HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREALI OF INDIVID(~J44 'fiAXE.S 't '~ ~~{ ~ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION,~,.'.r APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO HOX 280601 ~;+h_:!. a OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
Z~~8 f~AY 30 f f~ f2~ 52
QR~_N~ti~,~-~ ; ~, ~s t~~~
ALFRED ~~,~~ ~C' b'KbRN `'"~
12 BRANDYWINE DR
MECHANICSBURG PA 17050
REV-1548 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113504
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE '~'~ RETAIN LDWER 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 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0415 S.S/D.C. N0. 185-12-5953
ACN 08113504
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF ACCOUNT: ( )SAVINGS 4C) CHECKING ( )TRUST C )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:
2,931.28
X 0.500
1,465.64
.00
1,465.64
X .45
65.95
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 C-) AMOUNT PAID
04-14-2008 CD009543 3.30 62.65
TOTAL TAX CREDIT 65.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF T07AL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE AF TFITS GnoM eno rueronrrr...~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL T.A~ES ~.,,. NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~ 5 A'PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 288681 "'OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-8601 ~' JOINTLY HELD OR TRUST ASSETS
2~~~~~~3~ 30 ~~~ 4~~ 51
~LV~E~ Vi`
~-, ~ ~ ~ ~, f ~,~ i^t ~,
ALFRED K a~l(`~R1n '_ ' ~ -"
12 BRANDYW~~~ DRS ~''~
MECHANICSBURG PA 17050
REV-1548 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113503
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 NELD OR TRUST ASSETS
DATE 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008
FILE N0. 21 08-0415 S.S/D.C. N0. 185-12-5953
COUNTY CUMBERLAND
ACN 08113503
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF' ACCOUNT: C )SAVINGS C ) CHECKING C )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:
10,829.96 NOTE:
X 0.5D0
5,414.98
.oo
5,414.98
X .45
243.67
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 C-) AMOUNT PAID
D4-14-2008 CD009543 12.18 231.49
TOTAL TAX CREDIT 243.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. ~
( IF TO"fAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
IF TO"fAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REEVERSE SIDE OF THIS FORM FOR INST RIICT if1 AIC ~
r
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION r'• r~,AP$RAISEMENT> ALLOWANCE OR DISALLOWANCE
PO BOX 280601 -~~~ ~'- O~ DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2~~8 ,~Y 30 1'I~ I2~ 5
CL~~~~ G
ALFRED K OKO 1 ,rrz=;`` ' ~ (;~~;' I~??'
12 BRANDYWINE ~~.~ F~. l`, , l~,j
MECHANICSBURG PA 17050
REV-1548 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113502
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~"> RETAIN LOWER PORTION FOR YOUR RECORDS E--
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 06-03-2008
ESTATE OF OKORN AGNES M DATE OFD DEATH 02-11-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0415 S.S/D.C. N0. 185-12-5953
ACN 08113502
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 4C )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:
16,746.14
X 0.500
8,373.07
.ao
8,373.07
X .45
376.79
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 C-) AMOUNT PAID
04-14-;?008 CD009544 18.84 357.95
TOTAL TAX CREDIT 37b.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PA]:D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RERUIRED.
IF TOl'AL DUE IS REFLECTED AS A "CREDIT" C CR). YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THiS FnRM cno T1.ICTOIIrTTf.u c.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL 'T'/~XE`S '° _ ~'~-- NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION _ '~ ~ ~ A~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ,,~ ' OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISIlURG PA 17126-0601 i _ ,+ .: ~ ~-- ~ JOINTLY HELD OR TRUST ASSETS
?~~ &~~Y 30 Pd~ 12~ 5 !
~~~~~5~ ~
ALFRED K((~~ hR-N ~ ~+~
12 BRANDYWII4~ ,, b~
MECHANICSBURG PA 17050
REV-1548 EX AFP C06-05)
DATE 06-03-2D08
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 D8-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113501
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE NO. 21 OS-0415 S.S/D.C. N0. 185-12-5953
ACN 08113501
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF~ ACCOUNT: C )SAVINGS C ) CHECKING C )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:
8,963.96 NOTE:
)( 0.500
4,481.98
.00
4,481.98
X .45
201.69
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 C-) AMOUNT PAID
04-14-2008 CD009543 10.08 191.61
TOTAL TAX CREDIT 201.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
TOTAL DUE .00
IF PA:[D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE LS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TO1fAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SLDE aF TNTC cnow cno rucTe.~.a ....... -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAIJ OF INDIVIDUAL TAXES ~ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION `" '' ; ' ,~`~FP'R~4I;SEMENT, ALLOWANCE OR DISALLOWANCE
' --
PO BOX 280601 ,;': 0'F `DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 - ~~ JOINTLY HELD OR TRUST ASSETS
y~^7,~~a^^~~-I~ ~ ~ E • T
ALFRED K ~f(rN- ~_' J~j
12 BRANDYWINE DR` - ~ !?~
MECHANICSBURG PA 17050
REV-1548 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113500
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~'-~ RETAIN LOWER PORTION FOR YOUR RECORDS 'F"-'
REV-1548 EX AFP C03-05)--------------------------------------------------------------------
INOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0415 S.S/D.C. N0. 185-12-5953 ACN 08113500
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC]:AL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF~ ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST 4C )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:
8,953.26
X 0.500
4,476.63
.00
4,476.63
X .45
201.45
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 C-) AMOUNT PAID
04-14-2008 CD009543 10.07 191.38
TOTAL TAX CREDIT 201.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PA:[D 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" C CR), VOU MAY BE DUE A REFUND.
SEE REVERSE SIDE DF TNTS FnRM rno TucTOnrTtnun
~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~;-~' ' ,r~-~ bQTI~E_ OF INHERITANCE TAX
~
INHERITANCE TAX DIVISION -- APP.I
A~S~ME~T, WLLOWANCE 0R DISALLOWANCE
PO Box 288681 ~~',pF .DEDUCTIO-~S,.•.AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0681 -~' 1~~'~'~~(yjNTLY,_HELD OR TRUST ASSETS REV-1548 EX AFP C06-05)
DATE 06-03-2008
~~~~ ~
~~ 3~ ~~,?; 5' ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
~~.~~~~ l.J~ COUNTY CUMBERLAND
Q~ "~ ~~~~` ~ '
','~~~ ~ SSN/DC 185-12-5953
ALFRED K OKORN ,
~~~~`' , , -, D~ ACN 08113494
12 BRANDYWINE DR APPEAL DATE: 08-02-2008
MECHANICSBURG PA 17050 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALDNG THIS LINE "'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008
FILE NO. 21 08-0415 S.S/D.C. N0. 185-12-5953
COUNTY CUMBERLAND
ACN 08113499
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC][AL INSTITUTION: PSECU ACCOUNT N0. 8003172924
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:
10,988.14
X 0.500
5,494.07
.00
5,494.07
X .45
247.23
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 C-) AMOUNT PAID
04-14-2008 CD009543 12.36 234.87
TOTAL TAX CREDIT 247.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF T,0'TAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE RIEVERSE SIDE OF THIS FARM FnR rucrourrrnuc
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA)EE$~G-'~ r~- _ r: ~ - NOTICE OF INHERITANCE TAX
INHERI"fANCE TAX DIVISION - AP~RAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX zao6ol ~~~ `. OF .DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ` `~'-1s'-~' ` '•_' _ ... JOINTLY HELD OR TRUST ASSETS
206 ~~4Y 30 P~ f2~ S !
~i~.~~l~ t I~
Q~ a s`~~, ~'~ ~ '.f~t ~`i~
ALFRED K~~ORN".~ i ~~
12 BRANDYWINE DR ~'~`
MECHANICSBURG PA 17050
REV-1548 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113498
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0415 S.S/D.C. N0. 185-12-5953 ACN 08113498
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC:[AL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF= ACCOUNT: ( )SAVINGS ( ) CHECKING C )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 CI?EDITS
7,608.06 NOTE:
X 0.500
3,804.03
.00
3,804.03
X .45
171.18
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 (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2008 CD009543 8.56 162.62
TOTAL TAX CREDIT 171.18
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 RE4UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. -
SEE REVERSE SIDE OF THIS F(1RM Ff1D TAICT DIIPTTnuc
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`"-" NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES. ' ~:" ^! ~~
INHERITANCE TAX DIVISION ,r ._„ pPpRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 288601 `j ,;,V ~ OF,~DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 '~" ~ - JOINTLY HELD OR TRUST ASSETS
z~~~ ~~ r 30 ~~ ~z= ~ i
~Lfi%t~ ~~
ALFRED I~~~}1Ct}RN '
12 BRANDYWINE DR .' /f~'
MECHANICSBURG PA 17050
REV-1548 EX AFP C86-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSN/DC 185-12-5953
ACN 08113497
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE "'~ RETAIN LOWER PORTION FOR YOUR RECORDS F'~'
REV-15~48 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 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0415 S.S/D.C. N0. 185-12-5953 ACN 08113497
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 6C )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:
7,606.11
X 0.500
3,803.06
.00
3,803.06
X .45
171.14
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 C-) AMOUNT PAID
04-14-'2008 CD009543 8.56 162.58
TOTAL TAX CREDIT 171.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PA:[D 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 REEVERSE SIDE nF Turc CflDN cnD rucre~~r~t •~.~~
~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAIJ OF INDIIF-#~i L-,;~_'¢lX~, `` NOTICE OF INHERITANCE TAX
INHERITANCE TAX DtVIS~Ldf! ' - ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-b¢VI ~_, ',,, ~ - JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)
DATE 06-03-2008
"~~}~$~ ~~~ ~(~ g~ ~~~ J t ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
~~ ~~"~~ ~r _ COUNTY CUMBERLAND
~ A~~~ ~`~~ ~'~~ SSN/DC 185-12-5953
ALFRE ~~ 'I „C~.K~'~F - C~ ACN 08113496
,~, +
12 BR ~YWINE DR~ APPEAL DATE: 08-02-2008
MECHANICSBURG PA 17050 (See reverse side under Objections)
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 ~'
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 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0415 S.S/D.C. N0. 185-12-5953 ACN 08113496
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC]:AL INSTITUTION: PSECU ACCOUNT N0. 8003172924
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
11,195.59 NOTE:
X 0.500
5,597.80
.00
5,597.80
X .45
251.90
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:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2008 CD009543 12.59 239.30
05-27-2008 SBADJUST .00 .O1
TOTAL TAX CREDIT 251.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PA:[D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE STTIF nc T4J~C cnou cno +.~~~.+..~---~•- -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~~~''~ NQTLCE OF INHERITANCE TAX
INHERI1fANCE TAX DIVISION ~ 'APf~RdI'SEMENS, ALLOWANCE OR DISALLOWANCE
PD 80X 280601 __ OF D~DUC71ONS, AND ASSESSMENT OF TAX ON
HARRISOURG PA 17128-0601 JOINTYY HELD OR TRUST ASSETS
~~~Y l~t'~ ~~ ~~~ ~~~ ~ ~
,. ~ , . , --
~;' ~ ~~ ['
i i i ~ ,
ALFRED K OKORNU~I _ `~' ~;~A,
12 BRANDYWINE DR
MECHANICSBURG PA 17050
REV-1548 EX AFP (06-05)
DATE 06-03-2008
ESTATE OF OKORN AGNES M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0415
COUNTY CUMBERLAND
SSNlDC 185-12-5953
ACN 08113495
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ""~ RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-1548 EX AFP C03-05)-------- ---------------------- --------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMEN T OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-03-2008
ESTATE OF OKORN AGNES M DATE OF DEATH 02-11-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0415 S.S/D.C. N0. 185-12-5953 ACN 08113495
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC][AL INSTITUTION: PSECU ACCOUNT N0. 8003172924
TYPE Df~ ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 07-21-2006
Account Balance 8,966.57 NOTE: TO INSURE PROPER CREDIT TO
Percent. Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 4,483.29 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 4,483.29 REGISTER OF WILLS AT THE
Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK
Tax Due 201.75 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2008 CD009543 10.09 191.66
TOTAL TAX CREDIT 201.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PA:[D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TO"fAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TO"fAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE RF=VERSE CiT1F nF rurc rnou me ~..~+~~~~+--••_ _
Cn~