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HomeMy WebLinkAbout01-11-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRIS8URG PA 17128-0601 NOTIcE OF INHERITANcE TAX APP~AISEMENT, ALLOWANcE OR DISALLOWANcE OF DEDUcTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) '1 j ~, ~. ~ t : ;~ c ::; ~ 1 .. i.,: ! ! fDATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-14-2008 BOWMAN 09-07-2007 21 07-1152 CUMBERLAND 339-12-4890 07144865 APPEAL DATE: 03-14-2008 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 LOYETTE H L .. -- \ OF> (''''-! JOHN BOWMAN 5430 BONNYRIGG CT MECHANICSBURG PA 17050 TO: CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- 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 01-14-2008 ESTATE OF BOWMAN LOYETTE H DATE OF DEATH 09-07-2007 COUNTY CUMBERLAND FILE NO. 21 07-1152 TAX RETURN WAS: S.S/D.C. NO. 339-12-4890 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07144865 FINANCIAL INSTITUTION: MEMBER 1ST FEDERAL C U ACCOUNT NO. 60793-00 TYPE OF ACCOUNT: DATE ESTABLISHED ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE 08-03-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 2,646.82 0.500 1,323.41 17.72 1,305.69 .45 58.75 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 DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID PAYMENT MUST BE MADE BY 06-08-2008*. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * 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. ) .00 58.75 .00 58.75 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMEN~, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS J-:1'1 ti\t ! ; ".....-1 JOHN BOWMAN 5430 BONNYRIGG CT MECHANICSBURG PA 17050 REV-1548 EX AFP (06-05) 1 :: ! 9A TE 01 - 14 - 2008 . ESTATE OF BOWMAN LOYETTE H DATE OF DEATH 09-07-2007 FILE NUMBER 21 07-1152 !,-.,. COUNTY CUMBERLAND SSN/DC 339-12-4890 ACN 07144863 APPEAL DATE: 03-14-2008 (See reverse side under Objections) Amount Remitted I 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 +- 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 01-14-2008 ESTATE OF BOWMAN LOYETTE H DATE OF DEATH 09-07-2007 COUNTY CUMBERLAND FILE NO. 21 07-1152 TAX RETURN WAS: S.S/D.C. NO. 339-12-4890 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBER 1ST FEDERAL C U TYPE OF ACCOUNT: DATE ESTABLISHED ACN 07144863 ACCOUNT NO. 160793-05 ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE 08-03-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 42,064.34 0.500 21,032.17 48.77 20,983.40 .45 944.25 X X TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 06-08-2008*. 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." AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * 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. ) .00 944.25 .00 944.25 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 NOTICE OF INHERITANCE TAX APP~AISEHENT, ALLOWANCE OR DISALLOWANCE OFDED\JCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ., ,"l I ~ " ! r, .,-, .1~'1. l !. r:: ~ i.. 1;" ,.,).....i J ,""I l ,_; l""'-j , JOHN BOWMA~': 5430 BONNYRIGG CT MECHANICSBURG PA 17050 II '..( REV-154B EX AFP (06-05) DATE 01-21-2008 ESTATE OF BOWMAN LOYETTE H DATE OF DEATH 09-07-2007 FILE NUMBER 21 07-1152 COUNTY CUMBERLAND SSN/DC 339-12-4890 ACN 07144864 APPEAL DATE: 03-21-2008 (See reverse side under Objections) Amount Remitted I 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 +-- 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 01-21-2008 ESTATE OF BOWMAN LOYETTE H DATE OF DEATH 09-07-2007 COUNTY CUMBERLAND FILE NO. 21 07-1152 TAX RETURN WAS: S.S/D.C. NO. 339-12-4890 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBER 1ST FEDERAL C U TYPE OF ACCOUNT: DATE ESTABLISHED ACN 07144864 ACCOUNT NO. 160793-11 ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE 08-03-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 5,407.96 0.500 2,703.98 .00 2,703.98 .45 121. 68 X x TAX CREDITS: PAYMENT DATE 12-19-2007 RECEIPT NUMBER CD009097 DISCOUNT (+) INTEREST/PEN PAID (-) .00 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." AMOUNT PAID 121. 68 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 121.68 .00 .00 .00 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP (03-05) r;. , ' t ~ '''-; 1-' . j-"';: ~~t CJ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-22-2008 BOWMAN 09-07-2007 21 07-1152 CUMBERLAND 07144865 LOYETTE H (-, - JOHN BowHAN 5430 BONNYRIGG CT MECHANICSBURG PA 17050 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 BOWMAN LOYETTE H FILE NO. 21 07-1152 ACN 07144865 DATE 01-22-2008 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: 01-07-2008 PRINCIPAL TAX DUE: 58.75 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-19-2007 CD009094 .00 58.75 TOTAL TAX CREDIT 58.75 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 *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. ) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-1607 EX AFP (03-05) znr g J /\: f'~ 27) Ph !':): 56 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-22-2008 BOWMAN 09-07-2007 21 07-1152 CUMBERLAND 07144863 LOVETTE H ,'I JOHN BOWMAN i, 5430 BONNVRIGG CT MECHANICSBURG PA 17050 1_ -.', :.. ~ 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 BOWMAN LOVETTE H FILE NO. 21 07-1152 ACN 07144863 DATE 01-22-2008 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: 01-07-2008 PRINCIPAL TAX DUE: 944.25 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-19-2007 CD009096 .00 944.25 TOTAL TAX CREDIT 944.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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. ) s