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Home My WebLink About04-0922 COMfIONREALTH OF ~NNS¥ LVANZA ~ DEPARTHENT OF REVENUE INFORMATION NOTICE FILE NO. 21 BUREAU OF INDIVIDUAL TAXES AND ~PT. EEO601 ACN 0q50051S HARRZSEURG, PA 1712E-0601 TAXPAYER RESPONSE DATE 09-10-200o, TYPE OF ACCOUNT ~..~,. * EST. OF WILLIAM A MCKEE [] SECURITY ~o~, ;~ S.S. NO. 182-05-6551 []SEC ACCT DATE OF DEATH 07-27-Z00~ [] STOCK ~ ** COUNTY CUMBERLAND [] SO,DS REHIT PAYHENT AND FORHS TO: PATRICIA M ALBRIGHT REGISTER OF WILLS 2209 SPRING RUN DR CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 17055 , mb': J~ CARLISLE, PA 17015 COMPLETE PART 1 BELOW # # ~ SEE REVERSE SIDE FOR FZLZNG AND PAYMENT INSTRUCTIONS Account No. 182036531 To insure proper credit to your mc¢ount, two DOD Valuation 29 O, 580.77 payable to: "Register oE Rills, Agent". Percent Taxable X S0. 000 Alaount Subject ~o Tax 1~5 ~ 29 0 · ~9 (3) months o~ the decedent's date o; death, PART ' J ' ~ T~XPAYER RESPONSE You must complete PART ~ and/or PART ~ below. PART If you indicate a dlfferen~ ~ax ra~e~ please s~a~e your ~ relati~ship ~o decedsn~: TAX RETURN - CONPUTAT~ON OF TAX ON A~OVE ASSET(S) LINE 1. DOD ~1~ion 1, fi 4. D~s a~ Deductions ~, E. Amo~ Taxabl~ 5 * 6. Tax Ra~e 6 ~ 7. Tax D~ 7 ~ ~{[, ~ PART ~EBTS AND DEDUCTZONS CLAZHED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on L/ne S of Tax Computation) Under penalties of perjury, T d~cZare that the facts T have reported above are true~ correct end complete to the best of my kno. Zadge and belief. NOME ('"~"'~ ) G~ ~ ~ TAXPAYE S TELEPHONE NUHBER DATE GENERAL TNFORNATION 1. FAILURE TO RESPOND HILL RESULT TN AN OFFICIAL TAX ASSESSMENT .t'~h applicable in~eres~ based on information submitted by ~hl ~ransfer 2. Inheritance ~ax becomes di~n~on~ nine months after ~he deceden~'s ~. Asse~s he~d by a deceden~ "$n ~rus~ for" another or o~hers are ~axab~e REPORTZNG INSTRUCTIONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX COMPUTATTON 1. En~cer ~:he ~o~al balance of ~ha accoun~ ~ncluding in~eres~ accrued ~o ~1~ de'ce of death. CLAIMED DEDUCTIONS - PART $ DEBTS AND DEDUCTZONS CLAIMED Allo.able debts and deductions are da~ermlned as follows: COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVl0UAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004490 ALBRIGHT PATRICIA M 2209 SPRING RUN DR MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER 04500513 86,211.16 ESTATE INFORMATION: SSN,. 182-03-6531 FILE NUMBER: 2104-0922 DECEDENT NAME: MCKEE WILLIAM A DATE OF PAYMENT: 1 O/1 3/2004 POSTMARK DATE: 10/08/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/27/2004 TOTAL AMOUNT PAID: 86,211.16 REMARKS: CHECK# 2803 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REPARTHENT OF REVENUE INFORMATION NOTICE FILE NO. 21" BUREAU OF INBIVIRUAL TAXES BERT. 2BD601 AND HARRISBURG, PA 17iZ& o6o~ TAXPAYER RESPONSE ACN OqSOOSlq DATE 09-iO-200q TYPE OF ACCOUNT EST. OF WILLIAM A MCKEE [~]SECURITY S.S. NO. i82-05-653I [~]SEC ACCT DATE OF DEATN 07-27-200q []STOCK COUNTY CUMBERLAND [~BOMOS REMIT PAYMENT AND FORMS TO: JOEL MCKEE REGISTER OF WILLS i50 KERRS ROAD CUMBERLAND CO COURT HOUSE CARLISLE PA ~7013 CARLISLE, PA ITOI5 COMPLETE PART 1 BELOW x ~ x SEE REVERSE SZDE FOR FILING AND PAYMENT ZNSTRUCTTONS PART TAXPAYER RESPONSE ONE ~ Wills and an oE~icial assessment will be issued by the PA Department o{ Revenue. TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) LZNE 1. DOD V,lu,*~on I ::::::::::::::::::::: 2. eercen~ Taxable 2 ~ ~ :: SuUjec~ ~o Tax 3 ~. OeU*s and Deductions ~ ~. Amoun~ Taxable S ~ PART DEBTS AND DEDUCTZONS CLAIMED DATE PA~D PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Compu~a~ion) Under penaI~es of perjury~ I decZare ~ha~ ~he fac~s I have reported above are ~rue~ correct and TAXPAYER SIG~IATO~E - ~ TELEPHDNE NUMBER DATE PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004528 MCKEE JOEL 130 KERRS RD CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 04500514 $6,211.17 ESTATE INFORMATION: SSN: 182 03 6531 FILE NUMBER: 2104 0922 DECEDENT NAME: MCKEE WILLIAM A DATE OF PAYMENT: 10/22/2004 POSTMARK DATE: 10/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/27/2004 TOTAL AMOUNT PAID: $6,211.17 REMARKS: J MCKEE CHECK// 101 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES /NHERTTANCE TAX DIVZSTON PO BOX 280601 HARRISBURG, PA 17128-06D1 COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT RE¥-1607 EX &FP (09-0~) JOEL MCKEE I$~,,~KERRS ROAD CAt. ISLE ~ PA 17013 .,_..j LL ~ ~.,. DATE 12-06-Z004 ESTATE OF MCKEE DATE OF DEATH 07-27-Z004 FILE NUMBER 21 04-0922 COUNTY CUMBERLAND ACN 04500514 Amoun~ Remi't'ted WILLIAM L~CD HAKE CHECK PAYABLE AND REH'rT PAYMENT TO: ~ .... :~ REGISTER OF WILLS ~::~] CUMBERLAND CO COURT HOUSE C.) ~?::~= ~} CARLISLE, PA 17015 insur~:~CS~per"~ credi~ ~o your account, submi~ ~che upper por~ion of ~hAs fore wASh your ~ax payment. CUT ALON~'~TH'rS LINE ' ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS ESTATE OF MCKEE WILLIAM FILE NO. 21 04-0922 ACN 04500514 DATE 12-06-2004 THIS STATEMENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELO# IS A SUHNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-29-2004 PRINCIPAL TAX DUE: ................................................................................ PAYMENTS (TAX CREDITS): 6,538.07 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-22-2004 CD004528 526.90 6,211.17 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT- (CR), TOTAL TAX CREDIT 6,538.07 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR /NSTRUCTIONS. BUREAU OF 'rNDTVTDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG,, PA 171Z8-0601 JOEL MCKEE 150 KERRS ROAD CARLISLE PA COMMONWEALTH OF PENNSYLVANTA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRA'rSENENT. ALLOHANCE OR DISALLONANCE OF' DEDUCTXON,'~, AND ASSESSNENT OF TAX ON SECUR'rTy ACCOUNTS HELD 'rN BENEFICTAR¥ FORH DATE 11-29-2004 ESTATE OF HCKEE DATE OF DEATH 07-Z7-ZO04 FILE NUMBER 21 04-0922 COUNTY CUMBERLAND .~-~ SSN/DC 182- 03-6531 ACN 04500514 Amoun~ Rmm'i ~md REV-I$~iBA AFP COl-OS) WILLIAM HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THXS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548A AFP (01-03) NOTICE OF INHERITANCE TAX APPRAXSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD XN BENEFXCXARY FORM DATE 11-29-2004 ESTATE OF MCKEE WILLIAM DATE OF DEATH 07-27-2004 COUNTY CUMBERLAND FILE NO. 21 04-09ZZ S.S/D.C. NO. 182-03-6531 ACN 04500514 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED NAME OF SECURITY: TYPE OF ASSET: BENEFICIARY FORM OF ASSET INFORMATION MERRILL LYNCH ACCOUNT NO. { } SECURITIES (X) SECURITY ACC ( } STOCK ( } BONDS 01-31-1986 182036531 DOD Valuation 290,580.77 Percent Taxable X 0.500 Amount Subject to Tax 145,290.39 Debts and Deductions - .00 Taxable Amount 145,290.39 Tax Rate X Tax Due 6,538.07 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, ASENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID PAYHENT MUST BE MADE BY 04-Z8-ZO05~. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE TF PAID AFTER THIS DATE.. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REI~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" ( CR}, YOU NAY SE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 6,538.07 .00 6,538.07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEFT, 280601 HARRISBURG, PA 17126-0601 PATRICIA M ALBRIGHT 'il.i 2209 SPRING RUN DR MECHANICSBURG PA 17,055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF ZNHERZTANCE TAX APPRAISEHENTj ALLOHANCE OR DISALLONANCE OF DEDUCTIONS. AND ASSESSHENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFZCZAR¥ FORH DATE ll-Zg-zooq ESTATE OF MCKEE DATE OF DEATH 07-27-200q FILE NUMBER 210R-09ZZ COUNTY CUMBERLAND !.i~~ ~,'~i ~':,':,.'::~:SSN/DC 182-03-6551 .... ACN 0~500515 REV-15qSA AFP (01-05) WILLIAM MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548A AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE 11-29-200q ESTATE OF MCKEE WILLIAM DATE OF DEATH 07-27-200~ COUNTY CUMBERLAND FILE NO. 21 0q-0922 S.S/D.C. NO. 182-05-6551 ACN 0q500515 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED NAME OF SECURITY: TYPE OF ASSET: BENEFICIARY FORM OF ASSET INFORMATION MERRILL LYNCH ACCOUNT NO. ( ) SECURITIES (X) SECURITY ACC { ) STOCK ( ) BONDS 01-$1-1986 182036531 DOD Valuation 290,580.77 Percent Taxable X 0.500 Amount Subject to Tax lq5,290.$9 Debts and Deductions - .00 Taxable Amount lq5,290.$9 Tax Rate Tax Due 6,558.07 TAX CREDITS: NOTE: TO INSURE 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 NONEY ORDER PAYABLE TO: ~tREGISTER OF WILLS, AGENT.'t PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-08-200q CDO0~q90 $26.90 6,211.16 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 6,538.06 .01 .00 .01