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HomeMy WebLinkAbout08-25-14 ] pennsylvan BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX x.11' DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE __ PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150506 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --10 RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150506 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 303530137 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( X)TIME CERTIFICATE DATE ESTABLISHED 11-30-2000 Account Balance 10,999.22 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 1 ,833.24 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 1 ,833.24 REGISTER OF WILLS AT ,-THE Tax Rate X .00 ABOVE ADDRESg. MAKE 4ECK, M Tax Due .00 OR MONEY ORDER�AYA84.E) TOr n "REGISTER OF,I.")-W'EL S, NT91 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+] zr rn CI) r" rn DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID co -17 %O C7 - X ' I r- C7T N C3 TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. . 00 TOTAL DUE . 00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE w PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150508 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--- REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150508 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 10006332158 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 01-05-2009 Account Balance 18,526. 01 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, S@tMIT T}E ` Amount Subject to Tax 3,087.73 UPPER @RTION O+TH�T %TICE Debts and Deductions - .00 WITH YWF)R FAX PRMENIT' q0 THE Taxable Amount 3,087.73 REGIST" IIF cWILE,? ATZ; Tax Rate X . 00 ABOVE ADDRESS. srTPAKEiTCIMCK Tax Due . 00 OR MONCY- -R RHR �ABa�?� a0: "REGISTg ,OF�WIL�, +�e E'NT. TAX CREDITS: © 3 ; PAYMENT RECEIPT DISCOUNT (+) C7 C /� DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID GJ (n n + O TOTAL TAX PAYMENT .DO BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 e IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. + IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR), YOU MAY BE DUE A REFUND. \� SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �+ i J pennsylvan BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX \�P DEPARTMENT OF REVENUE INHERITANCE TAX OIYISION APPRAISEME NT, ALLOWANCE OR DISALLOWANCE �r PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150510 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --I' RETAIN LOWER PORTION FOR YOUR RECORDS <"- REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150510 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 60002366007 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST O)TIME CERTIFICATE DATE ESTABLISHED 10-04-2006 Account Balance 34,089.31 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0 . 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 5,681 .67 UPPER PORTION OF THIS NOTICE Debts and Deductions - . 00 WITH YOUR TAX PA`�NT TOMTHE Taxable Amount 5,681 .67 REGISTER�F WILLS'rAT AEm Tax Rate x . 00 ABOVE ADDRESS . M�RE (BECK Tax Due . DO OR MONEYI©q Efb PA9ABL6-nTw, "REGISTER IS- F4LLS� AGGN& TAX CREDITS: PAYMENT RECEIPT DISCOUNT t DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID h C n A 171 N f- r O TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. . 00 TOTAL DUE . 00 + IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. A IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. -\^ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �,J i] pennsylvan BHERITA CE INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEME NT. ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-15) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150512 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F REV-1548 EX AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF - DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY: CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150512 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 60002366056 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( X)TIME CERTIFICATE DATE ESTABLISHED 10-04-2006 Account Balance 18,795. 04 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 3, 132.57 UPPER PORTION OF THIS NOTICE Debts and Deductions - . DO WITH YOUR TAX PAYIFNT TO THE Taxable Amount 3,132.57 REGISTERC�OF WILL%!f--AT 3iYq Tax Rate x .00 ABOVE ADVRES MAA E gE(C)K Tax Due .00 OR MONEYaO R Pq�BLEn1%: "REGISTE% aTF ILI� A68N�." TAX CREDITS: rn CJl CTJ � (n PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID '"' Q CD DATE NUMBER INTEREST/PEN PAID 4 lam„ C n C.3 v, c TOTAL TAX PAYMENT . 00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. ` SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. pennsylvanE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE -- PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 11128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150514 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --10 RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150514 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 60002366098 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( X)TIME CERTIFICATE DATE ESTABLISHED 10-04-2006 Account Balance 18,317.64 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 3,053.00 UPPER PORTION OF THIS NOTICE Debts and Deductions - . 00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 31053.00 REGISTER OF WILLS AT THE Tax Rate Y .00 ABOVE ADDRESS. WE CHECK Tax Due .00 OR MONE`nORDER P�BLf�, M: "REGISTI�j BF W I L LA, AWE R." TAX CREDITS: cap c o PAYMENT RECEIPT DISCOUNT (+) -q r10 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID (_ I> cn RI Cf) CJ'1 :t) C7 GO p l� C7 'LI `TI 'IT M O TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. > IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. M pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-15) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150516 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY: CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150516 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 60002366114 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( X)TIME CERTIFICATE DATE ESTABLISHED 10-04-2006 Account Balance 18,317.64 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0 . 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 3,053.00 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 3,053.00 REGISTER OF WILLS AT THE Tax Rate Y .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE 0: "REGISTU PAYABLE gF WILLS, ADEN." TAX CREDITS: M M C'� PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID TT1 (n DATE NUMBER INTEREST/PEN PAID (-) :Z y. N rn t=7 t n U ;, �^ �0 c7 O -3 -n GD (J) C> O TOTAL TAX PAYMENT . 00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. . 00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \, pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-25-2014 ESTATE OF HOLTRY RICHARD S DATE OF DEATH 08-07-2013 FILE NUMBER 21 13-1201 COUNTY CUMBERLAND SSN/DC DOREEN E HOLTRY ACN 13150518 111 SPRINGHOUSE RD APPEAL BY DATE:10-24-2014 SHIPPENSBURG PA 17257-1120 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --10 RETAIN LOWER PORTION FOR YOUR RECORDS F REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 08-25-2014 ESTATE OF: HOLTRY RICHARD S DATE OF DEATH:08-07-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1201 S.S/D.C. NO. : ACN: 13150518 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 60002366247 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( X)TIME CERTIFICATE DATE ESTABLISHED 10-04-2006 Account Balance 6,657.85 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 1 , 109.66 UPPER PORTION OF THIS,,NOTICE Debts and Deductions - . 00 WITH YOUR TAX.,PAYMENTgO T�KErn Taxable Amount 1 ,109.66 REGISTER OF WTL6S AT Tax Rate x . DO ABOVE ADDRES 771AKE C�CK� � Tax Due . DO OR MONEY ORDRM 5A1�BL�0: � rn "REGISTER OF ,FI�'L 9_77 AGd)NT.•,-7 fl TAX CREDITS: fF o r) T tm PAYMENT RECEIPT DISCOUNT C+) C7 07 CD -T7 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID O -n 3 ,� h Nr' M r m n o TOTAL TAX PAYMENT . 00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. . 00 TOTAL DUE . 00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.