HomeMy WebLinkAbout12-08-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsylvaniaDEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 gECORDED OFFICE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17 8-0601 } JOINTLY HELD OR TRUST ASSETS
REGISTER OF FILLS
DATE 12-08-2014
201y OLP 8 Pil 22 ESTATE OF KENNEDY GERALDINE M
l U � 1 1 12 DATE OF DEATH 05-11-2011
FILE NUMBER 21 11-0596
CLERK OF COUNTY CUMBERLAND
> `�U R SSN/DC
KIMBERLYfMAKrER ACN 11140675
45 MAPIMMSERLAND U., PPS APPEAL BY DATE:02-06-2015
NEWV I L L E PA 17241 (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: 12-08-2014
ESTATE OF: KENNEDY GERALDINE M DATE OF DEATH:05-11-2011 COUNTY:CUMBERLAND
FILE NO. : 21 11-0596 S.S/D.C. NO. : ACN: 11140675
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO. : 160371
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST ( X)TIME CERTIFICATE
DATE ESTABLISHED 06-06-2002
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x . 15 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v��J
pennsylvania
BUREAU OF INDIVIDUAL TAXES nnC t NOTICE OF INHERITANCE TAX
INHERITANCE TAX DRE �FFIUL QaPPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
PO BOX 280601 RRC OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128;y0Y,P1JCSTER OF WILL JOINTLY HELD OR TRUST ASSETS
CCITLGI� � I2 22 DATE 12-08-2014
7014 DLC L ESTATE OF KENNEDY GERALDINE M
DATE OF DEATH 05-11-2011
CLERK OF FILE NUMBER 21 11-0596
URT COUNTY CUMBERLAND
�RFN,� S� CC SSN/DC
KIMBERLY �,yfjKE, Co" pry ACN 11140676
45 MAPLE" Lii APPEAL BY DATE:02-06-2015
N EWV I L L E PA 17241 (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 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: KENNEDY GERALDINE M DATE OF DEATH:05-11-2011 COUNTY:CUMBERLAND
FILE NO. : 21 11-0596 S.S/D.C. NO. : ACN: 11140676
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO. : 160395
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST ( ))TIME CERTIFICATE
DATE ESTABLISHED 06-29-2002
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 00 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x . 15 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 C-) 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 INDIVIDUAL TAXES ANCEC NOTICE OF INHERITANCE TAX pennsylvania
CE 411 71 DEPARTMENT OF REVENUE
POHBOX T280601A�M'ftbED OFFICE OF OFPDEDUCTIONS,AAND WASSESSMENT ANCE OR SOFLTAX NON
HARRISBURG PA 17128-
RU0 REV-1548 EX AFP (12-13)
I�, TER OF V IL LS JOINTLY HELD OR TRUST ASSETS
[[11 V DATE 12-08-2014
2319 OR 8 PM 12 22 ESTATE OF KENNEDY GERALDINE M
L U DATE OF DEATH 05-11-2011
CL 4 FILE NUMBER 21 11-0596
COUNTY CUMBERLAND
pp
)URT SSN/DC
KIMBERL,PR'CH� Ake R ACN 11140677
45 MAa1# RLAT4,p C 0., PA APPEAL BY DATE:02-06-2015
NEWV I L L E PA 17241 (See reverse side under Objections)
Amount Remitted F —
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: KENNEDY GERALDINE M DATE OF DEATH:05-11-2011 COUNTY:CUMBERLAND
FILE NO. : 21 11-0596 S.S/D.C. NO. : ACN: 11140677
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO. : 180541
TYPE OF ACCOUNT: C )SAVIN'GS C ) CHECKING ( )TRUST C )OTIME CERTIFICATE
DATE ESTABLISHED 01-26-2009
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x . 15 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 C-) 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 INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsylvania
INHERITANCE TAX ff t L DEPARTMENT OF REVENUE
PO BOX 280601 � °4 DED OFFICE �i OFPDEDUCTIONS,AAND WASSESSMENT SOFLTAX NON REV-1548 EX AFP (12-13)
HARRISBURG PA 171,28 Q TEjl ��f�L5 JOINTLY HELD OR TRUST ASSETS
{ i Q �� �r) DATE 12-08-2014
U J ESTATE OF KENNEDY GERALDINE M
DEC
1 DATE OF DEATH 05-11-2011
CLERK OF FILE NUMBER 21 11-0596
COUNTY CUMBERLAND
Or) �70
' ' �� � SSN/DC
KIMBERLY �R 1,ffRIO , PA. ACN 11140678
45 MAPLCEUMIP L� APPEAL BY DATE:02-06-2015
NEWV I L L E PA 17241 (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 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: KENNEDY GERALDINE M DATE OF DEATH:05-11-2011 COUNTY:CUMBERLAND
FILE NO. : 21 11-0596 S.S/D.C. NO. : ACN: 11140678
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO. : 158270
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( ))TIME CERTIFICATE
DATE ESTABLISHED 02-28-2002
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x . 15 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. 1
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
pennsyLvania
BUREAU OF INDIVIDIl��QQ},�/7�/q� c r C NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISfb MED DFFIVEPOFAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 REV-1548 EX AFP (12-13)
p E G I ST E R D Fs{ �O�F rDED JOINTLY S HELD OR TRUST ASSETS AX ON
HARRISBURG PA 17128-0600 7 L.J
l� OI
O p ;D2 �3 DATE 12-08-2014
C� r
1 C P M ESTATE OF KENNEDY GERALDINE M
DATE OF DEATH 05-11-2011
CLERK OF FILE NUMBER 21 11-0596
ORPHANS' COURT COUNTY CUMBERLAND
SSN/DC
KIM CRJR[iFF4MMD r ^_v .—A ACN 11142281
45 MAPLE LN APPEAL BY DATE:02-06-2015
N E WV I L L E PA 17241-8728 (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 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: KENNEDY GERALDINE M DATE OF DEATH:05-11-2011 COUNTY:CUMBERLAND
FILE NO. : 21 11-0596 S.S/D.C. NO. : ACN: 11142281
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FARMERS & MERCHANTS TRUST CO ACCOUNT NO. : 015-2965792
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 12-10-2000
Account Balance 7,500.90 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 3,750.45 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 3,750.45 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 168.77 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 12-16-2014 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 168.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 14.38
TOTAL DUE 183.15
* 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. VJ\
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 R (� REV-1548 EX AFP (12-13)
HARRISBURG PA I7ggg� DED OFFICE OFOF DEDUCTIONS, AND ASSESSMENT OF TAX ON
REGISTER OF WILLS JOINTLY HELD OR TRUST ASSETS
LV E DATE 12-08-2014
201UL9 OLC p pil i 2 23 ESTATE OF KENNEDY GERALDINE M
U " t DATE OF DEATH 05-11-2011
FILE NUMBER 21 11-0596
CLERK OF COUNTY CUMBERLAND
KIM OUJJAUpJ 10EQURT SSN/DC
ACN 11142282
45 MAPOUMBERLAND CO., PA APPEAL BY DATE:02-06-2015
NEWV I LLE PA 17241-8728 (See reverse side under Objections)
Amount Remitted I —�
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: KENNEDY GERALDINE M DATE OF DEATH:05-11-2011 COUNTY:CUMBERLAND
FILE NO. : 21 11-0596 S.S/D.C. NO. : ACN: 11142282
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FARMERS & MERCHANTS TRUST CO ACCOUNT NO. : 015-2968171
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST ( ))TIME CERTIFICATE
DATE ESTABLISHED 10-01-2001
Account Balance 15,010.57 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 7,505.29 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 7,505.29 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 337.74 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 12-16-2014 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 337.74
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 28.77
TOTAL DUE 366.51
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. (\`�\`\�'\1
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. V