HomeMy WebLinkAbout06-05-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 'NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION _-APPRAISEMfiNT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 _QF,.DEDUC71ONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~ JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09)
,,.f 4- _~ ~.4fi~i ~~ ~ ~~J DATE
~,~,~~ ~~ ~ 06-02-2009
,-. ~.~~
n ~
r~ ~,
CARL A BITTNER ~)1~
130 LAKEVIEW DRIVE
ELVERSON PA 19520
ESTATE OF BITTNER MARGARET L
DATE OF DEATH 11-13-2007
FILE NUMBER 21 07-1059
COUNTY CUMBERLAND
SSN/DC 173-24-9312
ACN 08004326
APPEAL DATE: 08-01-2009
(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 ~--
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 06-02-2009
ESTATE OF BITTNER MARGARET L DATE OF DEATH 11-13-2007 COUNTY CUMBERLAND
FILE N0. 21 07-1059 S.S/D.C. N0. 173-24-9312 ACN 08004326
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MONUMENTAL LIFE ACCOUNT N0. ANNUITY
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-13-2006
Account Balance
Percent Taxable
Amounl: Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
28,076.85 NOTE:
X 0.500
14,038.43
.00
14,038.43
X .12
1,684.61
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 C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-10-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,684.61
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 82.44
TOTAL DUE 1,767.05 !1
* 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 1fOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
crr orvrocr crnc nr rurc rnnu rnn ..~..~.,,,..r-....,, _