HomeMy WebLinkAbout11-30-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN BRETZMAN
812 W KELLER ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~j-r N~ QF 3 ~I~,~IINCE TAX
APPRAIS ~ I~t:~b~A'NdE} OR DISALLOWANCE
OF D~~~~~$~,,`,,,~N~<<'~~~SSMENT OF TAX ON
JOINTLY HELD dIt"RUST ASSETS REV-1548 EX AFP C01-09)
2QOg NOV ~~ aM ~ i p~~ 11-30-2009
'E TE OF SWARTZ RUTH M
DATE OF DEATH 11-30-2008
CLFR~ ~ FILE NUMBER 21 09-0043
COUNTY CUMBERLAND
QRp~ ~ C~~~T SSN/DC 222-05-5506
C~ME?E~I~'~~`~'~~ ~~., ~CN 08163187
MECHANICSBURG PA 17055-4028
APPEAL DATE: 01-29-2010
(See reverse side under Obfeciions)
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 (-~
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REV-1548 EX AFP (01-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OiF
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 08163187
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000031700220923
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST d()TIME CERTIFICATE
DATE ESTABLISHED 12-13-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
5,469.62 NOTE:
X 0.500
2,734.81
- .00
2,734.81
X .45
123.07
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 ADDRE5S. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
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 123.07
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.69
TOTAL DUE 124.76
* 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. )