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Home My WebLink About11-27-06 (2) ~':""COMM~QjA:(-rH,-OF PENNSYLVANIA , ,J" DElM.-J"ENT OF REVENUE 'NOTICE OF INHERITANCE TAX AP,PRA"ISEHENT, I A~L~~E OR DISALLOWANCE "'n!";,ofl~D9C1I~ ~GsESS"ENT OF TAX ON 1-dUO t':J', joiNTLY 'HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX Z80601 HARRISBURG PA 171Z8-0601 C! r-RK OF ORP' :7,,\ 1'(' 0:'l' IRT ~" '\-,i-\", ,1 '..) ''-,) \_/ l~~. ; Ct, 1', ,f~ ':'" (",r': PA " I..J i\ i n--' ' DAVID BEAR 1606 PEARCE RD WINTER HAVEN FL 33881 '* REV-1548 EX AFP (06-05) DATE 11-27-2006 ESTATE OF BEAR DALE L DATE OF DEATH 01-07-2006 FILE NUMBER 21 06-0441 COUNTY CUMBERLAND SSN/DC 210-26-7642 ACN 06002533 APPEAL DATE: 01-26-2007 (See reverse side under Objections) Mount R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- iiO=is4i-ii-AFP-lij=iJi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-27-2006 ESTATE OF BEAR ,DALE COUNTY CUMBERLAND L DATE OF DEATH 01-07-2006 FILE NO. 21 06-0441 TAX RETURN WAS: S.S/D.C. NO. 210-26-7642 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WADDELL & REED ACN 06002533 ACCOUNT NO. 35142312 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-10-2005 Account Balance Percent Taxable X AMount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 661444.86 0.333 221148.07 .00 221148.07 .45 996.66 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNTI 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: nREGISTER OF WILLSI AGENT.n PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 12-05-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 996.66 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.29 TOTAL DUE 11007.95 · IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN tll NO PAYMENT IS REIlUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDI"" ( CRll YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,f'"'' (","!Ie~ Of INHERll~E TAX ,', .' i-, :,r "A"rQI$~ttENT'~ ALLOWANCE OR DISALLOWANCE "'Of,DEDUCTloHs, AND ASSESSltENT Of TAX ON ',.. - . '.JOINTLY HELD OR TRUST ASSETS *' BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX 280601 HAARISIURS PA 17128-0601 nnh ~cl0' V 21 P\'~ 3: 33 2.\.l. ,L.' \;L).:;". '~' "~ . DANIEL BEAR 4707 BRIAN RD MECHANICSBURG CLi=PJ( Of - ,,~ 00.11rrT' ODD1,J, I'I N ~) ',),_, i,V ti,' I nr. " " . ~ ,'I, P" . _ " r'" ," I' ii, - 1-\ C\J\"/i'"<-."\ ./.,'. , PA 17055 REV-1548 EX AFP (06-05) DATE 11-27-2006 ESTATE OF BEAR DALE L DATE OF DEATH 01-07-2006 FILE NUMBER 21 06-0441 COUNTY CUMBERLAND SSN/DC 210-26-7642 ACN 06002534 APPEAL DATE: 01-26-2007 (See rnene side under Objections) A.aunt R_1 tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- iiO=is4i-ii-AF;-roJ=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-27-2006 ESTATE OF BEAR DALE COUNTY CUMBERLAND L DATE OF DEATH 01-07-2006 ACN 06002534 FILE NO. 21 06-0441 TAX RETURN WAS: S.S/D.C. NO. 210-26-7642 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WADDELL & REED ACCOUNT NO. 35142312 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-10-2005 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 66,444.86 0.333 22,148.07 .00 22,148.07 .45 996.66 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 (-) INTEREST IS CHARGED THROUGH 12-05-2006 TOTAL TAX CREDIT .00 . AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 996.66 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.29 TOTAL DUE 1,007.95 . IF PAID AfTER THIS DAT~I..SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS TIIAN $1, NO PAYMENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ( eRl, YOU IIA Y BE DUE A, REFUND. SEE REVERSE SIDE OF THIS fORM FOR INSTRUCTIONS. l ' "' ,:."...,'-T:"';'.'-,.'--':-':'".~:..----Y----:~~-'- . '~;-,-'---::-~:':;;:-_:-::-,'::'-':-~~~-'.~-":" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN;_ _ ,"," PO lOX 280681 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX '......' "'.~', ,~Q. I. SEMENT, ALLOWANCE OR DISALLOWANCE ( .j"" ~-. DEDUCTIONS, AND ASSESSMENT OF TAX ON . JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) ZOG6 tWV 21 Pro' 3: 33 DATE 11-27-2006 ESTATE OF BEAR DALE L DATE OF DEATH 01-07-2006 FILE NUMBER 21 06-0441 COUNTY CUMBERLAND SSN/DC 210-26-7642 ACN 06002532 APPEAL DATE: 01-26-2007 (See reverse side under Objections) Amount R_itted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CLERK OF DEAN BE~PI-i..~,'\rS COURT :~~~I~:I~~:~~~~r~':;~~:',{;:~:;o';:'J.. PA CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +- iii=is4i-ii-AFP-loJ=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-27-2006 ESTATE OF BEAR DALE L DATE OF DEATH 01-07-2006 COUNTY CUMBERLAND FILE NO. 21 06-0441 TAX RETURN WAS: S.S/D.C. NO. 210-26-7642 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06002532 FINANCIAL INSTITUTION: WADDELL I REED ACCOUNT NO. 35142312 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-10-2005 Account Balance Percent Taxable X A.ount Subject to Tax Debts and Deductions Taxable A.ount Tax Rate X Tax Due 66,444.86 0.333 22,148.07 .00 22,148.07 .45 996.66 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 (-) INTEREST IS CHARGED THROUGH 12-05-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 996.66 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.29 TOTAL DUE 1,007.95 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN 11, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'" ( eRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1