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Home My WebLink About06-11-10 ~,~,~, ~~ ., _ ~~,~.' ~ l ~ #~~M~~~pF ~ ~'~' ~- p~nnsylvana INHERITANCE TAX DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION _ • ^~ ~: < . I`s~~~{~ ,' ~'B~M T~ tALLOWANCE OR DISALLOWANCE REy-1548 EX AFP C12-09) ASSESSNENT OF TAX ON AND ~~ ' ~S PO BO)I 280601 i i , . HARRISBURG PA 17128-060x JOINTLY HEL D OR TRUST ASSET5 ~Q~~~~~ ~ ~ ~~~Q; ~( DATE 06-14-2010 ~ ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 ~(,~~}{ ~ FILE NUMBER 21 09-0412 ~~~p~~"~ C~~}F~T COUNTY CUMBERLAND yv~~~~F;r~~ ~'~ ~~ 809 /DC MARLEEN KARNS .~ , ACN 09145967 2305 FOXFI~tE CIR APPEAL BY DATE:08-13-2010 MECHAN i CS B~! RG PA 17 055 (See reverse s~ife urr~er (~bi,~ectu+tis,~ Anount Refitted MAKE CHECK PAYABLE AND REMIT PAYMENT T 0: REGISTER O~F WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS L$NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4'"' - - - - - • - - - r - - - • - - - - - - - - - s - s - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1545 EX AFP ~12-09) NOTICE OF ~NNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS,; AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: ESTATE OF:DALY Jpt JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUMBERLAND FILE NO.: 21 0910412 S.SID.C. NO.: 136-14-0809 ACNs 09145967 TAX RETU~tRN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITt~TION: WACHOVIA BANK NA ACCOUNT NO.: 1010138955171 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C)0 TRUST C )TIME CERTIFICATE DATE ESTABLISHED''12-21-2005 Account Balance Percent Taxable Aeount Subject to Tax Debts and Deductilons Taxable Aaount Tex Rate Tax Due TAY CREDITS: 2,579.11 X 0.500 1,289.56 - .00 1,289..56 y .15 193.43 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 INTEREST IS CHARMED THROUGH 06-22-2010 AT THE RATES APPUICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX I~UE 193.43. INTEREST AND PEN. 3.15 TOTAL DUE 196.58 * IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REIFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE dF THIS Faith FOR INSTRUCTIONS. ~~ _.___ - _- ----~ --- 't.1T ;~,,,,.~,. ~;+~~ ~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL T r DEPARTMENT OF REVENUE INHERITANCE TAX DiVISidi #.~~`-`R~' ~"~~ ;; ~RAISEMENT, ALLOWAN~L OR DISALL~WItNCE PO 80X 288601 i..l..`~`4, ' ~ ~j ~~~~AEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP C12-09) HARRISlilR6 PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~Q{~ ~~ ~ ~ A~ ~Q; $~ DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH D4-25-2009 L~ ~~ FILE NUMBER 21 09-0412 ~-~j , j (~~~~-~ COUNTY CUMBERLAND ~~ilY"' '~~1 ~., SSN/DC 136 -14 - 0809 JOSEPH 6 "Y"' ACN 091459b8 Cf0 2305 ~jOXFIRE GIR APPEAL BY DATE:08-13-2010 MECHANICSBURG PA 17055 ('See reverse she r~~der Qb,~ect~o~s) A~aunt Rs~itted ~- MAKE CHECK PAYABLE AMD REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONC THIS LANE ~"", RETAIN LOWER PORTION FOR YOUR RECORDS 4""' REV-154® EX AFP ~C12-D9) NOTICE OF ~'NHERITAMCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE : Rl~t._.R.-, ESTATE OF:DALY _J~t JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUMBERLAND FILE NO.: 21 090412 S.SlD.C. NO.: 136-14-0809 ACN: 09145968 TAX RETt~RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTIT~ITION: WACHOVIA BANK NA ACCOUNT NO.: 1010138955171 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING CX?TRUST C )TIME CERTIFICATE DATE ESTABLISHED'12-21-2005 Account Balance 2,579.11 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxabl® X 0.500 YOUR ACCOUNT, SUBMIT THE Aoount Subject to Tax 1,289.56 UPPER PORTION OF THIS NOTICE Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 1,289.56 REGISTER OF WILLS AT THE Tax Rate Y •15 ABOVE ADDRESS. MAKE CHECK Tax Due 193.43 OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 06-22-2010 AT THE RATES APP~,ICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUf 193.43 INTEREST AND PEN. 3.15 TOTAL DUE 196.58 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS RE LECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE O, THIS FORM FOR INSTRUCTIONS. ~- „ . „„ ~-~_J ~~:.4 ~~~ ~,~F10TICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~^~E z -. INIR:RITANCE TAX DIVISION ~~~.7Ev~~.y ~ ~~i..A`.~ ~~~ ~1rSENENT, ALLOWANCE OR DISALLOWANCE PO 80X 280'01 ~ OF`~bUCTIONS, AND ASSESSMENT OF TAX ON HARRISitlR6 PA 17128-0601 ``ii~~ rr ,fOINTLY HELD OR TRUST ASSETS ~~~~ JU~ ~ ~ ~~ t~~ ~~ L~R#i {~ ~~~~~ ~~R~~~ C~ MARLEEN KA'RNS ~' ~' 2305 FOXFIRE CIRCLE MECNANICSB!URG PA 17055 p~nnsylvan~a DEPARTMENT OF REVENUE REV-1548 EX AFP C12-09) DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145969 APPEAL by DATEs08-13-2010 (See reverse s~'de u»der O~-}ectlons) A~ount Re~itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER. OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALOMG THIS LxNE ~"~ RETAIN LOWER PORTION FOR YOUR RECORDS 4- REV-15~ia EX AFP ~12-09) NOTICE OF ~MNsERITANCE TAX APPRAISfMENT, ALLOWANCE 0R DISALLOWANCE OF DEDUCTTOMS~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ABBEYS DATES 06-14-2010 ~ ~~~~~ ESTATE OF:DALY JR JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUMBERLAND FILE NO.: 21 090412 S.S/D.C. NO.: 136-14-0809 ACN: 09145969 TAX RETt~RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET FINANCIAL INSTITUTION: WACHOYIA BANK NA TYPE OF ACCOUNT : C )SAVINGS C ) CHECKING tX)TRUST DATE ESTABLISHED'05-27-2008 Account Balance Percent Taxable Awount Subject to Tax Debts and Deductuons Taxable Aa:ount Tax Rate Tax Due TAY f D~11TTC. 3,028.1.0 X 0.500 1,514.05 - .00 1,514.05 Y .15 227.11 I NFOR~IATI ON ACCOUNT NO.: 1010193208b27 C )TIKE CERTIFICATE 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 INTEREST IS CHARRED THROUGH 06-22-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF tHIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DtlE 227.11 INTEREST AND PEN. 3.70 TOTAL DUE 230.81 * IF PAID AFTER THI$ DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TQTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE (~F THIS FORM FOR INSTRUCTIONS. F'~(~ V~ ` ` ~~~~1~~ ~+1~` ~' @I"~f1S ~Va11'~a ,~..~,., ,~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL (`"~,~` t' DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION r '-~ ~ ~~~ Vr a ~~, ~ PRAISEMENT, ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP C12-09) PO 8!A( 28!601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBtIFl6 PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~~ ~ ~ ~~~ ~ 1 ~~ ~~: ~ ~ : 4 0 ~~ ~~~~ JOSEPH Q DALY III C/0 2305 F XFIRE CIR MECHANICSB~RG PA 17055 DATE 06-1 -201 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 0'9-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145970 APPEAL BY DATE:08-13-2010 (See reverse s~ie antler t?b,~ect~ons) Amount Re~itted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONC THIS L~NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS •' ------ ----- ------------------------------------------------------------------------ REV-154!1 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: 06-14-2010 ~~ ESTATE OF:DALY J JOSEPH FILE NO.: 21 090412 S.S/D.C. NO.: 136-14-0809 --- COUNTY:CUMBERLAND ACN: 09145970 -- - TAX RET RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTIT~ITION: WACHOVIA BANK NA ACCOUNT NO.: 1010193208b27 TYPE OF ACCOUNT:' C )SAVINGS C ) CHECKING CX)TRUST C )TYNE CERTIFICATE DATE ESTABLISHED''05-2?-2008 Account Balance P®~cent Taxable Awount Subj®ct t~ Tax Debts and D®duct$.ons Taxable Awount Tax Rate Tax Du® TAX CREDITS: 3,028.10 X 0.500 1,514.05 - .00 1,514.05 Y .15 227.11 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 INTEREST IS CHAi~GED THROUGH 06-22-2010 AT THE RATES AP'P!LICABLE AS OUTLINED OM THE REVERSE SIDE OF 'THIS FORM G DATE OF DEATH:04-25-2009 TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 227.11 INTEREST AND PEN. 3.70 TOTAL DUf 230.81 * IF PAID AFTER TH S DATE, SEE REYERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS ~EFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REYERSE SIDE'OF THIS FORM FOR INSTRUCTIONS. v~v+',. ~,a"~i ~~tC, W;~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL T INHERITANGE TAX DIYISION ~~t~i'~ ~~- 1~,~~#~~1p~RAISEMENT, ALLOWANCE OR DISALLOWANCE PO 6OX 280101 QIF^~DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISI~UR6 PA 17120-060'1 JOINTLY HELD OR TRUST ASSETS ~~ i ~ JU~ ~ ~ ~~ ~~~ ~~~ aRP~~J'~ ~C~.J~'~' ~JI~~~I.D ~~., P~, MARLEEN AR 2305 FOXFLIRE CIRCLE MECHANICSBIURG PA 17055 DEPARTMENT OF REVENUE REV-1545 EX AFP C12-09) DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE Of IIEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSW/DC 136-14-0809 ACN 09145971 APPEAL BY DATE:08-13-2010 (See reverse side under Ob,~ctians) A~ount Ra~fttad MIAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS L~NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4~ - ~ - - - - - - - r - i ~ - • - - - - - - - - - - ~ - - - - - - .. - - - - - - w - - - - - - •• - - - - - - ~• - - - - r - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - REV-1548 EX AFP ~12-09) NOTICE OF tNMfRITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONSr AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATES 06-14-2010 ESTATE OF:DALY Jet JOSEPH G DATE OF DEATHs04-25-2009 COUNTY:CUMBERLAND _~ FILE NO.: 21 090412 S.S/D.C. NO.: 136-14-0809 ACN: 09145971 TAX RET RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITWTION: WACHOVIA BANK NA ACCOUNT NO.: 24740207342.7517 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING t )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 06-19-2008 Account Balance Percent Taxable Amount Sub~act tc1 Tax Debts and Daductlons Taxable Aaount Tax Rat® Tax Due TAY f`DCi1TTC b4, 203.26 X 0.500 32, 101..63_.. - .00 32 ,101.,63_ Y .045 _ ~ 1 ~ ,444.57 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 INTEREST IS CHARGED THROUGH 06-22-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE Of TAX DUE 1,444.57 INTEREST AND PEN. 23.52 tOTAL DUE 1,468.09 * IF PAID AFTER THI DATE, SEE REVERSE FOR CALCULATIQN OF ADDITIONAL INTEREST. IF TOTAL DUE IS R~FLECTED AS A MGREDIT" CCR), YOU MAY HE DUE A REFUND. (~ SEE REVERSE SIDE bF TNIS FORN FOR INSTRUCTIONS. ~'~ ` 'UREAU OF INDIVIDUAL TA~ti~-St~}1~,~~~ ~~ ~~,,~~ ~~"~}'.`. NOTICE OF INHERxTANCE TAX -r,;,, { 4rPRAISEMENT, ALLOWAN~~ OR DISALLOMANCE INHERITANCE TAX DIVISION ,, -, .,_tP~ 4 PO 6fl0( 280681 ~.~~v~; ~~ ~~?~~ ,SEDUCTIONS - AND ASSESSMENT OF TAX ON HARRisBURS PA 17128-o601 JOINTLY HELD OR TRUST ASSETS ~~f ~ ~~~ i ~ ~Fi IQ' ~'~i JOSEPH G~~~-f` ]l~`~~ C~., C/0 2305 l~OXFIRE CIR MECHANICS~URG PA 17055 per~n~yrlv~n~ DEPARTMENT OF REVENUE REV-1548 IX AFP C12-09) DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0804 ACN 09145972 APPEAL BY DATE:08-13-2010 (Sec reverse side under Ot~,~ect~ins) Amount R•~itt®d MAKE CHECK'PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS L'~NE ~"'B RETAIN LOWER PORTION FOR YOUR RECORDS ~"" - ~ ~ - ~ ~ - ~ r ~ - ~ - - - ~ ~ - - ~ - - . - - - - - ~ ~ - ~ - - - - - - - . - - - ~ - - - r - - - - . - r - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-154a EX AFP C12-09) NOTICE 0f ~`I~ifERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIt11~MS'~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~~ ~~_~_~, _ DATE : 0.6 14 - 241.0 ESTATE OF:DA~LY J~ JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUMBERLAND FILE NO.: 21 09~-0412 S.SID.C. NO.: 136-14-0809 ACNs 09145972 TAX RETI~RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET IN'fORMATION FINANCIAL INSTITI~TION: WACHOVIA BANK NA ACCOUNT NO.: 241402073427517 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED'06-19-2008 Account Balance Percent Taxable Amount Sub3ect tq Tax Debts and Deduct3~ons Taxable Amount Tax Rate Tax Due TAX CREDITS: 64, 203.26 X 0.500 32, 101.63 - .0D 32, ~ lO1.b3 ~ ~ Y .045 , ~„ 1, 444.57 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SU$MIT 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 CHARMED THROUGH 06-22-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 1,444.57 INTEREST AND PEN. 23.52 TOTAL DUE 1,468.09 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS RE~~LECTED AS A •'CREDIT" CCR) , YOU MAY HE DUE A REFUND. ^ ,ten SEE REVERSE SIDE O~ THIS FORM FOR INSTRUCTIONS. `(~/„ f~•`~ ~~ ~ 1111Sjf ~.Vd~c~ BUREAU OF INDIVIDUAL TAXES ~~~~r~f ~`~~~,~I~~E~~i `` ~F INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION " ~rr~~~ _ , ; .r- ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP C12-09) PO dDS( 28df01 ~:..i,,'~ ~;~~~~? Oh(S, AND ASSESSMENT OF TAX ON HARRISdtd;6 PA lead-o6o1 JO~~t:~ HELD OR TRUST ASSETS z~rQ ~~~ ~ ~ a~ ia: s~ ~~ ~ ~~~~ NARtEEN KARNS ~~E~#.~;~^~~ ~~,~,,', ~~ 2305 FOXf I,RE CIR MECHANICSBUR6 PA 17055 DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145973 APPEAL BY DATE:08-13-2010 (See reverse side r~~der Object~ows) A~ount Re~itted HAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER. OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS L~TNE ""~ RETAIN LOWER PORTION FOR YOUR RECORDS 4"~ r r r .. r• r r r r r r r w r r r w r r r r r r w r r r r- r r r r r r r r r r r r a r r r r- r r r r- r w r r .. r r r- w- r r r r r r r- r r w r r r r w-. r-.. REV-154e EX AFP ~C12-09~ NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DE~IUCTIONS'~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE : 05;-14 2a l,t~, ESTATE OF:DALi Y Jet JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUMBERLAND FILE NO.: 21 09-0412 S.S/D.C. NO.: 136-14-0809 ACNs 09145973 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED T JOINT OR TRUST ASSET FINANCIAL INSTITUTION: WACHOVIA BANK NA TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING CX)TRUST DATE ESTABLISHED''06-03-2008 Account Balance Percent Taxable A:dount Sub3ect to Tax Debts and Deductions Taxable Awount Tax Rate Tax Due TAY CREDTTS~ 15, 043.46 ~, X 0.500 7, 521.73 - .00 7 ,521.73 Y .15 1 ,128.26 INFORMATION ACCOUNT ND.: 247402083412114 C )TIME CERTIFICATE 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 INTEREST IS CHARGED THROUGH 06-22-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF ?'HIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 1,128.26 INTEREST AND PEN. 18.37 TOTAL DUE 1,1.46.63 * IF PAID AFTER THI$ DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS R~FLECTED AS A "CREDIT" tCR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE F THIS FORM FOR INSTRUCTIONS. ~~ ~, BUREAU Ofd I _ 4'`~T~,~ PO BOX 26d6A1 `~~'~"'' HARRISBlNt6 PA 1712{y6-A6A1 rrn f.~~, ~~~~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 19R DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON 30INTLY WELD OR TRUST ASSETS C~~~ ~~ C~R~~~~~ ~~., ~~. JOS~y G DALY III C/0 2305 F~IXFTRE CIR MECHANICSBIIRG PA 17055 penr~sy~lvan~ DEPARTMENT OF REVENUE REV-1548 EX AFP C12-A9) DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145974 APPEAL BY DATE:08-13-2010 (See reverse side u»der Obje~o:rs) A~ount Remitted MAKE CNECK PAYABLE AND REMIT PAYMENT TOs REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS L$NE ~- RETAIN LOWER PORTION FOR YOUR RECORDS 4""` REV-1S4a EX AFP ~12-09) MQTIGE OF $MtNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF HET~UCTION~S~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 06-14-2.01:0 ~~.- ~ ESTATE OF:DALY Jet JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUKBERLAND FILE NO.: 21 09+0412 S.SlD.C. NO.: 136-14.0809 ACN: 09145974 TAX RETI~,RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITt~TION: WAGHOYIA BANK NA ACCOUNT NO.:- 247402x83412114 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING CX)TRUST C )TIME CERTIFICATE DATE ESTABLISHED',fl6-03-2008 Account Balance Percent Taxable A6:ount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAV f`DCi1TTC. 15 ,043.46 X 0.50.0 7 ,521.73 - .00 ? ,521.73 V .15 1 ,128.26 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 MOWEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARMED THROUGH 06-22-2010 AT THE RATES APP4ICABLE AS OUTLINED ON THE REVERSE SIDE OF tHIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 1,128.26 INTEREST AND PEN. 18.37 TOTAL DUE 1,146.63 * IF PAID AFTER TW15 DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE A REFUND. SEE REVERSE-SIDE dF TWIS FORM FOR INSTRUCTIONS. ~ ~r,.rn NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL ~~~~ ' ;r~ ~~~ INHERITANCE TAX DIVISION ~~'" °f ;-ltAISEMENT, ALLOWANCE OR DISALLOWANCE PO 80X 280601 f~~~ f ~ ~ ~+ (~.'~ ~,~"~ Qp~ DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRIS8UR6 PA 27128-060 '- ``t ~ V! ' ~i t. s JOINTLY HELD OR TRUST ASSETS Coro , ~ 1 a~ .~:^ ~• ~4 ~~ Q~ NA R1 E E N ~~~~~ ~'~- • ~, 2305 FOXFIRE CIR MECHANICSBURG PA 17055 penr~~yLvan~a DEPARTMENT OF REVENUE REV-1548 EX AFP C22-09) DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145975 APPEAL BY DATE:OS-13-2010 (see reverse side Wader 08}ect~o~s) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LANE ~"'B RETAIN LOWER PORTION FOR YOUR RECORDS 4"'~ REV-154a EX AFP ~C12-09) NOTICE OF ~NNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONSI, AND ASSESSMENT OF TAX ON JOINTLY HELD ObR TRUST ASSETS DATE: ob-14•aolo ESTATE OF:DALY JIR JOSEPH G DATE OF DEATH:04-25-2009 COUNTY:CUMBERLAND FILE NO.s 21 09-.0412 S.S/D.C. NO.: 136-14-0809 ACN: 09145975 TAX RET~1'RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITIUTION: WACHOVIA HANK NA ACCOUNT NO.: 247402112718242 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C~0 TRUST C )TIME CERTIFICATE DATE ESTABLISHEDI08-21-2006 Account Balance Percent Taxable Aaount Subject do Tax Debts and Deductions Taxable Aaount Tax Rate Tax Due TAX CREDITS: 10,007.39 -- --~..~ X 0..500 5,003.7 - .00 5,003.70 Y .15 750.56 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 INTEREST IS CHAi~GED THROUGH 06-22-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE ?50.56 INTEREST AND PEN. 12.22 TOTAL DUE 762.78 * IF PAID AFTER THUS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS ~tEFLECTED AS A "CREDIT" CGR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE~OF THIS FORM FOR INSTRUCTIONS. ~,~~ BUREAU OF INDIVID ("~~r" f'~ ,. NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISI "~'~?` _ °'' ~' ~ ~~~ PPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO dOD( 280601 ~ ,t:~ ~~ ~t#" +;~~~ ~ OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRisBURS PA 1T12g-e6o ~thJ! ' ° #~ ~ e .~,~ JOINTLY HELD OR TRUST ASSETS ~o~o,~u~ ~ ~ an ~: s~ ~~~ ~~ JOSEPH ~~~~ C/0 2305 FbXFIRE CIR' MECHANICSB~JRG PA 17055 Pennsylvania DEPARTMENT OF REVENUE REV-1548 EX AFP C12-09) DATE 06-14-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145976 APPEAL BY DATE:08-13-2010 (See reverse side ~ndar 4bjectlons) Amount Resitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LANE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~' REY-1648 EX AFP ~l2-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTTONS~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: Ob-14-2.01.0. ~_~ ESTATE OF:DA_~t JOSEPH G DATE OF DEATH:04-25-2009 FILE NO.: 21 09'x,-0412 S.S/D.C. NO.: 136-14-0809 COUNTY:CUMBERLAND ACNs 09145976 TAX RETt~RN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET FINANCIAL INSTIT~1TiON: WACHOVIA BANK NA TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING CX)TRUST DATE ESTABLISHED'08-21-2006 Account Balance Percent Taxable Amount Sub3ect to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 10,007.39 X 0.500 5,003.70 - ,_0 5,003.7_ Y .15 750.5b INFORMATION ACCOUNT NO.: 247402112718242 C )TIME CERTIFICATE 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 INTEREST IS CHANGED THROUGH 06-22-2010 AT THE RATES APi~LICABLE AS OUTLINED ON THE REVERSE SIDE OF'THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 750.56 INTEREST AND PEN. 12.22 TOTAL DUE 762.78 * IF PAID AFTER THUS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS ~tEFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE' OF THIS FORM FOR INSTRUCTIONS. (~(//'?~',