HomeMy WebLinkAbout11-30-09 (3)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ~'''~ ~~ '•~'~ ~~~~ INHERITANCE TAX
IlMERITANCE TAX DIVISION ..--~ .~IS~~l <7ALLOWANCE OR DISALLOWANCE
Po BoX 280601 ' k""iiF bpD~TIt~ISy AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUSt ASSETS
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SUSAN BRETZMANc~~~~~~1_,~j~Y?~ ~~!~., (~
812 W KELLER ST
MECHANICSBURG PA 17055-4028
REV-1548 EX AFP COl-09)
DATE 11-30-2009
ESTATE OF SWARTZ RUTH M
DATE OF DEATH 11-30-2008
FILE NUMBER 21 09-0043
COUNTY CUMBERLAND
SSN/DC 222-05-5506
ACN 08163186
APPEAL DATE: 01-29-2010
(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 E--
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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 08163186
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000021001011470
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 02-10-1995
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
3,877.23
X 0.500
1,938.62
.00
1,938.62
X .45
87.24.
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."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
iNTEKt51 15 GFIHKhtU i nrcuu~n 1L-U8-LUYY
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF
( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
TOTAL TAX CREDIT .uu
BALANCE OF TAX DUE 87.24
INTEREST AND PEN. 1.20
TOTAL DUE 88.44
ADDITIONAL INTEREST. ^
BE DUE A REFUND.