HomeMy WebLinkAbout08-18-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISBURG PA 17121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~_.:::~ ("i-", =~ ,r."~:,~ r'\ ('\ ,.....:, ("\ r- ("t i~'
, ' fIoTIt!l=~ '..lNftElUtANCE TAX
APPRAISE"ENT~- ALLOWAt'l1CE1)R DISALLOWANCE
Of DEDUCnONS" 'AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
'*
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REY-1541 EX AFP (06-05)
i.At.1 08-21-2006
ESTATE OF SLOAN PHYLLIS K
DATE OF DEATH 05-08-2005
FILE NUMBER -1-t-1.DOh..-f'l3
:-QOUNTY CUMBERLAND
SS~/DC 200-24-2110
AeN 05145492
APPEAL DATE: 10-20-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
SANDRA L BOOK
5 MOUNTAIN VIEW DR
MECHANICSBURG PA 17050
CUT ALONG THIS LINE --+ RE'AIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1548 EX AFP (03-05)
I
NOTICE OF INHERITANCE TAX ~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUClIONS, AND ASSESSMENTI OF TAX ON JOINTLY HELD OR TRUST ASSETS
I DATE 08-21-2006
ESTATE OF SLOAN
PHYLLIS K DATE OF DEATH 05-08-2005
COUNTY CUMBERLAND
FILE NO. S.SAD.C. NO. 200-24-2110
TAX RETURN WAS: (X) CCEPTED AS FILED () CHANGED
UOINT OR TRUST ASSET INFORMATION
ACN
05145492
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO.
5070104254
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 01-07-1991
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
71773.21
0.166
11295.56
.00
11295.56
.15
194.33
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNTI 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:
ftREGISTER OF WILLSI AGENT.ft
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 08-~9-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTL_NED ON THE BALANCE OF TAX DUE 194.33
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.54
TOTAL DUE 201.87
. IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRll YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r)!"-r,r,\'-''''\i- 1 r,'-Q'- t",'.
:-!,='.jft)C~' i/-!-;~~T ,~-E OF INHERITANCE TAX
.:::. !:. ( .; ',: ~ ~PR,A-I~~ME"T, ALLOWANCE OR DISALLOWANCE
....... '.. fi lDEDUtTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
*'
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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GILBERT L SLOAN u
17 WHITE OAK BLVD
MECHANICSBURG PA 17050
REV-15~8 EX AFP (06-05)
DATE 08-21-2006
ESTATE OF SLOAN PHYLLIS K
DATE OF DEATH 05-08-2005
FILE NUMBER 1-1- ()(c.-(jcJ-3
COUNTY CUMBERLAND
SSN/DC 200-24-2110
ACN 05145491
APPEAL DATE: 10-20-2006
(See reverse side under Objections)
A.aunt Re.i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RE~AIN LOWER PORTION FOR YOUR RECORDS +--
iiO=is4i-ii-AFP-loJ=osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX ~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMEN1 OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-21-2006
ESTATE OF SLOAN
COUNTY
CUMBERLAND
PHYLLIS K DATE OF DEATH 05-08-2005
FILE NO. S.SJD.C. NO. 200-24-2110
TAX RETURN WAS: (X) ~CCEPTED AS FILED () CHANGED
~OINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK
ACN
05145491
ACCOUNT NO.
5070104254
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 01-07-1991
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
7,773.21
0.166
1,,295.56
.00
1,,295.56
.00
.00
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 (-)
TOTAL TAX CREDIT .00
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl" YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l