HomeMy WebLinkAbout10-03-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"' -:NQTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 288601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
1T
DOROTHY KREID'ER'
130 7TH AVE
COLLEGEVILLE PA 19426
REV-1548 EX AFP (06-05)
DATE 10-06-2008
ESTATE OF BITTNER MARGARET L
DATE OF DEATH 11-13-2007
FILE NUMBER 21 07-1059
COUNTY CUMBERLAND
SSN/DC 173-24-9312
ACN 08004325
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 ~
REV-1548 EX AFP C03-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
1]EDUCTIONS, 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 08004325
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MONUMENTAL LIFE ACCOUNT N0. ANNUITY
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 11-13-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
28,076.85 NOTE:
X 0.500
14,038.43
.00
14,038.43
X .12
1,684.61
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 (-) AMOUNT PAID
08-07-2008 CD010118 .00 1,684.61
* IF (PAID AFTER THIS DATEr SEE REVERSE FOR CALCULATION OF ADDI
( IF 'TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C_CR), YOU MAY BE DU
TOTAL TAX CREDIT 1,684.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
TIONAL INTEREST.
E A REFUND.