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...~ ,
~