HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BDX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)
DATE 10-06-2008
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DOROTHY KREIDER"`"`
130 7TH AVENUE
COLLEGEVILLE PA 19426
ESTATE OF BITTNER MARGARET L
DATE OF DEATH 11-13-2007
FILE NUMBER 21 07-1059
COUNTY CUMBERLAND
SSN/DC 173-24-9312
ACN 08004322
APPEAL DATE: 12-05-2008
(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)
N~DTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-06-2008
ESTATE OF BITTNER MARGARET L DATE OF DEATH 11-13-2007 COUNTY CUMBERLAND
FILE N0. 21 07-1059 S.S/D.C. N0. 173-24-9312 ACN 08004322
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JDINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: THRIVENT ANNUITY ACCOUNT N0. ANNUITY
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-13-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Duey
TAX CREDITS:
9,739.73
X 0.500
4,869.87
.00
4,869.87
X .12
584.38
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
DA1-E RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-07-•2008 CD010119 .00 584.38
TOTAL TAX CREDIT 584.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C 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.