HomeMy WebLinkAbout03-13-09 (8)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 260601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 IX AFP CO1-09)
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
EDWARD M BURTSAVAGE ACN 08155456
327 SOMERSET DR APPEAL DATE: 05-15-2009
SH I REMANSTOWN PA 17011- 6539 (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 BURTSAVAGE HELEN M DATE OF DEATH 11-01-2008 COUNTY CUMBERLAND
C7 r :>
FILE N0. 21 08-1265 S.S/D.C. N0. 168-18-3207 j 155456
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED ; ~~<< ~ ,--~', -
JOINT OR TRUST ASSET INFORMATION ~ r~:_ _`.:1
_ ~ }-ti W r r"7
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0~ y X7207-IRA __'~_`'
~~ ~-:' '~
_.;~~ ~
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST QOTIME CERTIFI~~~ ~ --
DATE ESTABLISHED 04-14-1997 --`~
CJ
ts~ ^~,
Account Balance 23,212.90 NOTE: TO INSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 11,606.45 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 11,606.45 REGISTER OF WILLS AT THE
Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK
Tax Due 522.29 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-29-2009 CD010829 26.11 496.18
TOTAL TAX CREDIT
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 REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
522.29
.00
.00
.00