HomeMy WebLinkAbout07-18-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - - --,-HOTLCE OF INHERITANCE TAX
INHERITANCE TAX DIVISION AF~PRAES'EMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 28D6D1 - OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ,. _., ., JOINTLY HELD OR TRUST ASSETS
~~~~ .~~~. 4 ~ ~~ 10~ i 9
CLERK ~;i
WOODROW COLBE ~.~,~~'~ ~ ~,~'~~~=1~~
249 NORTH 23RD ST ~' ~~
CAMP HILL PA 17011
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REV-1548 EX AFP C06-D5)
DATE 07-21-2008
ESTATE OF BARON MICHAEL R
DATE OF DEATH 04-23-2008
FILE NUMBER 21 OS-0510
COUNTY CUMBERLAND
SSN/DC 210-28-8403
ACN 08121910
APPEAL DATE: 09-19-2008
(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 E~-
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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 07-21-2008
ESTATE OF BARON MICHAEL R DATE OF DEATH 04-23-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0510 S.S/D.C. N0. 210-28-8403 ACN 08121910
TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 122160-00
TYPE OF ACCOUNT: 6()SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-30-1991
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
5,019.80
X 0.500
2,509.90
.00
2,509.90
X .15
376.49
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
PAYMENT MUST BE MADE BY 01-24-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 376.49
INTEREST AND PEN. .00
TOTAL DUE 376.49
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
----~ --- ....,r.,~~..r.,,.~~ ,
REV-1470 d. (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPP,RTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
MICHAEL R BARON
Robin Graff
SCHEDULE
08121910
EXPLANATION OF CHANGES
THE CLAIMED LOAN PERTAINING TO THE VEHICLE IS NOT ALLOWED AGAINST THIS
JOINTLY HELD ACCOUNT. THE DEBT IS A PROBATE DEDUCTIONS, WHICH THE
ESTATE ATTORNEY, EXECUTOR OR EXECTUTRIX ARE REQUIRED TO CLAIM. THE
DECEDENTS ESTATE WILL HAVE TO REIMBURSE YOU FOR THESE PAID DEBTS.
IF THE ORIGINAL CAR TITLE OR LOAN WERE IN BOTH NAMES PRIOR TO DECEDENT'S
DEATH; IN WHICH WE WILL NEED A COPY OF SUCH DOCUMENTATION; WE WILL
ALLOW HALF ('/z) OF THE DEBT PAYMENTS AGAINST THIS A C N.
AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE.
FILE
2108-0510
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