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Home My WebLink About04-04-08 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B060 1 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE R:'('(~l1IeelOli'lfltH~n ANCE TAX AP'P~~~~Iit,:J~~.~l>WAkCE OR DISALLOWANCE OF Dtn.!J~:qg~SJ;~A~q: "~SESSHENT OF TAX ON JOINTLY HELO'm< TRUST ASSETS REV-154B EX AFP (06-05) BERBARD 0 KLINE 437 BLOSERVILLE RD NEWVILLE PA 17241 ZDOB APR -4 PM ,: ~~~;TE OF DATE OF DEATH CLERK OF FILE NUMBER ORPHtJ\'S ':~O~JRT ~~~~~~ Cl} '~""I) DI\ACN 04-07-2008 KLINE 11-21-2007 21 08-0135 CUMBERLAND 177-24-5674 08105375 APPEAL DATE: 06-06-2008 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CAHTERINE F TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=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 04-07-2008 ESTATE OF KLINE CAHTERINE F DATE OF DEATH 11-21-2007 COUNTY CUMBERLAND FILE NO. 21 08-0135 S.S/D.C. NO. 177-24-5674 TAX RETURN WAS: eX) ACCEPTED AS FILED e) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 08105375 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5003265939 TYPE OF ACCOUNT: DATE ESTABLISHED ~ )SAVINGS e) CHECKING e )TRUST e )TIME CERTIFICATE 10-23-2007 x 3,172.85 1.000 3,172.85 .00 3,172.85 .45 142.78 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." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT e+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID e-) PAYMENT MUST BE MADE BY 08-22-2008*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 142.78 INTEREST AND PEN. .00 TOTAL DUE 142.78 * 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" { CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE Sln~ 01= T~TC::: ~nJ)M cone T....~TDII,...TTn...r- " 0-0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '""';("\~r,r\r+!1 (':f""r'"Il"i (',r; ',~,:'vvnL)::i", \~~;Ti'*Ot-t:CE OF INHERITANCE TAX P[(:::;''::APP~AWi\:R€.NT. ALLOWANCE OR DISALLOWANCE ,L'~Jl_'; ~b;F""OEIiuCT"I'oNS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS 200B APR -4 PM I: 53 REV-1548 EX AFP (06-05) CLERK OF ORnw. <\f,.i'S ('('II IRT II l,f-;!..., '..../....,/\...- ,i BERNARD 0 KLINE CU!"E'==' "'0 PA 437 BLOSERVILLE RD NEWVILLE PA 17241 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-07-2008 KLINE 11-21-2007 21 08-0135 CUMBERLAND 177-24-5674 08105376 APPEAL DATE: 06-06-2008 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CAHTERINE F TO: CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY=is4S-EX-AFP-C03=Os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-07-2008 ESTATE OF KLINE CAHTERINE F DATE OF DEATH 11-21-2007 COUNTY CUMBERLAND FILE NO. 21 08-0135 TAX RETURN WAS: S.S/D.C. NO. 177-24-5674 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 08105376 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140186647 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE 10-23-2007 x 1,233.31 1. 000 1,233.31 .00 1,233.31 .45 55.50 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." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Ra,te Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 08-22~2008*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 55.50 INTEREST AND PEN. .00 TOTAL DUE 55.50 * 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 TN<:.TI2I1('TTn..., , Q BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX ;!~B0601 HARRISBURG, PA 17128-0601 REV-1548A AFP (06-05) Z008 APR -4 PM ,: 53 04-07-2008 KLI NE 11-21-2007 21 08-0135 CUMBERLAND 177-24-5674 08500024 APPEAL DATE: 06-06-2008 (See reverse side under objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CAHTERINE F CLERK OF QRDi-!, /Il-.I'C: ('fJl 1RT Ii; ,r\, ~ i~' \,...... l.., II BERNARD D KLINE 01 !',">:r,,~r) p/\ Vl"j;~'- I,.; -." 437 BLOSERVILLE ROAD NEWVILLE PA 17241 TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- RE-V=i5~iA--~FP--(Oi:-035------------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE 04-07-2008 ESTATE OF KLINE CAHTERINE F DATE OF DEATH 11-21-2007 COUNTY CUMBERLAND FILE NO. 21 08-0135 TAX RETURN WAS: S.S/D.C. NO. 177-24-5674 (X) ACCEPTED AS FILED () CHANGED BENEFICIARY FORM OF ASSET INFORMATION ACN 08500024 NAME OF SECURITY: AMERICAN FUNDS ACCOUNT NO. 64665121 TYPE OF ASSET: ( ) SECURITIES ()() SECURITY ACC ( ) STOCK () BONDS x 17,983.92 0.250 4,495.98 .00 4,495.98 .45 202.32 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." DOD Va,luation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-11-2008 CDOO9295 10.12 192.20 TOTAL TAX CREDIT 202.32 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. c:::.1:'1:' CC\lCCC::C' ~Tnc nc TUT~ I""'f'\nu r-...."'" yu.................-..-...- ... ROBERT 1812 ELF SEBRING CLERK OF T ^1\"I"' ('nun ORPKh. 1:> '-J J n \ I,.... __ :)' ,~; t l r"i l~.\r,\ 0/\ C\ H"\ ',C\,. \' W KL I NE "" ' , " " DRIVE COMMONWEALTH OF PENNSYLVANIA _D~ARTMENT OF REVENUE MtSOIDCf) ~f!~~L~~~ : S3BENEFICIARY FOR" Z068 ~PR -4 Pl'\ \" DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG, PA 1712B-0601 REV-1548A AFP (06-D5> FL 33872 04-07-2008 KLINE 11-21-2007 21 08-0135 CUMBERLAND 177-24-5674 08500026 APPEAL DATE: 06-06-2008 (See reverse side under objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CAHTERINE F TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- RE-V=i5~8A---AFP--(oi:-035------------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE 04-07-2008 ESTATE OF KLINE CAHTERINE F DATE OF DEATH 11-21-2007 COUNTY CUMBERLAND FILE NO. 21 08-0135 TAX RETURN WAS: S.S/D.C. NO. 177-24-5674 CX) ACCEPTED AS FILED C) CHANGED BENEFICIARY FORM OF ASSET INFORMATION ACN 08500026 NAME OF SECURITY: AMERICAN FUNDS ACCOUNT NO. 64665121 TYPE OF ASSET: ( ) SECURITIES (Xl SECURITY ACC ( ) STOCK () BONDS x 17 , 983.92 0.250 4,495.98 .00 4,495.98 .45 202.32 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." DOD Vclluation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-08-2008 CD009285 10.12 192.20 TOTAL TAX CREDIT 202.32 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. S~I= RI=VI=R~1= ~TnJ: nJ: TUTlO:: eno.. enD TtJc-TDII,...TTnLlc. " ~ zooa APR -4 PH I: 53, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE !)C,"nprY:ll ncq("4fH":"ICE OF INHERITANCE TAX i \:~.;':: .... ;!~. ;:1.}. '. AP'P. .JtA. t'..Sf: NT J. ALLOIfANCE OR DISALLOIfANCE i-"" .:"'. ' "' i. ~ .nIEI\ut: ONzs.L AND ASSESSKENT OF TAX ON [ '.. 'J..J ii..' i~. i -me SECURITY ACCOUNTS HELD IN BENEFICIARY FORK DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN *' BUREAU OF INDIVIDUAL TAXES INHERITA,NCE TAX DIVISION PO BOX 2'80601 HARRIS8URG, PA 17128-0601 REY-1548A AFP (06-05) AZ 85027 04-07-2008 KLINE 11-21-2007 21 08-0135 CUMBERLAND 177-24-5674 08500027 APPEAL DATE: 06-06-2008 (See reverse side under objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CAHTERINE F JANET 20609 N PHOENIX CLERK OF ORnH' f II'" ("\' lpT ,t-' P.!\; ~ \..)Jl~, i i C JACKsgt-frY~c: ,._p,n.~:c" Pf\ 31ST AVE TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- RE-v=i5~iA--~FP--(Oi:-035------------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE 04-07-2008 ESTATE OF KLINE CAHTERINE F DATE OF DEATH 11-21-2007 COUNTY CUMBERLAND FILE NO. 21 08-0135 TAX RETURN WAS: S.S/D.C. NO. 177-24-5674 eX) ACCEPTED AS FILED () CHANGED BENEFICIARY FORM OF ASSET INFORMATION ACN 08500027 NAME OF SECURITY: AMERICAN FUNDS ACCOUNT NO. 64665121 TYPE OF ASSET: ( ) SECURITIES (Xl SECURITY ACC ( ) STOCK () BONDS X 17,983.92 0.250 4,495.98 .00 4,495.98 .45 202.32 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." DOD V..luation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax R.lte Tax Due X TAX CREDITS: PAYiMENT RECEIPT DISCOUNT e+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID e-) 02-11-2008 CD009303 10.12 192.20 TOTAL TAX CREDIT 202.32 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF IPAID 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 TNc:.TRlII'TTO'Ic:. , ~ I