HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF QEDUCTIONS,:AND ASSESSMENT OF TAX ON
` REV-1548 EX AFP C06-05)
HARRISBURG PA 17128-0601 JOINTLY HELD CORp~TRUST ASSETS
?''~~ ~~ ~°' ~ ~ ~~ ~~' J,ESTATE OF KCtONS-2008 DENNIS R
DATE OF DEATH O:i-29-2008
~,.~ ; 7•- FILE NUMBER 2l. 08-0959
G~`~`'~'~ 'J' COUNTY CUMBERLAND
D~~F~~'~ ' ~~ -~~~~~~ SSN/DC 191-42-8092
ROBERT H KOONS (;!,f`~q`;~' ''~ r^
_ ph ACN OEt140182
464 N CROSSROADS APPEAL DATE: 02-13-2009
ELIZABETHVILLE PA 17023 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, Pt1 17013
CUT ALONG 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 12-15-2008
ESTATE OF KOONS
FILE N0. 21 08-0959
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MID PENN BANK ACCOUNT N0. 310705408
DENNIS R DATE OF DEATH 03-29-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 191-42-8092
ACN 08140182
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 6OTIME CERTIFICATE
DATE ESTABLISHED 07-07-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
913.68
X 0.500
456.84
.00
456.84
X .15
68.53
NOTE: TO INSURE PROPER CREDIT TO
YOI.IR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABCIVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"RE:GISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-08-2008 CD010308 .00 68.53
TOTAL TAX CREDIT 68.53
BALANCE OF 'SAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.. * f,
C 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. '
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )