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....
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
BUREAU OF INDIVI~( TAXES
INHERITANCE TAX DIVlS10N
PO BOX 280601
HARRISBURG PA 17128-060.1
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NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
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MECHANICSBURG PA 17050
02-05-2007
MOORE
09-27-2006
21 06-1152
CUMBERLAND
100-12-8532
06156612
APPEAL DATE: 04-06-2007
(See reverse side under Objections)
A.aunt Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
CARRIE
M
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV:i5~8-EX-AFP-{03:055-----------------------------_______________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-05-2007
ESTATE OF MOORE
CARRIE
M DATE OF DEATH 09-27-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-1152
TAX RETURN WAS:
S.S/D.C. NO. 100-12-8532
() ACCEPTED AS FILED (X) CHANGED
ACN 06156612
SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AMERICHOICE FCU
ACCOUNT NO.
35109
TYPE OF ACCOUNT:
DATE ESTABLISHED
~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
05-21-2003
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
16,959.95
0.500
8,479.98
.00
8,479.98
.45
381.60
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."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-27-2006 CD007617 13.61 258.58
PAYMENT MUST BE MADE BY 06-28-2007*. TOTAL TAX CREDIT 272.19
BALANCE OF TAX DUE 109.41
INTEREST AND PEN. .00
TOTAL DUE 1 09.~ ~
* 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" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF H S FO F
T I RM OR INSTRUCTIONS. )
. .
.
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-1152
06156612
CARRIE M. MOORE
MICHAEL KODOSKY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The claimed debts on this ACN are disallowed. All of the claimed expenses pertain
to the decedent's estate. These expenditures should be claimed on the (REV-1500)
estate inheritance tax return when the estate attorney, executor or executrix reports the
decedent's assets for taxation. Any money that was taken out of this account for the
claimed expenses should be reimbursed to you from the decedent's estate.
An adjustment has been made to reflect this change.
ROW
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