HomeMy WebLinkAbout04-23-10 (2)BUREAU OF INDIVIDUAL TAXES ~,~ `'~~~ ~-~~,~~~L""CF,~ .OF INHERITANCE TAX
INHERITANCE TAX DIVISION APP#AI~SEMF,wT?,,1~-ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ `"' ~`' OF -.~EAUC~TIQ1~~, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~ ~~ y `°" `'`JOTNT~LY HELD OR TRUST ASSETS
~~E ~~~ ~3 ~'~ !2~ ~2
GLE ='~; r~::
{~ f'" ~; i>iJ
LAURIE J SHRAWDC~~~+~: ~: 1, %,,,,_., p,,
278 NEWBURG ROAD ~~'
NEWBURG PA 17240
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF MCKEE JR HAROLD
DATE OF DEATH 05-19-2009
FILE NUMBER 21 09-0516
COUNTY CUMBERLAND
SSN/DC 184-26-3888
ACN 10004318
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:MCKEE JR HAROLD DATE OF DEATH:05-19-2009
FILE NO.: 21 09-0516 S.S/D.C. NO.: 184-26-3888
ACN: 10004318
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: 252 NEWBURG ROAD ACCOUNT NO.:
UNKNOWN
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-26-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
135,000.00 NOTE:
X 0.250
33,750.00
- .00
33,750.00
Y .45
1,518.75
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
INTEREST IS CHARGED THROUGH 05-04-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,518.75
INTEREST AND PEN. 12.36
TOTAL DUE 1,531.11
COUNTY:CUMBERLAND
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~.~y9,~.,~
BUREAU OF INDIVIDUAL TAXES _.'. `'~~ tjNOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~ APPRiq~I-$EMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~- - _ ~ -+ ~ ~+OF~ ,I1~D.~ICTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2QI0 APR 23 P~ ~2~ 42
~~E"I~ r~
SUSAN J BL II IiVD -
11 TRINE AVENUE
MT HOLLY SPRINGS PA 17065
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF MCKEE JR HAROLD
DATE OF DEATH 05-19-2009
FILE NUMBER 21 09-0516
COUNTY CUMBERLAND
SSN/DC 184-26-3888
ACN 10004319
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:MCKEE JR
HAROLD
FILE NO.: 21 09-0516 S.S/D.C. NO.: 184-26-3888
COUNTY:CUMBERLAND
ACN: 10004319
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: 252 NEWBURG ROAD ACCOUNT NO.:
UNKNOWN
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-26-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
135,000.00 NOTE:
X 0.250
33,750.00
- .00
33,750.00
X .45
1,518.75
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
INTEREST IS CHARGED THROUGH 05-04-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE OF DEATH:05-19-2009
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,518.75
INTEREST AND PEN. 12.36
TOTAL DUE 1,531.11
* 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.
Y'` I
;:. ~ ~ ~.~ -~~ ,, ,~~ ~~;-
~ '" ~ ~`W!a1~~1CE
OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES
~'~AL~~M~NT
ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
,
INHERITANCE TAX DIVISION f .~,,,a~.,;,.,~
PO BOX 280601 OF `'DED~l1C"1`IONS,
AND ASSESSMENT OF TAX ON REV-1548 EX AFP C12-09)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
~~~~ ~~~ ~~ ~~ ~~~ ~i2 DATE 04-26-2010
~f ~ ( ~''_
HAROLD MCKEE III
60 GRIZZLY LANE
NEWVILLE PA 17241
ESTATE OF MCKEE JR HAROLD
DATE OF DEATH 05-19-2009
FILE NUMBER 21 09-0516
COUNTY CUMBERLAND
SSN/DC 184-26-3888
ACN 10004320
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 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:MCKEE JR
HAROLD
FILE NO.: 21 09-0516 S.S/D.C. NO.: 184-26-3888
ACN: 10004320
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: 252 NEWBURG ROAD ACCOUNT NO.:
UNKNOWN
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-26-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
135,000.00 NOTE:
X 0.250
33,750.00
- .00
33,750.00
Y .45
1,518.75
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
INTEREST IS CHARGED THROUGH 05-04-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE OF DEATH:05-19-2009
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,518.75
INTEREST AND PEN. 12.36
TOTAL DUE 1,531.11
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.
~r~
r ,~.' ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _' %kPpR~~S~~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 _ i' -~ '0~ D'E'U~1E~fIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~ ~ ~~ ~ ~~ ~ `JOINTLY HELD OR TRUST ASSETS
~ ~ APP 23 P 12~ 42
,q
~ E~; , t
JUDITH L REI~~R! ;! ;'`,'~,.. ~.,4' ; P~:
60 GRIZZLY LANE
NEWVILLE PA 17241
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF MCKEE JR HAROLD
DATE OF DEATH 05-19-2009
FILE NUMBER 21 09-0516
COUNTY CUMBERLAND
SSN/DC 184-26-3888
ACN 10004321
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 ~"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: 04-26-2010
ESTATE OF:MCKEE JR HAROLD DATE OF DEATH:05-19-2009
FILE NO.: 21 09-0516 S.S/D.C. NO.: 184-26-3888
ACN: 10004321
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: 252 NEWBURG ROAD ACCOUNT NO.:
UNKNOWN
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 04-26-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
135,000.00 NOTE:
X 0.250
33,750.00
- .00
33,750.00
X .45
1,518.75
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
INTEREST IS CHARGED THROUGH 05-04-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,518.75
INTEREST AND PEN. 12.36
TOTAL DUE 1,531.11
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. R~,