HomeMy WebLinkAbout03-13-09 (5)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
EDWARD M BURTSAVAGE
327 SOMERSET DR
SHIREMANSTOWN PA 17011-6539
REV-1548 EX AFP (01-09)
DATE 03-16-2009
ESTATE OF BURTSAVAGE HELEN M
DATE OF DEATH 11-01-2008
FILE NUMBER 21 08-1265
COUNTY CUMBERLAND
SSN/DC 168-18-3207
ACN 08155453
APPEAL DATE: 05-15-2009
(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 F"
REV-1548 EX AFP CO1-09)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ~F ~
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS- ~
DATE ' ~-16 - 2~9 -'- f'r a
ESTATE OF BURTSAVAGE
FILE N0. 21 08-1265
S.S/D.C. N0. 168-18-3207
COUNrtII`.!,:,~CUMB~RLA4~D ._{~~
;; ~ ~
~ =` •-.:'
~ .;
~_ _~: ;~
AQR~ ;~ 155!~~3-,
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
-'.
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU
ACCOUNT N0. 0168183207-C56
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 07-22-1998
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
HELEN M DATE OF DEATH 11-01-2008
44,907.17
X 0.500
22,453.59
.00
22,453.59
X .45
1,010.41
NOTE: 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 (+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-29-2009 CD010829 50.52 959.89
1 U 1 AL I AA GKt1Jl 1
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C 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. )
1,010.41
.00
.00
.00