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HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PD BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09) DATE 03-16-2009 ESTATE OF GORDON CATHERINE H DATE OF DEATH 10-23-2008 FILE NUMBER 21 08-1168 COUNTY CUMBERLAND SSN/DC 022-24-8798 LYNN M TOLAND ACN 08164136 1003 E COOVE ST APPEAL DATE: 05-15-2009 MECHANICSBURG PA 17055 (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 (01-09)-------------------------------------------------------------------- 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 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 08164136 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK TYPE OF ACCOUNT: ( )SAVINGS 4() CHECKING C )TRUST DATE ESTABLISHED 08-29-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 10,620.89 X 0.500 5,310.45 .00 5,310.45 X .45 238.97 TAX CREDITS: ~Q ~ ~ A; ACCOUNT NO. 46QQ~'i~4~09 ~ '~' ' '~ {~ I e,= ( )TIME CERTIFICAT~~? W ;-,` , ,, f ~~ _ .; ~7 ~ fit.; ~ , ;_,., _~~~ NOTE: TO INSUR~?PROPER ~2EDI~~=1~~,,a YOUR ACCOUNT, SUB441'IT THE c"? UPPER PORTION OF MIS 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 (+) INTEREST/PEN PAID C-) AMOUNT PAID 01-10-2009 CD010754 11.95 227.03 IUTAL IAA GKtLlI 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 REpUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 238.98 .O1CR .00 .O1CR