HomeMy WebLinkAbout08-21-09 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JEAN K SMITH
900 DIETZ RD
YORK
CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 08-24-2009
ESTATE OF SMITH
FILE N0. 21 09-0352
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0784021438
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- "'~ '~ - °NOTYCE OF INHERITANCE TAX
' AP~PIrAI$EMENT, ALLOWANCE OR DISALLOWANCE
,~.,Y: -,~ 0~'., ~~DI~~TID~NS, AND ASSESSMENT OF TAX ON
-" ` _ JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP Col-09)
~~~~~ ~'~~ ~ ~ ~~ '~; ~~ DATE 08-24-2009
ESTATE OF SMITH RODNEY J
DATE OF DEATH 03-28-2009
~~~~;~ ~J;- FILE NUMBER 21 09-0352
., ~~r-j,~ ~~' COUNTY CUMBERLAND
~~~ -'~'`" -' -,~. ~ SSN/DC 172-40-8130
,'~ `~~ ' ti ~t~,
~~;,~ _ ~y'-~ '~ ACN 09138568
APPEAL DATE: 10-23-2009
'A 17 4 0 2 (See reverse side under Objections)
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RODNEY J DATE OF DEATH 03-28-2009 COUNTY CUMBERLAND
S.S/D.C. N0. 172-40-8130
ACN 09138568
TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 03-16-2009
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
.00
X 0.500
.00
.00
.00
X .45
.00
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."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C 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. )