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HomeMy WebLinkAbout01-08-10~,- -,r. r =-r~(°N~~ICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~' - ~- INHERITANCE TAX DIVISION ,APPBA~'~6M~kNT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 '":`_~'..'~{~--'OFt-''DEDUCTfONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS Pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 IX AFP Q2-09) ~~~~ ~~~ --$ ~~ { ~ ~ ~ DATE 12-28-2009 pRQhr~'v r~C~~.R~ ALICIA B GOTTSFN~FL'L ~~ 1690 OBERLIN RD MIDDLETOWN PA 17057-2948 ESTATE OF GOTSHALL DOROTHY M DATE OF DEATH 05-02-2009 FILE NUMBER 21 09-0449 COUNTY CUMBERLAND SSN/DC 206-10-9488 ACN 09159261 APPEAL DATE: 02-26-2010 (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 C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 12-28-2009 ESTATE OF: GOTSHALL FILE NO.: 21 09-0449 S.S/D.C. NO.: 206-10-9488 ACN: 09159261 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 247412041980777 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 12-11-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TwV /`DCTTTC. DOROTHY M DATE OF DEATH: 05-02-2009 11,504.38 X 0.500 5,752.19 - .00 5,752.19 Y .45 258.84 NOTE: TO ENSURE 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 (+) INTEREST/PEN PAID (-) AMOUNT PAID 11-23-2009 CD012029 .00 258.84 TOTAL TAX PAYMENT 258.84 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 COUNTY: CUMBERLAND ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. - cFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV•1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 NAME Dorothy M. Gotshall INHERITANCE TAX EXPLANATION OF CHANGES Jennifer Schaefer ITEM SCHEDULE NO, EXPLANATION OF CHANGES NUMBER 2109-0449. 09159261 Reported on probate return. Refund in process. Row Page