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HomeMy WebLinkAbout06-12-09 (4)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE y~'r''!'~(;'11;~Y~~`cl~. ~T~IHERITANCE TAX ~~~~ , ~lS~'~~~I~HWASSESSMENTSOFLTAXNON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP CO1-09) 2~9 JUN ! 2 PM 12' ~~ ESTATE OF OHARA-2009 DORA E DATE OF DEATH 03-30-2009 ry~~~ ~p~ FILE NUMBER 21 09-0457 4R1r-t'~ SSN/DC 193B14~-1910 DORA F GIERLACK ~.. ~, ACN 09123972 1338 QUAIL RUN CIR BETHEL PARK PA 15102 APPEAL DATE: 08-14-2009 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-15-2009 ESTATE OF OHARA DORA E DATE OF DEATH 03-30-2009 COUNTY CUMBERLAND FILE N0. 21 09-0457 S.S/D.C. N0. 193-14-1910 ACN 09123972 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8502181095-S7 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 07-21-2006 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 101,224.33 X 0.166 16,871.06 .00 16,871.06 X .45 759.20 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 05-14-2009 CD011256 37.96 721.24 TOTAL TAX CREDIT 759.20 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( 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. )