HomeMy WebLinkAbout03-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
GARY ENDRES
275 EAST SPRING VALLEY
RD
DILLSBURG PA 17019
REV-1548 EX AFP CO1-09)
DATE 03-16-2009
ESTATE OF FERNANDES JOSEPH
DATE OF DEATH 10-12-2008
FILE NUMBER 21 08-1164
COUNTY CUMBERLAND
SSN/DC 019-20-9330
ACN 09105003
APPEAL DATE: 05-15-2009
(See reverse side under Objections)
Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~'1 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 03-16-2009
ESTATE OF FERNANDES JOSEPH DATE OF DEATH 10-12-2008 COUNTY CUMBERLAND
FILE N0. 21 08-1164 S.S/D.C. N0. 019-20-9330
ACN 09105003
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED C7 c~
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
JOINT OR TRUST ASSET INFORMATION 'A =I7 ~ - _'`'~
FINANCIAL INSTITUTION: AMERICHOICE FCU
TYPE OF ACCOUNT: 4C )SAVINGS ( ) CHECKING ( )TRUST
DATE ESTABLISHED 04-24-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
103,533.25
X 1.000
103,533.25
.00
103,533.25
X .15
15,529.99
TAX CREDITS:
~~ ~ +'_
ACCOUNT N0. 401~ff ~ ~``
~ -... --~ c. _,;
:;-`1
C )TIME CERTIFICA_'I'~~~i ~ ~-~ -~,
,!L-~
- ~
~ -~ ~ _~
D ~'~
NOTE: TO INSURE PROPER ~DIT~ TOE'
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 (-) AMOUNT PAID
02-02-2009 CD010856 .00 15,529.99
TOTAL TAX CREDIT 15,529.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ '
( IF TOTAL DUE IS LESS THAN 81, 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. )