HomeMy WebLinkAbout02-27-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES '~~Ib'PLCE;OF i1NHERITANCE TAX
INHERITANCE TAX DIYISION APPRATSEMENT, ALLOWANCE DR DISALLOWANCE
Po BOX 280681 ,`OF'DEDUCT~ONS, hND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JDINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09)
~Dfl9 FEB 27 ~F9 I I ~ 20
ORPHAN'S COURT
EDWARD M BURTSAVAG ~ n~:,t r,{,+ ~'
UP '~ ~~r~., PA
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
SSNlDC 168-18-3207
ACN 08155450
APPEAL DATE: 05-01-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE "'~ RETAIN LOWER PORTION FOR YOUR RECORDS E""
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REV-1548 EX AFP (01-09)
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 N0. 21 08-1265 S.S/D.C. N0. 168-18-3207 ACN 08155450
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU
ACCOUNT N0. 0168183207-C53
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 04-25-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
42,483.91
X 0.500
21,241.96
1,066.10
20,175.86
X .45
907.91
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 NUMBER IINTERE T/PEN PAID C-)I AMOUNT PAID
PAYMENT• MUST BE MADE BY 08-02-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE _907.91
INTEREST AND PEN. .00
TOTAL DUE 907.91
~ IF PAID AFTE R THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )