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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
JOAN A BONAWITZ
157 SANJO DR
GR~tVILLE PA 17028
DATE 06-19-2006
ESTATE OF FORTNEY MERLE V
DATE OF DEATH 11-15-2005
FILE NUMBER 21 06-0419
COUNTY CUMBERLAND
SSN/DC 717-10-6853
ACN 06108042
APPEAL DATE: 08-18-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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CUT ALONG::THIS LIN~ .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV=is4S-EX-AFP-C03=OSj----------------------------________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-19-2006
ESTATE OF FORTNEY
MERLE
V DATE OF DEATH 11-15-2005
COUNTY
CUMBERLAND
FILE NO. 21 06-0419
TAX RETURN WAS:
S.S/D.C. NO. 717-10-6853
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
06108042
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
0921718357
TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 05-11-1983
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
53,773.22
0.500
26,886.61
.00
26,886.61
.45
1,209.90
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 TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT / RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2006 /CD006700 .00 1,209.90
TOTAL TAX CREDIT 1,209.90
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 LESS THAN $1, 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. )
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