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HomeMy WebLinkAbout03-12-10 (2)~ 'fi'r r'-' ~~.r~~ -0F INHERITANCE TAX pennsyLvania ~ BUREAU OF INDIVIDUAL TAXES i i + DEPARTMENT OF REVENUE INHERITANCE TAX DIYISION r-,; APIsRJKISEa~~I r ALLOWANCE OR DISALLOWANCE C rbON AND ASSESSMENT OF TAX ON REV-1546 Ex AFP C12-o9) PO BOX 280601 i` ~.,', QE~.,D~ ~;~ 1S HARRISBURG PA 17128-06 01 JOINTLY HELD OR TRUST ASSETS Z~~Q ~~~' 2 ~~ ~~ O~ ESTATE OF LEE08-2010 ELLEN K DATE OF DEATH 10-09-2009 (~`~~~~ ~r FILE NUMBER 21 09-1149 ORPNP~?'S CURT COUNTY CUMBERLAND BETTY BENNETICU~~~~~~ -"~~`{~ CO., PP, SSN/DC 171-12-9125 ACN 09179147 7006 SUNDAYS LN APPEAL BY DATE:05-07-21010 FREDERICK M D 217 0 2 (See reverse side under Objections) Amount Remitted 1 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1548 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-082010 ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUNTY:CUMBERLAND FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 ACN: 09179147 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 169554/623 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 11-04-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX'PAYMENT TO THE REGISTER OF WALLS AT THE ABOVE ADDRESS',. MAKE CHECK OR MONEY ORDE~i PAYABLE T0: "REGISTER OF WJILLS, AGENT." 11,317.58 X 0.500 5,658.79 - .00 5,658.79 r .45 254.65 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID PAYMENT MUST BE MADE BY 07-10-2010*. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 254.65 INTEREST AND PEN. .00 TOTAL DUE 254.65 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~ Pennsylvania ~ r"'!~-:.R C~- INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~ DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION - AbPR~'ISE'MEN~r ~LOWANCE OR DISALLOWANCE ~_ [ ;' .""` REV-1548 EX AFP C12-09) PO BOX 288601 i',~ •,,~~~ j1~E~ll~C~TI'dll~S!.~'AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINT~`V`'H~LD OR TRUST ASSETS ZQF~ ~~R ~ 2 ~~ ~F' O9 ESTATE OF LEE08-2010 ELLEN K DATE OF DEATH 10-09-2009 CLE~n Or FILE NUMBER 21 09-1149 O~P/~ C~~RT SSNNDC 171B12L9125 BETTY BENNETT CU{~f~~~(~,~,~"~ ~4„ pQ ACN 09179148 7006 SUNDAYS LN APPEAL BY DATE:05-07-2010 FREDERICK MD 21702 (See reverse side underObjectioDs) Amount ReAitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-082010 ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUNTY:CUMBERLAND FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 ACN: 09179148 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 169554 599 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 10-05-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 11,346.84 X 0.500 5,673.42 - .00 5,673.42 Y .45 255.30 NOTE: TO ENSURE 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 (+) INTEREST/PEN PAID C-) AMOUNT PAID PAYMENT MUST BE MADE BY 07-10-2010*. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 255.30 INTEREST AND PEN. .00 TOTAL DUE 255.30 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIYISION ^ti,"r~ ^+ arrll- R14 , ALLOWANCE OR DISALLOWANCE PO BOX 280601 ~% -b~-•D~~ T"3~ NS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 r ~ `, ,~b~RTLY HELD OR TRUST ASSETS ~Q{~ ~~~ ~ ~ ~~ ~~ ~~ CLARK 0~ BETTY BENNETIQRP}I~-~~A11I{J ~l~~i~~i 7006 SUNDAYS LN CU~~c~i_E't1`$~` ~~.. ~~ FREDERICK MD 21702 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 EX AFP (12-09) DATE 03-08-2010 ESTATE OF LEE ELLEN K DATE OF DEATH 10-09-2009 FILE NUMBER 21 09-1149 COUNTY CUMBERLAND SSN/DC 171-12-9125 ACN 09179149 APPEAL HY DATE:05-07-2;010 (See reverse side under Objectidns) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS ~' ---------------------------------------------------------- REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-08'2010 ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUN~Y:CUMBERLAND FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 ACN: 09179149 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 169554I~581 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 10-05-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 11,346.84 X 0.500 5,673.42 - .00 5,673.42 x .45 255.30 NOTE: TO ENSURE 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 I'AYMENI MUST BE MADE BY 07-10-2010*. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 255.30 INTEREST AND PEN. .00 TOTAL DUE 255.30 ~ IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. ,M,,(^~ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. G1,,` -_ G~(~IF -~~ 4 'r~, ! ,~I INHERITANCE TAX Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES , DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION SEMEtN7p MLL ,.;~' ~~';' ~ ~ OF" ~~EI~iJCTI~ONS r AN OWANCE OR DISALLOWANCE REV-1548 IX AFP C12-09) D ASSESSMENT OF TAX ON PO BOX 280601 HARRI58UR6 PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~~'Q~~~ f 2 ~~ ~; ~Q DATE 03-08-2010 ESTATE OF LEE ELLEN K DATE OF DEATH 10-09-2009 Ci~ERK ~~ FILE NUMBER 21 09-1149 ORPH~v'S vOUiII COUNTY CUMBERLAND {p,. t ~; ,r^ n~ PA C~r~ " ~ ~ ~ ' ~ SSNJDC 171-12 - 9125 BETTY BENNETT " " " " ~ " ' ACN 09179150 7006 SUNDAYS LN APPEAL BY DATE:05-07-010 FREDERICK M D 217 0 2 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIIT PAYMENT T 0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS <"~ REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-082010 ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUNTY:CUMBERLAND FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 ACN: 09179150 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 169554 32 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST C ~ TIME CERTIFICATE DATE ESTABLISHED 09-01-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAY 1'_RFnTTS: 11,380.06 X 0.500 5,690.03 - .00 5,690.03 Y .45 256.05 NOTE: TO ENSURE PROl~ER 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 WALLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID PAYMENT MUST BE MADE BY 07-10-2010*. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 256.05 INTEREST AND PEN. .00 TOTAL DUE 256.05 * LF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)r YOU MAY BE DUE A REFUND. V SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES r - r^'~f nr•^,^,r ~N~,iICE OF INHERITANCE TAX INHERITANCE TAX DIVISION _'`~"~ ~ '_' p~{T}i1,CSEIMENT, ALLOWANCE OR DISALLOWANCE Po BOX 280601 -•- , :~ 0P D6~~1@+TIONS. AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 ~`:~ ~ tea': '~, ..:~}OINTLY HELD OR TRUST ASSETS Z~Ifl MAR i 2 PM 4~ I 0 CLERK ~F ~ s ~oug3 BETTY BEN1~~ E'~RLaltiD ~~. PA 7006 SUNDAYS LN FREDERICK MD 21702 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 EX AFP (12-09) DATE 03-08-2010 ESTATE OF LEE ELLEN K DATE OF DEATH 10-09-2009 FILE NUMBER 21 09-1149 COUNTY CUMBERLAND SSN/DC 171-12-9125 ACN 09179151 APPEAL BY DATE:05-07-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS ~"~ REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-082010 ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUNTY:CUMBERLAND FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 A4~N: 09179151 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 169554 524 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST (X)TIME CERTIFICATE DATE ESTABLISHED 09-01-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 11,380.06 X 0.500 5,690.03 - .00 5,690.03 Y .45 25b.05 NOTE: TO ENSURE 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 PAYMENT MUST BE MADE BY 07-10-2010*. TOTAL TAX PAYMENT .D0 BALANCE OF TAX DUE 256.05 INTEREST AND PEN. .00 TOTAL DUE 256.05 ~ IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. ~n,''~ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I "•'"~~ ~ ~: '~ ~r'•'~F ~~I~OTICE OF INHERITANCE TAX Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES ,~d ~"'t` MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIYISION - ~ ~"" P'R1p`~~ REV-1548 EX AFP (12-09) PO BOX 280681 i `~ f +"1~1F`pEIILl.CTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS 2Q~~ ~~~ ~ 2 P~ (~; i 0 DATE 03-08-2010 ESTATE OF LEE ELLEN K DATE OF DEATH 10-04-2009 Ci~~~K ~~ FILE NUMBER 21 09-1149 ~H~,S vOU~7 COUNTY CUMBERLAND BETTY BENC~~1.=~~~{L% U~~ PA SSN/DC 171-12-9125 ACN 09179152 7006 SUNDAYS LN APPEAL BY DATE:05-07-2010 FREDERICK MD 217 0 2 (See reverse side under Objections) Amount Renitted MAKE CHECK PAYABLE AND REMtT PAYMENT T0: REGISTER DF WILLS 1 COURTHOUSE SpUARE CARLISLE PA 17013 CUT ALONG THIS LINE '~'~ RETAIN LOWER PORTION FOR YOUR RECORDS H ------------------------------------------------------------------------------------------- REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, ANA ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-08-j2010 _ ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUN1'Y:CUMBERLAND FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 ACN: 09179152 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 16955401391 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 08-01-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 17,115.69 X 0.500 8,557.85 - .00 8,557.85 Y .45_ 385.10 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION'DF THIS NOTICE WITH YOUR TAX 'PAYMENT TO THE REGISTER OF WI'~LLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TD: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID PAYMENT MUST BE MADE BY 07-10-2010*. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 385.10 INTEREST AND PEN. .00 TOTAL DUE 385.10 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE A REFUND. ~/~ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. lCJ1~~) _ i