HomeMy WebLinkAbout02-01-10BUREAU OF INDIVIDUAL TAXES •NOTiCE DF INHERITANCE TAX
INHERITANCE TAX DIVISION {~ ' ~ !1~•~ ~, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 ~ ~ ," F II T NS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 i'?~,~~~; ~ r~ ~~~ + L~y~LY HELD OR TRUST ASSETS
2010 FEB - i PM I ~ 48
MICHAEL S PATR txC ~ ~rVtltl!
440 WALNUT ST #20~~~~ `Q"
KNOXVILLE TN 37902
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-09)
DATE 02-01-2010
ESTATE OF PATRICK JAMES R
DATE OF DEATH 08-11-2009
FILE NUMBER 21 09-1028
COUNTY CUMBERLAND
SSN/DC 174-20-6742
ACN 09006175
APPEAL DATE: 04-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: 0 -01-2010
ESTATE OF: PATRICK JAMES R DATE OF DEATH: 08-11-2009
FILE NO.: 21 09-1028 S.S/D.C. NO.: 174-20-6742
COUNTY: CUMBERLAND
ACN: 09006175
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 1174206742-C51
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 04-28-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
80,694.21
X 0.333
26,897.80
- .00
26,897.80
x .45
1,210.40
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
PAYMENT MUST BE MADE BY 05-12-2010*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,210.40
INTEREST AND PEN. .00
TOTAL DUE 1 210.40
* 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.