HomeMy WebLinkAbout12-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KATHLEEN D ROTH
119 CAMBRIDGE DR
MECHANICSBURG
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS <'-~
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REV-1548 EX AFP (01-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-07-2009
ESTATE OF CASEY BETTY W DATE OF DEATH 06-26-2009 COUNTY CUMBERLAND
FILE N0. 21 09-0634 S.S/D.C. N0. 201-16-3214
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;;-;~-„-,rn M4T~, O~F~j~INHERITANCE TAX
!r i. ~'AI~pRl4t§EME~k~, IiliI.OWANCE OR DI'iALLOWANCE
~~~QF!'~~pUCTIQt~S, ~71ND ASSESSMENT OF TAX ON
3QiNTL'Y- HELD OR TRUST ASSETS REY-1548 EX AFP CO1-09)
DATE 12-07-2009
ZQQ9 DEC ( $ AM I ~ ~ 3S ESTATE OF CASEY BETTY w
DATE OF DEATH 06-26-2009
FILE NUMBER 21 09-0634
CLERK Qlr' COUNTY CUMBERLAND
C7RPk-{A.~l~~ vCt.~RT SSN/DC 201-16 - 3214
CU"~~~'~!_:"~~'~E~ !.~,-'.~., R~ ACN 09161089
APPEAL DATE: 02-05-2010
PA 17 0 55 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ACN 09161089
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1684012402
TYPE OF ACCOUNT: 4C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 05-15-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
3,007.85
X 0.500
1,503.93
.00
1,503.93
X .45
67.68
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
10-23-2009 CD011889 .00 67.68
TOTAL TAX CREDIT 67.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ n
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~/1((J`
IF TOTAL DU IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )