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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
NonCE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
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CLAIR L PROSSER
37 PENNWAY DR
CARLISLE PA 17013
REV-154B EX AFP (06-05)
g~~:TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
. .SSN/DC
ACN
01-14-2008
SWARTZ
07-12-2007
21 07-1080
CUMBERLAND
162-22-6276
07145116
APPEAL DATE: 03-14-2008
(See reverse side under Objections)
Amount Remitted I ~
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RUTH
J
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4S-EX-AFP-C03=Os5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-14-2008
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
FINANCIAL INSTITUTION: F & M TRUST
TYPE OF ACCOUNT:
DATE ESTABLISHED
ACN
07145116
ACCOUNT NO.
34-08620
()SAVINGS IX) CHECKING ()TRUST ()TIME CERTIFICATE
03-27-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
366.08
0.166
61.01
.00
61.01
.15
9.15
X
X
TAX CREDITS:
PAYMENT
DATE
11-26-2007
RECEIPT
NUMBER
CD009019
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
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."
AMOUNT PAID
9.15
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
{ IF TOTAL DUE IS LESS THAN tl, 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. )
9.15
.00
.00
.00
~