HomeMy WebLinkAbout09-19-08 (2)COMMONWEALTH OF PENNSYLVANIA
-DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOT,xCE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAIS,EMENI, ALLOWANCE OR DISALLOWANCE
PO BOX zancol OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HE OR TRUST ASSETS REV-1548 EX AFP (06-05)
n~'Yr~.n ~~'~' ~-' ~'' ~'' ~.~~ DATE 09-22-2008
_,_ -
fir ~ '''~~~`n~
JOSEPH GONTKOVIC'~"
161 BRINDLE ROAD
MECHANICSBURG PA 17055
ESTATE OF LUTCAVAGE CHARLES
DATE OF DEATH 04-16-2008
FILE NUMBER ~\ C~c~1`l~i
COUNTY CUMBERLAND
SSN/DC 191-18-1804
ACN 08120761
APPEAL DATE: 11-21-2008
(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 ALOING THIS LINE ~"~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 09-22-2008
ESTATE OF LUTCAVAGE CHARLES DATE OF DEATH 04-16-2008 COUNTY CUMBERLAND
FILE N0. S.S/D.C. N0. 191-18-1804 ACN 08120761
TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 211516-05
TYPE OF ACCOUNT: 4()SAVINGS ( ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-22-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
59,343.0.8
X 0.083
4,945.06
3,462.28
1,482.78
X .45
66.73
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 01-17-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 66.73
INTEREST AND PEN. .00
TOTAL DUE 66.73
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. --(~
RF.V-470 EX (6-88)
Y
~ c,
COMMONVVEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Charles Lutcavage
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
21/700376664
Michael Kodosky ~~ `v~~ 08120761
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
An adjustment has been made to allow only $ 3,462.28 in funeral debt on this ACN.
This change was made since the spouse of the decedent and Catherine, who are the
other surviving owners of this account, were responsible for the remaining two-thirds
share of this expense.
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