HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAIJ OF INDIV•IbUAL TAXES "' NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIY~SIOµ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 "~`''` "'' "` '' OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISEtURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
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LEA ~~= N COBAUGH'
304 SHERMAN AVE
CARLISLE PA 17013
REV-1548 EX AFP (06-05)
DATE 06-03-2008
ESTATE OF WHEELER BRENDA M
DATE OF DEATN 01-27-2008
FILE NUMBER 21 08-0463
COUNTY CUMBERLAND
SSN/DC 206-32-0370
ACN 08117517
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ""> RETAIN LOWER PORTION FOR YOUR RECORDS ~'
REV-1548 EX AFP C03-05)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
;DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-03-2008
ESTATE OF WHEELER
FILE N0. 21 08-0463
BRENDA M DATE OF DEATH 01-27-2008
S.S/D.C. N0. 206-32-0370
COUNTY CUMBERLAND
ACN 08117517
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC]:AL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3991013
TYPE OF' ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 01-02-2001
Account, Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,709.95
X 0.166
285.OD
.00
285.00
X .45
12.83
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-23-2008 CD009611 .64 12.19
TOTAL TAX CREDIT 12.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PA:[D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TO1fAL DUE IS LESS THAN S1, NO PAYMENT ZS REQUIRED.
IF T01fAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REiVERSE SIDE OF THIS FDRM FnR rNCronrrTn.~c
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
+ NdTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL
INHERITANCE 7AX DIVISION TAXES
" -AfPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~
Po BOX 28D6o1 ~.." ,~1F DEDkFCTIONS, AND ASSESSMENT OF TAX ON
i`~
~
HARRISBURG PA 17128-0601 -
JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP cob-05)
008
~~ ~ ~~ P~ ~~• ~~
ESTATE OF WHEELER
BRENDA M
~~
DATE OF DEATH 01-27-2008
^~ '~i' '~~ FILE NUMBER 21 08-0463
~~~
hL`r ,~
COUNTY
.~r,; ~~,~,~~i~ ,^r`li~C,~ CUMBERLAND
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'
' --~~ elf; SSN/DC 206-32-0370
-
SETH D COBA~O'G~~l,
ACN 08117515
304 SHERMAN AVE APPEAL DATE: 08-02-2008
CARL ISLE PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE '~'~ RETAIN LOWER PORTION FOR YOUR RECORDS <"~'
-------------------------------------------------------------------------------------------
REV-1548 EX AFP (03-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-03-2008
ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0463 S.S/D.C. N0. 206-32-0370 ACN 08117515
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC:[AL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3991018
TYPE OF= ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 4()TIME CERTIFICATE
DATE E>TABLISHED 01-10-2001
Accouni: Balance
Perceni: Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Duey
TAX CREDITS:
1,407.29
X 0.166
234.55
.00
234.55
X .45
_ 10.55
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMIENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-23-2008 CD009611 .53 10.02
TOTAL TAX CREDIT 10.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TONAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE DE Turc RnRM cnR rMCrourrrnuc
,1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t ,- - .
BUREAU OF INDIVIDUAL !TA'XES ~_' ~ -
INHERIi'ANCE TAX DIVISIdN
PD 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
,- / f", r-
G'~ii"'' ~c+r rj ~~~~:i;
EMILY ~~Af;%~~OBAlI~U~}4 ~~ ' `~
304 SHERMAN AVE
CARLISLE PA 17013
REV-1548 EX AFP (06-05)
DATE 06-03-2008
ESTATE OF WHEELER BRENDA M
DATE OF DEATH 01-27-2008
FILE NUMBER 21 08-0463
COUNTY CUMBERLAND
SSN/DC 206-32-0370
ACN 08117513
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 'F'~
REV-1548 EX AFP C03-05)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE Ob-03-2008
ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 COUNTY CUMBERLAND
FILE N0. 21 OS-0463 S.S/D.C. NO. 206-32-0370 ACN 08117513
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC]:AL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3991076
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 02-09-2001
Account. Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,921.51
X 0.166
320.26
.00
320.26
X .45
14.41
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-23-2008 CD009611 .72 13.69
TOTAL TAX CREDIT 14.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PA:[D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REEVERSE SIDE of rurc C~1DM cno r.~~re~~~~....... -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~. Nb?LCD OF INHERITANCE TAX
BUREAIJ OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .APP.RA~$EMENT,. ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ `t~~ DEDUCTIONS'-, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP C06-05)
~~~t8~9~~ ~(~ P~ ~~: ~Z DATE 06-03-2008
LAUREN WHEELER
3508 LANCERS DR
Q~f~~t.a~,',,.I'~; L;i"~ii1~ i
~ ;, ~.
ni r~a - y-, ., ~„
~ U' ` i-~
FAYETTEVILLE NC 28306
ESTATE OF WHEELER BRENDA M
DATE OF DEATH 01-27-2008
FILE NUMBER 21 08-0463
COUNTY CUMBERLAND
SSN/DC 206-32-0370
ACN 08117511
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~"~ RETAIN LOWER PORTION FOR YOUR RECORDS ~'
REV-1548 EX AFP C03-05)--------------------------------------------------------------------
INOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-03-2008
ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 COUNTY CUMBERLAND
FILE NO. 21 08-0463 S.S/D.C. N0. 206-32-0370
ACN 08117511
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC]:AL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 39912008
TYPE OF~ ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST 6()TIME CERTIFICATE
DATE ESTABLISHED 03-25-2001
Account: Balance
Percent: Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,698.77 NOTE:
X 0.166
449.80
.00
449.80
X .45
20.24
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 10-28-2008*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 20.24
INTEREST AND PEN. .OD
TOTAL DUE 20.24
* IF PAID AFTE R TH IS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. /~.
IF TOTAL DUE
IS
REFLECTED
AS A "CREDIT" C CR), YOU MAY
BE DUE A REFUND. ^
l
SEE REVERSE SIDE OF THIS KnRM cno 7NC'ron r~rrnuc.