HomeMy WebLinkAbout03-13-09 (10)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 28D601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (O1-D9)
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 JR ACN 09103193
327 SOMERSET DR APPEAL DATE: 05-15-2009
SHIREMANSTOWN PA 17011
(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 C01-09)--------------------------------------------------------------------
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
HELEN M DATE OF DEATH 11-01-2008
S.S/D.C. N0. 168-18-3207
COUNTY CUMBERLAND
ACN 09103193
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED r._, ,~
JOINT OR TRUST ASSET INFORMATION <-"'O `~
{,
FINANCIAL INSTITUTION: M & T BANK
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST
DATE ESTABLISHED 01-20-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
32,587.33
X 0.500
16,293.67
.00
16,293.67
X .45
733.22
TAX CREDITS:
i , ,;
ACCOUNT N0 . 310036 14 ~ ~, l~
-...
~1~ :=~ ~ r : - r
6C )TIME CERTIFICAi~~~~~ __.
--' _C~ -, ~ '-rJ
~ ` F7
NOTE: TO INSUR~PROPER ~EDI~-~;TO_,
YOUR ACCOUNT, SUBFR T 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 C-) AMOUNT PAID
01-29-2009 CD010830 36.66 696.56
IU!TAL 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 S1, 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. )
733.22
.00
.00
.00