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HomeMy WebLinkAbout04-04-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Rr:r;nRrED rlfp~/f,l$ (OE INHERITANCE TAX , ::~7-~P)iiuJ:#I1'~~, ;~LLOWANCE OR DISALLOWANCE 1!:~:tl.b>I.!J;T~Q'tl.~:,AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 2008 APR -4 PM I: 52 MARJORIE M DONOVAN 83 HAYS GROVE RD NEWVILLE CLERK OF ORPHll,l\J'S COURT CL'~' ,e'__';" ('n p.~ , ,', 'i , 1 . ,1-\ PA 17241 REV-1548 EX AFP (06-05) DATE 04-07-2008 ESTATE OF DONOVAN HELEN A DATE OF DEATH 03-14-2007 FILE NUMBER 21 07-0288 COUNTY CUMBERLAND SSN/DC 193-12-8801 ACN 07120160 APPEAL DATE: 06-06-2008 (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 AL.ONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REY=is4S-EX-AFP-C03=OSj-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-07-2008 ESTATE OF DONOVAN HELEN COUNTY CUMBERLAND A DATE OF DEATH 03-14-2007 FILE NO. 21 07-0288 TAX RETURN WAS: S.S/D.C. NO. 193-12-8801 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACN 07120160 ACCOUNT NO. 115738 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE 06-30-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 20,704.82 0.500 10,352.41 .00 10,352.41 .15 1,552.86 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 04-15-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,552.86 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 37.39 TOTAL DUE 1,590.25 * 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 INSTRUCTION~ 1 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RECORDCn r~CPl~ff OF INHERITANCE TAX Qcr'IC~~R)(~S~~~r;, ALLOWANCE OR DISALLOWANCE , ,:...Diu qF"Dg;llUWj!Q.~~. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 Z008 APR -4 PH I: 52 CLERK OF ORPHN~/S COURT MARJORIE M DONOVAN:;tJ"'-,r) 0,1\ 83 HAYS GROVE RD NEWVILLE PA 17241 REV-1548 EX AFP (06-05) DATE 04-07-2008 ESTATE OF DONOVAN HELEN A DATE OF DEATH 03-14 -2007 FILE NUMBER 21 07-0288 COUNTY CUMBERLAND SSN/DC 193-12-8801 ACN 07120161 APPEAL DATE: 06-06-2008 (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=i54S-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 04-07-2008 ESTATE OF DONOVAN HELEN COUNTY CUMBERLAND A DATE OF DEATH 03-14-2007 FILE NO. 21 07-0288 TAX RETURN WAS: S.S/D.C. NO. 193-12-8801 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACN 07120161 ACCOUNT NO. 1595105 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE 06-03-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 2,302.43 0.166 383.75 .00 383.75 .15 57.56 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 04-15-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 57.56 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.39 TOTAL DUE 58.95 * IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INST~IIr.TTnlll<: ~ 0-40) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRIS8URG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA .,,.. Anr-rT'I I),R~T~r~NT OF REVENUE ,..,,-f'u1f"L "-. I U,-, I( ':-. \. . ." '-/ . l '../'_ ( ,'..;.~.'" ';:',,-,,'c;-: ~T~Cjl'i.qt; INHERITANCE TAX Kt~e~lt$~~~1~~LLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY ~ELD30R TRUST ASSETS Z008 APR -4 PH ,. 5 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN CLERK OF ORPH?\N'S COURT "1)"',':-'" '.1;'" '-", Df' i,A i'; ,\,.' ,'\ ROBERT L DONOVAN 85 HORSEKILLER RD SHIPPENSBURG PA 17257 REV-1548 EX AFP (06-05) 04-07-2008 DONOVAN 03-14-2007 21 07-0288 CUMBERLAND 193-12-8801 07120162 APPEAL DATE: 06-06-2008 (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 HELEN A 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 04-07-2008 ESTATE OF DONOVAN COUNTY CUMBERLAND FILE NO. 21 07-0288 TAX RETURN WAS: HELEN A DATE OF DEATH 03-14-2007 S.S/D.C. NO. 193-12-8801 eX) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07120162 ACCOUNT NO. FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK 1595105 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE 06-03-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: X 2,302.43 0.166 383.75 .00 383.75 .15 57.56 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 04-15-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 57.56 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1. 39 TOTAL DUE 58.95 x * 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 INSTAlIr.TTn...~ , ~