HomeMy WebLinkAbout06-20-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES WOyl,CE,~IF,INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEM~NT,'bLLOWANCE OR DISALLOWANCE
PO BO:K 280601 'OF,IIEBU,~GTIONS~ AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0681 JOINTLY'HELD OR TRUST ASSETS REV-1548 EX AFP C06-05)
S-2008
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~ ~: ~ ~ ESTATE OF BERG
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ELEANOR R
DATE OF DEATH 02-13-2008
,~~; ~r,,,,~_ FILE NUMBER 21 08-0238
' COUNTY CUMBERLAND
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' r~''~r SSN/DC 071-12 - 3522
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THOMAS H BERG ~_
n_,n ACN 08118435
130 PARKER ST '~ APPEAL DATE: 08-22-2008
CARL I S L E PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~' RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP C03-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-23-2008
ESTATE OF BERG ELEANOR R DATE OF DEATH 02-13-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0238 S.S/D.C. N0. 071-12-3522 ACN 08118435
TAX RETURN WAS: (X] ACCEPTED AS FILED C ] CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0. 706002270
TYPE OF~ ACCOUNT: 4C )SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-03-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
102,815.31 NOTE:
X 0.500
51,407.66
.00
51,407.66
X .45
2,313.34
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 T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 11-14-2008*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 2,313.34
INTEREST AND PEN. .00
TOTAL DUE 2,313.34
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN 81, 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 INSTRUCTrnuc ~