HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ~JOTIGE QF,INHERITANCE TAX
INHERITANCE TAX DIVISION APP_RAISEMENT,, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 @F 'DEDUC7~IONS'; AkD ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP Col-09)
~6~9 Jtl~ 26 P~! I ~ ( 6 DATE 06-29-2009
ESTATE OF SHUGHART R
DATE OF DEATH 12-19-2008
e~~{~~ Q~ FILE NUMBER 21 09-0426
~~~'~ (~~~'( COUNTY CUMBERLAND
JANICE BURKHOLDERCU~'~rr~"-.~b~~!;` r~., ~A SSN/DC 201-16-3944
ACN 09122481
319 GLENDALE DR
SHIREMANSTOWN PA 17011
APPEAL DATE: 08-28-2009
(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 (01-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-29-2009
ESTATE OF SHUGHART R DATE OF DEATH 12-19-2008
FILE N0. 21 09-0426 S.S/D.C. N0. 201-16-3944
COUNTY CUMBERLAND
ACN 09122481
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: COMMERCE BANK HARRISBURG NA ACCOUNT N0. 537216996
TYPE OF ACCOUNT: ( )SAVINGS 4() CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-30-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,218.89
X 0.500
609.45
_ 364.49
244.96
X .45
11.02
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 C-) AMOUNT PAID
05-OL-2009 CD011188 .00 11.02
TOTAL TAX CREDIT 11.02
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.
( IF TOTAL DUE IS LESS THAN 51, 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. )