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)
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~" DATE 08-31-2009
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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. )
__