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