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HomeMy WebLinkAbout10-13-06 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE APp~r~~J~?: ~ii=~~r~:C~I~:~LOWANCE OF DEDUcTJCJ~S,.:)(NQ~:'As~SSMENT OF TAX ON JOINTLY HELD OR tRUST ASSETS REV-1548 EX AFP (06-05) DONALD L RODDY JR 2577 VALLEY RD MARYSVILLE 2006 OCT /3 AIi 1/ ~;::TE OF DATE OF DEATH CLEP!\ C: FILE NUMBER nr:;DI..:!:\"C' f"""!I...J:-.FCOUNTY -;"! ,'.:' ,J '.J',.' " I SSNI'DC "I I, ." \";\)AeN 10-17-2006 RODDY 07-06-2006 21 06-0840 CUMBERLAND 195-14-0653 06147876 APPEAL DATE: 12-16-2006 (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 VIRGINIA PA 17053-9717 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV=is4S-EX-AFP-lo3=OSj---------------------------_________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-17-2006 ~ ESTATE OF RODDY VIRGINIA DATE OF DEATH 07-06-2006 COUNTY CUMBERLAND FILE NO. 21 06-0840 TAX RETURN WAS: S.S/D.C. NO. 195-14-0653 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06147876 FINANCIAL INSTITUTION: FIRST NATIONAL BANK ACCOUNT NO. 425427 TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 03-15-2006 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 31.568.15 1. 000 31.568.15 5,207.41 26,360.74 .45 1,186.23 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 (-) 09-21-2006 CDOO7238 59.31 1,126.92 TOTAL TAX CREDIT 1,186.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .9!J I If IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. If ~ ( 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