HomeMy WebLinkAbout06-13-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,r r ~''~ NR~;'C~_OF INHERITANCE TAX i°'~~
INHERITANCE TAX DIVISION - {,1tsl~R.AL$EMEN,T,,,-ALLOWANCE OR DISALLOWANCE
PO BOX 280601 -__ Qf; ZiEDy~TI`AHS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP C06-05)
~~~~ ~~~' 3 ~~ ~~; ~(~ DATE 06-16-2008
ESTATE OF LEDERERE DOROTHY C
DATE OF DEATH 01-31-2008
CiLLFiI'~{1~ FILE NUMBER 21 08-0503
~pu~~,~ ~,~~~T COUNTY CUMBERLAND
n-^, R~4~~ ~'.~~ D~ SSNIDC
BARBARA L BAIR C,~~•,~~;_ ~ _~- +. •~ ~ ACN 08117574
4030 CAISSONS CT APPEAL DATE: 08-15-2008
ENOLA PA 17025 (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"~
-------------------------------------------------------------------------------------------
REY-1548 EX AFP X03-05)
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 LEDERERE DOROTHY C DATE OF DEATH 01-31••2008 COUNTY CUMBERLAND
FILE N0. 21 08-0503 S.S/D.C. N0. 102-18-9447
ACN 08117579
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT ND. 202436-44
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST 6C )TIME CERTIFICATE
DATE ESTABLISHED 10-16-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
31,554.26 NOTE:
X 0.500
15,777.13
.00
15,777.13
~ .45
709.97
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
04-26-2008 CD009665 35.50 674.47
TOTAL TAX CREDIT 714.97
BALANCE OF TAX DUE S.000R
INTEREST AND PEN. .00
.000R
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" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) _~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ -~!`^-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ( _"V ~APPRA;r,SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -~
PO BOX 280601 ~ ~ ~~ ~=~-DF,~D~~IUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~ JOINTLY HELD DR TRUST ASSETS
2001 Sled 13 P~ 42.~ 30
CL~F;~ OF
pP~P~A~ S CJUR~
BARBARA L BAIR CtJa````~~'' ~:,,~',_:~.~ . P~,
4030 CAISSONS CT
ENOLA PA 17025
' 4'
REV-1548 EX AFP (06-05)
DATE 06-16-2008
ESTATE OF LEDERERE DOROTHY C
DATE OF DEATH 01-31-2008
FILE NUMBER 21 08-0503
COUNTY CUMBERLAND
SSNlDC
ACN 08117580
APPEAL DATE: 08-15-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS <"~
-------------------------------------------------------------------------------------------
REY-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 LEDERERE DOROTHY C DATE OF DEATH 01-31-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0503 S.S/D.C. N0. 102-18-9447 ACN 08117580
TAX RETURN WAS: tX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 202436-42
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 10-04-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
32,010.48
X 0.500
16,005.24
.00
16,005.24
X .45
720.24
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
04-26-2008 CD009668 36.01 684.23
TOTAL TAX CREDIT 720.24
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 TOTAL DUE IS LESS THAN 81, NO PAYMENT IS
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -: f ~_; ".rte;. ,.
BUREAU OF INDIVIDUAL TAXES NOTTCE ~OF INHERITANCE TAX
INHERITANCE TAX DIVISION '_' ;i1P,PR~lSI~EME~IVT,, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 ~.~'OF~~I)IfCTID'NS AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-06D1 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)
'~~~~} ,~()~ ~ ~ ~~ {~~ ~~ DATE 06-16-2008
c~~~r, ~~
OF~~HASv S ;;BURT
BARBARA L BAIR CUB+rrr `1 ,~ ~ `r~ ' ~~'
4030 CAISSONS CT
ENOLA PA 17025
ESTATE OF LEDERERE DOROTHY C
DATE OF DEATH 01-31-2008
FILE NUMBER 21 08-0503
COUNTY CUMBERLAND
SSNlDC
ACN 08117581
APPEAL DATE: 08-15-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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 06-16-2008
ESTATE OF LEDERERE DOROTHY C DATE OF DEATH 01-31-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0503 S.S/D.C. N0. 102-18-9447 ACN 08117581
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 20243605
TYPE OF ACCOUNT: 6C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 02-28-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
3,590.29 NOTE:
X 0.500
1,795.15
.00
1,795.15
X .45
80.78
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+)
INTERESTIPEN PAID C-) AMOUNT PAID
04-26-2008 CD009667 4.04 76.74
TOTAL TAX CREDIT 80.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. *
C IF TOTAL DUE IS LESS THAN 81,
NO PAYMENT I \\
lF~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)> YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
^
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES ~'~`-i~'~~TI:G$''OF' INHERITANCE TAX
INHERITANCE TAX DIVISION APPRki'-$E`MENT-f' ALLOWANCE DR DISALLOWANCE
PO BOX 280601 ~ ~~!,~~~-Q4JQTION~, AND ASSESSMENT OF TAX ON
HARRISBURG PA v12a-0601 '"JOYISTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-D5)
Z~{~~
~~~ ! 3 ~~ ~~' 3~
08
`
ESTATE OF LEDERERE
DOROTHY C
DATE OF DEATH 01-31-2008
C~~~{~ ~~ FILE NUMBER 21 08-0503
COUNTY
BARBARA L BAIR ~(~A;~-=?!,','~;!^ ^!~ {3~+ ACN 08117582
4030 CAISSONS CT APPEAL DATE: 08-15-2008
E N O L A P A 17 0 2 5 (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 <"~
REY-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 LEDERERE DOROTHY C DATE OF DEATH 01-31••2008 COUNTY CUMBERLAND
FILE N0. 21 OS-0503 S.S/D.C. N0. 102-18-4447 ACN 08117582
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT N0. 202436-11
TYPE OF ACCOUNT: C )SAVINGS OO CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 02-28-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,017.67
X 0.500
508.84
.00
508.84
X .45
22.90
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 (+)
INTEREST/PEN PAID C-) AMOUNT PAID
D5-06-2008 CD0096b6 .00 21.75
06-09-2008 SBADJUST .DO 1.15
I U I AL I AJC GKE11I f
BALANCE OF TAX DUE
INTEREST AND PEN.
T
ATION OF ADDITIONAL INTEREST.
C 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 INSTRUCTIONS. )
22.90
.00
.00
.00