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HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~a r't-l~~''f•:(~~` ;1,~J$T!ICErQF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AP-.E~1I,$EM,E,~T, --.ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~ ~ . , PO BOX 280601 ! i, .,~~Q~ :If ~~1}~T'I',U~l~,! AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS JANET M PETERS 135 AMITY ROAD Z~~~ ACT 23 ~ ~2~ ~ I ~I,t , , ,~.-- ~.~, - ^'; ~1 ~,... DUNCANNON PA 17020 y I f REV-1548 EX AFP CO1-09) DATE 10-20-2009 ESTATE OF LANTZY LOIS M DATE OF DEATH 07-03-2008 FILE NUMBER 21 08-0744 COUNTY CUMBERLAND SSN/DC 161-34-2046 ACN 08145211 APPEAL DATE: 12-19-2009 (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 COl-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-20-2009 ESTATE OF LANTZY FILE N0. 21 08-0744 LOIS M DATE OF DEATH 07-03-2008 COUNTY CUMBERLAND S.S/D.C. N0. 161-34-2046 ACN 08145211 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: AMERICHOICE FCU ACCOUNT N0. 2056-01 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 04-01-1975 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,421.09 X 0.166 236.85 _ .00 236.85 X .12 28.42 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 (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 10-28-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 28.42 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .81 TOTAL DUE 29.23 * 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" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )