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HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 PHYLLIS LEIBY 219 SKYLINE DRIVE MEGHANICSBURG PA N8{TIE~ OFr•I~FHERITANCE TAX APPRkISEME'N~, ALLO~IANCE OR DISALLOWANCE OF, DEDtJ,CT;IONS,', gND'•,ASSESSMENT OF TAX ON "`"~OI14'rL`i~ H`~LD DR TRUST ASSETS REV-1548 EX AFP (12-08) RRATE 02-09-2009 ~LQ~9 ~E~ 27 A~ l l ~ 2ftSTATE OF SEIDERS DOROTHY DATE OF DEATH 04-16-8q2008 CLERK ~~r COUNTYUMBER 1CUMB~RLAND~~~ QRPH.A}tE~S ~,'~lJRT SSN/DC 162 - 22 - 2145 Ct~~d~~E~ •r°,',~~ j i;0 P~, ACN 08120853 APPEAL DATE: 04-10-2009 17 050 (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 f12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-09-2009 ESTATE OF SEIDERS DOROTHY DATE OF DEATH 04-16-2008 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 162-22-2145 ACN 08120853 TAX RETURN WAS: C ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 307739-11 TYPE OF ACCOUNT: C )SAVINGS 4() CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 06-12-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 NOTE: X 1.000 .00 .00 .00 X .45 .00 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 .OD BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ rF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED. -- ^~<,crrRD AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. --•--n~~nTTr1WC_ ] REV 1170 EX (688) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Dorothy Seiders 21/700376692 REVIEWED BY ACN MichaelKodosky 08120853 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The original exclusion of $ 719.78 was re-applied to this ACN when this account was audited by the Department. The $3,000 exclusion has been applied to the value of this item. Section 9107 (c) (3) of the 1995 Act provides that a transfer made within one (1) year of the death of the transferor is subject to tax only to the extent that the value of the transfer exceeds $3,000 during any calendar year. An adjustment has been made to reflect this change. Row Page 1