HomeMy WebLinkAbout03-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,~ ~ ~-~~ ~.~Np'~~`~E.'OF INHERITANCE TAX
INHERITANCE TAX DIVISION `~ARPRAISEI~E~IT,~ ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ ~°~"''0'~~-D~ED11C71ONS-i AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
JOHN L SWARTZ
4606 COUNTRY LN
REV-1548 EX AFP CO1-09)
~~~~ ~~R -6 p~ ~~: ~~ DATE 03-09-2009
ESTATE OF SWARTZ RUTH M
DATE OF DEATH 11-30-2008
CLERKr~ FILE NUMBER ~~ - Q~ _
3
Q~P~-;~,,~•l ~ `,~',~~'~ COUNTY ~~
CUMBERLA
DA
l;~'vs r~ j`,''`i~i ,•~~~^~
i SSN/DC 222-05-5506
.,
i ACN 08163183
WOOSTER OH 44691-5515
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
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 SWARTZ RUTH M DATE OF DEATH 11-30-2008
FILE N0. S.S/D.C. N0. 222-05-5506
COUNTY CUMBERLAND
ACN 08163183
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000031100239439
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 6()TIME CERTIFICATE
DATE ESTABLISHED 02-17-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
22,705.49 NOTE:
X 0.500
11,352.75
.00
11,352.75
X .45
510.87
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 RNU BER (INTEREST/PENT PAID (-)I AMOUNT PAID
PAYMENT MUST BE MADE BY 08-31-2009*.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 510.87
INTEREST AND PEN. .00
TOTAL DUE 510.87
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN B1, 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. )