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HomeMy WebLinkAbout03-20-09 (2)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 ROBERT BOYLE 1603 VINE STREET BROWNS MILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ND~'ICE''15F:'I;RHERITANCE TAX APRRAI$EME'N7,,,AL~D'WANCE OR DISALLOWANCE QF 2flEI1UCT,~~NS, AMp ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP col-o9) ~~~9~~R ~~ P~'~~ z~ ESTATE OF BOYLE-2009 FRANCES DATE OF DEATH 03-08-2007 C(E~~(yr FILE NUMBER 21 07-0233 OR~~A~~ J ~~l~~T COUNTY CUMBERLAND C~~lf~~r!~~a~~i~ ~:,~.. ~~ ACN/DC 08004933863 APPEAL DATE: 05-22-2009 N J 0 8 015 (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 CO1-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-23-2009 ESTATE OF BOYLE FRANCES DATE OF DEATH 03-08-2007 COUNTY CUMBERLAND FILE N0. 21 07-0233 S.S/D.C. N0. 205-05-2863 ACN 08004933 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: AMERICAN SKANDIA ANNUITY ACCOUNT N0. E0361267 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 03-08-2006 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: INTEREST IS CHARGED THROUGH 03-31-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 292.09 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 25.60 TOTAL DUE 317.69 , 3 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ l''~ ( IF TOTAL DUE IS LESS THAN 61, 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. ) 6,490.82 X 1.000 6,490.82 .00 6,490.82 X .45 292.09 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 C+) INTEREST/PEN PAID C-) AMOUNT PAID