HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~~ - ~, -.
BUREAU OF INDIVIDUAL TAXES !'ii t~;OY,ICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ,-,.,-,---AflPRAISI;M~NT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 _.., .:'.DF'.~EDUGTd~iNS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2~'~~ SAP I ~3 r~°i 12~ ~, 2
~~.
CLEF`, ~'~
(~i~`r~~ ,
MECHELLE L MCNAUGt~1~ON ~ - r~,
460 EVERGREEN ROAD
.NEW BLOOMFIELD PA 17068
REV-1548 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF THOMAS JOSEPH R
DATE OF DEATH 08-20-2008
FILE NUMBER 21 08-0894
COUNTY CUMBERLAND
SSN/DC 232-54-3132
ACN 09005866
APPEAL DATE: 11-14-2009
(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 H
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 09-15-2009
ESTATE OF THOMAS JOSEPH R DATE OF DEATH 08-20-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0894 S.S/D.C. N0. 232-54-3132 ACN 09005866
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MIDWEST BANK & TRUST CO. ACCOUNT N0. G400-528-062263
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-01-1975
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
61,541.32
X 1.000
61,541.32
.00
61,541.32
X .45
2,769.36
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
07-30-2009 CD011550 26.94- 2,804.27
TOTAL TAX CREDIT 2,777.33
BALANCE OF TAX DUE 7.97CR
INTEREST AND PEN. .00
TOTAL DUE 7.97CR y
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IFcTOTALoDUEcISrLESS THAN^Slu NO^PAYMENT^IS^REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.