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HomeMy WebLinkAbout07-22-11 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: LEE JAMES 1 194 I RW I N CT WINTER SPRINGS, FL 32708 REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 014753 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ESTATE INFORMATION: SSN: 172-18-1751 FILE NUMBER: 2110-0872 DECEDENT NAME: LEE GUST ROBERT DATE OF PAYMENT: 07/ 22/ 201 1 POSTMARK DATE: 07/ 19/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2010 10145345 ~ 5474.67 10145347 ~ $337.33 10145349 ~ 5232.91 10145352 ~ $6.28 10145357 ~ 515.29 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 1 148 51,066.48 INITIALS: HMW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~.FC_'~'~~~~~ ~ , ~~;r~Fl(,E ~ p~nnsyEvan~a ~ ~ ~ BUREAU OF INDIVIDUAL TAXE ~ OTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE ' INHERITANCE TAX DIVISION ~'~~ ~ ~AF~~~dI~EMENT, ALLOWANCE OR DISALLOWANCE PO $OX 280601 ~~~~~`~"~ ~ `' '''r ~' "~' REV-1548 IX AFP CI2-I 0) OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS '~~'~ ~ .~~L 2~ ~~i`6 ! I' ~`~ DATE 07-18-20iI CLERK ~JF QRPHAN'S CDURT JAMES LEEC~,~~RER~ ~:N~ nn . PA 1194 IRWIN CDURT WINTER SPRINGS FL 32708 ESTATE OF LEE GUST R DATE OF DEATH 08-05-2010 FILE NUMBER 21 10-0872 COUNTY CUMBERLAND SSN/DC 172-18-1751 ACN 10145345 APPEAL BY AATE:09-16-2011 (See reverse side under- Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~~ RETAIN LOWER PORTION FOR YOUR RECORDS ~' REV-1548 EX AFP C12-1Q~-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 07-18-2011 ESTATE OF:LEE GUST R DATE OF DEATH:O$-05-2010 FILE NO.: 21 10-0872 S.S/D.C. NO.: 172-18-1751 ACN: 10145345 TAX RETURN WAS: tX} ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATIQN FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 50195-40 TYPE OF ACCOUNT: C )SAVINGS [ ) CHECKING C )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 07-29-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 62,865;40 NOTE: X 0.166 10,477.78 - .00 10,477.78 x .045 471.50 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 r -, ~-r r~rr.r ...... ~___ ___ -•••~••~-+~ i.~ ~.~1,1,\VGL iflrtuuUM U/-L6-LUlI AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 471.50 INTEREST AND PEN. 3.17 TOTAL DUE 474.67 COUNTY:CUMBERLAND IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A5 A "CREDIT" tCR), YOU MAY BE DUE A REFUND. SFF REVERSE SIDE OF THLS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXE~~``;`-~Rt~~-~1 '~~~~~~~!~ V~'OTICE OF INHERITANCE: TAX INHERITANCE TAX DIVISION ~y ^ ~ "'t` •,ARPi~gT~£EMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ice' 7',,~ ~ r +~.'~OF ' CTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~i ~'({' ° JUL 22 h~ { I i • G PHA R' iS OF o~ s ~ouR~ JAMES LEECt~I~E~~F;I.t~i~{C~ 1~~.~ , PA 1194 IRWIN CLIURT WINTER SPRINGS FL 32708 pennsyLvan~a ., , - DEPARTMENT OF REVENUE '. REY-1548 EX AFP C12-10) DATE 07-18-2011 ESTATE OF LEE GUST R DATE OF DEATH 08-D5-2010 FILE NUMBER 21 10-0872 COUNTY CUMBERLAND SSN/DC 172-I8-1751 ACN 10145347 APPEAL BY DATE:09-16-20ii (See rererse 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 C12-10)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOMtANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 07-18-2011 ESTATE OF:LEE GUST R DATE OF DEATH:O8-05-2010 FILE NO.: 21 10-0872 S.S/D.C. NO.: 172-18-1751 ACN: 10145347 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 50195-4I TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST (X)TIME CERTIFICATE DATE ESTABLISHED 03-26-2004 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 44,676.08 NOTE: X 0.166 7,446.16 .00 ___-_- 7,446.16 x .045 335.08 TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT 70 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 ~~.lL,~LJI t~ ~.nHrC~~U 1t"1K000ii"I U/-16-ZU11 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT ,00 BALANCE OF TAX DUE 335.08 INTEREST AND PEN. 2.25 TOTAL DUE 337.33 COUNTY:CUMBERLAND * IF PAID AFTER THIS 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 THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES-~~C° %t`'~ I~ ~ , 'C-~~~~~~1l TICS OF INHERITANCE: TAX INHERITANCE TAX DIVISION ~, ('~~, .> A~PtR~ ENT, ALLOWANCE OR DISALLOWANCE PO 80X 280601 1 +~' J ! ; ,_„' '. , .QF TIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~`_~. 0RP JERK ~ ~ _~`+ # FAN'S ~~OUR1' J A M E S L E E"tJ~IBER~i~.~~~7 ~;(~ . PA 1194 IRWIN COURT WINTER SPRINGS FL 3270$ pennsyLvania DEPARTMENT OF REVENUE ; REV-1548 EX AFP C12-1U) DATE 07-18-2011 ESTATE OF LEE GUST R DATE OF DEATH 08-05-2010 FILE NUMBER 21 10-0872 COUNTY CUMBERLAND SSN/DC I72-I8-I753 ACN 10145349 APPEAL 8Y DATE:09-16-2011 (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 C12-10)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD 0R TRUST ASSETS DATE: 07-18-2011 ESTATE OF:LEE GUST R DATE OF DEATH:O$-05-2010 FILE NO.: 2i 10-0872 S.S/D.C, NO.: 172-18-1751 ACN: 10145349 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 50195-42 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C }TRUST CX7TIME CERTIFICATE DATE ESTABLISHED 12-31-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 30,845.56 NOTE: X 0.166 5,141.05 - .00 5,141.05 x .045 231.35 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 BATE RECEIPT NUMBER DISCOUNT C+) IN7EREST/PEN PAID C-) AMOUNT PAID i~~,~n~~~ iJ L. flHl[bGL 11'1KUUb1'i Ul-1b-ZU11 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 231.35 INTEREST AND PEN. 1.56 TOTAL DUE 232.91 COUNTY:CUMBERLAND * IF PAID AFTER THIS 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 OF THIS FORM FOR INSTRUCTIONS. ' 'i-`~-~I ~~r. ~f I ' ~,, ~ ~ +~,,~ t~TICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES r~..- ;gPPRt~I MENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION F~~~._~;.~ ;,.; ~~ .,d~ ~~D~~TIONS, AND ASSESSMENT OF TAX ON PO BOX 280601 HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~'~~ n ~ ,~ ORPHA RR' K ~F T S SOUR CtJ~F3F~E-A"j~ ~;~ . PA JAMES LEE 1194 IRWIN COURT WINTER SPRINGS FL 32708 pennsylvanla ~ ~ `~ DEPARTMENT OF REVENUE REV-1548 IX AFP C12-10) DATE 07-18-2011 ESTATE OF LEE GUST R DATE OF DEATH OS-05-2010 FILE NUMBER 21 10-0872 COUNTY CUMBERLAND SSN/DC 172-18-1751 ACN 10145352 APPEAL BY DATE:09-16-2011 (See ~•everse side under Objectioizs) 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 F"'~ REV-1548 EX AFP C12-10~ --------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 07-18-2011 ESTATE OF:LEE GusT R DATE OF DEATH:OS-05-2010 COUNTY:CUMBERLAND -- FILE NO.: 21 10-0872 S.S/D.C. NO.: 172-18-1751 ACN: 10145352 TAX RETURN WAS: CX) ACCEPTED AS FILED C ? CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 156573-00 TYPE OF ACCOUNT: CX)SAVINGS C ~ CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 02-Ob-199b Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 831.54 X _ 0.166 138.59 _ ,00 138.59 X . 0 ~+5 6.24 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." I M l~ V 1\ L L 1 I V PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 07-26-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 6.24 INTEREST AND PEN. •04 TOTAL DUE 6.28 (, * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ~ ~ /_ ~, IF TOTAL DUE IS REFLECTED AS A "CREDFT" tCR), YOU MAY BE DUE A REFUND. IS (J( ...-~ ..~...-'...~ nrnr nr_ -tore CADM Cf1R 7hICTRIIf'TTf)NS. BUREAU OF INDIVIDUAL TAXES r._ ''~j~a~ ~OTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION ~:.! ~»;~' ~ A~!R(z~SEMENT, ALLOWANCE OR DISALLOWANCE Po BoX 280601 + ILt' ~ `'"' "' OF' "~E'nUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS i -i ~ __ ~' p L; C~PCLERK qF ~'~ S CQURT JAMES LEE 1144 IRWIN COURT WINTER SPRINGS FL 32708 Pennsylvania` ~ T` QEPARTMENT OF REVENUE REV-2548 EX AFP t12-1D) DATE 07-18-2011 ESTATE OF LEE GUST R DATE OF DEATH 08-05-201D FILE NUMBER 21 10-0872 COUNTY CUMBERLAND SSNfDC 172-I8-1751 ACN 10145357 APPEAL BY DATE:D9-16-2011 (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 '~'~ P.ETAIN LOWER PORTION FOR YOUR RECORDS ~""' REV-1548 EX AFP t12-10? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 07-18-2011 ESTATE OF:LEE GUST COUNTY:CUMBERLAND FILE NO.: 21 10-0872 S.SfD.C. NO.: 172-18-1751 ACN: 10145357 TAX RETURN WAS: CX3 ACCEPTED AS FILED C ) CHANGED JDINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 240709-00 TYPE OF ACCOUNT: CX}SAVINGS t ) CHECKING t )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 02-05-2004 Account Balance 2,024.99 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 337.51 UPPER PORTION OF THIS NOTICE Debts and Deductions - •00 WITH YOUR TAX PAYMENT TD THE Taxable Amount 337.51 REGISTER OF WILLS AT THE Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK Tax Due 15.19 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." T4X t'RFTITTS PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 07-26-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM R DATE OF DEATH:08-05-2010 TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 15.19 INTEREST AND PEN. .10 TOTAL DUE 15.29 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST .• ~' IF TOTAL L~UE IS REFLECTED AS A "CREDIT" SCR), YOU MAY BE DUE A REFUND. .. .-r ..r..rncr cTnr nc T/JTC Cf1DM GAD TNCTRIIt'TTnNC.