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HomeMy WebLinkAbout05-11-07 (2) * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS , '! , ! JUDY S BRITTEN 158 S HANOVER ST CARLISLE PA 17013 REV-1548 EX AFP C06-05) DATE 05-14-2007 ESTATE OF BRITTEN DALE A DATE OF DEATH 02- 05-2006 FILE NUMBER 21 06-0145 COUNTY CUMBERLAND SSN/DC 174-16-3944 ACN 06126295 APPEAL DATE: 07-13-2007 (See reverse side under Objections) A.aunt Re.lttedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --. RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REY=is4S-EX-AFP-C03=Os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-14-2007 ESTATE OF BRITTEN DALE COUNTY CUMBERLAND A DATE OF DEATH 02-05-2006 FILE NO. 21 06-0145 TAX RETURN WAS: S.S/D.C. NO. 174-16-3944 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU TYPE OF ACCOUNT: DATE ESTABLISHED ACN 06126295 ACCOUNT NO. 8436-00 ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE 03-23-1966 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 34,499.26 0.500 17,249.63 .00 17,249.63 .45 776.23 x x TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR 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 TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 05-22-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 776.23 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 32.49 TOTAL DUE 808.72 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR>, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. > ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280'01 HARRISBURG PA 17128.D'01 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (0'-05) C'7H,Y , ! I. .- , J , . DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 05-14-2007 BRITTEN 02-05-2006 21 06-0145 CUMBERLAND 174-16-3944 06126294 APPEAL DATE: 07-13-2007 (See reverse side under Objections) A.ount Re.ltted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DALE A op:~: ' JUDY S BRitTEN 158 S HANOVER ST CARLISLE PA 17013 TO: CUT ALONG THIS LINE --. RETAIN LOWER PORTION FOR YOUR RECORDS 4-- Riy=is4i-ix-AFP-C03=os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-14-2007 ESTATE OF BRITTEN DALE A DATE OF DEATH 02-05-2006 COUNTY CUMBERLAND FILE NO. 21 06-0145 TAX RETURN WAS: S.S/D.C. NO. 174-16-3944 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06126294 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 8436-11 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS OC) CHECKING ()TRUST ()TIME CERTIFICATE 01-06-1984 x 85,943.02 0.500 42,971.51 .00 42,971.51 .45 1,933.72 NOTE: TO INSURE PROPER CREDIT TO YOUR 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 TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 05-22-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,933.72 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 80.93 TOTAL DUE 2,014.65 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J d COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . (,0:': ' < \ '" , JUDY S BRI/TrrE'N 158 S HANOVER st- CARLISLE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ,. " \ ! . ,- I DATE \ ' . , ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN REV-15~8 EX AFP <06-05) BUREAU OF INDIVIDUAL TAXES' INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ~r"~\T .. i 05-14-2007 BRITTEN 02-05-2006 21 06-0145 CUMBERLAND 174-16-3944 06126289 APPEAL DATE: 07-13-2007 (See reverse side under Objections) A.aunt Re.1tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DALE A " :1 ( ,t \ \ PA 17013 TO: CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REY=is4i-EX-AFP-C03=Os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-14-2007 ESTATE OF BRITTEN DALE A DATE OF DEATH 02-05-2006 COUNTY CUMBERLAND FILE NO. 21 06-0145 TAX RETURN WAS: S.S/D.C. NO. 174-16-3944 (Xl ACCEPTED AS FILED (l CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06126289 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 8436-05 TYPE OF ACCOUNT: DATE ESTABLISHED ~ lSAVINGS () CHECKING (lTRUST ()TIME CERTIFICATE 10-03-1995 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 41,140.05 0.500 20,570.03 .00 20,570.03 .45 925.65 NOTE: TO INSURE PROPER CREDIT TO YOUR 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 TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 05-22-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 925.65 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 38.74 TOTAL DUE 964.39 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN t1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. SEe REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) C!' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) - - f rC:U'I-l I .: t I ~. ,J I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-01-2007 BRITTEN 02-05-2006 21 06-0145 CUMBERLAND 06001692 DALE A r~r :"'.:~ . ., MORGAN M GOODLING 123 SOUTH WEST STREET CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF BRITTEN DALE A FILE NO. 21 06-0145 ACN 06001692 DATE 05-01-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-26-2007 PRINCIPAL TAX DUE: 1,822.95 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-02-2006 CD006653 91.14 1,731.70 04-27-2007 SBADJUST .00 .11 TOTAL TAX CREDIT 1,822.95 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~