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Home My WebLink About06-13-08BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA _^_., ,.,,DEP.,ARTMENT OF REVENUE F NOTT;CE OF INHERITANCE TAX :.. _ . ,,_'+„''aRRJxAL9EM6NT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON ~~~~ ~ ( ~ JOINTLY HE~D OR TRUST ASSETS C~~~~ ~~ OR~rr'~'~';~ ~~ BURT Cl~'~" ~: '= ~-~ :':", Pry HARRY L WHEELER 2265 NEWVILLE RD CARLISLE PA 17013 REV-1548 EX AFP (06-05) DATE 06-16-2008 ESTATE OF WHEELER BRENDA DATE OF DEATH 01-27-2008 FILE NUMBER 21 08-0463 COUNTY CUMBERLAND SSN/DC 206-32-D370 ACN 08117516 APPEAL DATE: 08-15-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 M 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-16-2008 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 08117516 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3491018 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 6()TIME CERTIFICATE DATE ESTABLISHED 01-10-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,407.29 )( 0.166 234.55 .DO 234.55 )( . 0 0 .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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT ~+) INTEREST/PEN PAID C-) AMOUNT PAID IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDI ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE4UIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT" C CR), YOU MAY BE DU SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 TIONAL INTEREST. ~ E A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~;"''~~";!~~~''~~ + ~• !,^~'NI"~ERITANCE TAX INHERITANCE TAX DIVISION -' "~ "'-'~ ~~ T,aT ~ M E N T O F AC C O U N T PD BOX 280601 ~'; HARRISBURG PA 17128-0601 •-- ~ - ~ ` 2~~a !t~~ -~ ~~~ cz~ z ~ ORP~-'~ ~~ •~~ r r~,i 19T LAUREN WHEELERcl~q,1-, ~,~r ', Ph 3508 LANCERS DR FAYETTEVILLE NC 28306 REV-1607 EX AFP (03-05) DATE 06-03-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 FILE NUMBER 21 08-0463 COUNTY CUMBERLAND ACN 08117511 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 E-~ --------------------------------------------------------------------------- REV-1607 EX AFP C03-05) **~ INHERITANCE TAX STATEMENT OF ACCOUNT **~ ESTATE OF WHEELER BRENDA M FILE N0. 21 08-0463 ACN 08117511 DATE 06-03-2008 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: 05-27-2008 PRINCIPAL TAX DUE: 20.24 PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 04-28-2008 CD009636 .00 18.00 05-30-2008 SBADJUST .DD 2.24 TOTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATIDN 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. ) 20.24 .00 .00 .00 ~"~0 COMMONWEALTH OF PENNSYLVANIA _~I p.EPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~~, MPT,ICE OF INHERITANCE TAX INHERITANCE TAX DIVISION ~.;;AP,R~aAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JDINTL ELD OR TRUST ASSETS REV-1548 EX AFP (06-05) '~g'~~j ~~~'~ 4 ~ ~s~ ~~~ ~~ DATE 06-16-2008 Ct~~ OP`?-~~ti ~ ^~~''~TP~; R R^~ ,if ~ r .. c~ ~~ . ~ .. HARRY L WHEELER 2265 NEWVILLE RD CARLISLE PA 17013 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 FILE NUMBER 21 08-0463 COUNTY CUMBERLAND SSN/DC 206-32-0370 ACN 08117518 APPEAL DATE: 08-15-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CD COURT 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 06-1b-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27.2008 FILE N0. 21 08-0463 S.S/D.C. N0. 206-32-0370 COUNTY CUMBERLAND ACN 08117518 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3941013 TYPE OF ACCOUNT: C )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 NOTE: )( 0.166 285.00 .00 285..00 X .00 .00 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 TOTAL TAX CREDIT .00 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 81, 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. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES .. ~"..~~'`~ - NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION ,. , Af'PRAl,ISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ,,_F'.~,•>•~ ~ ^0~ DE`D'UCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) Z~QB ~~~ ~ 3 ~~ t~• 29 DATE 06-16-2008 CLERK Cr QRP`r~As„ ~~ C~LfRT LINDSAY J WHEE ,~1~',n~ ,-- 4 ~~' 209 GREEN HILL RD NEWVILLE PA 17241 ESTATE OF WHEELER BRENDA DATE OF DEATH 01-27-2008 FILE NUMBER 21 08-0463 COUNTY CUMBERLAND SSN/DC 206-32-0370 ACN 08117519 APPEAL DATE: 08-15-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 M 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 06-16-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27.2008 FILE N0. 21 08-0463 S.S/D.C. N0. 206-32-0370 COUNTY CUMBERLAND ACN 08117519 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3991012 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 4C )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: 1,822.34 NOTE: X 0.16b 303.73 .00 303.73 X .45 13.67 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 DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 05-01-2008 CD009b55 .00 13.67 fU~AL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE4UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 13.67 .00 .00 .00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~'01. -'~ t KD?~CE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION "_ ApPkAI$EM;E1dTi''ALLOWANCE OR DISALLOWANCE PO BOX 280601 ~ ;,~',0~_IIf~.UCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY H~iELD OR TRUST ASSETS REV-1548 EX AFP (D6-05) ~~~~ ~~~ ~ 3 PN ~~• Zg ESTATE OF WHEELER008 BRENDA M DATE OF DEATH 01-27-2008 C~~~~ ~~ FILE NUMBER 21 08-0463 ~~~~~~e~,C~URTp SSN/DC 206B32L0370 HARRY L WHEELER C~~~;,s~'-_`" '~ ,.. - ~- ~ ' A ACN 08117520 2265 NEWVILLE RD APPEAL DATE: OS-15-2008 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 C03-05)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-16-2008 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 08117520 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3991012 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST 6()TIME CERTIFICATE DATE ESTABLISHED 01-02-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 1,822.34 X 0.166 303.73 .00 303.73 X .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YDUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ADDITIONAL INTEREST. ~ , ` IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. `1 ~! SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS. ) Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES i `~ ' r ~1 r!iNOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION :~-~,.,---.APRRAI~9EMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ', __•„i`.~Ok~.iDEI1UG-T IONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSET!i REV-1548 EX AFP C06-05) Z~~~ ~~~' 3 ~~+{ 12: ~7 DATE 06-16-2008 ESTATE OF WHEELER BRENDA DATE OF DEATH 01-27-2008 ~{ ~~'itti (}~ FILE NUMBER 21 08-0463 (}~(pi~~ ~ v~}U~T COUNTY CUMBERLAND ~,~ SSN/DC 206-32-0370 ZACHARY WHEELQ~?~a~ .~' ~ ~'_~' ~- ~~ ACN 08117521 3508 LANCERS DR APPEAL DATE: 08-15-2008 FAYETTEVILLE NC 2830b (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 M 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 06-16-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27.2008 COUNTY CUMBERLAND FILE N0. 21 OS-D463 S.S/D.C. N0. 206-32-0370 ACN 08117521 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3990876 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4()TIME CERTIFICATE DATE ESTABLISHED 07-26-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,318.12 NOTE: X 0.166 386.36 .00 386.36 X .45 17.39 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 (+) INTEREST/PEN PAID C-) AMOUNT PAID 04-28-2008 CD009636 .00 15.45 06-09-2008 SBADJUST .00 1.94 TOTAL TAX CREDIT 17.39 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL 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 REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 HARRY L WHEELER 2265 NEWVILLE RD C~~~~ ~~ C pRPHP,N S ~ C?~JRTpP CARLISLE PA 17013 REV-1548 EX AFP (06-05) DATE 06-16-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 FILE NUMBER 21 08-0463 COUNTY CUMBERLAND SSN/DC 206-32-0370 ACN 08117522 APPEAL DATE: 08-15-2008 (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 06-16-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27••2008 COUNTY CUMBERLAND FILE N0. 21 OS-0463 S.S/D.C. N0. 206-32-0370 ACN 08117522 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3490876 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 4C )TIME CERTIFICATE DATE ESTABLISHED 07-26-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: -,,--,--•• ~ rpOTTIiE•OF INHERITANCE TAX ~. ~APFRAIS~EMEN"T, :ALLOWANCE OR DISALLOWANCE OF;:D~DUCThO~lS, AND ASSESSMENT OF TAX ON ~" `-'•"`' J'b~INTLY HELD OR TRUST ASSETS ~OiS$ .~isi~ i 3 Pik 12~ 2g 2,318.12 X 0.166 386.36 .00 386.36 X .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TD 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 (-) AMOUNT PAID TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. * 1' C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~ 1 IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2806D1 HARRISBURG PA 17128-0601 HARRY L WHEELER 2265 NEWVILLE RD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . ~,_ ~Ng7~C~ OF~I~NNERITANCE TAX APPRA#fiEM~NT;,;ALliC1WANCE OR DISALLOWANCE OF IjEDt16FIfi1N9•;~ A'ND''`ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) ?~~3~ JU~d E 3 ~~`~ ~~' ~~rE 06-16-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 C~~~~ ~}~ FILE NUMBER 21 08-0463 Q~j~-1~'~4'~ CURT COUNTY CUMBERLAND ~~~~ ~~; ~ ~ h'!;~ ~~SN/DC 206-32-0370 ACN 08117514 CARLISLE PA 17013 APPEAL DATE: 08-15-2008 (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 (~- REY-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 06-16-2008 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 08117514 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 3941076 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST 4C )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 .00 .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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 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 TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YDU MAY BE DUE A REFUND. t`~l SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 HARRY L WHEELER 2265 NEWVILLE RD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _ ~ „ ._ _. N~~ICE bF~I'NHERITANCE TAX APPRI~L$~MENi,, A~~LOWANCE OR DISALLOWANCE OF`;A¢T~U~-T~ONS,''AN$ ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP c06-05) ~~~~ ~~ ~ 3 ~ ~~~ Z~ATE 06-16-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 C~~~~ ~~ FILE NUMBER 21 08-0463 ~RPv~~~~tr~~,~~PhSSN/DC 206B32~-0370 C~,~~,,,..;,.. ~'', a._ .. ... ACN 08117512 APPEAL DATE: 08-15-2008 (See reverse side under Objections) Amount Remitted -1 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 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 06-16-2008 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-b370 ACN 08117512 TAX RETURN WAS: ~X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 39912008 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 6C )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 X 0.166 449.80 .00 449.80 X .00 .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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE> SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 1~~( IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. ~-"~\J SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 HARRY L WHEELER 2265 NEWVILLE RD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE i r~ `_ r~~~filc~+~~GIF INHERITANCE TAX `A?P~RAISEMENT,;ALLOWANCE OR DISALLOWANCE fi?lf',_i1;F~L10.J~T'~,(~NSr !_/i1ND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP c06-05) 2GQ6 JUN i 3 F IG~ Z~ DATE ESTATE OF DATE OF DEATH C~E~K dF FILE NUMBER ORPF_ir~'~' S',-,~Q'JRT SSN/DC CL1 , _ ._ ,. .. PA ACN CARLISLE PA 17013 06-16-2008 WHEELER BRENDA M 01-27-2008 21 08-0463 CUMBERLAND 206-32-0370 08117510 APPEAL DATE: 08-15-2008 (see reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CD COURT 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 06-16-2008 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 08117510 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 34912060 TYPE OF ACCOUNT: t )SAVINGS ( ) CHECKING ( )TRUST 4C )TIME CERTIFICATE DATE ESTABLISHED 05-18-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,946.26 X 0.16b 324.38 - .00 324.38 X .00 _ .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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C 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. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -~ ,,_ BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX ~` ~PRATSEMENT> ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~ ~.,~~ PO Box 280601 - F SEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (D6-05) ~ppp,1~~! 13 F~I2• ~~ DATE 06-16-2008 ~~.~~~ ~~ QRPHa~v'~ _~'~~ fRT ~+~, a~7~, .i,; , _l!_, PA HANNAH WHEELER' 3508 LANCERS DR 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 08117509 APPEAL DATE: 08-15-2008 (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-1546 EX AFP t03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-16-2008 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 08117509 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ADAMS COUNTY NATIONAL BANK ACCOUNT N0. 39912060 TYPE OF ACCOUNT: C )SAVINGS t ) CHECKING C )TRUST 6OTIME CERTIFICATE DATE ESTABLISHED 05-18-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,946.26 X 0.166 324 .38 .00 324.38 X .45 14.60 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 04-28-2008 CD009636 .00 12.98 06-09-2008 SBADJUST .00 1.62 TOTAL TAX CREDIT 14.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU DF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 LAUREN WHEELER 3508 LANCERS DR FAYETTEVILLE NC 28306 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~`~r' !,~ I~M~IERITANCE TAX - ;STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) DATE 06-02-2008 ESTATE OF WHEELER BRENDA M DATE OF DEATH 01-27-2008 FILE NUMBER 21 08-0463 COUNTY CUMBERLAND ACN 08117511 Amount Remitted CLERK OF ORPw~~,`~'~ ~ ~~?t,'RT y. 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 ~i RETAIN LOWER PORTION FOR YOUR RECORDS F~ --------------------------------------------------------------------------- REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF WHEELER BRENDA M FILE N0. 21 08-0463 ACN 08117511 DATE 06-02-2008 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: 05-27-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 20.24 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 04-28-2008 CD009636 .00 18.00 05-30-2008 SBADJUST .00 2,24 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE BUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 20.24 .00 .00 .00 .~