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Home My WebLink About04-03-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ ,r ('~ f'1 ~ r'fF`~ ~?IVOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXE~i I ~~;~~ ~,.1~PP,+~.A~EMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~,'~ ~~ ~ ~., ~ 5 ~ PO Box 28oca1 ~,~;--~1~~~~~ ~~,OF~~1~fI117CTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17126-0601 JOINTLY HELD OR TRUST ASSETS 21149 A#'R _3 AM 11 ~ 18 ~~C~AAE~~R~K n4rFu ~aT ~F~l'iv~v`+~eJ WvR- BONNIE ROU~~g~~D ~., PA 447 OAK FLAT RD NEWVILLE PA 17241 REY-1548 EX AFP (01-09) DATE 04-06-2009 ESTATE OF ADAMS BETTY DATE OF DEATH 01-23-2008 FILE NUMBER 21 08-0107 COUNTY CUMBERLAND SSN/DC 162-22-3658 ACN 08113413 APPEAL DATE: 06-05-2009 (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS FILE N0. 21 08-0107 BETTY DATE OF DEATH 01-23-2008 S.S/D.C. N0. 162-22-3658 COUNTY CUMBERLAND ACN 08113413 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 43810-41 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST Q()TIME CERTIFICATE DATE ESTABLISHED 04-16-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,183.03 X 0.500 1,091.52 .00 1,091.52 X .45 49.12 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 04-22-2008 CD009595 2.46 49.12 TOTAL TAX CREDIT 51.58 BALANCE OF TAX DUE 2.46CR INTEREST AND PEN. .00 TOTAL DUE 2.46CR IF PAID AFTER THIS 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. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES --r~r,-} ('!`C i_ NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION ~+ ~ ':'~i 1~~ r~l` t ~,A~P~41SEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ,-y rr+ "' gO~. DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 { r ,{~~}` "~ ~+. ~'~ : [. ` JOINTLY HELD OR TRUST ASSETS 249 APR -3 AM 1 I ~ ! ~ BONNIE ~~L1v'eQ CiQ., 447 OAK FLAT NEWVILLE PA 17241 REV-1548 EX AFP (01-09) DATE 04-06-2009 ESTATE OF ADAMS BETTY DATE OF DEATH 01-23-2008 FILE NUMBER 21 08-0107 COUNTY CUMBERLAND SSN/DC 162-22-3658 ACN 08113414 APPEAL DATE: 06-05-2009 (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS BETTY DATE OF DEATH Oi-23-2008 COUNTY CUMBERLAND FILE N0. 21 08-0107 S.S/D.C. N0. 162-22-3658 ACN 08113414 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 43810-02 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 10-20-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 424.71 NOTE: X 0.500 212.36 .00 212.36 X .45 9.56 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 04-22-2008 CD009595 .48 9.56 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * 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), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 10.04 .48CR .00 .48CR COMMONWEALTH. OF PENNSYLVANIA J`,`}•~,.t~•F~4~rR~rt~NT OF REVENUE x=_ BUREAU OF INDIVIDUAL TAXES ^~ r^ ~"^NO'iI~3E', p~` INHERITANCE TAX INHERITANCE TAX DIVISION ~B~R~dIr~E~MENT~,''`~5L"LOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINI~Y'~€L~~pR TRUST ASSETS REV-1548 EX AFP CO1-09) 2009 A~~ 33 AAn v DATE 04-06-2009 ESTATE OF ADAMS BETTY ~y~p DATE OF DEATH 01-23-2008 C~,r~u~ Ai~~S ~~j FILE NUMBER 21 OS-0107 BONNIE ROUSH r'~1~~~'''~~~ ~ SSN/DC 162B22L3658 447 OAK FLAT RD ACN 0811306505-2009 APPEAL DATE: NEWV I L L E PA 17241 (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 CO1-09)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS BETTY DATE OF DEATH 01-23-2008 FILE N0. 21 08-0107 S.S/D.C. N0. 162-22-3658 COUNTY CUMBERLAND ACN 08113415 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 43810-00 TYPE OF ACCOUNT: 6()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 05-22-1995 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 8,797.49 )( 0.500 4,398.75 .00 4,398.75 )( . 4 5 197.94 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 04-22-2008 CD009595 9.90 197.94 TOTAL TAX CREDIT 207.84 BALANCE OF TAX DUE 9.90CR INTEREST AND PEN. .00 TOTAL DUE 9.90CR ~r IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ C IF TOTAL DUE IS LESS THAN 81, ND 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 ~i r`„J i. ~ ~ ry~~~CE OF INHERITANCE TAX INHERITANCE TAX DIVISION ,~?Pfg'AIS~MENT. ALLOWANCE OR DISALLOWANCE PO BOX 280601 ~"~ ~w~'J,6t~`idEbU 71~NS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17126-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09) 20x9 APR -3 AM 1 ~' , ~ ESTATE OF ADAMS-2009 BETTY DATE OF DEATH 01-23-2008 ~~}~~ Q~ FILE NUMBER 21 08-0107 Q~'CJ ~RT COUNTY CUMBERLAND DAVID M ADAMS ~~.~~~ ~0~' P~ SSN/DC 162-22-3658 ACN 08113418 423 CHESTNUT ST APPEAL DATE: 06-05-2009 MT HOLLY SPRGS PA 17065 ~ (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS FILE N0. 21 08-0107 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 197028-40 BETTY DATE OF DEATH 01-23-2008 COUNTY CUMBERLAND S.S/D.C. N0. 162-22-3658 ACN 08113418 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4()TIME CERTIFICATE DATE ESTABLISHED 12-29-2006 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 567.38 X 0.500 283.69 .00 283.69 X .45 12.77 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." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 04-14-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 12.77 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .35 TOTAL DUE 13.12 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF A DDITIONAL INTEREST. * ~+' ; C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED. l ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. / / SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES -~ t ~ "'~~~ ~r~n~rt,~E tOF INHERITANCE TAX INHERITANCE TAX DIVISION !-~t_s.~l~~~~T~a~Sr~ANDWASSESSMENTSOFLTAXNON PO BOX 280601 HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09) Z009APR `~ AMl~: `~ DATE 04-06-2009 ESTATE OF ADAMS BETTY DATE OF DEATH 01-23-2008 ~~~ ~ FILE NUMBER 21 08-0107 ~RPNAN'S CQURT COUNTY CUMBERLAND BONNIE L ROUSH ~~~~~~ r~-~ ~ SSN/DC 162-22-3658 ACN 08114077 447 OAK FLAT RD APPEAL DATE: 06-05-2009 NEWV I L L E PA 17241 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS BETTY DATE OF DEATH 01-23-2008 COUNTY CUMBERLAND FILE N0. 21 08-0107 S.S/D.C. N0. 162-22-3658 ACN 08114077 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 197028-05 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 09-19-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 10,637.84 X 0.500 5,318.92 _ .00 5,318.92 X .45 239.35 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 (-) AMOUNT PAID 04-22-2008 CD009595 11.97 239.35 TOTAL TAX CREDIT 251.32 BALANCE OF TAX DUE 11.97CR INTEREST AND PEN. .00 TOTAL DUE 11.97CR * 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" 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 INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 BONNIE L ROUSH 447 OAK FLAT RD NEWVILLE -} ~~~~~ ~rrr dew~'}~F.[CF^•8F INHERITANCE TAX ~'i..~,i!.~~AI~#~4Y.~BMEfi'Ti.. ALLOWANCE OR DISALLOWANCE ~f ~'~~C.~E 1IC i~?QNS', AND ASSESSMENT OF TAX ON ~OI'Y'''HELD OR TRUST ASSETS REV-1548 EX AFP CO1-09) -2009 2009 APR '~ AM ~ L • ~ ~ BETTY ESTATE OF ADAMS DATE OF DEATH 01-23-2008 ~RK ~ ~ CI FILE NUMBER 21 08-0107 ~ + . T ~R~~~S li~}~R1 COUNTY CUMBERLAND SSN/DC 162-22-3658 {'U~~~~ ~}D C~ pq AC N 0 8114 0 7 8 .. „ APPEAL DATE: 06-05-2009 PA 17241 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS FILE N0. 21 08-0107 BETTY DATE OF DEATH 01-23-2008 COUNTY CUMBERLAND S.S/D.C. N0. 162-22-3658 ACN 08114078 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 197028-03 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 05-30-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 974.22 X 0.500 487.11 _ .00 487.11 X .45 21.92 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 (-) AMOUNT PAID 04-22-2008 CD009595 1.10 21.92 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 61, 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. ) 23.02 1.lOCR .00 1.lOCR COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE N Z,I~E OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES . ~ ~ ~ NT;; ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~.~ ~~~~ ~~~ M~ PO BOX 280601 L ('~ ~~, DU`C~~yT~I~NS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 I i`I~~i.C3 i~iJU~iNT•L~' HELD OR TRUST ASSETS REV-1548 IX AFP CO1-09) DATE 04-06-2009 Z~g~ ~~~ .~ AM ~ ~ i I a ESTATE OF ADAMS BETTY DATE OF DEATH 01-23-2008 FILE NUMBER 21 08-0107 ~~R~ ~ COUNTY CUMBERLAND BONNIE L ROUSH OR+S ~~ SSN/DC 162-22-3658 343 G ST ~~~~ C~., ~ ACN 08115781 APPEAL DATE: 06-05-2009 CARL I SL E 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS FILE N0. 21 08-0107 BETTY DATE OF DEATH 01-23-2008 COUNTY CUMBERLAND S.S/D.C. N0. 162-22-3658 ACN 08115781 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 9857308218 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 12-14-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 4,472.30 NOTE: X 0.500 2,236.15 .00 2,236.15 X .15 335.42 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 04-22-2008 CD009595 16.77 335.42 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ C LF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS RECUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 352.19 16.77CR .00 16.77CR COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ }~~ `?~t..'»i ~ 1'~.!~ Z.: NOTICE OF INHERITANCE TAX INHERITANCE 7AX DIVISION .~ ~ ^~;. .. AP~RAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 I~L.v~l7}f-i~'tJiOF~~DE•DUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP CO1-09) ZD~9 pP~ _3 ph~~.' 7 DATE 04-06-2009 ESTATE OF ADAMS BETTY pRPHAN'~ C4tJ~ BONNIE L ROUg~~D ~., PA 447 OAK FLAT RD NEWVILLE PA 17241 DATE OF DEATH 01-23-2008 FILE NUMBER 21 08-0107 COUNTY CUMBERLAND SSN/DC 162-22-3658 ACN 08116403 APPEAL DATE: 06-05-2009 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE., PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-2009 ESTATE OF ADAMS FILE N0. 21 08-0107 BETTY DATE OF DEATH 01-23-2008 COUNTY CUMBERLAND S.S/D.C. N0. 162-22-3658 ACN 08116403 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 197028-00 TYPE OF ACCOUNT: 4C )SAVINGS ( ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 09-20-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 12,896.60 NOTE: X 0.500 6,448.30 .00 6,448.30 X .45 290.17 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 (-) AMOUNT PAID 04-22-2008 CD009595 14.51 290.17 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * 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), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 304.68 14.51CR .00 14.51CR