HomeMy WebLinkAbout09-12-08t ' COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~. ~-~°,baTbCE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ' AW~RAISE7~[$NT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ;Of DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~ ..' JAI-~NiLY HELD OR TRUST ASSETS
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8 CONWAY DR -
MECHANICSBURG PA 17055
REY-1548 EX AFP C06-05)
DATE 09-15-2008
ESTATE OF DRAGOVAN ANNA T
DATE OF DEATH 11-24-2007
FILE NUMBER 21 08-0494
COUNTY CUMBERLAND
SSN/DC
ACN 08106459
APPEAL DATE: 11-14-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 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 09-15-2008
ESTATE OF DRAGOVAN ANNA T DATE OF DEATH 11-24-2007
FILE N0. 21 08-0494 S.S/D.C. N0. 179-10-5895
COUNTY CUMBERLAND
ACN 08106459
TAX RETURN WAS: C ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: M&T BANK ACCOUNT N0. 29091489
TYPE OF ACCOUNT: C )SAVINGS 4O CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-28-1982
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
5,804.25 NOTE:
~ 0.500
2,902.13
260.00
2,642.13
~ .12
317.06
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 (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2008 CD009652 .00 1'18.72
inI LI~LJI iJ Vfl/yRgCL IfIrtUUOII U7-LJ-L000 IUTAL IAJC GN'EDiT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTER
TOTAL DUE
^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
S E REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
178.72
138.34
.80
139.14
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISRIJRG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
ANN T. DRAGOVAN 2108-0494
REVIEWED BY MICHAEL KODOSKY AcN 08106459
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The claimed deduction for the Golden Living Center nursing home bill in the amount
of $ 1,152.80 has been disallowed. A letter requesting a copy of the bill for this expense
had been sent out to you on May 27 and you were to respond back by June 13, 2008.
There has been no response to this letter from you as of September 5, 2008.
An adjustment has been made to reflect this change.
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