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)
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! 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)
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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. )
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