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Home My WebLink About91-0706 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 MICHAEL L BANGS 429 S 18TH ST CAMP HILL PA 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-10-2008 ZERBE 09-27-1991 21 91-0706 CUMBERLAND 101 Amount Remitted REV-1607 EX AFP (03-05) G F =:J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: RETAIN LOWER PORTION FOR YOUR RECORDS G F FILE NO. 21 91-0706 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. ~ REV-1607 EX AFP (03-05) ESTATE OF ZERBE -+ *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ACN 101 DATE 03-10-2008 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: 02-01-1993 PRINCIPAL TAX DUE: 380.20 PAYMENTS (TAX CREDITS): PAYMENT DATE 10-13-1992 01-22-2008 RECEIPT NUMBER XA742485 CD009199 DISCOUNT (+) INTEREST/PEN PAID (-) 10.14- .00 AMOUNT PAID 391.76 63.41 TOTAL TAX CREDIT BALANCE OF TAX DUE * IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE INTEREST AND PEN. ( 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. ) 445.03 64.83CR .00 64.83CR 4 BUREAU OF INDIVIDUAL-,'~'AXE~ ~~ i' ~` ~'_ INHERITAWGE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 { _ ~• '' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 209 ~~Y 3fl ~~ ~~~ ~~' MICHAEL ~~^^~~l~~N~S ~`~~C~ " ''' ~F~ 429 S 18TW~ ST CAMP HILL PA 17011 REV-1547 EX AFP C06-05) DATE 05-26-2008 ESTATE OF ZERBE G F DATE OF DEATH 09-27-1991 FILE NUMBER 21 91-0706 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-25-2008 (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 _ --- R_ETA_IN LOWER PORTION FOR YOUR RECORDS E- _ --------------- REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE: OF ZERBE G F FILE N0. 21 91-0706 ACN 101 DATE 05-26-2008 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) 1,243.00 2. Stocks and Bonds (Schedule B) (2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) C4) .00 5. CashlBank Deposits/Misc. Personal Property (Schedule E) t5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .0 0 A t C8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,243.00 8. Total sse s APPROVED DEDUCTIONS AND EXEMPTIONS: 750.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •00 11. Total Deductions (11) 750.00 12. Net Value of Tax Return (12) 493.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 l S t t t b (14) 6,829.73 14. o ax e u ]ec Net Value of Esta NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 06 00 .00 15. Amount of Line 14 at Spousal rate (15) • = X 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 6,829.73 X 06 = 409.78 17. Amount of Line 14 at Sibling rate (17) • 00 X 00 = . 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00 19. Principal Tax Due (19)= 409.78 1 F1A \. R L i 1 J PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 10-13-1992 XA742485 10.93- 391.76 01-22-2008 CD009199 32.29- 63.41 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 411.95 BALANCE OF TAX DUE 2.17CR INTEREST AND PEN. .00 TOTAL DUE 2.17CR C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE D cFrnun crr ocurocc crnr .,~ r~~.^ ~^^•• ~^^ -••^--••-----~- - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAxES INHERITANCE TAX INHERITANCE TAX DIVISION S TAT E M E N T O F AC C O U N T PO BOX 280601 _ ' ~' HARRISBURG PA 17128-D601 _ REV-1607 EX AFP (03-05) U~s ~~` ~ ~ `:~ ~~; ~ 7 [~ DATE 07-14-2008 . ESTATE OF ZERBE G F C ~ ` Rr` ~' DATE OF DEATH 09-27-1991 /~p{~ ~.~t q- - lil!"f f`1rd ~ _ ~ '~~'~~ FILE NUMBER 21 91-0706 MICHAEL L BANGS . ` Ct J~~h ('~ ~ ~ ?A COUNTY CUMBERLAND . .. ACN 101 429 S 18TH ST CAMP HILL PA 17011 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: 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 ZERBE G F FILE N0. 21 91-0706 ACN 101 DATE 07-14-2008 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: 05-19-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 409.78 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 10-13-1992 XA742485 10.93- 391.76 01-22-2008 CD009199 32.29- 63.41 06-30-2008 REFUND .00 2.17- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 409.78 .00 .00 .00 [~,~,~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Grover Frank Zerbe Jr. Date of Death: 0 912 511 9 9 1 File Number: 21--~~ ~ ~(',~(,~' Pursuant 1:o Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State wtieti~er admi;iistration of tf',e estate is Wii~Nl@t6: 2, tf the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ^ No ^ Yes ^X No 0 Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. -... , [ v, Date _ ~ ` 'F~~ r ~( ~'2n ~. ~ ---~ir,~1 ~~ p ~~ f~~. . -, , Form'K~1Q.ftyvi 'l0-13-2006 ,..~ ' ~ ~ ~ l~ Signature of Person Filing this Form Capacity: ^ Personal Representativ X Counsel Michael L. Bangs Name of Person Filing this Form 429 South 18th Street Address Camp Hill, PA 17011 City, State, Zip 717/730-7310 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc