HomeMy WebLinkAbout04-23-10 '", ".~"~:"''~"' ~~~"~ NOTICE OF INHERITANCE TAX pennsylvania
DERARTMENT OF REVENUE ~
BUREAU OF INDIVIDUAL TAXES '_ ~appR,~tSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
~
' REV-1548 EX AFP C12-09)
PO BOX 280601 ~DUCTIONS,
~,0
F~
~Y:
' ., ;
. ?
~ AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 _
.
~,
_...
JOINTLY HELD OR TRUST ASSETS
,~~~ ~~~ ~~ ~ ~~: ~~ DATE 04-26-2010
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
~~,,~ ~-
~~r}
t , ~
'' FILE NUMBER 21 09-0763
'
~
'~` x,1..1''-~ j~.r~f qnT
ti
~i
Q~
~ COUNTY CUMBERLAND
„~L.,a
~ ~~ Y ~-=
` SSN/DC 187-16-4406
GEOFREY C~I~~,~~L~~_.;'~,`~~_ ~._`~, Pf. ACN 10004616
PO BOX 174 APPEAL BY DATE:06-25-2010
M A R Y S V I L L E P A 17 0 5 3 (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: 04-26-2010
ESTATE OF:WINN
DOROTHY L DATE OF DEATH:08-04-2009
FILE NO.: 21 09-0763 S.S/D.C. NO.: 187-16-4406
ACN: 10004616
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METLIFE ACCOUNT NO.: 077009596AB
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-05-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
100,401.46
X 0.333
33,466.82
- .00
33,466.82
Y .45
1,506.01
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 C-) AMOUNT PAID
11-04-2009 CD011954 75.30 1,430.72
TOTAL TAX PAYMENT 1,506.02
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
COUN'TY:CUMBERLAND
* 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. " ))`*o.n~, ~./`
BUREAU OF INDIVIDUAL TAXES ~ ~" ` ~''~ ~.;";~^<~1OT~;CE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAI1~5E~MI~iT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 r dF 'DE~I,~JC'T`IONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 `` ~` ~'"'' y.~~~h17LY HELD OR TRUST ASSETS
~6~ AP'R 23 P~ ~~~ 42
('~ ("+^1~ ~'lr
1.~~~ Vii. {
!} 4,~.^.
QGC~ t~~
RENEE J WEWERu~j`,;`;!_ ~r-'; '`, `,~" ~'F, . P~.
312 48TH STREET
HARRISBURG PA 17111
pennsylvan~a ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
COUNTY CUMBERLAND
SSN/DC 187-16-4406
ACN 10004617
APPEAL BY DATE:06-25-2010
(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: 04-26-2010
ESTATE OF:WINN
DOROTHY L DATE OF DEATH:08-04-2009
FILE NO.: 21 09-0763 S.S/D.C. NO.: 187-16-4406
ACN: 10004617
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METLIFE ACCOUNT NO.: 073069603AB
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-05-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
19,725.09 NOTE:
X 0.333
6,574.96
- .00
6,574.96
x .45
295.87
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 C-) AMOUNT PAID
11-04-2009 CD011952 14.79 281.09
11-04-2009 CD011954 .00 281.09
TOTAL TAX PAYMENT 576.97
BALANCE OF TAX DUE 281.1OCR
INTEREST AND PEN. .00
TOTAL DUE 281.1OCR
COUNTY:CUMBERLAND
* 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 ~dX~S~ -''r- ~'' NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION -` ~ ~' '~ !°-~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 - ~ "~' ~~bF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~' -- -°' ' '~~'' ` ~ - - JOINTLY HELD OR TRUST ASSETS
~~'~ ~~~ c3 P~ 12~ 4~
312 48TH STREET
HARRISBURG PA 17111
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-:L548 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
COUNTY CUMBERLAND
SSN/DC 187-16-4406
ACN 10004614
APPEAL BY DATE:06-25-2010
(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: 04-26-2010
ESTATE OF:WINN
DOROTHY L DATE OF DEATH:08-04-2009
FILE NO.: 21 09-0763 S.S/D.C. NO.: 187-16-4406
ACN: 10004614
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
FINANCIAL INSTITUTION: METLIFE
JOINT OR TRUST ASSET INFORMATION
ACCOUNT NO.:
COUNTY:CUMBERLAND
077009596AB
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-05-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
100,401.46
X 0.333
33,466.82
- .00
33,466.82
Y .45
1,506.01
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 C-) AMOUNT PAID
11-04-2009 CD011952 75.30 1,430.72
TOTAL TAX PAYMENT 1,506.02
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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-. T~gX~S ;• ,~;^~ ,^~- NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVIS~bN _ .~, `~ ~; ~ L,~''~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ ~ ~::,. ~ OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-060}.- ~ " ; `~, : '-,~'. r.L : ~ JOINTLY HELD OR TRUST ASSETS
~ APP 23 P~ 12~ ~2
r~ Elf ~ r
i ~ ,;, F,r-,,!
GORDON ~ ~~ ~ '~ `~"~ ~~
~~`` ,-~- -, •-, ~f~
401 MCCOIr~l~~C;1C STa`EET
WEST FAIRVIEW PA 17025
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
COUNTY CUMBERLAND
SSN/DC 187-16-4406
ACN 10004615
APPEAL BY DATE:06-25-2010
(See reverse side under Objections)
Amount Remitted ~ 1
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: 04-26-2010
ESTATE OF:WINN
DOROTHY L DATE OF DEATH:08-04-2009
FILE NO.: 21 09-0763 S.S/D.C. NO.: 187-16-4406
ACN: 10004615
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METLIFE ACCOUNT NO.: 077009596AB
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-05-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
100,401.46
X 0.333
33,466.82
- .00
33,466.82
Y .45
1,506.01
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 C-) AMOUNT PAID
11-04-2009 CD011953 75.30 1,430.72
TOTAL TAX PAYMENT 1,506.02
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
COUNTY:CUMBERLAND
* 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 DIVISION _ "`'~P~~AISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ '''OF','DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~ •~ _ .. ,`. `~ ' JOINTLY HELD OR TRUST ASSETS
~:~lD Phi ~3 P l2~ 42
GORDON E Wf.~R~l~?;~'°~~~ ~;',;~~T
401 MCCORMIC~f,.~;~~~f~~``;`~~ .-,.-~ ~ F`r''
WEST FAIRVIEW PA 17025
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
COUNTY CUMBERLAND
SSN/DC 187-16-4406
ACN 10004618
APPEAL BY DATE:06-25-2010
(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: 04-26-2010
ESTATE OF:WINN
DOROTHY L DATE OF DEATH:08-04-2009
FILE NO.: 21 09-0763 S.S/D.C. NO.: 187-16-4406
ACN: 10004618
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
FINANCIAL INSTITUTION: METLIFE
JOINT OR TRUST ASSET INFORMATION
ACCOUNT NO.: 073069603AB
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-05-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY f RFiITTC
19,725.09
X 0.333
6,574.96
- .00
6,574.96
X .45
295.87
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 C-) AMOUNT PAID
11-04-2009 CD011953 14.79 281.09
TOTAL TAX PAYMENT 295.88
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
COUNTY:CUMBERLAND
~ 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
~~~ NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
r-
-
-
°
°~ ~
{
~
~
~ _
~~
BUREAU OF INDIVIDUAL Tn,A-X~~S ~
"
INHERITANCE TAX DIVISION AISEMENT,
+_-~IP~ ALLOWANCE OR DISALLOWANCE
REV-1548 EX AFP C12-09)
PO BOX 280601
s;~A,F.nDEDUCTIONS,
.
AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 . .. ~ _ JOINTLY
_,_„;.:': ~:~ ; ;.;~; HELD OR TRUST ASSETS
DATE 04-26-2010
~~~ ~EP~ Z3 p'~ ~~: ~~ ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
(~~.E~~ !,1r COUNTY CUMBERLAND
} ~~,~' ~ti;~~~~ SSN/DC 187-16-4406
GEOFREY ~~;~~; ^~~ ~~
~ ACN 10004619
PO BOX 174 APPEAL BY DATE:06-25-2010
MA R Y S V I L L E P A 17 0 5 3 (See reverse side under Objections)
Amount Remitted
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 C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-26-2010
ESTATE OF:WINN
DOROTHY L DATE OF DEATH:08-04-2009
FILE NO.: 21 09-0763 S.S/D.C. NO.: 187-16-4406
COUNTY:CUMBERLAND
ACN: 10004619
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
FINANCIAL INSTITUTION: METLIFE
TYPE OF ACCOUNT: ( )SAVINGS
DATE ESTABLISHED 08-05-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
JOINT OR TRUST ASSET INFORMATION
ACCOUNT NO.: 073069603AB
C ) CHECKING C )TRUST C )TIME CERTIFICATE
19,725.09 NOTE:
X 0.333
6,574.96
- .00
6,574.96
Y .45
295.87
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 C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 05-05-2010*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 295.87
INTEREST AND PEN. .00
TOTAL DUE 295.87
* 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. ~1 1