HomeMy WebLinkAbout03-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LYNN M TOLAND
1003 E COOVER ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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APP~/~~'.~,gt1EN~Y~ ALLAWANCE OR DISALLOWANCE
CI,P,4L~,~Zi1~~'~{rS` ~./1ND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP CO1-09)
2449 BAR -6 PM 12= S
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MECHANICSBURG PA 17055
1,249.94 NOTE:
X 0.500
624.97
.00
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 03-09-2009
ESTATE OF GORDON CATHERINE H DATE OF DEATH 10-23-2008 COUNTY CUMBERLAND
FILE N0. 21 08-1168 S.S/D.C. N0. 022-24-8798
ACN 08164135
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT N0. 4600414730
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 01-08-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
`DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-09-2009
GORDON CATHERINE H
10-23-2008
21 08-1168
CUMBERLAND
022-24-8798
08164135
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
624.97
X .45
28.12
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
01-06-2009 CD010739 1.41 26,72
IUTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* 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" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
28.13
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