HomeMy WebLinkAbout01-30-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 i?F DTDI~CTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-DbBl JOINTLY HELD OR TRUST ASSETS
~cc9 ~~r~ ~o ~r~ PZ= 3 i
CL"f~? ; 0
JAMIE M BART0~1'`~`"' '-~`'J~rl.' v,-'., ~A
4700 E TRINDLE RD
MECHANICSBURG PA 17050
REV-1548 EX AFP (12-08)
DATE 02-02-2009
ESTATE OF MCLALLEN JAMES A
DATE OF DEATH 12-09-2007
FILE NUMBER ~_I ~ ~ -~~o~-~
COUNTY CUIMBERLAND
SSN/DC 199-30-9489
ACN 08107765
APPEAL DATE: 04-D3-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND [;0 COURT HOUSE
CARLISLE, PE1 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS •~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP (12-08)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-02-2009
ESTATE OF MCLALLEN JAMES A DATE OF DEATH 12-09-2007 COUNTY CUMBERLAND
FILE N0. S.S/D.C. N0. 199-30-9489 ACN 08107765
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FED CREDIT UNION ACCOUNT N0. 301585-4
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST QOTIME CERTIFICATE
DATE ESTABLISHED 06-30-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
10,229.83 NOTE:
X 1.000
10,229.83
.00
10,229.83
X .45
460.34
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WI1-H YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"RE.GISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 02-10-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 460.34
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 12.57
TOTAL DUE 472.91
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ~~,
( IF TOTAL DUE IS LESS THAN S1, ND 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. )