HomeMy WebLinkAbout08-31-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsyLvania
' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE __..
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 17128-0601 RECORDED 0 Ff�E rJOINTLY HELD OR TRUST ASSETS
TF"? F '° i�-�-VS1 ESTATE OF SWARTZDATE 2015 ROBERT E
nn DATE OF DEATH 09-21-2014
�U�S FJG 31 cn I2 35 FILE NUMBER 21 15-0038
J COUNTY CUMBERLAND
rr SSN/DC
JEAN SnWARF4-L�l ACN 14154791
920 W OLD YOFZ�KR�D `;,,' �J APPEAL BY DATE:10-30-2015
CARLISLE C U IM 0 EP ,'17015,79619 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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REV-1548 EX AFP C11-14)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 08-31-2015
ESTATE OF:SWARTZ ROBERT E DATE OF DEATH:09-21-2014 COUNTY:CUMBERLAND
FILE NO. : 21 15-0038 S.S/D.C. NO. : ACN: 14154791
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 199414-46
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST C )OTIME CERTIFICATE
DATE ESTABLISHED 04-30-2012
Account Balance 5,833.06 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 972.20 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 972.20 REGISTER OF WILLS AT THE
Tax Rate x .00 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. \
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.