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Home My WebLink About11-27-06 (3) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ' r i',"" NOrTI~~_ O,f ., INHERITANCE TAX _~~~PPRAUEMEN1:): A~.LOWANCE OR DISALLOWANCE ,,-of DEQUCTIONS,.AND ASSESSMENT OF TAX ON - ... JO-I'NTL YHtELD OR TRUST ASSETS *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX za0601 HARRISBURG PA 171Z8-D601 2nnh rqt'll! 27 0" ^ .".,.... 11,:,). r t'! J: 33 CLERK OF ORP' ill" I'" (V-', , 'I,. n..'t \,. ,';,', " ,I 1, 'Qr CUI~ ,'~r-'-." ,:. ,'_0,_,0",1, iV; "'-- '. j., r J PA DEAN L BEAR 542A CRISWELL DR BOILING SPRINGS PA 17007 REV-15~8 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 06002535 APPEAL DATE: 01-26-2007 (See reverse side under ObjectioltS) Mount R_:l.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 +- iii=ls41-ii-l;;-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 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 06002535 ACCOUNT NO. 35142985 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 Rat. X Tax Due 13,189.26 0.250 3,297.32 .00 3,297.32 .45 148.38 TAX CREDITS: 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." 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 148.38 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.68 TOTAL DUE 150.06 · 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 "CREDIYW' ( CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX IIIERITANCE TAX DIVISION C--:(V'::-<T (\l~~ISE"ENT, ALLOWANCE OR DISALLOWANCE PO BOX 210601 -' " ~.. ',j iOF 'DEDlk:TIONS, AND ASSESSMENT OF TAX ON HARRISIUIKl PA 17128-0601 ", -, ,. joINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) 2005 NOV :27 Pr~ 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 06002537 APPEAL DATE: 01-26-2007 (See reverse side under Objections) Mount R_:1 tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CLERK OF D L L BEADf'"\Rp!' I, 'PC' 0''lIIRT ANIE nv ' I-'h.:": I,) i'J'~'~' i I 4707 BRIAN RD CU:,/:,r:":?',,~ P,A. MECHANICSBURG PA 17055 CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------~------------------------ REV-1548 EX AFP (03-05) 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 06002537 FINANCIAL INSTITUTION: WADDELL & REED ACCOUNT NO. 35142985 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 13,189.26 0.250 3,297.32 .00 3,297.32 .45 148.38 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 148.38 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.68 TOTAL DUE 150.06 · IF PAID AFTER THIS DATE, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. . { IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" { CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXE$,--;-.'- INHERITANCE TAX DIVISION _. ' . PO lOX 280601 HARRISIURS PA 17128-0601 .. NOTICE OF INHERITANCE TAX '~"'ISE"ENT, ALLOWANCE OR DISALLOWANCE OF'DEDUCTIONS, AND ASSEssttENT OF TAXON JD~LV HELD OR TRUST ASSETS ~ 1"). ~.j \"f\ J. -/ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN REV-1543 EX AFP (06-05) 1 ~S\\1 r\u \1 '21 \ \.-'0'1 O~ n1" C,,-,_I Ii..::' r,("\\, In \ ~"',' , \ ".c' nr- (\OO,-J.t-.\:, :) '--";:"\. d\ DAVID BEAR \.!\~\,-:~\_,:," '\,' . . 1606 PEARCE RD C\;\: WINTER HAVEN FL 33881 11-27-2006 BEAR 01-07-2006 21 06-0441 CUMBERLAND 210-26-7642 06002536 APPEAL DATE: 01-26-2007 (See reverse side under Objections) Mount R_:l.tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DALE L CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +- iiv:i5~i-ii-iF;-(oi:05i-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCEOR DISALLONANCE 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 06002536 FINANCIAL INSTITUTION: WADDELL & REED ACCOUNT NO. 35142985 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ~ )TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-10-2005 Account Balance Percent Taxable X Amount Subiect to Tax Debts and Deductions Taxable Amaunt Tax Rate X Tax Due 13,189.26 0.250 3,297.32 .00 3,297.32 .45 148.38 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT 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 148.38 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.68 TOTAL DUE 150.06 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · l IF TOTAL DUE IS LESS THAN tl, NO PAVIIENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" l CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1