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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-tir/'~`4-'f jI'~C~;~'I~IHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~•~xS~~ Tr A4 0~1ANCE OR DISALLONANCE
Po Box 280601 OR`s=D~tDIC~, +~D~ISSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 Ex AFP CO1-09)
2fl49 NOV 30 AM l I ~ 4~TE 11-30-2009
STATE OF SWARTZ RUTH M
DATE OF DEATH 11-30-2008
G~R~ ~ FILE NUMBER 21 09-0043
Q~PHAN~S COt)RT COUNTY CUMBERLAND
SUSAN BRETZMAN CUN'~~`~~ ~1'~~-y r~•= ~ACN/DC 08163188506
812 W KELLER ST APPEAL DATE: 01-29-2010
MECHANICSBURG PA 17055-4028 (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 t~
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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 11-30-2009
ESTATE OF SWARTZ RUTH M DATE OF DEATH 11-30-2008 COUNTY CUMBERLAND
FILE N0. 21 09-0043 S.S/D.C. N0. 222-05-5506 ACN 08163188
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000031600238513
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST OC)TIME CERTIFICATE
DATE ESTABLISHED 12-14-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
22,708.94 NOTE:
X 0.500
11,354.47
.00
11,354.47
X .45
510.95
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 (+)
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 12-08-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 510.95
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.00
TOTAL DUE 517.95
* 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. l