HomeMy WebLinkAbout03-13-09 (7)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06D1
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 08155455
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 ~
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 BURTSAVAGE
FILE N0. 21 08-1265
S.S/D.C. N0. 168-18-3207
155455
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED C ~ r-~
_ - ~,.,
JOINT OR TRUST ASSET INFORMATION-'.~?? ~ ~" "~`
FINANCIAL INSTITUTION: PSECU
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST
DATE ESTABLISHED 03-14-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
16,251.47
X 0.500
8,125.74
.00
8,125.74
X .45
365.66
TAX CREDITS:
ACCOUNT N0. 016$i8~i~17-C5~9 t,.3
c ~ W r`_~
4( )TIME CERTIFIC~IT'~ {-!i ~
~~ -- r _.~
C~ - - _.~
NOTE: TO INSURE PROPER CIEEDIT 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 18.28 347.38
TOTAL 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 61, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
HELEN M DATE OF DEATH 11-01-2008
COUNTY CUMBERLAND
365.66
.00
.00
.00