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HomeMy WebLinkAbout08-03-09 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~,_ ~iQ:T~CE OF INHERITANCE TAX INHERITANCE TAX DIVISION ' ;_APPR/~ISEMENT-i ALLOWANCE OR DISALLOWANCE PO BOX 280601 ~-'•-~'~F~- DC~HUCTIANS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS 209 At1~ ~-3 ~~ 12- ~3 Cl-~RK ~'~ ORP~V~I'S ~Q~~RT CHARLES E BURDICKC,U~B~~!='~~~'~~~ C~., 3286 SPRING RD CARLISLE PA 17013 REV-1548 EX AFP CO1-09) DATE 08-03-2009 ESTATE OF BURCICK SR WILLIAM H DATE OF DEATH 07-01-2008 FILE NUMBER 21 08-0761 COUNTY CUMBERLAND SSN/DC 067-20-6784 ACN 08139561 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 YOUR RECORDS ~ REV-1548 EX AFP C01-09)-------------------------------------------------------------------- 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 BURCICK SR WILLIAM H DATE OF DEATH 07-01-2008 FILE N0. 21 08-0761 S.S/D.C. N0. 067-20-6784 COUNTY CUMBERLAND ACN 08139561 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 2895400170 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING 4c )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 07-29-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 8,645.04 NOTE: X 0.333 2,881.65 .00 2,881.65 X .15 432.25 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 INTEREST IS CHARGED THROUGH 08-11-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 432.25 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.82 TOTAL DUE 440.07 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. )