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HomeMy WebLinkAbout12-08-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsylvaniaDEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE _ PO BOX 280601 aV02e�60I�E� OFFICE Q� OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA I� V JOINTLY HELD OR TRUST ASSETS REGISTER OF WILLS DATE 12-08-2014 ESTATE OF KERLIN JEAN R 2019 OEC 8 Pn 12 23 DATE OF DEATH 11-19-2013 FILE NUMBER CLERK; OF COUNTY CUMBERLAND SSN/DC ** RICHARIORRNML]ON)URT ACN 14101256 814D T+IY [ �AINIDi CO., PA APPEAL BY DATE:02-06-2015 CAM P IMP L PA 17011-8366 (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 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: 12-08-2014 ESTATE OF: KERLIN JEAN R DATE OF DEATH:11-19-2013 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 14101256 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6239305409 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 08-02-2013 Account Balance 17,096.86 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 17,096.86 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 17,096.86 REGISTER OF WILLS AT THE Tax Rate x .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: TAX CREDITS: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 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. BUREAU OF INDIVIDIJA.LulEAUED OFFICE OF' NOTICE OF INHERITANCE TAX pennsylvania INHERITANCE TAX DIVISI �`�RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PO BOX 280601 'EGISTER Or ��iLOF"'DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS 2010 OEC 8 pli 1.2 23 DATE 12-08-2014 ESTATE OF KERLIN JEAN R CLERK OF DATE OF DEATH 11-19-2013 ORPHANS' COURT FILE NUMBER 2-1—(4, 115E jj_ COUNTY CUMBERLAND RICHARD CAUVAf,gNAND n� ' PPS SSN/DC ACN 14101080 RM 3M4 APPEAL BY DATE:02-06-2015 1901 N 5TH ST (See reverse side under Objections) HARRISBURG PA 17102-1510 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT 1'0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 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: 12-08-2014 ESTATE OF: KERLIN JEAN R DATE OF DEATH:11-19-2013 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 14101080 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED - JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6100681890 TYPE OF ACCOUNT: C )SAVINGS ( )0 CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 06-06-1966 Account Balance 26,960.23 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 13,480. 12 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 13,480. 12 REGISTER OF WILLS AT THE Tax Rate x .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 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. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsyLvania f 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 RECORDED OFFICE OF DATE 12-08-2014 ESTATE OF KERLIN JEAN R REGISTER OF WILLS DATE OF DEATH 11-19-2013 FILE NUMBER 'fit-14- 1 ttj?j 1019 OEC 8 Pel 12 24 COUNTY CUMBERLAND SSN/DC RICHARD A KERLIN ACN 14101081 RM 3M4 CLERK' OF APPEAL BY DATE:02-06-2015 1901 N 5@11q }NTA N S' COURT (See reverse side under Objections) HARRISeI,GSE RLt►IPA 1710- 1510 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 C12-13)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 12-08-2014 ESTATE OF: KERLIN JEAN R DATE OF DEATH:11-19-2013 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 14101081 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6251712784 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST ( )OTIME CERTIFICATE DATE ESTABLISHED 04-30-2007 Account Balance 10,388.09 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 5,194.05 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 5,194.05 REGISTER OF WILLS AT THE Tax Rate x .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 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. hl SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 6bi pennsyLvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVRECORDED OFFICE ®FDEDUCTIONS,ALLOWANCE ASSESSMENTSOFLTAXNCE ON PO BOX 280601 RECORDED REV-1548 EX AFP (12-13) HARRISBURG PA 17128- 6�clu?'�� OF WILLS JOINTLY HELD OR TRUST ASSETS � DATE 12-08-2014 �Lt+ Q p� �� �u ESTATE OF KERLIN JEAN R ?�} C S C U ( 1 DATE OF DEATH 11-19-2013 FILE NUMBER 21 -`4 1 t5 CLERK OF COUNTY CUMBERLAND RICHARD (►Rkk LN" COURT SSN/DC ACN 14101082 RM 3M4 CUMLEERLtND C,1; PA APPEAL BY DATE:02-06-2015 1901 N STH ST (See reverse side under Objections) HARRISBURG PA 17102-1510 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE —01 RETAIN LOWER PORTION FOR YOUR RECORDS 4— 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: 12-08-2014 ESTATE OF: KERLIN JEAN R DATE OF DEATH:11-19-2013 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 14101082 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6251713241 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( ))TIME CERTIFICATE DATE ESTABLISHED 04-30-2007 Account Balance 10,388.09 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 5,194.05 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 5,194.05 REGISTER OF WILLS AT THE Tax Rate x .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 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 INHERITANCE TAX DIV yy��//����jj cc ;- ppRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PO BOX 280601 (JORDED OFFICE gr DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURG PA 17128-OrtG14,TE�� OF kNii.L JOINTLY HELD OR TRUST ASSETS � 1 �+ p p DATE 12-08-2014 2514 01.0 8 r " �� L DATEESTATOFODEATH 11-19-2013c JEAN R C �' FILE NUMBER Zl—Iq --�kS& R p {A COUNTY CUMBERLAND RICHARD AQkE L"I �� 'OUBT SSN/DC RM 3M4 CU M,5ERLA- - J 11 ACN 14101083 APPEAL BY DATE:02-06-2015 1901 N 5TH ST (See reverse side under Objections) HARRISBURG PA 17102-1510 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 C12-13)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 12-08-2014 ESTATE OF: KERLIN JEAN R DATE OF DEATH:11-19-2013 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 14101083 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6256335334 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST O)TIME CERTIFICATE DATE ESTABLISHED 07-07-2009 Account Balance 50,690.74 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 25,345.37 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 "WITH YOUR TAX PAYMENT TO THE Taxable Amount 25,345.37 REGISTER OF WILLS AT THE Tax Rate x .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 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. Jl I SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 11.1^Vul