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HomeMy WebLinkAbout02-08-08 - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 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) ~~' ';"" ,. ') -0 , . \ ~ i, ,~) DATE 02-11-2008 ESTATE OF SWARTZ RUTH J DATE OF DEATH 07-12-2007 FILE NUMBER 21 07-1080 COUNTY CUMBERLAND SSN/DC 162-22-6276 ACN 07145115 APPEAL DATE: 04-11-2008 (See reverse side under Objections) Amount Remitted I 1 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 LYNN F PROSSE:R;" 37 PENNWAY DR CARLISLE PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV:is4S-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 02-11-2008 ESTATE OF SWARTZ RUTH J DATE OF DEATH 07-12-2007 COUNTY CUMBERLAND FILE NO. 21 07-1080 TAX RETURN WAS: S.S/D.C. NO. 162-22-6276 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07145115 FINANCIAL INSTITUTION: F & M TRUST ACCOUNT NO. 34-08620 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS 0<) CHECKING (HRUST (HIME CERTIFICATE 03-27-2001 366.08 0.166 61.01 .00 61.01 .12 7.32 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." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-26-2007 CD009018 .00 7.32 TOTAL TAX CREDIT 7.32 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 $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ,I) L6 -