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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
"""H,9'frICE.OF INHERITANCE TAX
APPRAIsElltSNT.ALLOWANCE OR DISALLOWANCE
JF,DEDUt'ttONS. AND ASSESSMENT OF TAX ON
. JOI'NTLY HELD OR TRUST ASSETS
'*
2007 AUG 10 ft(111: 19
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PA 17011
REV-1548 EX AFP (06-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
08-13-2007
MONTIJO
05-03-2007
21 07-0643
CUMBERLAND
183-16-9805
07127707
APPEAL DATE: 10-12-2007
(See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
FLORENCE
S
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is4i-EX-AFP-C03:0s5----------------------------________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-13-2007
ESTATE OF MONTIJO
FLORENCE S DATE OF DEATH 05-03-2007
FILE NO. 21 07-0643
TAX RETURN WAS:
COUNTY
CUMBERLAND
S.S/D.C. NO. 183-16-9805
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU
TYPE OF ACCOUNT:
DATE ESTABLISHED
ACN
07127707
ACCOUNT NO.
0183169805
()SAVINGS () CHECKING (>TRUST CC >TIME CERTIFICATE
09-22-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
13,678.10
0.500
6,839.05
.00
6,839.05
.45
307.76
X
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 (-)
07-09-2007 CD008377 15.39 292.37
TOTAL TAX CREDIT 307.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
II IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. II ~
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )