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HomeMy WebLinkAbout08-31-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280681 HARRISBURG PA 17128-0601 SUSAN K GREEN 406 SUNSET LANE SHIPPENSBURG NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX APP (01-09) ., .~ i )c, J 4 F i"t ~' ~~ ( jy E ~~ ~" DATE 08-31-2009 - ; 3 ESTATE OF BECKENBAUGH ANNA DATE OF DEATH 07-07-2008 C~ ~~; ~~- FILE NUMBER Z(-d~-~`~~~ ~~~~~,~~~,~ f~~~a~j COUNTY CUMBERLAN p SSN/DC 156-12-1515 Cu, ACN 08144800 APPEAL DATE: 10-30-2009 PA 17257 (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 <--' ------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-31-2009 ESTATE OF BECKENBAUGH FILE N0. ANNA M DATE OF DEATH 07-07-2008 COUNTY CUMBERLAND S.S/D.C. N0. 156-12-1515 ACN 08144800 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0. 20033747 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST 4()TIME CERTIFICATE DATE ESTABLISHED 10-05-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 12,303.03 NOTE: X 0.500 6,151.52 .00 6,151.52 X .45 276.82 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TD 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 INTEREST IS CHARGED THROUGH 09-08-2009 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDI ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DU SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 276.82 INTEREST AND PEN. 5.84 TOTAL DUE 282.66 TIONAL INTEREST. E A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION kRPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09) 2ti~~ ~~~ ~ ~ Pi~ ~' ~~ DATE 08-31-2009 CLEF;',; ~~'= ORPH''~Pv'; r,r;~~RT SUSAN K GREEN CU~,~~F-~~1 ``~'~-i:~~ ~'~'~' ~~, 406 SUNSET LANE SHIPPENSBURG PA 17257 ESTATE OF BECKENBAUGH ANNA M DATE OF DEATH 07-07-2008 FILE NUMBER ZI - U~ - O~~f~l COUNTY CUMBERLAND SSN/DC 156-12-1515 ACN 08144815 APPEAL DATE: 10-30-2009 (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-31-2009 ESTATE OF BECKENBAUGH FILE N0. ANNA M DATE OF DEATH 07-07-2008 COUNTY CUMBERLAND S.S/D.C. N0. 156-12-1515 ACN 08144815 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0. 20032333 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 4()TIME CERTIFICATE DATE ESTABLISHED 01-14-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,548.44 X 0.500 1,274.22 _ .00 1,274.22 X .45 57.34 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 INTEREST IS CHARGED THROUGH 09-08-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 57.34 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.21 TOTAL DUE 58.55 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF A DDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. C IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. D ` SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REY-1548 EX AFP CO1-09) ?i':'::~~~i?t~ 3 f ~'i! ~' ~ ~ DATE 08-31-2009 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAIS,EMENT, ALLOWANCE OR DISALLOWANCE "OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~- - ~~{pi i~iV~j v'ti~~~T SUSAN K GREEN vU~'~ tl ~ v 406 SUNSET LANE SHIPPENSBURG PA 17257 ESTATE OF BECKENBAUGH ANNA M DATE OF DEATH 07-D7-2008 FILE NUMBER ~~s Lq.-c~'+~ COUNTY UMBERLAND SSN/DC 156-12-1515 ACN 08144817 APPEAL DATE: 10-30-2009 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-31-2009 ESTATE OF BECKENBAUGH ANNA M DATE OF DEATH 07-07-2008 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 156-12-1515 ACN 08144817 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0. 516090 TYPE OF ACCOUNT: ( )SAVINGS 4() CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 09-17-1999 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 15,719.13 NOTE: X 0.500 7,859.57 .00 7,859.57 X .45 353.68 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 INTEREST IS CHARGED THROUGH 09-08-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 353.68 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.46 TOTAL DUE 361.14 * IF PAID 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 SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 SUSAN K GREEN 406 SUNSET LANE SHIPPENSBURG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .NOTICE OF.INHERITANCE TAX APPRAISEMENT,, ALLOWANCE OR DISALLOWANCE Of-DEDUCTIONS', AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~`~~ ~~~ j ~ Eli; ,): fl j DATE 08-31-2009 ESTATE OF BECKENBAUGH _ DATE OF DEATH 07-07-2008 CL~r~.~ V` FILE NUMBER ORP~!;'~tf~l'~';.~URT COUNTY CUMBERLAND C~~~~["~~' .~: ~ !~' r^ ^; ~A. SSN/DC 156 - 12 - 1515 ACN 08144816 APPEAL DATE: 10-30-2009 PA 17257 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-31-2009 ESTATE OF BECKENBAUGH FILE N0. ANNA M DATE OF DEATH 07-07-2008 COUNTY CUMBERLAND S.S/D.C. N0. 156-12-1515 ACN 08144816 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0. 805742 TYPE OF ACCOUNT: ~ )SAVINGS 4C) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 11-29-1999 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 80,409.51 X 0.500 40,204.76 .00 40,204.76 X .45 1,809.21 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 (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 09-08-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,809.21 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 38.17 TOTAL DUE 1,847.38 ~ 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" ( CR7, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) __