HomeMy WebLinkAbout02-27-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r ,NOTIC;E DF INHERITANCE TAX
APPRAISI=MENT, ALLOWANCE OR DISALLOWANCE
pF-pEpWGTTlONS,'AND ASSESSMENT OF TAX ON
" `"' ~J17INTLT'HELD OR TRUST ASSETS
~~~9 DEB 27 AN ! ! ~ 20
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LAURAY A KOENIG ~AP~?NtS ~,OIJAT
7580 MOWERSVILLE RD ~~~~~~ ~• ~~"~ ~~"` PA
NEWBURG PA 17240
REV-1548 EX AFP CO1-09)
DATE 03-02-2009
ESTATE OF SHARPE MERLE R
DATE OF DEATH 11-29-2008
FILE NUMBER 21 09-0080
COUNTY CUMBERLAND
SSN/DC 160-12-5681
ACN 09104451
APPEAL DATE: 05-01-2009
(See reverse side under Objections)
Amount Remitted C
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 SHARPE MERLE R DATE OF DEATH 11-29-2008 COUNTY CUMBERLAND
FILE N0. 21 09-0080 S.S/D.C. N0. 1b0-12-5681 ACN 09104451
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AMERISERV FINANCIAL ACCOUNT N0. 50771841
TYPE OF ACCOUNT: C )SAVINGS 4() CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 07-21-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
6,667.75
)( 0.166
1,111.31
6,754.34
.00
X .45
.00
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."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ,f
* IF PAID AFTER THIS 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. )