HomeMy WebLinkAbout07-17-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
NARRlS BURG PA 17128.0601
SCOTT L RICKERT
4 CROMWELL CT
CLERK CF
~M:S+p p~PA
MECHANICSBURG PA 17050
REV-1548 IX AFP (01-09)
DATE 07-20-2009
ESTATE OF RICKERT KATHRYN M
DATE OF DEATH 06-30-2008
FILE NUMBER 21 08-0738
COUNTY CUMBERLAND
SSN/DC 207-30-3132
ACN 08135946
APPEAL DATE: 09-18-2009
(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 1 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 07-20-2009
ESTATE OF RICKERT KATHRYN M DATE OF DEATH 06-30-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0738 S.S/D.C. N0. 207-30-3132 ACN 08135946
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: pSECU ACCOUNT N0. 1207303132-C50
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING Q()TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 09-04-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
. n,,f{~ NRn-~• gF`INHERITANCE TAX
d„~,R~'ISE.f~EFiT';•A,1.LOWANLE DR DISALLOWANCE
hL '~JDEQUCYIQQN$~'AND ASSESSMENT OF TAX ON
JOYIITLV~HELD OR TRUST ASSETS
2009 JUL 1 i PM t22 37
16,915.92
X 0.500
8,457.96
.00
8,457.96
X .45
380.61
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 (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 07-28-2009 T07AL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
~ IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( LF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, VOU MAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
380.61
6.26
386.87