HomeMy WebLinkAbout08-03-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ARPRATSEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09)
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BERNADINE M WEST
956 CHESTNUT STREET
COLLEGEVILLE PA 19426
ESTATE OF VOCHEK RICHARD A
DATE OF DEATH 03-27-2008
FILE NUMBER 21 08-0630
COUNTY CUMBERLAND
SSN/DC 189-38-7030
ACN 09005425
APPEAL DATE: 10-02-2009
(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 YDUR 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 08-03-2009
ESTATE OF VOCHEK RICHARD A DATE OF DEATH 03-27-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0630 S.S/D.C. N0. 189-38-7030 ACN 09005425
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AMERIPRISE FINANCIAL SERVICES ACCOUNT N0. 10133403575002
TYPE OF ACCOUNT: C )SAVINGS ~ ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 01-01-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
98,072.09 NOTE:
X 0.500
49,036.05
8,737.79
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."
TAX CREDITS:
40,298.26
X .15
6,044.74
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-22-2009 CD011397 147.91- 13,400.00
TOTAL TAX CREDIT 13,252.09
BALANCE OF TAX DUE 7,207.35CR
INTEREST AND PEN. .00
TOTAL DUE 7,207.35CR
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ nn
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. Gl,/~(/~]I/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /
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