HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~r~r~ !'`, 'N ~ INHERITANCE TAX
~ BUREAU OF INDIVIDUAL TAXES ~ t~-b~~7(~~~~~''A~~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -1 n .=i
Po BOX 280601 ~~0~„~~F1~C~UN~§GL~~7D ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD DR TRUST ASSETS REV-1548 EX AFP CD1-09)
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DATE 05-18-2009
ESTATE OF SHUEY MARCELLA A
DATE OF DEATH 11-26-2008
FILE NUMBER 21 09-0105
COUNTY CUMBERLAND
SSN/DC 196-14-1108
ACN 09113133
APPEAL DATE: 07-17-2009
(See reverse side under Objections}
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WILLIAM M SHUEY ~~{~ ~,. [~
2060 COUNTY LINE RD
YORK SPRINGS PA 17372-9742
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 05-18-2009
ESTATE OF SHUEY MARCELLA A DATE OF DEATH 11-26-2008 COUNTY CUMBERLAND
FILE N0. 21 09-0105 S.S/D.C. N0. 196-14-1108 ACN 09113133
TAX RETURN WAS: C ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000005140057933
TYPE OF ACCOUNT: C )SAVINGS 4C) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-18-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
00
X 1.000
.00
.00
.00
X .45
.00
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
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS. 3
hEV-1470 EX (9-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S
MARCELLA SHUEY
BY
Robin Graff
LE NUMBER
2109-0105
09113133
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The $3,000 exclusion has been applied to the value of this item. Section 9107 (c) (3) of the
1995 Act provides that a transfer made within one (1) year of the death of the transferor is
subject to tax only to the extent that the value of the transfer exceeds $3,000 during any
calendar year.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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