HomeMy WebLinkAbout06-13-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.1~ .
BUREAU OF INDIVIDUAL TAXES ' ~I~JOTI~~ OF`INHERITANCE TAX
INHERITANCE TAX DIVISION ' APRI~AES~MENT•,! AtLOWANCE OR DISALLOWANCE
PO BOX 280601 ~.QI?J11~,DUG:PIDNS•,~--AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINpTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)
~~0$ JllP~ 13 `~ ~~' 29 DATE 06-16-2008
CLERK CF
JOSEPH E LIBERTZ SRCU1 '" "~ ~~'--\ ' ~' PA
7 GORDON DR
DOVER DE 19901
ESTATE OF LIBERTZ MARION F
DATE OF DEATH 03-15-2007
FILE NUMBER 21 07-0587
COUNTY CUMBERLAND
SSN/DC 194-18-9158
ACN 08004104
APPEAL DATE: 08-15-2008
(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 (03-05)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-16-2008
ESTATE OF LIBERTZ MARION F DATE OF DEATH 03-15-2007
FILE N0. 21 07-0587 S.S/D.C. N0. 194-18-9158
COUNTY CUMBERLAND
ACN 08004104
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: BANK OF AMERICA (FLORIDA) ACCOUNT N0. 78196612
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-15-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
31,228.00
X 0.500
15,614.00
.00
15,614.00
X .15
2,342.10
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-24-2008 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,342.10
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 87.35
TOTAL DUE 2,429.45
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN S1, ND 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. )
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