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HomeMy WebLinkAbout06-13-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~.~--° BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA 17125-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 009882 NEWBERN SHARON 6330 SEASCAPE DRIVE SAN DIEGO, CA 92139 fold ESTATE INFORMATION: ssrv: is4-5o-5335 FILE NUMBER: 2108-0523 DECEDENT NAME: KEEBAUGH TIMOTHY M DATE OF PAYMENT: 06/ 1 3/2008 POSTMARK DATE: 06/04/2008 couNTY: CUMBERLAND DATE OF DEATH: 03/ 12/2008 REMARKS: SHARON NEWBERN CHECK# 1891 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $131.34 TOTAL AMOUNT PAID: INITIALS: WZ REV-1162 EXI11-96) 5131.34 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTI~ OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF IIVDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 _ _ REV-1943 D( NfP <R9-OB) _.i .. .. - ~C"iI~ JUG i 3 F ~2~ 37 Ci..~HK C}~ o~~H~~s ~o~~~s SHIARON NEWBUR r+rC~ ,r.~,~~ ran ~~ 6330 SEASCAPE DR CA 92139 SAN DIEGO REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 FIRST NATIONAL BANK has provided the Department with the information listed below which has been used in thisuaccountthIfpvounfeel thisdinformationeisrincorrecttepleaseaobtaindwritten correctiondfromethe financialainstitution,~/attachcaacopvf to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may tie answered by calling C717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0 0 0-0014065 Date 07-21-2006 To insure proper credit to your account, two (2) copies of this notice must accompany your Established payment to the Register of Wills. Make check Account Balance 3, 008 • 27 payable to: "Register of Wills, Agent". X 5.0 0 0 NOTE: If tax payments are made within three Percent Taxable Amount Subject to TaX 150.41 (3) months of the decedent's date of death, . 1 2 you may deduct a 5% discount of the tax due. TaX Rate X Any inheritance tax due will become delinquent Potential Tax Due 18 • 05 nine (9) months after the date of death. TAXPAYER RESPONSE ..............................:~:~:::::::::::::::~::::::::::::;:;:; ~:::::::::;:: ~-~ ~::::~:::;,:::::::: ~:::~::::: ~::::::::::'"':ifs::::; ~::~:_ ~:::_::::::::: ~::::: ~ `::~ ::::::.'::: ~.:...:::::::~ .:.<-... ~..:~ra~t R PA ~~~~:~IrD~...... - ....... ........ A. ^ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or You may check box "A" and return this notice to the Register of C H E C;K Wills and an official assessment will be issued by the PA Department of Revenue. C ONE: B L 0 C K B, ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ^ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ^ and/or PART ^ below. PAR If you indicate a different tax rate, please state your relationship to decedent: TAX REETURN - COMPUTATION LINE i. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6.. Amount Taxable 7.. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 4 5 - 6 7 8 PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID s TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I H 0 MErep(rted aj ve are true, correct and ce~mplete to the best of my knowledge and belief. WORK C ~ TELEPHONE NUMBER DATE INFORMA AND NOTICE FILE N0. 21'~~QS-~,~ ACN 08119003 TAXPAYER RESPONSE DATE 05-05-2008 TYPE OF ACCOUNT EST. OF TIMOTHY M KEEBAUGH ^ SAVINGS CHECKING S.S. N0. 184-50-5335 DATE OF DEATH o3-12-2008 ^ TRUST COUNTY CUMBERLAND ~ CERTIF. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I N F O R MAT I O N N O T I C E BUREAU OF INDIVIDUAL TAXES I AN D DEPT . 28 06 (I l HARRISBURG, PA niza-B6ol TAXP AY E R R E S P O N S E REV-1543 EX AFP (09-99) FILE N0. 21 - aC~~~ ~~~ ACN 08119006 DATE 05-05-2008 ~~~~ ~~~ ~ ~ ~ ~~. ~.~ TYPE OF ACCOUNT EST. OF TIMOTHY M KEEBAUGH ^ SAVINGS ~~~~~~ Q~ S.S. N0. 184-50-5335 ^ CHECKING Q~p~~~~~ hv~~ DATE OF DEATH 03-12-2008 ~ TRUST /'4 t~~+r°r;~ ,qp(~ (`~` ~~ COUNTY CUMBERLAND ^ CERTIF. 1~t1 i REMIT PAYMENT AND FORMS T0: SIIARON NEWBORN REGISTER OF WILLS 6330 SEASCAPE DR CUMBERLAND CO COURT HOUSE S~4N DIEGO CA 92139 CARLISLE, PA 17013 FIRST NATIONAL BANK has provided the Department with the information listed below which has been used in calculating the votential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Penn sy l~rania. Questions may ba answersd by calling C717) 787-8327. COMF~LETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000-0608833 Date 04-27-2000 Ta insure proper credit to your account, two Established C2) copies of this notice must accompany your payment to the Register of Wills. Make check Account Balance 20,033.63 payable to: "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject t0 TaX 1 , 001.68 C3) months of the decedent's date of death, Tax Rate X , 12 You may deduct a 5Y. discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 120.20 nine C9) months after the date of death. PART TAXPAYER RESPONSE +iskIIIl::;'T~31~:~~'SI?!I1~1~F~~III's€=:IxE:R~:~I=Lfi:::::~~1:A~i:::.#l~F:~~~.IA1:€.."~"A~... ~ :.: ..............................................................................................._........z................................................................................................................................: A.._~ ELI EN:.: ~~~I~...DN:....'E`N:I:S::::~D:~~:Es A. ^ The above information and tax due is correct. I. Yau may choose to remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount ar avoid interest, or you may check box "A" and return this notice to the Register of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N[.Y to be filed by the decedent's representative. C. ^ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ^ and/or PART 3^ below. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE t i Da a Est blishe a d 1 _ 'i;~i~= c 2. Ac ount Balance 2 3, rce t Ta bl Pe n xa e X 3 M1~ ~ ~i~ E€~~ ~ ~ ~'E`~ ~ _ ~5`~ ~ =€?=~ '~~ `'~~€~ _=s?;iii; ~''~ '•. ' c 4. Amount Sub e t to Tax 7 4 :f.~i`~.':~~~~Si~ti~~~€!~f4j~ti~=i~'sf ~~~~~i~~~~~':i'''~~'~~'_':i~~`:i 5. Debts and Deductions 5 ou a e 6 Am nt 7ax bl 6 '~ iii `_,~~~ iii ~€ iii€`€'_'~''~€'~ viii i= ~ ~f~~€~~~ ~`~~< T. Tax Rate X 7 ii~i~[ ~` ~=?ii :ilk iiiiisi~= ~.'•ii~~=~i~iii~ :`iii i~ ~ ~[ii ~' ~ ~i ~" e B Tax Du 8 s~ii~ iiisiiii ~ii~ _~~~ ~~'_.~ ~s~ ~ ~ ~'•.~ ' ~ ~~ '~ ~' ~ i9~ ~p~ ii~ iiii~ ~ is _ ~€i _`~ i PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) --~-- TELEPHONE NUMBER DATE w w ~~ ~~ ,µ!*'x_ ti ~• f s'is'al ~~ y# ,a~ ~.i ~'3 rJ <v ,.~~,~`~ ~ ~~~ zflq ~ ~~~ u l m Q ~© ~~: .~ t: v t r~ 'U r ~-"4t~' ~q2~ 0 ~qy Q k J` ~ t.. 1 `~ ~ 2p Q ~ ~~ ~ ~ 4 U C? ~ ~ cy J p~ ~O~ aim a ao= 1 ~~~ "• ~ '` - { ~>~ ~ J ~ ~ w ~ l.' ~ F 1, C..,... F 1 .. _~ ..: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ ^. NDY,~:C~ OF INHERITANCE TAX INHERITANCE TAX DIVISION - APP¢tAISE!lEMT, ALLOWANCE OR DISALLOWANCE Po eox 28o6oI _ .9F...lSE41UCTYbN9, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-6601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) 2~~5 ~~ ~ ~ ~ ~~; 3~ DATE 06-16-2008 TIMOTHY c~~~~ a~ `0,~~~'tl~w`S ~JU~T ,A DEANNA BEQUETH CiV~r~~r~~~,4'~'~' -~% P 122 KNOCH RD SAXONBURG PA 16056 ESTATE OF KEEBAUGH DATE OF DEATH D3-12-2008 FILE NUMBER 21 08-0523 COUNTY CUMBERLAND SSN/DC 184-50-5335 ACN 08119002 APPEAL DATE: 08-15-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK. PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 M CUT ALONG THIS LINE ~"'~ RETAIN LOWER PORTION FOR YOUR RECORDS F' ------------------------------------------------------------------------------------------- REV-1548 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-16-2008 ESTATE OF KEEBAUGH TIMOTHY M DATE OF DEATH 03-12-2008 COUNTY CUMBERLAND FILE N0. 21 08-0523 S.S/D.C. N0. 184-50-5335 ACN 08119002 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FIRST NATIONAL BANK ACCOUNT N0. 000-0014065 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 4()TIME CERTIFICATE DATE ESTABLISHED 07-21-2006 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 3,008.27 X 0.050 150.41 .00 150.41 X .12 18.05 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 05-09-2008 CDOD9698 .90 17.15 TOTAL TAX CREDIT 18.05 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 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES --NOTICE Wf~INHERITANCE TAX INHERITANCE TAX DIVISION A~p$i4~$~'Mk`NT,`,~~LLOWANCE OR DISALLOWANCE PO BOX 280601 d~'-DEDUCTI{]NS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OttR~~ TRUST ASSET!i REV-1548 EX AFP cob-05) ?~~$ ,~~~'"~ ~ 3 ~~ ~~' ~uDATE 06-16-2008 ESTATE OF KEEBAUGH TIMOTHY M DATE OF DEATH 03-12-2008 ~~~F~ ~/~'~ (~T FILE NUMBER 21 08-0523 QRi~F+p~`S v~J~,GIi COUNTY CUMBERLAND DEANNA BEQUETH CUp\~.'~r `fir ~~~ - ~~' SSN/DC 184-50-5335 ACN 08119005 122 KNOCH RD APPEAL DATE: 08-15-2008 SAXONBURG PA 16056 (See reverse side underObjeclions) Amount Remitted MAKE CHECK. PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS H REV-1548 EX AFP C03-05)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-16-2008 ESTATE OF KEEBAUGH TIMOTHY M DATE OF DEATH 03-12-2008 COUNTY CUMBERLAND FILE N0. 21 08-0523 S.S/D.C. N0. 184-50-5335 ACN 08119005 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FIRST NATIONAL BANK ACCOUNT N0. 000-0608833 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING 6C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 04-27-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 20,033.63 NOTE: X 0.050 1,001.68 .00 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 T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: 1,001.68 X .12 120.20 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 05-09-2008 CD009705 6.01 114.20 TOTAL TAX CREDIT 120.21 BALANCE OF TAX DUE .O1CR INTEREST AND PEN. .00 TOTAL DUE .O1CR IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN S1, 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. )