HomeMy WebLinkAbout07-10-12f~~ORDT'Et!~1 ~ifF`fCE~,}OF
BUREAU OF INDIVIDUAL TA~j~t~+l yl f~IA.P F(RAISEMENTE ALLOWANCETORCDISALLOWANCE
INHERITANCE TA); DIVISION
PD BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA LA28-06o12Qi2 JUL f 0 Ppq 12~ I TDINTLY HELD OR TRUST ASSETS
n ^.t
CU~0401)Fj
~E ~..
MICHAELA S STERNER
134 MEADOW TRL ~.
D ILLSBURG PA 17019-9532
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SaIIARE
CARLISLE PA li'013
Pennsylvania
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-1ll
DATE 07-09-2012
ESTATE OF MARKEL ESTHER
DATE OF DEATH 11-17-2011
FILE NUMBER 21 12-0365
COUNTY CUMBERLAND
SSN/DC 2D2-20-5792
ACN 12122612
APPEAL EEY DATE:09-07-2012
(See reverse side under Objections)
Amount Remitted
E
CUT ALONG THIS LINE ~ ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP (12- 1)
NOTICE OF INHE ITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AN ASSESSMENT OF 7AX ON JOINTLY HELD OR TRUST ASSETS
DATE: 07-09-2012
ESTHER
DATE OF DEATH:11-17-2011 COUNTY:CUMBERLAND
ESTATE OF: MARKEL
FILE NO.: 21 12-0
S.S/D.C. NO.: 202-20-5792
ACN: 12122612
TAX RETURN W~S: (X) ACCEPTEDAS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTIO SOVEREIGN BANK ACCOUNT NO.: 0571108016
TYPE OF ACCOUNT: ( )SAVINGS (X) CHECKING ( )TRUST C )TIME CfERTIFICATE
DATE ESTABLISHED OL- 5-1983
Account Balance
Percent Taxable
Amount Subject to Ta
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,167.28
108.36
- .00
108.36
4.88
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:
"RE:GISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUM ER DISCOUNT Ct)
INTEREST/PEN PAID (-) AMOUNT PAID
D4-02-2012 CD015 87
i
I .00 4.88
TOTAL TAX PAYMENT 4.88
BALANCE OF' TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
, IF PAID AFTER THIS -DA~E, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLEC ED AS A "CREDIT" (CR). YDU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM OR INSTRUCTIONS.
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DEPARTMENT OFREVENUE ~ij
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BUREAU OF IIIDIVIDUAL TAXES IILITh)
IL~l UlPfkU1~MENTE
1'1L17nJ1` ALLOWANCE
OR
DISALLOWANCE ~~•~
INHERITANCE TATS DIVISION REV-1548 EX AFP Q2-]ll
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG Pa 17128-06x1 JO LY
42
~'~ HELD OR TRUST ASSETS
•
2~f2 JllL 10 Ph'
pATE 07-09-2012
CLERK C•
ORPHAN'S COURs
(XIIMBERtIsND CA., PA
MARZELLA L FUWRMAN
111 WALMAR MNR
DILL'S BURG PA 17019-1420
ESTATE OF MARKEL ESTHER E
DATE OF DEATH 11-17-2011
FILE NUMBER 21 12-0365
COUNTY CUMBERLAND
SSN/DC 202-20-5792
ACN 12122613
APPEAL BY DATE:09-07-2012
(See reverse side under Objections)
Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SOIJARE
CARLISLE PA 1-7013
CUT ALONG THIS LINE i~~, ~ RETAIN LOWER PORTION FOR YOUR RECORDS !'~
REV-154B EX AFP (12-11y 1)
NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AN, ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
'' DATE: 07-09-2012
ESTATE OF:MARKEL ' ESTHER E DATE OF DEATH:11-17-2011 COUNTY:CUMBERLAND
FILE NO.: 21 12-036 S.S/D.C. NO.: 202-20-5792 ACN: 12122613
TAX RETURN AS: (X) ACCEPTED AS FILED ( ) CHANGED
''. JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTLOf~I: SOVEREIGN BANK ACCOUNT NO.: 0571108016
TYPE OF ACf.OUNT: (~~,)SAVINGS (X) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED O1-d5-1983
Account Ba:Lance 2,167.28 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable ~. X 0.050 YOIJR ACCOUNT, SUBMIT THE
Amount Sub;i ect to Ta* 108.36 UPPER PORTION OF THIS NOTICE
Debts and Deductions '. - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount '~. 108.36 REGISTER OF WILLS AT THE
Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK
Tax Due '. 4.88 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE REC
NUM IPT
ER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT MAID
04-02-201'2 CD015 87 .OD 4.88
TOTAL TAX PAYMENT 4.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS OA E, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ " Y
IF TOTAL DUE IS REFLE ~T ED AS A "CREDIT" (CR), VOU MAY BE OUE A REFUND. "~
SEE REVERSE SIDE OF T IS FORM FOR INSTRUCTIONS.
BUREAU OF INDIVIDUAL TAXES IA"-LVfIUI~ ~1 L IVC'~YI^•' Pennsylvania ~
;T[~~ ~}ppp~Iy CE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX', DIVISION t1CU151LQ `yt. ~BIQ,1~IDNS,AANDWASSESSME NTSOFLTAXNON REV-1548 FX aFP a2-lll
PO BOX 280601 L~.uv un psuuw
HARRISBURG PA 17128-0601 ~qJfOINTLY HELD OR TRUST ASSETS
1[}1 JUL 10 PF) ~L' ~ 7 DATE 07-09-2012
ESTATE OF MARKEL ESTHER E
DATE OF DEATH 11-17-2011
Cl~~ri~~/~V FILE NUMBER 2L 12-0365
~JfiP~r~~~~~~t~~+vrVnflf COUNTY CUMBERLAND
fYJM~U W., PA SSN/DC 202-20-5792
MARZELLA L FUHR ACN 12122617
111 WALMAR MNR APPEAL BY DATE:09-07-2012
D ILLSBURG PA 17019-1420 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER Of WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CU7 ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP C12-111)
NOTICE OF INHERI TANC ETAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AN ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
' DATE: 07-09-2012
ESTATE OF: MARKEL ~ ESTHER E DATE OF DEATH:11-17-2011 COUNTY:CUMBERLAND
FILE NO.: 21 12-036 S.S/D.C. NO.: 202-20-5792 ACN: 12122617
TA,X RETURN W'pS: (X) ACCEPTED AS FILED ( ) CHANGED
I' JOINT OR TRUST ASSET INFORMATION
FINANCIAL IINSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 1681718006
TYPE OF ACCOUNT: C''J SAVINGS (X) CHECKING ( )TRUST ( )TIME CEiRTIFICATE
DATE ESTABLISHED 09-Oi,9-1996
Account Balance ~ 1,054.37 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X D.050 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax! 52.72 UPPER PORTION OF THIS NOTICE
Debts and Reductions ~ - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 52.72 REGISTER OF WILLS AT THE
Tax Rate r .045 ABCIVE ADDRESS. MAKE CHECK
Tax Due 2.37 OR MONEY ORDER PAYABLE T0:
"RE:GISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECE'I PT
NUM1{ER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-02-2012 CD015 87 .00 2.37
70 TAL TAX PAYMENT 2.37
BALANCE OF SAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
+ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. t
IF TOTAL DUE IS REFLEC ED AS A "CREDIT" CCRJr YOU MAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
ii _ -_ __
___ ~ ~.
BUREAU OF INDIVIDUAL'T$y}~~~r.~ ~~`yI7yI Up„ AISEMENTE ALLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION 441111--ff '~11 !I ii'VY~
PD BOX 280601 'i~v~v "" "' ...TiF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 1]128-0601 JOINTLY HELD OR TRUST ASSETS
2012 JUL I 0 F~ 121 17
~~~~ ~~~
'S COUR?
MICHAELA S ~~~
134 MEADOW TRL
DILLSBURG PA 17019-9532
pennsylvania~
D EPARTMENT OF REVEN UE ~~ii~~''
REV-1548 EX AFP (12-Ill
DATE 07-09-2012
ESTATE OF MARKEL ESTHER E
DATE OF DEATH 1:L-17-2011
FILE NUMBER 2:L 12-0365
COUNTY CUMBERLAND
SSN/DC 202-20-5792
ACN 12122620
APPEAL BY DATE:09-07-2012
(See reverse sdde under'Objectdons)
Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CU7 ALONG THIS LINE '~ RETAIN LOWER PORTION FDR YOUR RECORDS ~'~'
REV-1548 EX AFP (12-11I1)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AN ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 07-09-2012
ESTATE OF:MARKEL ' ESTHER E DATE OF DEATH:11-17-2011 COUNTY:CUMBERLAND
FILE NO.: 21 12-036 S.S/D.C. NO.: 202-20-5792 ACN: 12122620
TAX RETURN W S: (X) ACCEPTED AS FILED ( ) CHANGED
'. JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTIOL~: SOVEREIGN BANK ACCOUNT NO.: 1681728567
TYPE OF ACCOUNT: (7,~SAVINGS ( ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 10-0!6-2000
Account Balance
Percent Taxable
Amount Subject to Ta:q
Debts and Deductions'
Taxable Amount ~.
Tax Rate
Tax Due
TAX CREDITS:
6,424.18 NOTE:
X 0.050
321.21
- .00
321.21
14.45
TO ENSU RE 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 RECE!I PT
NUM ER DISCOUNT C+)
INTEREST/PEN PAID (-) AMDU NT PAID
04-02-2012 CD015 87 .00 14.45
TOTAL TAX PAYMENT 14.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ~ .00
IF PAID AFTER THIS DA~E, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU MAV BE DUE A REFUND.
SEE REVERSE SIDE OF T IS FORM FOR INSTRUCTIONS.
BUREAU OF INDIVIDUAL TAXES RECORDED Y1PP ~NTE ALLOWANCETORCDISALLOWANCE
INHERITANCE TAX: OIV ISION `,f Y7 {(^ i/~ ~Y{p~f
HARRISBURGAPa 17128-0601 ~~`^'e"-~ "~ - b~~NTLYS HE LND OR TROSTE ASSETS AX ON
?012 JUL I 0 P." {2~ 17
p~OmR~~oP~I-fl+N'S CQtJRT
MARZFLLA L FUHRW~B~OCRLAND ~„
111 WALMAR MNR
DILLSBURG PA 17019-1420
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP Q2-lll
GATE 0'7-09-2012
ESTATE OF MARKEL ESTHER E
DATE OF DEATH 11-17-2011
FILE NUMBER 21 12-0365
COUNTY CUMBERLAND
SSN/DC 202-20-5792
ACN 1'2122621
APPEAL BY DATE:09-07-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE I ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP <12--1I1)
NOTICE OF INHEpITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, ANgA'' ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
~. DATE: n7-09-9019
ESTATE OF: MARKEL '~ ESTHER E DATE OF DEATH:11-17-2011 COUNTY:CUMBERLAND
FILE NO .: 21 12-036 S.S/D .C. NO .: 202-20-5792 _._ ACN: 12122621
TAX RETURN W~1S: (X) ACCEPTED AS FILED ( ) CHANGED
'. JOINT OR TRUST ASSET
FINANCIAL INSTITUTION: SOVEREIGN BANK
TYPE OF ACCOUNT: CEO SAVINGS ( ) CHECKING ( )TRUST
DATE ESTABLISHED 10-016-2000
Account Balance 6 424 18
Percent Taxable
Amount Subject to Ta)d
Debts and Deductions ~.
Taxable Amount '
Tax Rate
Tax Due
TAX CREDITS:
X 0.050
- .uu
321.21
X .045
INFORMATION
ACCOUNT NO.: 1681728567
( )TIME CERTIFICATE
NOTE: TO ENSURE PROPER CREDIT TD
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 TO:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE REC IPT
NUM ER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-02-2012 CD015 87 .00 14.45
TOTAL TAX PAYMENT 14.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
+ IF PAID AFTER THIS DAMIE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. + ~~
IF TOTAL DUE IS REFLECT ED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF T IS FORM FOR INSTRUCTIONS.