HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~ ( !*~r='.~jl ~ ~•'~$T,IC~~.`OF INHERITANCE TAX
°" 9-P~i~A3`S ~1LNT~r ALLOWANCE OR DISALLOWANCE
~M :~OF1~DEAU~r'~UN~, AND ASSESSMENT OF TAX ON
:10'iN7LY HELD OR TRUST ASSETS
ZDfl9 APR 13 AI`s 10~ 55~~
CLE?K Cr
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JOHN L SWARTZ ~~E,~r ~I `„I" + ;!'1 . ~~
4606 COUNTRY LN
WOOSTER OH 44691-5515
REV-1548 EX AFP (01-09)
DATE 04-13-2009
ESTATE OF SWARTZ RUTH M
DATE OF DEATH 11-30-2008
FILE NUMBER 21 09-0043
COUNTY CUMBERLAND
SSN/DC 222-05-5506
ACN 08163184
APPEAL DATE: 06-12-2009
(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 ~
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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 04-13-2009
ESTATE OF SWARTZ
FILE N0. 21 09-0043
RUTH M DATE OF DEATH 11-30-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 222-05-5506
ACN 08163184
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000031900280728
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST Q()TIME CERTIFICATE
DATE ESTABLISHED 12-10-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
9,597.45
X 0.500
4,798.73
.00
4,798.73
X .45
215.94
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 (-) AMOUNT PAID
01-14-2009 CD010764 10.80 205.14
TOTAL TAX CREDIT 215.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 r~
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )