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