HomeMy WebLinkAbout05-15-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- -- NOTICE OF INHERITANCE TAX
AP.PRAISEMENT, ALLOWANCE OR DISALLOWANCE
0'F DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
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JUDY S ~-WIG6INGT0N - ~;,
13 HAZELWOOD PATH
MECHANICSBURG PA 17050-9155
REV-1548 EX AFP CO1-09)
DATE 05••18-2009
ESTATE OF LO'.iH ROBERT A
DATE OF DEATH 02••23-2009
FILE NUMBER 21 09-0306
COUNTY CUMBERLAND
SSN/DC 20~+-03-6756
ACN 09:L17976
APPEAL DATE: 07-17-2009
(See reverse side a nder Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF {MILLS
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 (01-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-18-2009
ESTATE OF LOSH
FILE N0. 21 09-0306
S.S/D.C. N0. 204-03-6756
ACN 09117976
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000005005203061
TYPE OF ACCOUNT: 4OSAVINGS C ) CHECKING C )TRUST C )TIME CEF;TIFICATE
DATE ESTABLISHED 12-03-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
ROBERT A DATE OF DEATH 02-23-2009 COUNTY CUMBERLAND
57,824.00 NOTE:
X 1.000
57,824.00
_ 548.00
57,276.00
X .45
2,577.42
TO ENSURE PROPER CREDIT TO
YOUF; ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITFI 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
04-01-2009 CD011063 128.87 2,448.55
TOTAL TAX CREDIT 2,577.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~.,
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ` I
C IF TOTAL DUE IS LESS THAN S1, 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. )