HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 'HCST.ICE OF _.INHERITANCE TAX
INHERITANCE TAX DIVISION APP'RAISEMENT: ALLOWANCE OR DISALLOWANCE
PO BOX 28D601 `OF _D~{DUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP col-09)
i~i03 ~t$ 27 ~~ I t ~ 20
GOER;{ C~
ORFI-~,~,~'S COtaRT
EDWARD M BURTSAVAG~,~JM~~~?~; ^~E'~,i",~ (;1;! , f)A
327 SOMERSET DR
SHIREMANSTOWN PA 17011-6539
DATE 03-02-2009
ESTATE OF BURTSAVAGE HELEN M
DATE OF DEATH 11-01-2008
FILE NUMBER 21 08-1265
COUNTY CUMBERLAND
SSN/DC 168-18-3207
ACN 08155449
APPEAL DATE: 05-01-2009
(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 CO1-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-02-2009
ESTATE OF BURTSAVAGE HELEN M DATE OF DEATH 11-01-2008 COUNTY CUMBERLAND
FILE NO. 21 08-1265 S.S/D.C. N0. 168-18-3207 ACN 08155449
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0168183207-C51
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 6C )TIME CERTIFICATE
DATE ESTABLISHED 01-25-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
39,043.69
X 0.500
19,521.85
7,811.02
11,710.83
X .45
526.99
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."
P DATE T I RNUMBER IINTEREST/PEN PA D C-)+ AMOUNT PAID l
PAYMENT MUST BE MADE BY 08-02-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 526.99
INTEREST AND PEN. .00
TOTAL DUE 526.99
~ IF PAID AFTER TH IS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST,. ~
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )