HomeMy WebLinkAbout08-24-12~ECGRDFL vrFiCE ~- Pennsylvania ~
BUREAU OF INDIVIDUAL TAXE ~I''(~-. )-~. ~ ~qL` NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION (~[~'i!~I L~" GI RfKE~SEMENL, ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP (12-1ll
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 1]128-D 6o1 JOINTLY HELD OR TRUST ASSETS
20l2 AUG 24 AN I I ~ 32 DATE o8-zs-zo12
~;LLi t
pfiPFiA~ti'~ CCUF;~
CWMBERLAND CO.. PA
PATRICIA S WUNDERLIN
208 SCOTSBURG DR
WARNER ROBINS GA 31088-7997
ESTATE OF Sl'EWART MARYANN
DATE OF DEATH 07-19-2011
FILE NUMBER 21. 12-0036
COUN7Y CIIMBERLAND
SSN/DC
ACN 11.183121
APPEAL BY DATE:10-27-2012
(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 (12-1 ~
NOTICE OF INHER TANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND, ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DA'iE: 08-28-2012
ESTATE OF: STEWART MARYANN DATE OF DEATH:07-19-2011 COUNTY:CUMBERLAND
FILE NO.: 21 12-003 d~, S.S/D.C. NO.: 199-38-2983 ACN: 11183121
TAX RETURN W S: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO..: 1014120713958
TYPE OF ACCOUNT: ( aSAVINGS CX) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-2Q-1996
Account Balance 732.00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT. SUBMIT THE
Amount Subject to Ta x''... 122.00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 122.00 REGISTER OF WILLS AT THE
Tax Rate r •045 ABOVE ADDRESS. MAKE CHECK
Tax Due 5.49 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT
DATE RECE PT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-07-2012 CD0154i38 .00 5.50
TOTAL TAX PAYMENT 5.50
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ IF PAID AFTER THIS DATA, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. x ~~
IF TOTAL DUE IS REFLEC ED AS A "CREDIT" (CR). YOU MAV BE DUE A REFUND.
SEE REVERSE SIDE OF TH S FORM FOR INSTRUCTIONS.
F ~{ ( `M~:~' pennsylvania~
BUREAU OF INDIVIDUAL TAXES ~'•~""~~&E~DD~}}~ 70WANCETORCDISALLOWANCE DEPARTMENT OFREVENUE ~e..~~JJ
INHERITANCE TAX OIV ISION ~j , /'~~~A REV-1548 EX AFP Q2-]ll
PO BOX 28D6D1 1 ~~~~ErD13OZiT'0 ~1y~~~,RJdD ASSESSMENT OF TAX ON
HARRISBURG PA 17128-D6a1 JOINTLY HELD OR TRUST ASSETS
2712 AUG 24 APi I I' 33
„.:ni, ,;
ORFntUti',S C;OUriT
PATRICIA S WUNOERLIN CUMBEflLAND CO., PA
208 SCOTSBURG DR
WARNER ROBINS GA 31088-7997
DATE 08-28-2012
ESTATE OF STEWART MARYANN
DATE OF DEATH Oi'-19-2011
FILE NUMBER 21. 12-0036
COUNTY CUMBERLAND
SSN/DC
ACN 1].183122
APPEAL BV DATE:10-27-2012
(See reverse side under Objections)
Amount Renitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WLLLS
1 CDURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE '. ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP (12-1 ----'------'-----------'--'_____________________________'_-_-'----
NOTICE OF INNER TANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Of
DEDUCTIONS, AND ASSESSMENT OF 7AX ON JOINTLY HELD OR TRUST ASSETS
DATE: OS-28-2012
ESTATE OF: STEWART I MARYANN
FILE NO.: 21 12-0036! S.S/D.C. NO. DATE OF DEATH:07-19-2011 COUNTY:CUMBERLAND
: 199-38-2983 ACN: 11183122
TAX RETURN W S: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO..: 247412112421505
SAVINGS ( ) CHEC
TYPE OF ACCOUNT: (
Ip KING ( )TRUST (X)TIME CERTIFICATE
i
,
DATE ESTABLISHED 11-Oq-2005
Account Balance 36,659.00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Taxl 6,109.96 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 6,109.96 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 274.95 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECE PT
NUMBER DISCDU NT C+7
INTEREST/PEN PAID (-) AMOUNT PAID
01-07-2012 CD015438 .00 2'74.95
TOTAL TAX PAYMENT 274.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ IF PAID AFTER THIS DAT , SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ Z
IF ~
TOTAL UUE IS REFLEC ED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. D
SEE REVERSE SIDE OF TH
I S FORM FOR INSTRUCTIONS.
BUREAU DF INllIVIDUAI TAXES
INHERITANCE TAX DIVISION
PD BOX 280601 I~ECGRG.C ~.:Y~I~T~E
r ~[( ~~ ~~
~.C'/~F~k31t~SM~QT,
RLV~J ~.
`Of` b~DUtTY'bNS, OF INHERITANCE TAX
ALLOWANCE OR DISALLOWANCE
AND ASSESSMENT OF TAX ON pennsylvania
DEPARTMENT OF REVEN UE
REY-1548 EX AFP (12-1ll ~
~Ri~JI
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
?.~11 AUG 24 AM III 33 DATE BB-zB-zolz
v' C -
~~yORPHAN ~~ c~u~T
PATRICIA S WUN~ERLI~NBER~DCO.,~PA
208 SCOTSBURG Dk
WARNER R08INS GA 31088-7997
ESTATE OF STEWART MARYANN
DATE OF DEATH 07-19-2011
FILE NUMBER 21. 12-0036
COUNTY CUMBERLAND
ACN 11.183123
APPEAL BY DATE:10-27-2012
(See reverse side under Objections)
Amount Renitted~
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 C12-1 )---------------------------------
NOTICE OF INNER TANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
nerF. nv_w _~nl~
ESTATE OF
MARYANN
FLLE NO.: 21 12-00361 S.S/D.C. NO_._: 199-38-2983
COUNTY:CUMBERLAND
ACN: 11183123
TAX RETURN W.~IS: (X) ACCEPTED AS FILED ( ) CHANGED
~'~ JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTIONI: WELLS FARGO ACCOUNT NO.: 1000604058758
TYPE OF AC C'~OUNT: C OSAVINGS (X) CHECKING ( )TRUST [ )TIME CERTIFICATE
DATE ESTABLISHED 01-2 -1983
Account Balance
Percent Taxable
Amount Subject to Ta
Debts and Deductions
Taxable Am c~u nt
Tax Rate
Tax Due
TAX CRFOIT5:
5,819.00 NOTE:
X 0.166
969.85
_ nn
969.85
X .045
43.64
TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WI T~H YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"RE:G ISTER OF WILLS, AGENT."
PAYMENT
DATE RECE
NUM PT
ER DISCOUNT C+J
INTEREST/PEN PAID (-7 AMOUNT F'A ID
01-07-2012 CD015 38 .00 43.64
TOTAL TAX PAYMENT 43.64
BALANCE OF 7AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
X IF PAID AFTER THIS DAT~, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. +
IF TOTAL DUE IS REFLEC ED AS A "CREDIT" CCR), VOU MAV BE DUE A REFUND. .fy
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 7
DATE OF DEATH:07-19-2011
r ^~ ~'UFD OF~!CE ~ Pennsylvania ~
BUREAU OF INDIVIDUAL TAXeEI ~' ~" I NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~jC(~i:'?~t ~'~~ '~~App1 FjRQ1ISEMENT, ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP (12-1ll
PO BOX 28a6o1 ~ `T~`~""~ L.I ~9F-'>j~DULTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 1]128-O6al JOINTLY HELD OR TRUST ASSETS
?.;12 AU6 24 Al911 ~ .i3 DATE 08-28-2012
i y _
~y Q~~RqP~Fi~t~:`S GOL~9i
BARBARA S MA~',L"@V'R~~ C'O" PA
32 BE'.ACH FARM RID
WORM L.EYSBURG PA 17043-1135
ESTATE OF STEWART MARYANN
DATE OF DEATH 07-19-2011
FILE NUMBER 21. 12-0036
COUNTY CUMBERLAND
SSN/D
ACN 11183124
APPEAL BY DATE:10-27-2012
(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 F
REV-1548 EX'. AFP C12-11)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST' ASSETS
DATE: OS-28-2012
ESTATE OF: STEWART MARYANN DATE OF DEATH:07-19-2011 COUNTY:CUMBERLAND
FILE NO.: 21 12-003 S.S/D.C. NO.: 199-38-2983 ACN: 11183124
TAX RETURN W S: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL I',NSTITUTIO WELLS FARGO ACCOUNT NO.: 1014120713958
TYPE OF ACCOUNT: ( )SAVINGS ( b CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABL.I SHED 03-21-1996
Account Ba ].ante li 732.00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable I'I X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Sub jiect to Ta>d 122.00 UPPER PORTION OF THIS NOTICE
Debts and Cle ductions ll - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount ~I 122.00 REGISTER OF WILLS AT THE
Tax Rate '', X .15 ABCIVE ADDRESS. MAKE CHECK
Tax Due ~' 18.30 OR MONEY ORDER PAYABLE T0:
~, "RE:GISTER OF WILLS, AGENT."
TAX CREDITS: I
PAYMENT
DATE RECE
NUM IPT
ER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT F'A ID
01-20-2012 CD015
ii 89 .00 5.49
INTEREST IS CHARGED ~HROUGH 09-05-2012
AT THE RATES APPLICA LE AS OUTLINED ON THE
REVERSE SIDE OF THI S FORM
TOTAL TAX PAYMENT 5.49
BALANCE; OF' TAX DUE 12.81
INTEREST AND PEN. .15
TOTAL DUE 12.96
, IF PAID AFTER THIS DA CIE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. +
IF TOTAL DUE IS REFLEC4f ED AS A "CREDIT" (CR), YOU MAY HE DUE A REFUND.
SEE REVERSE SIDE OF THUS FORM FOR INSTRUCTIONS.
HA
BUREAU OF INDIVIDUAI~~`I~~~-~ I)FF~LE NOTICE OF INHERITANCE TAX
INHERITANCE TAX OIVISIDN ~'_'~' `. PRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 28B6B1 []C('~'C ''-L< ~~-'ti~~.~ DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-06x1 I- -'~"~~"'~' ~'~~ ~ - JOINTLY HELD OR TRUST ASSETS
:U12 AUG 24 AM I I ~ 33
r.,4'~: ',.:, -
cryo~ wily s ;;our
BARBARA u~~~~ CO., PA
32 BEACH FARM Rp
WORMLEYSBURG PA 17043-1135
pennsylvania
DEPARTMENT OF REVEN UE
REV-1548 EX AFP C12-]ll
DATE 08-28-2012
ESTATE OF STEWART MARYANN
DATE OF DEATH 07-19-2011
FILE NUMBER 21. 12-0036
COUNTY CUMBERLAND
SSN/DC
ACN 1].183126
APPEAL BY DATE:10-27-2012
(See reverse side under Objecdions)
Amount Renitted~
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 C12-1 )
NOTICE OF INHER TANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
neTG• nn_oo_~ni~
ESTATE OF:
MARYANN
COUNTY:CUMBERLAN^
DATE OF DEATH:07-19-2011
FILE NO.: 21 12-00361 S.S/D.C. NO.: 199-38-2983
ACM: 11183126
TAX RETURN W~S: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO..: 247412112421505
TYPE OF ACCOUNT: ( bSAVINGS C ) CHECKING ( )TRUST (X)TIME CERTIFICATE
DATE ESTABLISHED 11-0~-2005
Account Balance '.
Percent Tax'.a ble '~.
Amount Subject to Tax~l
Debts and Die ductions '..
Taxable Am o~unt '~~
Tax Rate '.
Tax Due
TAX CREDITS',:
36,659.00 NOTE:
X 0.166
6,109.96
- .00
X .15
916.49
TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WI TH 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
NUM PT
ER DISCOUNT (+7
INTEREST/PEN PAID (-) AMOUNT F'A ID
OL-20-201e! CD015489 .00 i!74.95
INTEREST IS CHARGED HROUGH 09-05-2012 TOTAL TAX PAYMENT 274.95
AT THE RATES APPLICA$LE AS OUTLINED ON THE BALANCE OF TAX DUE 641.54
REVERSE SIDE OF THIS,~FORM INTEREST AND PEN. 7.31
TOTAL DUE 648.85
IF PAID AFTER THIS DAT~, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. + ~P
IF TOTAL DUE IS REFLEC ED AS A "CREDIT" CLR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF TH S FORM FOR INSTRUCTIONS.
pp(((('' Rh~~ IJLr ~~/(- `+' NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU ^F INDIVIDUAL TA)I~SvL~'~~^ ~.~- ~~p QQryqI SEMENL, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVEN UE
INHERITANCE TAX DIVISION ~~G'. `,jL'ti Li bK-~EDU CTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12 -11)
PO BOX 280601
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
7(!12 AU6 24 AM III 33 DATE Da-zs-zolz
STEWART MARYANN
~'r RLAND COjT~
BARBARA S MA.
32 BEiACH FARM RD
WORML.EYSBURG PA 17043-1135
CUT ALONG THIS LINE
REV-1548 EX AFP C12-
NOTICE DF INHE
DEDUCTIONS. AN
ESTATE OF
DATE OF DEATH 0'.7-19-2011
FILE NUMBER 2:L 12-0036
COUNTY CIIMBERLAND
SSN/DC 1
ACN 1:1183127
APPEAL BY DATE:10-27-2012
(See reverse side under Objections)
Amount Renitted'
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WIL L.S
1 COURTHOUSE SQUARE
CARLISLE PA li'013
~ RETAIN LOWER PORTION FOR YOUR RECORDS F
TANCE TAX APPRAIS EMENT. ALLOWANCE OR DISALLOWANCE OF
ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 08-28
ESTATE OF:STEWART
MARYANN
FILE NO.: 21 12-003 S.S/D.C. NO.: 199-38-2983
COUNTY:CUMBERLAND
ACN: 11183127
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL [NSTITUTIOf~I: WELLS FARGO ACCOUNT NO.: 247412030600322
TYPE OF ACCOUNT: OSAVINGS ( ) CHECKING ( )TRUST (X)TIME CERTIFICATE
DATE ESTA BI_ISHED 02-~0-1999
Account Ba:Lance
Percent Taxable
Amount Sub;j ect to Ta
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY rRFnTTICe
13,651.00 NOTE:
X 0.500
6,825.50
_ nn
6,825.50
., . 15
1,023.83
TO ENSURE PROPER CREDIT TO
YOI1R 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 REC
NUM IPT
ER DISCOUNT C+)
INTEREST/PEN PAID (-) AMDUNT PAID
OL-20-2012 CD015 89
I .00 307.15
INTEREST IS CHARGED THROUGH 09-05-2012
AT THE RA1fES APPLIC/~BLE AS OUTLINED ON THE
REVERSE S][DE OF THI~ FORM
TOTAL TAX PAYMENT 307.15
BALANCE OF TAX DUE 716.68
INTEREST AND PEN. 8.17
TOTAL DUE 724.85
IF PAID AFTER THIS DA E, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLE~TED AS A "CREDIT" (CR), VOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF T IS FORM FOR INSTRUCTION .
DATE OF DEATH:07-19-2011
Q.