HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
- DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 288601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-8601 ii~ „1QINT~Y~ HELD OR TRUST ASSETS
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KATHLEEN M MCKENNEY
13 CEDAR RD
MECHANICSBURG PA 17055
DATE 08-10-2009
ESTATE OF SWARTZ ALICE M
DATE OF DEATH 02-15-2009
FILE NUMBER 21 09-0628
COUNTY CUMBERLAND
SSN/DC 201-16-5939
ACN 09138454
APPEAL DATE: 10-09-2009
(See reverse side under Objections)
Amount Remittedf
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND [;0 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 08-10-2009
ESTATE OF SWARTZ ALICE M DATE OF DEATH 02-15-2009 COUNTY CUMBERLAND
FILE N0. 21 09-0628 S.S/D.C. N0. 201-16-5939
ACN 09138454
iAx RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1681793822
TYPE OF ACCOUNT: ( )SAVINGS 4() CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-18-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,482.86
X 0.500
741.43
575.00
166.43
X .45
7.49
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
07-06-2009 CD011458 .00 9.99
TOTAL TAX CREDIT 9.99
BALANCE OF TAX DUE 2.50CR
INTEREST AND PEN. .00
TOTAL DUE 2.50CR
IF
C IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF
TOTAL DUE IS LESS ADDITIDNAL INTEREST.
IF THAN 81, NO PAYMENT IS REpUIRED.
TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)
YOU MAY
BE DUE A RE
SEE ,
REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) FUND. /