f\f1 \\: 31 C""",r,, . ini;- JAMES (J)'SHINDlE 34 GEORGE CIR MECHANICSBURG PA 17055 DATE 07-24-2006 ESTATE OF SHINDLE ALLEN J DATE OF DEATH 11-14-2005 FILE NUMBER 21 06-0059 COUNTY CUMBERLAND SSN/DC 176-68-8105 ACN 06121000 APPEAL DATE: 09-22-2006 (See reverse side under Objections) A_aunt Re_ittedl 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 +- Riy=is4i-ix-AFP-loi=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-24-2006 ESTATE OF SHINDLE ALLEN J DATE OF DEATH 11-14-2005 COUNTY CUMBERLAND FILE NO. 21 06-0059 TAX RETURN WAS: S.S/D.C. NO. 176-68-8105 ACN 06121000 () ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 204569-11 TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 06-01-2004 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 913.36 0.500 456.68 .00 456.68 .45 20.55 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 (-) PAYMENT MUST BE MADE BY 08-15-2006_. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 20.55 INTEREST AND PEN. .00 TOTAL DUE 20.55 · 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 "CREDIP" ( CR)" YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) . REV~1470EX (6-88) . '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER REVIEWED BY ACN 2106-0059 06121000 ALLEN J SHINDLE ROBIN GRAFF ITEM SCHEDULE NO. EXPLANATION OF CHANGES THE CLAIMED BILLS PERTAINING TO THE FUNERAL EXPENSES, BURIAL PLOT AND UTILITY BILLS ARE NOT ALLOWED AGAINST THIS JOINTLY HELD ACCOUNT. THESE EXPENSES ARE PROBATE DEDUCTIONS, WHICH THE ESTATE ATTORNEY, EXECUTOR OR EXECUTRIX ARE REQUIRED TO CLAIM. THE DECEDENTS ESTATE WILL HAVE TO REIMBURSE YOU FOR THESE PAID DEBTS. AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE. ROW Page 1