HomeMy WebLinkAbout09-19-08 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG: PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
- -DBPARTMEN;T` OF REVENUE
NOTICE OF IkHERITANCE TAX
APPRATSEMENT; ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
D P4 LY HF,L~A FOR °S RUST ASSETS
REV-1548 EX AFP G06-05)
DATE 09-ZZ-2008
_ ESTATE OF LUTCAVAGE CHARLES
~~ ~ ;; DATE OF DEATH 04-16-2008
(': _!', •,~~~ FILE NUMBER old ~~~'ly
r., I• •"- '~,i~000NTY CUMBERLAND
`~'`' SSN/DC 191-18-1804
CATHERINE GONTKOVIC ACN 08120762
161 BRINDLE ROAD APPEAL DATE: 11-21-2008
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALIJNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP C03-05)--------------------------------------------------------------------
!NOTICE DF 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 08120762
TAX RETURN WAS: C ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 211516-05
TYPE IJF ACCOUNT: 4C )SAVINGS C ) 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:
59,343.08
}C 0.083
4,945.06
3,462.28
1,482.78
)( . 4 5
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
~ 7:F PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( liF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
v~ =.+=ei nur rc REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. t-
REV-1470 EX (6-88)
~,
COMMONV'JEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAI,J OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
Charles Lutcavage 211700376664
REVIEWED BY ACN
Michael Kodosky 08120762
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 Joseph, who are the other
surviving owners of this account, were responsible for the remaining two-thirds share of
this expense.
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