HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 260601
HARRISBURG PA 17128-0601
CAROL A SELCHER
720 SPRING GARDEN DR
MIDDLETOWN PA 17057
~"~"~pTff'~/~f^-,~NHF~R,LTANCE TAX
AP I~"~'5~NENT~, #L'L~b1I'AFIC~ OR DISALLOWANCE
OF q~D~j;I,;~MS, At~'D'+A1S'SESSMENT OF TAX ON
JOINTLf ~fELtI~`dR"TRUST ASSETS
REV-1548 EX AFP (01-09)
ZQQ~ AP~ ~ ~ AN I0~ ~~rATE OF SWINGLE009 JOHN
DATE OF DEATH 03-22-2008
C~~`''~ ~~~ COUNTYUMBER
QRt~}~f~~'`+~J v17~1RT SSN/DC
C~~C,,F r ~ ~,r., r~'~1„ ~r~CN CUMB~RL!/CND 3(~
233-05-0427
08121672
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
R
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 04-13-2009
ESTATE OF SWINGLE JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
FILE N0.
S.S/D.C. N0. 233-05-0427
ACN 08121672
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFDRMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31400296119
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST Q()TIME CERTIFICATE
DATE ESTABLISHED 07-06-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
9,820.09 NOTE:
X 0.166
1,636.71
.00
1,636.71
X .45
73.65
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 73.65
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.25
TOTAL DUE 74.90
^ 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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,
BUREAU OF INDIVIDUAL TAXES ~~~ ~ G ~,~~~ ~~,~~~~ NO?T~CE OF INHERITANCE TAX
INHERITANCE TAX DIVISION # ~ -, y./1PPRAIS~M~NT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 , j_ _-.v : ;;,,$~„~E`'AllC7.I ONS , AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2Q09 APR 13 AM !0~ 5~+
lCLC~i{ ~r ft-~
CAROL A SELCF{~`t'(?`r':;__; `'`;~ !.~r~„ ~A
720 SPRING GARDEN DR
MIDDLETOWN PA 17057
REV-1546 EX AFP CO1-09)
DATE 04-13-2009
ESTATE OF SWINGLE JOHN R
DATE OF DEATH 03-2 -2008
FILE NUMBER pp~~ ~ !p3
COUNTY CUMBERLADND
SSN/DC 233-05-0427
ACN 08121674
APPEAL DATE: 06-12-2009
(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 CO1-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-13-2009
ESTATE OF SWINGLE
FILE N0.
JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 233-05-0427
ACN 08121674
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31400300730
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 08-17-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
5,911.07
X 0.166
985.20
.00
985.20
X .45
44.33
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
~ LF 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. )
.00
44.33
.75
45.08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~` if ~ ' {~ ~ ~~NDfi,,IC~ •`OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~-,~{-~G1~~RAISE~EN7t ALLOWANCE OR DISALLOWANCE
PO BOX 280601 "'tbP"'DEil'UC'f'•lIJKS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP CO1-09)
ZaQQ ~~~ ~ 3 ~~ ~Q; Sj~ DATE 04-13-2009
CLE~;~ 0r=
CAROL A SELCHERC~~~~`rr, `r' ~^~~• ?A
720 SPRING GARDEN DR
MIDDLETOWN PA 17057
ESTATE OF SWINGLE JOHN
DATE OF DEATH 03-22-2008
FILE NUMBER ~. ~ ~(~Q~(~(P3(p
COUNTY CUMBERLAND
SSN/DC 233-05-0427
ACN 08121676
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
R
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 04-13-2009
ESTATE OF SWINGLE JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
FILE N0.
S.S/D.C. N0. 233-05-0427
ACN 08121676
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31200301629
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 09-06-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,898.07 NOTE:
X 0.166
483.02
.00
483.02
X .45
21.74
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM 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" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
.00
21.74
.37
22.11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ ~ ~~ ~ N"O~I~~INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r`iSE w T,~1r~LL,WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 1A ... ~ +~ ~ P
PO BOX 288601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELDCOR TRUST ASSETS REV-1548 EX AFP C81-09)
~~~~ ~~~ ~ 3 ~~ ~~' J~ DATE 04-13-2009
ESTATE OF SWINGLE JOHN R
CL.F~:~ r.~ DATE OF DEATH 03-22-2008
Of~'~~"~"'+~:'s C`~l,~t~T COUNTYUMBER ~MB~RLAND ~~
CAROL A SELCHER ~''~'~ r` ~ ` ;~-?. ~~~~, ~A SSN/DC 233-05-0427
ACN 08121678
720 SPRING GARDEN DR APPEAL DATE: 06-12-2009
MIDDLETOWN PA 17057 (See reverse side under Objections)
Amount Revitted
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 04-13-2009
ESTATE OF SWINGLE JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
FILE N0.
S.S/D.C. N0. 233-05-0427
ACN 08121678
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31400303671
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 09-21-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
3,499.98 NOTE:
X 0.166
583.34
.00
583.34
X .45
26.25
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM 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 REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
.00
26.25
.44
26.69
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.-,nw ~+
BUREAU OF INDIVIDUAL TAXES ~ ~~/' iN~Tj,TgFri'~~N~~RITANCE TAX
INHERITANCE TAX DIVISION nPE~is€rrs~T, AL,~, W(k*NCE DR DISALLOWANCE
PO BOX 280601 OFD 'B~D!}C'~-tb-~5, '~4'W~~~ISSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR $$T RUST ASSETS REV-1548 EX AFP CO1-09)
ZQQ~ ~p~t ( 3 ~ (~~ SESTATE OF SWINGLE009 JOHN R
DATE OF DEATH 03-22-20 8
C~F~''{ (~;;=' FILE NUMBER ~,i-~ ~3(Q
0}~~' {~~~~yl'~ `:(1i~gr COUNTY CUMBERLAND
Ci.1i r~ri ;~ C SSN/DC 233-05-0427
CAROL A SELCHER ~- ~ a~,A ACN 08121680
720 SPRING GARDEN DR APPEAL DATE: 06-12-2009
MIDDLETOWN PA 17057 (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 04-13-2009
ESTATE OF SWINGLE
FILE N0.
JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 233-05-0427
ACN 08121680
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31200306556
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 11-06-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
6,974.55 NOTE:
X 0.166
1,162.45
.00
1,162.45
X .45
52.31
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 52.31
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .89
TOTAL DUE 53.20
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ (~l
( 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 t ~'~ ~"J, ,~ n ~€r+ {!`~~~ OF INHERITANCE TAX
INHERITANCE TAX DIVISION i~ ARPRkI$•,E~~1~thT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ ~..+~'~T;Dr~ I~Dh~dT.t.Q~lS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17126-0601 JOINTLY HELD OR TRUST ASSETS
7009 APR ! 3 AM !0~ S4
~! ~~~ ~~
CAROL A SELCHE~~.~l.~n~=~ ~ ;.% '-^.'~.. PA
720 SPRING GARDEN DR
MIDDLETOWN PA 17057
REV-1548 EX AFP (01-09)
DATE 04-13-2009
ESTATE OF SWINGLE JOHN R
DATE OF DEATH 0~~2n-2008~~~
FILE NUMBER lJ~ ~
COUNTY CUMBERLA
SSN/DC 233-05-0427
ACN 08121682
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Retwitted
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 C01-09~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-13-2009
ESTATE OF SWINGLE
FILE N0.
JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 233-05-0427
ACN 08121682
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31200307423
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST 6()TIME CERTIFICATE
DATE ESTABLISHED 11-28-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
6,037.08 NOTE:
X 0.166
1,006.20
.00
1,006.20
X .45
45.28
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
INTEREST IS CHARGED THROUGH 04-21-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 45.28
INTEREST AND PEN. .77 j
TOTAL DUE 46.05 l
* 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" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'"'-f~( '~^1f,~'` ~¢ (b INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~+_~~'~ L
INHERITANCE TAX DIVISION ~.~~ f,/~~~A'ISE~M ~t"i .CLLOWANCE OR DISALLOWANCE
PD BOX 280601 ~'t~ ~ ~ ~ ~~bIJ~T~~0~13.,1 AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
209 APR f 3 AM 10~ 54
/~ ..~, ,i ,s !, i~, ,fi
CAROL A SELCHER 1,~sV ~ ,~ ~r ,;,~t., ~A
720 SPRNG GARDEN DR
MIDDLETOWN PA 17057
REV-1548 EX AFP (01-09)
DATE 04-13-2009
ESTATE OF SWINGLE JOHN R
DATE OF DEATH 03-22-2008
FILE NUMBER ~I-(~~~ (~~ 0~
COUNTY UMB RL D
SSN/DC 233-05-0427
ACN 08121649
APPEAL DATE: 06-12-2009
(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 04-13-2009
ESTATE OF SWINGLE
FILE N0.
JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 233-05-0427
ACN 08121649
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31300315067
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 4()TIME CERTIFICATE
DATE ESTABLISHED 06-21-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
3,320.27 NOTE:
X 0.500
1,660.14
.oo
1,660.14
X .45
74.71
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 74.71
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.27
TOTAL DUE 75.98
~ 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" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
WIRRISBURG PA 17128-0601
CAROL A SELCHER
720 SPRNG GARDEN DR
MIDDLETOWN PA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ -r,r ., .-1 r ~.~,r,- ..
~ ~ ~-'' ' N9~~I'C~'~d~Fd.;LN~~RITANCE TAX
AP~,I~LSEt~ENT+, A~L;OWA~NCE OR DISALLOWANCE
OF r~~~~'rraNS`, AND` ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09)
Z~~9 APR ! 3 AM !Q: ~p-TE 04-13-2009
ESTATE OF SWINGLE JOHN R
DATE OF DEATH 03-22- 008//~~~},~,,
CL~FsK Cii' FILE NUMBER ~ ~ - ~ ~' ~1.11t/~'
C~~iPFihx~ ',;L!~~?T COUNTY UMBERLAND
(;(~",'r' ~J ;"~ pt~ SSN/DC 233-05-0427
ACN 08121651
APPEAL DATE: 06-12-2009
17 057 (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 04-13-2009
ESTATE OF SWINGLE JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
FILE N0.
S.S/D.C. N0. 233-05-0427
ACN 08121651
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31400316143
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 4C )TIME CERTIFICATE
DATE ESTABLISHED 07-18-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
3,609.54
X 0.500
1,804.77
.00
1,804.77
X .45
_ 81.21
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 (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 81.21
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.38
TOTAL DUE 82.59
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * (.1
( 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
r ~~r;~n r ~~`~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '._~~~~~p
INHERITANCE TAX DIVISION ~ I ~N`F) ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~~_~Zf~F D;RDUl~T~~1NS;, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
209 APR 13 AN 10~ 55
CLEFIS rjr
ORFH~,':'~ "`~~,!RT
CAROL A SELCHER (;~~~;~;~ '.' ~ ,.'~„ pf1
720 SPRNG GARDEN DR
MIDDLETOWN PA 17057
REV-1548 EX AFP (01-09)
DATE 04-13-2009
ESTATE OF SWINGLE JOHN R
DATE OF DEATH 03-22-2008
FILE NUMBER ,2 J -o~'Q(p7j(P
COUNTY CUMBERLAND
SSN/DC 233-05-0427
ACN 08121653
APPEAL DATE: 06-12-2009
(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 CO1-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-13-2009
ESTATE OF SWINGLE
FILE N0.
JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 233-05-0427
ACN 08121653
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31000319799
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING C )TRUST 6()TIME CERTIFICATE
DATE ESTABLISHED 12-20-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,553.06 NOTE:
X 0.500
2,276.53
.00
2,276.53
X .45
102.44
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 102.44
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.73
TOTAL DUE 104.17
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 61, 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
'-~;`' ~0!1`,~CE rOF,..LNH~RITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP AISEMfiNt, AL~mWAh~CE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PD BOX 280601 OF('1D~~~3G'L-I~1N'S,e_ p!~ND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 J~I~R7~.Y"HELI)-0R TRUST ASSETS REY-1548 EX AFP CO1-09)
Z~~9 APR f 3 DSTATE OF SWINGLE009 JOHN R
A~ 10~ 5~
ATE OF DEATH 03-22-2008
FILE NUMBER ~ V~~ ' ~~p~~P
C~~~h O,"' COUNTY CUMBERLAND
Q~?~~`'",''i~` ~',~~!(~~ SSN/DC 233-05-0427
CAROL A SELCHER (,~,-~~;r~;:;';~;! ,~' •, ('; \^~~~ ;~~ ACN 08121655
720 SPRNG GARDEN DR APPEAL DATE: 06-12-2009
MIDDLETOWN PA 17057 (See reverse side under Objections)
Amount Resitted
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 04-13-2009
ESTATE OF SWINGLE JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
FILE N0.
S.S/D.C. N0. 233-05-0427
ACN 08121655
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 31800287247
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 6()TIME CERTIFICATE
DATE ESTABLISHED 03-23-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,751.39 NOTE:
X 0.166
458.57
.00
458.57
X .45
20.64
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
INTEREST IS CHARGED THROUGH 04-21-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 20.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .35
TOTAL DUE 20.99
* 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 r` "`~~~JI~iQf,~'~- Ei2hTANCE TAX
INHERITANCE TAX DIYISION APPRArI~,r~E,N.T._~dt'LOWANCf'OR DISALLOWANCE
PO BDX 280601 OF DE~UC_T~.({~ISj, `/~1ND,`rg99~SSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD dIt' TRUST ASSETS REV-1548 IX AFP COl-09)
Z~~S ~P~ ~ 3 ~~ lOf9~TE OF SWINGLE009 JOHN R
DATE OF DEATH 03-22-2008
E`ht r_ FILE NUMBER r~ I 'Q(~' ~Q ~0
~~~r.,°;~~',~ ~,T COUNTY UMBERLAND
~~rC}-~r'~ v ~ ~~'_%~ri 1 SSN/DC 233 - 05 - 0427
CAROL A SELCHER C~~r~E r:~., ,. ;_~ ~~i ~ACN 08121657
720 SPRNG GARDEN DR APPEAL DATE: 06-12-2009
MIDDLETOWN PA 17057 (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 CO1-09)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-13-2009
ESTATE OF SWINGLE JOHN R DATE OF DEATH 03-22-2008 COUNTY CUMBERLAND
FILE N0. S.S/D.C. N0. 233-05-0427 ACN 08121657
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5004893574
TYPE OF ACCOUNT: C )SAVINGS 4() CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 09-13-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,222.27
X 0.166
703.73
.00
703.73
X .45
31.67
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
ABDVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11\ICRCJI l.l, V1'1HRbCL II'7KUUb1Y U4-Ll-LUUY
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDI
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 DU
SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. )
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 31.67
INTEREST AND PEN. .54
TOTAL DUE 32.21 ~j
TIONAL INTEREST.
E A REFUND.