HomeMy WebLinkAbout11-05-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~,~-,~~-.W,`~,-r., ~r-n,,h,~ .I~4TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~~-~ ~`'Ytt ~„~ ,q,~~~A~S&'M ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -~-- '_ gF;,'.DE~IUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ;''~ ~sl`; ~ ~~ ~:~;, , , L :..
HARRISBURG PA 17128-0601
2~~~ ~~~` ~~ P ~~~ Q?
~C i ~ _, r :q~~
MARK A MATEYA E~~`;~~ ~ `~,~:
MATEYA LAW FRIM
PO BOX 127
BOILING SPRINGS PA 17007
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF UPLINGER JR WILBUR L
DATE OF DEATH 01-29-2003
FILE NUMBER 21 03-0258
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Amount Rewitted
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-1547 EX AFP COl-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF UPLINGER JR WILBUR L FILE N0. 21 03-0258 ACN 101 -----------------
OR
DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 102, 303.18
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
s. Total Assets fig) 102, 303.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,543.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28.600.75
11. Total Deductions C11) 45.143.92
12. Net Value of Tax Return C12) 57,159.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 57,159.26
NOTE: If an assess~ent 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:
15. Amount of Line 14 at Spousal rate C15) 43,579.63 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 13,579.64 X 045 = 611 .08
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 611.08
TAY PDCIITTC.
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-11-2009 CD011211 .00 611.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-12-2009 TOTAL TAX CREDIT 611.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. 206.01
TOTAL DUE 206.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,7~~~'~ ~ ~-~ ' ~`' I N H E R I TAN C E TAX
BUREAU OF INDIVIDUAL TA~~~,t ~'~'
INHERITANCE TAX DIVISION ".,;„,, ~, f , .~~ - STATEMENT OF ACCOUNT
PO BOX 280601 ~ + f ~ "; `~:'+ ` "
HARRISBURG PA 17128-0601 ~."
~' r'-si l ~..,sr
~a
ARTHUR M FELDt~E~S~~
~,.~
1309 BRIDGE ST
NEW CUMBERLAND PA 17070
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF POWERS VIRGINIA R
DATE OF DEATH 02-26-2007
FILE NUMBER 21 07-0275
COUNTY CUMBERLAND
ACN 101
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 C12-08) **~ INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF POWERS VIRGINIA R FILE N0. 21 07-0275 ACN 101 DATE 10-19-2009
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: 08-31-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
16,352.91
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-15-2007 CD008173 720.00 13,680.00 ~-
11-13-2007 CD009369 .00 1,242.47
03-30-2009 CD011060 .00 710.44
09-22-2009 CD011785 64.03- 64.03
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 16,352.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~"'~~~?~~ ter: ~,=t.~~-i!~1~-RITANCE TAX
BUREAU OF INDIVIDUAL TAXES : r,-i f~ ~~ ;-~~"~ r ,
INHERITANCE TAX DIVISION ,,:,, S°~TA~ENIENT OF ACCOUNT
PO BOX 280601 (~'~
HARRISBURG PA 17128-0601 ~~~~+~`~ ~ `-' ` ~`'~ `'
~~~ ~~~ 3 ~ ~ 1~= a 7
,',` ` r
PAULA D POTTERG~~~'; - ~- ~~,~";
30 FAITH CIRCLE
CARLISLE PA 17013
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF ADAMS SANDRA L
DATE OF DEATH 11-06-2007
FILE NUMBER 21 07-1068
COUNTY CUMBERLAND
ACN 08500031
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 C12-08) *~* INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF ADAMS SANDRA L FILE N0. 21 07-1068 ACN 08500031 DATE 10-19-2009
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: 03-06-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
457.04
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-23-2009 CD011797 11.58- 468.62
..~
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-24-2009 I 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.
C 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. )
457.04
.00
17.97
17.97
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ^~'~'!~`4"ti~~'~". ~r ;~~,~ •~-NHERITANCE TAX
INHERITANCE TAX DIVISION "~- ~' ~ ~ TA_`T E M E N T O F ACC 0 U N T
PO BOX 280601 ~" " rt i'
HARRISBURG PA 17128-0601 ~ ~-"__''.-" ~ ~._+ ~ ',.e'i ~ ,_ ;..
ni --;"'sip ,,~,;-
ROGER B IRWIN ESp~,~ , ~ - - - -~~;
L~~.; ,
IRWIN K MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF BROUGHER ANNA V
DATE OF DEATH 02-10-2008
FILE NUMBER 21 08-0169
COUNTY CUMBERLAND
ACN 101
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 C12-08) *~~ INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF BROUGHER ANNA V FILE N0. 21 08-0169 ACN 101 DATE 10-19-2009
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: 08-31-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
5,533.85
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2008 CD009670 128.19 2,435.58
03-17-2009 CDO11010 .00 2,970.08
09-24-2009 CD011796 60.01- 60.01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
5,533.85
.00
.00
* IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE I .00
SIDE 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" CCR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~ ~ ~, .- ,1~OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~'' C~ ~~}~ ~~
INHERITANCE TAX DIVISION '~" c,~,- ~- ~,~,' ~,p~'I~ftAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ; "[~""~ ~"~.r. 4F;..DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
20~~ ~C~ ~0 ~ ~2~ Q?
._. . ,~, ,
,~ ~~r
JOHANNA H REHKAM ,,
TURNER K OCONNEL~3~
4701 N FRONT ST
HARRISBURG PA 17110
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF CURTIS RUTH V
DATE OF DEATH 04-06-2008
FILE NUMBER 21 08-0425
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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 Ems- -
-------------------------------------------------- --- -----------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CURTIS RUTH V FILE N0. 21 08-0425 ACN 101 ------------------
OR
DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,517.27
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 10,517.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,219 .20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 296.510 .85
11 . Total Deductions C11) 799 • 730 . 0~
12. Net Value of Tax Return C12) 289,212.78-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 289,212.78-
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= .0 0
TAY f DCTITTC.
A M
DATE REC PT
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 DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE'.,`
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~`~rd'~~"!~TR~ITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ''- T
Po BOX 280601 ~-,_~~` ; ~I~E~M~NT~` OF ACCOUNT
HARRISBURG PA 17128-0601 REV-1607 EX AFP C12-08)
~~~ ~~ ~ ~~ ~ ~ ~~ATE 10-05-2009
STATE OF MEYER EMMA K
,
-..
;
..,~ DATE OF DEATH 04-03-2008
~
; 3
~,
~
`~ FILE NUMBER 21 08-0409
' ~
-
~ ~` ~ ~~ COUNTY CUMBERLAND
LISA MARIE COYNE ~
,~
,
~u . __ ., ~,
ESQ ACN 101
COYNE K COYNE
Amount Remitted
3901 MARKET ST
CAMP HILL PA 17011-4227
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 C12-08) ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF MEYER EMMA K FILE N0. 21 08-0409 ACN 101 DATE 10-05-2009
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: 09-17-2009
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
25,701.19
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-03-2008 CD009977 1,285.06 26,000.00
09-17-2009 REFUND .00 1,583.87-
TOTAL TAX CREDIT
25,701.19
BALANCE OF TAX DUE .00
INTEREST AND PEN.
.00
* IF PAID AFTER THIS DATE, SEE REVERSE ~ TOTAL DUE I .00
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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~ _ =~"r~ ~~~ , ~~:: ~:'- INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r, :. ~ i
INHERITANCE TAX DIVISION .~ - ~ STATEMENT OF ACCOUNT
PO BOX 280601 -~~ ^~-~ "4,,y, ;
HARRISBURG PA 17128-0601
JOSEPH D BUCKLE ,! fE~Q. ' ._,~~, ~ ` '~-;~~~
,. ,
1237 HOLLY PIKE
CARLISLE PA 17013-4435
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF GRAHAM HELEN D
DATE OF DEATH 05-21-2008
FILE NUMBER 21 08-0601
COUNTY CUMBERLAND
ACN 101
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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF GRAHAM HELEN D FILE N0. 21 08-0601 ACN 101 DATE 10-19-2009
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: 09-08-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
5,955.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-17-2009 CD010913 .00 5,200.00
04-13-2009 CD011105 .00 462.00
09-24-2009 CD011800 11.86- 305.10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
5,955.24
.24CR
I INTEREST AND PEN. I .00 I
* IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE I .24CR ¢
SIDE FOR CALCULATION OF ADDITIONAL INTEREST. t I
C IF TOTAL DUE IS LESS THAN ~1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), C.Q `
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~- ,r~ ~!~; 1~ ' INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .;:• , ;
INHERITANCE TAX DIVISION ~ ' ,, {.- ~ i ., '~' RECORD ADJUSTMENT
PO BOX 280601 {,'~',.,` r 4'`'
HARRISBURG PA 17128-0601
~~r~_ , -- ~ . iT
}'r ," '! ,,e~
CHARLENE FEUCHT ~~RGER -- -
.; .
ORRSTOWN BANK EXEC
PO BOX 250
SHIPPENSBURG PA 17257
REV-1593 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF APGAR WALTER W
DATE OF DEATH 06-12-2008
FILE NUMBER 21 08-0677
COUNTY CUMBERLAND
ACN 101
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-1593 EX AFP CO1-09~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF APGAR WALTER W FILE N0. 21 08-0677 ACN 101 DATE 10-2b-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) 120, 000.00
2. Stocks and Bonds (Schedule B) C2) 712.00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 6,0 4 6.9 3
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C73 113, 313.03
s. Total Assets Cs) 270, 071 .96
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 37,533.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,9 3 8.9 3
11. Total Deductions C11) 44,472.21
12. Net Value of Tax Return (12) 225,599.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) 3 3,8 3 9.9 6
14. Net Value of Estate Subject to Tax (14) 191 , 759.79
Tax:
15. Amount of Lfne 14 at Spousal rate C15) . 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 33, 839 , 96 X 045= 1 , 522.80
17. Amount of Line 14 at Sibling rate C17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 157, 919 . 81 X 15 = 23, 687.97
19. Principal Tax Due C19) 25,210.77
TAY ~`D CTITTC.
_ _ _-- _ __-- - - - -
DATE
NUMBER +
INTEREST/PEN PAID C-) AMOUNT PAID
09-11-2008 CD010264 1,260.54 46,000.00
03-11-2009 CD010986 .00 2,528.39
TOTAL TAX CREDIT 49,788.93
BALANCE OF TAX DUE 24,578.16CR
INTEREST AND PEN. .00
TOTAL DUE 24,578.16CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. ~--,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE G
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
r INHERITANCE TAX ~~~,,r f'"
BUREAU OF INDIVIDUAL TAXES `' - ~ -
INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT °~
PO BOX 280601 _
HARRISBURG PA 17128-0601 ~-f '.€'~'~ +~+~~~ ~ ...~(, ~~ >~"' REV-1607 EX AFP C03-05)
} 1 . ~l.«+~.~r
~~~~~ ~}~-~ ('`~M ;{,, «``~ DATE 10-27-2008
,.,r r,.~ ~ V # , ~.. .
209 NOV -~~ PM I» 3~
PAULINE C SHELLEY ~,L C~
59 GREENSPRING DRIV~ ~~~
MECHANICSBURG P
ESTATE OF LANTZY LOIS M
DATE OF DEATH 07-03-2008
FILE NUMBER 2i 08-0744
COUNTY CUMBERLAND
ACN 08501115
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. PORTIQN FOR YOUR RECORDS ~
---------------------------------------------------------------------------
REV-1607 EX AFP C03-05~ *~* INHERITANCE TAX STATEMENT OF ACCOUNT ~**
ESTATE OF LANTZY LOIS M FILE N0. 21 08-0744 ACN 08501115 DATE 10-27-2008
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: 10-14-2008
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS:
815.17
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-20-2008 CD010298 40.76 774.41
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL .TAX~CREDIT 815.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~1,
NO PAYMENT IS REQUIRED.
IF £T„~TAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOLLt,MI~Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~.
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ;, '~;;- ;;•~^- ;•„-
~ AND FILE N0. 21 08-0744
PO BOX 280601
HARRISBURG PA l~lzB-o6o1 + ~' • ''~' " +'~- '' ''~
- ~ f, TAXPAYER RESPONSE ACN 09004369
=`~x Uv~~ ~ v. ~ :~
REV-1543 EX AFP COB-OB) DATE 10-16-2009
Z~~ ~I~Y `2 PM I ~ a~7 TYPE OF ACCOUNT
EST. OF LOIS M LANTZY ~ SAVINGS
n~~R~~ ,.
. SSN 161-34-2046 ~ CHECKING
~
~If"~/~ ~~~ DATE OF DEATH 07-03-2008 ~ TRUST
,
~~I',
~ COUNTY CUMBERLAND ~ CERTIF.
:,
~. ~1
~ REMIT PAYMENT AND FORMS T0:
5 PAULINE C
a ~H~Et-tY REGISTER OF WILLS
. 5 ~VE CUMBERLAND CO COURT HOUSE
~~I X09 .
-
..-----PA•..-1.705
0 CARLISLE, PA 17013
D
D 3 tIC"~~~ ~7 ~~11 ~
/
/
l1 N4~1 ~c{
~t°weS ,~~ /~q~~ .
t~ ,
WACHOVIA SECURITIES provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Fennsylvanie. Please tali C717) 7B7-832~~rilFh auascions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. Date 06-13-2008 To ensure proper credit to the account, two
Established copies of this notice must accompany
20, 016. $7 payment to the Register of Wills. Make check
Account Balance $ payable to "Register of Wills, Agent".
Percent Taxable X 33.333
NOTE: If tax payments are made within three
Amount Subject to Tax $ 6, 672.22 months of the decedent's date of death,
Tax Rate ~( ~ 12 deduct a 5 percent discount on the tax due.
8 0 0 . 6 7 Any Inheritance Tax due will become delinquent
Potential Tax Due $ nine months after the date of death.
PART TAXPAYER RESPONSE
a r.~,
f/ r:!f ;:r%•iy'fi.• ; ~ f'r ~'n9' ,f }'. .':fr' :'~,"i r
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. he above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different tax rate, please state ' ~%,r•,/f
relationship to decedent: `.~;~o ,,,`•~,r;~
~r ~ ,
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~%~ ~%•-~~~~~~-'~"-
/ Mry!r'c4,f n
LINE 1. Date Established 1 'J~~~`` '"~` r~7 "' ~
.; f , ' ~ • r
$ 'r% /
2. Account Balance 2
3. Percent Taxable 3 ~`,r ~. ~~~' ~ ,6
;,r
4. Amount Subject to Tax 4 $ ;~,`!!.~%''~ r~
e ~r~~°
5. Debts and Deductions 5 - :' ~;~~,:; k' ~ +`r .~•
;fir % H. j/rlo y.k ,f'%r/,Yx
6. Amount Taxable 6 $ ~`,,~'~~~.~: cr,
7 . Tax Rate 7 X r~ .~ y'•' '~ .~~:,: ~.,~:` "% r
~~~~Ff•
~,,.•y ~ ~•,. , ~:,,, •,
8. Tax Due 8 $ s:%"'r `.:%~%y'~.~%%%~' `
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts
complete the best of my kn ledge and belief.
~~"'~
'~XPAYER SIGNATURE
have reported above are true, co~rr~ec~t, and
HOME C. 0a--) ~~~~~~
WORK C )
E NUMBER
DATE ..Y'
IUTAL (Enter on Line 5 of Tax Computation) $
COMMONWEALTH OF PENNSYLVANIA
N~~*,,~ ~ „~F.~~,.AR,~MENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES arNI~ERITANCE TAX
INHERITANCE TAX DIVISION ~"1[ ~,. ~ '~ STA~`EMIENT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1607 IX AFP C12-08)
~~ '~ `° `"` DATE 10-05-2009
ESTATE OF CARBAUGH DOROTHY I
C: ,'
'
- DATE OF DEATH 07-14-2008
,
ray ;!_ -, , ~, ~
~, , , "~~~, FILE NUMBER 21 08-0779
~' ' ~ •
~ COUNTY CUMBERLAND
DAVID A BARK ESQ
"
ACN
101
OBRIEN ETAL
19 W SOUTH ST Amount Remitted
CARLISLE PA 17013
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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF CARBAUGH DOROTHY I FILE N0. 21 08-0779 ACN 101 DATE 10-05-2009
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: 08-10-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
9,280.96
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-23-2008 CD010302 464.05 13,745.00
09-16-2009 REFUND .00 4,928.09-
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 ~1,
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. )
9,280.96
.00
.00
.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
4 •.. ~ .r
• .vyr-~.s`)t^;'i'~ j~lOTk~E OF INHERITANCE TAX
BUREAU JF INDIVIDUAL TAXES ~ .~~pPR~A~~~EMEhtT,,. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~v" ~;O.F",~.&DUCTtiNS AND ASSESSMENT OF TAX
PO BOY 280601 `
HARfASBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~~~~ ~~? ~, P ~"~' ~~ DATE 10-26-2009
ESTATE OF PETRO ALBERT J
1,~, ~~^~,r ~~-r DATE OF DEATH 08-11-2008
t J.:
cam, ';~:~~ FILE NUMBER 21 08-0851
- f-- ~"~ COUNTY CUMBERLAND
R MARK THOMAS ESQ ~f'u ACN 101
101 S MARKET ST APPEAL DATE: 12-25-2009
M E C HAN I C S B U R G PA 17 0 55 (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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ __ _______________
REV-1547 EX AFP COl-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETRO ALBERT J FILE N0. 21 08-0851 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Gash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers cSchedule G)
8. Total Assets
cl) 150, 000.00
c2) .00
c3) . 00
c4) .00
c5) 9 , 880.84
c6) 17,222.82
c7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 177,103.66
APPROVED DEDUCTIONS AND EXEMPTIONS: 34,174.81
9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) t9)
10. Debts/Mortgage Liabilities/Liens cSchedule I) C10) 1,4 7 0.7 3
11. Total Deductions (11) ;~.64~.~4
C12) 141 , 458.12
12. Net Value of Tax Return
2,13 0.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
139 r 328.12
14. Net Value of Estate Sub9ect to Tax C14)
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:
0 0
•0 0
.0 0
15. Amount of Line 14 at Spousal rate c15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 139,328.12 X 045. 6,269.77
17. Amount of Line 14 at Sibling rate c17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
1 l Tax Due
P
i
i C19)= 6,269.77
9. nc
pa
r
.. +....
A M T
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-10-2008 CD010512 289.47 5,500.00
05-11-2009 CD011217 .00 396.95
INTEREST IS CHARGED THROUGH 11-10-2009 TOTAL TAX CREDIT 6,186.42
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 83.35
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.09
TOTAL DUE 85.44
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
___ __ __
A
A
REV-1470 EX
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Petro, Albert J. 2108-0851
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
Row Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~, { r~~"~~,r ti ~" ~` NOTICE OF INHERITANCE TAX
;A ARPC{aISEMENT, ALLOWANCE OR DISALLOWANCE
~..-~ ~ ~ ~ ~ ~~~'OP'T?EDUCTIONS AND ASSESSMENT OF TAX
,,;;~~_,
~. ,
MICHAEL A SCHEREi~'{'~`SQ
OBRIEN BARK K SCHERE
19 W SOUTH ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF WRIGHT JR ARTHUR G
DATE OF DEATH 08-13-2008
FILE NUMBER 21 08-0853
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WRIGHT JR ARTHUR G FILE N0. 21 08-0853 ACN 101
-----------------
OR
DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 94, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 17 , 459.51
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 145,424.40
6. Jointly Owned Property (Schedule F) (6) 4, 873.27
7. Transfers (Schedule G) (7) .0 0
s. Total Assets Cg) 261, 757.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,762.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 1 5.76 _ 75
12. Net Value of Tax Return C12) 245, 994.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 245, 994.43
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:
15. Amount of Line 14 at Spousal rate C15) 91,994.43 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 154, 000.00 X 045 = 6, 930.00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 6,930.00
TAY f DCTITTC.
DATE C IPT
NUMBER D SCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-12-2008 CD010519 346.50 7,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 7,346.50
BALANCE OF TAX DUE 416.50CR
INTEREST AND PEN. .00
TOTAL DUE 416.50CR
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. Q
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~1.4'~'"'~;"~'~~"'S1"~P4~01'~`~'~~:0~~;_INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' - ~t~pltAi'~EM'ENt`,;: A~,LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~FT,i~HZ~U~~T'IONS AND ASSESSMENT OF TAX
PO BOX 280601 ' ~-- •-'~~% ~° '-' ~"
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~Q ~~ ~~ P ~ ~~ DATE 10-26-2009
ESTATE OF STEWART LOIS L
~,r- DATE OF DEATH 08-21-2008
~" FILE NUMBER 21 08-0887
"'' COUNTY CUMBERLAND
EDMUND G MYERS ~~ '+' ' ACN 101
JOHNSON DUFFIE APPEAL DATE: 12-25-2009
P 0 BOX 10 9 (See reverse side under Objections
LEMOYNE PA 17043 Amount Remitted !~~
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~! R_ETAIN LOWER POR_TION_ FOR YOUR RECORDS E~ _ _______________
REV-1547rEX AFP CO1-09~ NOTICE OF~INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEWART LOIS L FILE N0. 21 08-0887 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION,CONCERNIN6 FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .0 0
2. Stocks and Bonds (Schedule B) C2) 47,374.22
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,7 9 5.4 4
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
50,169.66
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,924.73
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15 3.96
11. Total Deductions C11) 13.078.69
37, 090.97
12. Net Value of Tax Return C12)
•0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
37, 090 .97
14. Net Value of Estate Subject to Tax C14)
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 37, 090.97 X 045 = 1, 669.09
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = , 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19.
~~v ww Principal Tax Due
~f~~Tw C19)= 1, 669.09
A M
DATE C IP
NUMBER DISCOUN C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-21-2008 CD010555 78.95 1,500.00
05-20-2009 CD011273 .00 90.14
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1:669.04
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, 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.)
COMMONWEALTH OF PENNSYLVANIA
r~r~P,ART~,E~I,~,.OF REVENUE
o
~~-~~~`- '~'` ~
~
`
k
ANCE TAX
~
'~ '"' ~
~'
~
~'
BUREAU OF INDIVIDUAL TAXES ~
~_
^
}
INHERITANCE TAX DIVISION ,
~!--'•~'~`~~tA~~l'I~N-~ OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1607 EX AFP C12-08)
~~J~ ~~~ ~~ ~ ~~~ ~~
ATE 10-05-2009
ESTATE OF FRY CHLOE 0
~~'~~~`;~ .,, DATE OF DEATH 08-27-2008
~r,'i_;' _ ~ !~~i FILE NUMBER 21 08-0890
~,,,~~.,' ~~ _ :~'~ COUNTY CUMBERLAND
BRIDGET M WHITLEY ACN 101
SKARLATOS ~ ZONARICH
Amount Remitted
17 S 2ND ST
HBG PA 17101
MAKE CHECK PAY ABLE 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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF FRY
CHLOE 0 FILE N0. 21 08-0890 ACN 101 DATE 10-05-2009
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: 09-08-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
220,782.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-26-2008 CD010572 11,039.10 212,000.00
09-16-2009 REFUND .00 2,257.10-
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 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. )
220,782.00
.00
.00
.00
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
...~.-n~,,., ,r. ~~ ..QF INHERITANCE TAX
"'3:.~~ a,~B~~I~.~s~NT, ~aLLOWANCE OR DISALLOWANCE
~, `~,,.QF,:;DEI~U~TIQNS AND ASSESSMENT OF TAX
Z9 ~~~ ~ Q P !~~ ~ 7
~~~-„ ~ r i !=~ i
~I ~:'~-- _ ~ I
ELINOR ALBRIGHT REBER~~T. ;` -~,
515 CARLISLE ST
HANOVER PA 17331
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF DAVIS RICHARD N
DATE OF DEATH 08-18-2008
FILE NUMBER 21 08-0900
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIS RICHARD N FILE N0. 21 08-0900 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. stocks and Bonds (Schedule B) C2) 56 , 055.38
credit to your account,
3 l 0 0 submit the upper portion
. C
osely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 13 ,4 8 5.7 6
6. Jointly Owned Property (Schedule F) C6) 74, 551.01
7. Transfers (Schedule G) (7) 24, 827.63
8. Total Assets Cg) 168, 919.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,013 .15
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 7 2 7 .34
11. Total Deductions C11) 1.5.740.49
12. Net Value of Tax Return C12) 153,179.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 153,179.29
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 153,179.29 X 045 = 6,893.07
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 6,893.07
TAY f QCTTTC.
PA M N
DATE ECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-17-2008 CD010536 289.47 5,500.00
05-13-2009 CD011233 .00 1,103.60
TOTAL TAX CREDIT 6,893.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~`~~~z'~~~~` ~~~`'r ~~~NN'ERITANCE TAX
~ ~. ~
'` ~ ~ ~T,AT~'MENT OF ACCOUNT
^~ 3'J~~. i _ r ~_.:
~'~ ~~~ ~~ P ~= ~~
~ r-, ~ ;-, . ~ = r;-r
1
JOHN G CANEVAR~'~~' ~ ~ ~~
501 S MARKET ST
MECHANICSBURG PA 17055-6417
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF CANEVORI LORI J
DATE OF DEATH 07-31-2008
FILE NUMBER 21 08-0923
COUNTY CUMBERLAND
ACN 08145374
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 C12-08) **~ INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF CANEVORI LORI J FILE N0. 21 08-0923 ACN 08145374 DATE 10-19-2009
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: 08-31-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
134.28
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-23-2009 CD011792 2.54- 136.82
10-16-2009 SBADJUST .00 .15~
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.
C 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. )
134.28
.00
.00
.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t"ft"` . ~jrK~~r t~
BUREAU OF INDIVIDUAL TAXES ~'' ~ ' ~~ I ~~ '~"RITANCE TAX
INHERITANCE TAX DIVISION ~_.~~_;.,~',~.,..~TATEMENT OF ACCOUNT
PO BOX 280601 ~ `,_u;~a:'.,~ ~ ~... ~ .,~~ . ,._ .,
HARRISBURG PA 17128-0601
~~k3~ ~~ i~® f i d ~~' U
'\s ~.~~.~M1t
~'` ~ ~ T
t ~ r
JOHN G CANEVARI~'~ ~'~
501 S MARKET ST
MECHANICSBURG PA 17055-6417
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF CANEVORI LORI J
DATE OF DEATH 07-31-2008
FILE NUMBER 21 08-0923
COUNTY CUMBERLAND
ACN 08145373
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 (12-08~ **~ INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF CANEVORI LORI J FILE N0. 21 08-0923 ACN 08145373 DATE 10-19-2009
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: 08-31-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
24.59
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+~
INTEREST/PEN PAID C-) AMOUNT PAID
09-23-2009 CD011793 .46- 25.05
10-16-2009 SBADJUST .00 .03
TOTAL TAX CREDIT 24.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
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 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
D~pA~TMENT OF REVENUE
~.. 9 t _
s; ~-t
1,~~~'-`~' _ `? ~ ~~N:H E R I TAN C E TAX
t ~`Au ,~r ~°F ~ ,.
r°.; n'`,~ `~ L"; `.~1~~-~~MENT OF ACCOUNT
~~ ~ ~; ~l ,~~ ~
/'~ i :,.1
_ _ ~-, ;,
MURREL R WALTERS II1~```''
54 E MAIN ST
MECHANICSBURG PA 17055
REV-1607 EX AFP C12-08)
DATE 10-05-2009
ESTATE OF KRANZ MARGARET S
DATE OF DEATH 09-14-2008
FILE NUMBER 21 08-0960
COUNTY CUMBERLAND
ACN 101
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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF KRANZ MARGARET S FILE N0. 21 08-0960 ACN 101 DATE 10-05-2009
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: 05-18-2009
PRINCIPAL TAX DUE:
15,302.88
PAYMENTS CTAX CREDITS):
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-11-2008 CD010636 765.14 16,500.00
09-15-2009 REFUND .00 1,962.26-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
15,302.88
.00
.00
TOTAL DUE I .00 I
* IF PAID AFTER THIS DATE, SEE REVERSE <
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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~~'F~r53%~p~h~SEM~N ALLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION ,~~ -flF IJEDUCTTONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 " ~°``i "' "" l "}~ '- `~~~
~~ ~~~ ~Q ~ ~~~ ~~
JENNIFER B HIPP ~~? ,'. '" ~~- -' - ~=`:'
BOGAR ~ HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP (01-09)
DATE 10-26-2009
ESTATE OF CIRILLO JOSEPHINE M
DATE OF DEATH 09-18-2008
FILE NUMBER 21 08-0968
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Amount Re®ittedl
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 E'er - --------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CIRILLO JOSEPHINE M FILE N0. 21 08-0468 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 35 , 930.00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •O O tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 167 ,168.68
6. Jointly Owned Property (Schedule F) C6) 29 ,453.80
7. Transfers tSchedule G) C7) 92 , 153.52
8. Total Assets (g) 324, 706.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 24, 172.47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 ,7 6 7.0 0
11. Total Deductions (11) 76.939.47
297, 766.53
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J ) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 297,766.53
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 297, 766 .53 X 045 = 13, 399 .49
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due
T~v rorr~rT~. c19)= 13, 399.49
A N~
DATE REC I T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-18-2008 CD010652 598.52 11,371.94
04-28-2009 CD011177 .00 1,429.03
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,399.49
BALANCE OF TAX DUE .OD
INTEREST AND PEN. .00
TOTAL DUE .00
C 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~~~~~ ~»,, ,,4,-~N~QT'~C_6,,-0F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~•...f~ r~~}R/~y~$EME~IT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~°'"~ , #"i;(~ ;DEAU.CTIDNS AND ASSESSMENT OF TAX
PO BOX 280601 f ~;~ , ; , ~, ~,,+~ ,. ,.,
WIRRIS8UR6 PA 17128-0601 REV-1547 EX AFP CO1-09)
~~ ~~ ~ ~~ p ~~, ~-~ DATE 10-26-2009
ESTATE OF ULRICH EVELYN B
_ DATE OF DEATH 10-03-2008
~.f _~~',~~';V-tr' FILE NUMBER 21 08-1020
___ COUNTY CUMBERLAND
JOSEPH A MACRI ice,"'~`: ~ ~ ~~' . ~;~~, ACN 101
MANUFACTURERS B TRADERS APPEAL DATE: 12-25-2009
P 0 BOX 2 9 61 (See reverse side under Objections
HBG PA 17105 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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ULRICH EVELYN B FILE N0. 21 08-1020 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,4 7 9.9 7
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 898, 086.76
8. Total Assets C8) 907,566.73
APPROVED DEDUCTIONS AND EXEMPTIONS: 53,800.59
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. DebtslMortgage Liabilities/Liens (Schedule I) C10) 5.4 7 2.9 2
11 . Total Deductions C11) ~9 ~ 7; - ~1
12. Net Value of Tax Return C12) 848,293.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 848,293.22
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:
15. Amount of Line 14 at Spousal rate Cis) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 848,293.21 X 045 = 38,173.19
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 ~ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 38,173.14
A M L ~.
DATE RECEIPT
NUMBER ISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-02-2009 CD010725 1,736.84 33,000.00
05-05-2009 CD011198 .00 3,436.35
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 38,173.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~1~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~.~ `
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ '~ ~t H6EB~.TANCE TAX
~,~d_,f ~°_~a;AFT~~I,~EN~ OF ACCOUNT
REV-1607 EX AFP C12-08)
~( `~ ~~~ ~~ ~ ~'~: ('~~jDATE 10-13-2009
ESTATE OF ERNEST MATILDA K
~:_~Y„.,,~ r~,~ DATE OF DEATH 09-21-2008
~~, ,~`-~, ,, ~ ~ FILE NUMBER 21 08-1046
-° COUNTY CUMBERLAND
JOHN D KILLIAN ~, ~ ' 1 ~ ~~~~ ACN 101
218 PINE ST Amount Remitted
HBG PA 17108
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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT **~
ESTATE OF ERNEST MATILDA K FILE N0. 21 08-1046 ACN 101 DATE 10-13-2009
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: 09-21-2009
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
116,709.75
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-) AMOUNT PAID
12-10-2008 CD010626 5,835.49 120,000.00
09-22-2009 REFUND .00 9,125.74-
TOTAL TAX CREDIT 116,709.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
t 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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.- ,-~, :r''~~"'-~ ^,"'~1~GE .OF INHERITANCE TAX
''~hP~A-~'SEM~NT_, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~'._`•~~ ~
INHERITANCE TAX DIVISION ~`
PO BOX 280601 M ,.. ~, i i ~~EDU'CTtONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
~ ~ ~ ~4 ."~
RICHARD W STEVENSON !J~~A' -. -' - f ~~
MCNEES ETAL
PO BOX 1166
HBG PA 17108-1166
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF WARNER BETTY A
DATE OF DEATH 07-30-2008
FILE NUMBER 21 08-1078
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Aoount Remitted -1
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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARNER BETTY A FILE N0. 21 08-1078 ACN 101 _ ______________
- -
OR
DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,4 5 9.6 9_
6. Jointly Owned Property (Schedule F) C6) 165,813.99
7. Transfers (Schedule G) C7) 5,347.00
(g) 177, 620 .68
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,532.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,37 7 .1 6
C11) 6.910.15
11. Total Deductions 170,710.53
12. Net Value of Tax Return C12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
170,710.53
14. Net Value of Estate Subject to Tax C14)
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 170,710.53 X 045 ~ 7,681.97
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
C19)= 7, 681.97
19. Principal Tax Due
~~:
A N
DATE
RECEIPT
NUMBER
DISCOUNT C+]
INTEREST/PEN PAID C-)
AMOUNT PAID
10-29-2008 CD010478 368.42 7,000.00
04-30-2009 CD011182 .00 313.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 7,681.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
_~_
~~.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARIELLE F HAZEN
HAZEN ELDER LAW
2000 LINGLESTOWN RD 2
HARRISBURG PA 17110
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
AAOUnt Re®itted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
D
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E"~ __ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VERONIKIS STEVE D FILE N0. 21 08-1068 ACN l0I DATE 10-26-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100, 000.00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52 8.9 7
6. Jointly Owned Property (Schedule F) C6) 9, 648.72
7. Transfers (Schedule G) (7) 17,402.66
8. Total Assets (g) 127,580.35
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,684.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.0 7 0.52
11.
Total Deductions
C11) 1 .755.36
-
12. Net Value of Tax Return C12) 114,824.99
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13)
114, 824.99
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assess®ent 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:
15. Amount of Line 14 at Spousal rate C15) 29,257.87 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 85,567.12 X 045. 3,850.52
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 .0 0
19.
rev wn. Principal Tax Due
-r.~tTe. _ C19)= 3, 850.52
A M N~
DATE R CEI T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-19-2008 CD010670 189.47 3,600.00
INTEREST IS CHARGED THROUGH 11-10-2009 TOTAL TAX CREDIT 3,789.47
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 61.05
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT. OF REVENUE
~~-, ~3.. ;6`" ~°"N~1T'I.CE ''O~F INHERITANCE TAX
/kp~pkq'I~,F~fiENT..,;'A'LLbWANCE OR DISALLOWANCE
`~'~'~~E~U'C'F'fONS''AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
~~~~ ~~~ ~ ~~ ~ ~~` ~~ATE 10-26-2009
ESTATE OF VERONIKIS STEVE
,-, r...„ ~ ~-, r-
;`~~-~~,~ ~,y;- DATE OF DEATH 09-23-200
n ~"•` ~ "'„~'~`~~ ~,'; FILE NUMBER 21 08-1068
~;-~ , • ;
~~ CUMBERLAND
~,~'~;~ .. _ _ „ '~~. COUNTY
ACN 101
TOTAL DUE 62.22
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE,~.I~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV•1470 EX (6~t))
1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Veronikis, Steve D. 2108-1068
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO.
.F&G
EXPLANATION OF CHANGES
Transfers and joint property are taxable outright to the beneficiaries before determining
residue.
Row Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '"~~"k~f`~""~"'`!p~" IyEM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -' ~!`'~~~" '`
OF.DEDW:CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ;~ ~C' r""'i F,.- ; -, ,.
HARRISBURG PA 17128-0601 ~` ~"~! ~`j ~~~ '~ -~-• REV-1547 EX AFP CO1-09)
~~k ~~--~~i f~r~
JOEL R ZULLINGER ~~`~ - - ~: ~-~,~
ZULLINGER DAVIS `~``
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
DATE 10-26-2009
ESTATE OF FERRY ELLEN F
DATE OF DEATH 10-22-2008
FILE NUMBER 21 08-1121
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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 ALON_6 THIS LINE - _ ~--- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FERRY ELLEN F FILE N0. 21 08-1121 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H]
10. Debts/Mortgage Liabilities/Liens (Schedule I)
il. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C1) .0 0 NOTE: To insure proper
C2) 8,315.03 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
C4) .0 0 tax payment.
c5) 8 , 202.16
c6) .00
c7) .00
ce) 16,517.19
5,699.88
C9)
C10) 50.50
C11) ~ . 7~0 _ ~S
c12) 10, 766.81
Non-elected 9113 Trusts (Schedule J) C13)
2,691.71
c14) 8, 075.10
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:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sfbling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY I"DCTITT~.
00 _ .00
045= 363.38
12 _ .00
15 _ .00
c19)= 363.38
PAYM NT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-14-2009 CD010772 18.17 384.75
10-19-2009 REFUND .00 39.54-
C15) . 00 X
c16) 8, 075.10 X
c17) . 00 X
c18) • 00 x
TOTAL TAX CREDIT 363.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-I~OrICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `~-'~ '~P,'PRAIS.EMEN~', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~'~° `~
PO BOX 280601 ~4.{;~'.`}~ ' ;,~AF~~DEDl1CTI0NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~:~9 ~~ ~~ ~ ~~ ~~ DATE 10-26-2009
ESTATE OF FROMM BLANCHE G
r5~ r-~~,i ,~-."` DATE OF DEATH 06-25-2007
^rrt ~, `r~,~-
~~~`~` ~ ~~ ,, ~" FILE NUMBER 21 08-1153
. _ ,..~
1' -~~ ~"~ COUNTY CUMBERLAND
DAVID J LENOX ~1;~'• ACN 101
THE WILEY GROUP APPEAL DATE: 12-25-2009
13 0 W CHURCH S T (See reverse side under Objections )
DILLSBURG PA 17019 Amount Remitte d-
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 E"~ -- --------------
------------------------------------------------------ ----------------- ---
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FROMM BLANCHE G FILE N0. 21 08-1153 ACN 101 DATE 10-2b-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
cl) .00
C2) .00
c3) .00
c4) .00
c5) .00
C6) .00
c7) .00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
.00
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) _0 0
.0 0
12. Net Value of Tax Return C12)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
.0 0
14. Net Value of Estate Subject to Tax C14)
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:
15. Amount of Line 14 at Spousal rate C15) •0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 ~ . DO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
rev ~nrr~rTC• _ C19)= .0 0
A
DATE R C I T
NUMBER SCOUNT 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 DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
~' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~-~ {~'~~~~-~-'{ 1 ~~~ LNHERITANCE TAX
INHERITANCE TAX DIVISION ~ ~.~~ r,- ~:, {~~~ ~TA:TEMENT OF ACCOUNT
Po Box zao6ol ~- ~-~• ~ '
HARRISBURG PA 17128-0601 REV-1607 EX AFP (12-08)
2~%9 ~~~ v~ ~ ~ ~ DATE 10-05-2009
ESTATE OF EISEN PAMELA F
-~~•,~ ~~A,~ DATE OF DEATH 11-19 - 2008
-~:~r FILE NUMBER 21 08-1182
C~~.'-~ `, ~- - ~~;.,,~ COUNTY CUMBERLAND
WILLIAM L ADLER ~ `• I ` " ' `
ACN 101
ADLER 8~ ADLER Amount Remitted
125 LOCUST ST
HBG PA 17101
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 C12-08) ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF EISEN PAMELA F FILE N0. 21 08-1182 ACN 101 DATE 10-05-2009
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: 09-08-2009
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
60,917.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-10-2009 CD010886 3,045.85 59,000.00
09-16-2009 REFUND .00 1,128.85- °-
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 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. )
60,917.00
.00
.00
.00
d
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,,,~,~~""''~ r~~~~r `~~lt~~ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~~' ~`":•~.~L.',.bh~`RA'ISEM£NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r ,~;t~t (OF ~D'~Dl}ETIONS AND ASSESSMENT OF TAX
PO BOX 280601 r _ `~ ~-, ,~ , , ~ '_.-
HARRISBURG PA 17128-0601 ~~'~~~~
._,
JOHN F KING ESQr.a, ~~~'~"
Y 4/
JOHN F KING LAW
19 S HANOVER ST STE 1
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF CRONE SANDRA L
DATE OF DEATH 11-19-2008
FILE NUMBER 21 08-1195
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Amount Re®itted~
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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CRONE SANDRA L FILE N0. 21 08-1195 ACN 101 __
---
OR
DATE ____________
0-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) .0 0
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) .0 0
12. Net Value of Tax Return C12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) .0 0
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate Cis) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 ~ . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 0 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
~~ C19 )= .0 0
.. .
N7
DATE
RECEIPT
NUMBER
ISCOU C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~'~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~.,~~.~.y,s.-~rw,-•!~- , !`~1Vfl~"#"C~';_OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES >,„~r4:gPl?.~~~~EMENT,.ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~.~ ~
`; ~~<pEDUCTTdNS AND ASSESSMENT OF TAX
PO BOX 280601 °~. iF i~ ~~ ! ~, ~ s~;t ~ -- -
HARRISBURG PA 17128-0601
29 0~~ 3~ P ~~ C~$
~, ~ ,
THOMAS E FLOWER ' ~ "~~ ~ ~' ~ ~{
"..
SAIDIS FLOWER LINDSAY
2109 MARKET ST
CAMP HILL PA 17011
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF NAZAY T S
DATE OF DEATH 11-16-2008
FILE NUMBER 21 08-1198
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR-RECORDS E'er - ---------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NAZAY T S FILE N0. 21 08-1198 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1 . Real Estate (Schedule A) C1) 166, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1,0 3 5.6 9 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 6 5 0.9 4
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (g) 193, 546.63
APPROVED DEDUCTIONS AND EXEMPTIONS: 35,942.97
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 71,2 8 3.4 6
11. Total Deductions (11) 1 07 ,?26.43
12. Net Value of Tax Return (12) 86, 320.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 86,320.20
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 79, 982 • 20 X 045 = 3, 599.20
17. Amount of Line 14 at Sibling rate C17) 6,338.00 X 12 - 760.56
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 1 5 = .0 0
19. Principal Tax Due C19)' 4, 359.76
.~ ww-.w~~.w
N ~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-25-2009 CD011671 .00 334.89
INTEREST IS CHARGED THROUGH 11-10-2009 TOTAL TAX CREDIT 334.89
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,024.87
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 47.84
T ~-L DUE 4,072.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~"%i'~~''~~r~C~~ ~~E~#~{~iTT-C~~OF INHERITANCE TAX
'"S ,,~±P$A~,SEM~ENTr ALLOWANCE OR DISALLOWANCE
-•-~t~,Q~:4 ~E~~J~Ct14~lS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
i~~~ OCR ~D P 1~~ 4~ DATE
OF
t A~ ` !I wY..
'T
_h ,~ )~
GARY MILLER ~i ~`„_ ~ ``'
434 OAKVILLE ROAD
SHIPPENSBURG PA 17257
REV-1548 EX AFP CO1-09)
10-26-2009
ESTATE CORKLE BETTY
DATE OF DEATH 11-08-2008
FILE NUMBER 21 08-1202
COUNTY CUMBERLAND
SSN/DC 161-40-1103
ACN 08155372
APPEAL DATE: 12-25-2009
(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 E""
-------------------------------------------------------------------------------------------
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 10-26-2009
ESTATE OF CORKLE BETTY DATE OF DEATH 11-08-2008 COUNTY CUMBERLAND
FILE N0. 21 08-1202 S.S/D.C. N0. 161-40-1103
ACN 08155372
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 182737-00
TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 03-20-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,118.88
X 0 .166_
186.48
.00
186.48
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.
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 '~~~'~~~~~k ~"~...N~~I~~ OF INHERITANCE TAX
~ Tb-P~R~C~LS~N~ENT~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~r
PO BOX 280601 ~- '~f If E~'~U'C.TTOFtS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~`~ " "~'~ ~ '
JOINTLY HELD OR TRUST ASSETS
~Q~~ ~~~ ~~ ~ ~~ ~~3
~ ~,, , ~-,
~~ `~
GARY MILLER ~~~>, .. _ ._, ... „ '=r~
434 OAKVILLE ROAD
SHIPPENSBURG PA 17257
,~
REV-1548 EX AFP CO1-D9)
DATE 10-26-2009
ESTATE OF CORKLE BETTY
DATE OF DEATH 11-08-2008
FILE NUMBER 21 08-1202
COUNTY CUMBERLAND
SSN/DC lb1-40-1103
ACN 08155374
APPEAL DATE: 12-25-2009
(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 COl-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-26-2009
ESTATE OF CORKLE
FILE N0. 21 08-1202
BETTY DATE OF DEATH 11-08-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 161-40-1103
ACN 08155374
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 208756-00
TYPE OF ACCOUNT: 4c )SAVINGS ( ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-25-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,045.04
X 0.166
174.18
.00
174.18
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.
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
1;- ~; 1~'F~CE 'OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,. ,, ;~11?~~tA~S~EM~MT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-'~° +" `~~~..`~ED~IC~T~'ID~NS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~~' ","'"
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~~~ ~~~ ~ ~ ~= ~~ DATE 10-26-2009
ESTATE OF STONE MARGARET J
~~ ~~~ f~;r: DATE OF DEATH 09-10-2008
~^y~_,, ~ ~, ~ t,. =r~~r FILE NUMBER 21 08-1230
~"`~ ~ COUNTY CUMBERLAND
EDMUND G MYERS °' ~ ' ~ ~ ' ' ACN 101
JOHNSON DUFFIE APPEAL DATE: 12-25-2009
P O BOX 10 9 (See reverse side under Objections
LEMOYNE PA 17043 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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONE MARGARET J FILE N0. 21 08-1230 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNTN6 FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) •0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 91 , 086.19
7. Transfers (Schedule G) C7) 170, 038 . 6b
8. Total Assets C8) 261 ,124.85
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,105.00
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 25.0 0
11. Total Deductions (11) ~ .930 _ 00
12. Net Value of Tax Return C12) 255,194.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 255,194.85
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) 255,194.85 X 12 i 30, 623.38
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 .0 0
19. Principal Tax Due C19)= 30:623.38
A NT~J~
DATE R C IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-08-2008 CD010616 1,052.63 20,000.00
05-19-2009 CD011270 .00 9,570.75
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 30,623.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
',,.~,.~..,,~..«. ~~--- •- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -`r~,, r ~ ~;_„~,~ :APP~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 4*~ ~_ , ;; ,'QF ;DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~,~~~,'~ ~,~i
HARRISBURG PA 17128-0601 -
....~_~`.i•k
! i
RICHARD L WEBB~'~R - -~ _ .. ``~~
WEIGLE B ASSOCS
126 E KING ST
SHIPPENSBURG PA 17257
C1) .00
c2) .00
C3) .00
c4) .00
C5) 39 , 877 .31
C6) 73, 944.00
c7) .00
CUT ALONG THIS LINE ~'- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _ ______________
------------------------------------------------------------------------- - -
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOOD RUTH K FILE N0. 21 08-1231 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cs) 113, 821 .31
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,457.75.
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 8.457.75
C12) 105, 363.56
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
t t
T (14) 105, 363.56
14. ax
o
Net Value of Estate Subjec
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate Cis) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 105, 363.56 X 045 = 4, 741.36
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19 Due
l Ta
i
P
i C19)= 4, 741 .36
. pa
x
r
nc
.. M ~ ~ •
DATE EC I T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-13-2009 CD011236 .00 4,741.36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 10-2b-2009
ESTATE OF WOOD RUTH K
DATE OF DEATH 08-26-2008
FILE NUMBER 21 08-1231
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TOTAL TAX CREDIT 4,741.36
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. --^^~~ ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~t;~L
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;,4,.~~^i-~•»~, ~,{ -'~;"~' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXESi ,~,._,+'~,i_:_~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r-~ ;~ ~~r"~ t ','., 0F' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 +,~'' ~ '~'~;~,) ~,.[~1 i ~ ° + '~-
FU4RRISBURG PA 17128-0601
2~~ ~~ ~ ~ ~ ~ ~ 8
JAMES D HUGHES(" ,~~"_ . s
SALZMANN HUGHES
354 ALEXANDER SPRING
CARLISLE PA 17015
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF SHATTO DENTON S
DATE OF DEATH 11-12-2008
FILE NUMBER 21 08-1235
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Asount Re~itted ~ -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE - ~ R_ETA_IN LOWER PORTION_ FOR-YOUR-RECORDS ~ _ ________________
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE-TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHATTO DENTON S FILE N0. 21 08-1235 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
cl) .00
c2) .00
c3) .00
c4) • 00
c5) 17,219.00
C6) .00
c7) 25,150.00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
42,369.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,613.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 911 .0 0
11. Total Deductions C11)
12. Net Value of Tax Return C12) 29,845.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 29,845.00
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 29,845.00 X 045 = 1,343.00
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 1 5 _ .0 0
19. Principal Tax Due
rev nnrr~rTn _ C19)= 1 , 343.00
A
DATE C T
NUMBER ISCOU T C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-09-2009 CD010873 57.89 1,100.00
05-12-2009 CD011220 .00 185.00
10-19-2009 SBADJUST .00 .11
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,343.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
{'ir'»!^~"?~~~'~ ~~"'~~"~ ~'~VOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ APPRA3I~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~'ti-.; mot, , ~~,; ~OP. jjEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' '~--`°' ~"'
HARRISBURG PA 17128-0601
Z~~~ ~~ J~ ~~~ ~ ~~~ ~~
-' - ",.i'
~^r. ' _ _
~ , ~ .~`
KENNETH E HOWARD--
APPEL K YOST
33 N DUKE ST
LANCASTER PA 17602
cl) .00
C2) 6 , 087.35
C3) . 00
c4) .00
c5) 299 , 205.33
c6) .00
c7) .00
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION_ FOR-YOUR RECORDS ~ - ----------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE-TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREE NELSON S FILE N0. 21 08-1269 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 305, 292.68
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,593.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,$ 6 0.8 5
11. Total Deductions (11) 8.454.22
12. Net Value of Tax Return C12) 296, 838.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sche dule J) C13) .0 0
296r838.46
14. Net Value of Estate Subject to Tax C14)
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X DO = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 296,838.46 X 045 13,357.73
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19.
~~v ww Principal Tax Due
..~w~Tw C19)= 13,357.73
A NT
DATE R C IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2009 CD010945 648.00 12,312.00
05-08-2009 CD011214 .00 397.73
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 10-26-2009
ESTATE OF FREE NELSON S
DATE OF DEATH 11-29-2008
FILE NUMBER 21 08-1269
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TOTAL TAX CREDIT 13,357.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,.,,~f.~~,~,.,,~•-r~ ~^ '-~4?~-I~~--~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r„ t,,,~,r";~~jP~'R~A,23EiM~~1'~; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~' 4 ~ ~Fr jSE~`~~T;ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ,' _°„r~'v . ;_:: ,.., ~ .. . .
HARRISBURG PA 17128-0601
~'~ ~~ ~ ~ P 1 ~ ~ 8
i,~~,.'~ .~'ti
`='~ ' ' ~
.._
JAMES D BOGAR ~'~"';~ ', ' '.' ~r,
BOGAR B HIPP LAW OFFCS
1 WEST MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF RUPP ROMAYNE I
DATE OF DEATH 12-20-2008
FILE NUMBER 21 08-1284
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ __ _______________
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCEwTAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUPP ROMAYNE I FILE N0. 21 08-1284 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) C2) 8,920.92
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 8,54 9.34
6. Jointly Owned Property tSchedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
97,470.26
APPROVED DEDUCTIONS AND EXEMPTIONS: 29,845.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 9.845.90
67, 624.36
12. Net Value of Tax Return C12)
1,0 0 0.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
66, 624.36
14. Net Value of Estate Sub3ect to Tax C14)
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate C15) • X _
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 66, 624.36 X 045 ~ 2, 998.10
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due
~~~ C19)~ 2, 998.10
~ A M ~~
DATE R C I T
NUMBER ISCOUNT C+
INTEREST/PEN PAID C-) AMOUNT PAID
03-20-2009 CD011020 140.85 2,676.15
05-12-2009 CD011218 .00 181.10
TOTAL TAX CREDIT 2,998.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rr~ ~".~ ;F'!'1 ~ "~~'.'"'ialiS~'.ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `~,,.~i':~1-~.~q~RAISEhjENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "~" 5 QF DE~ITCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 G , '.,.. ,, ~ ~. , `,,~,
HARRISBURG PA 17128-0601
r-r,~r r~•, r-
~i ~";~,
`~ ~x";~T
r~ i ~ 1 '" -` i .
M`,...~ i
TRAVIS G KAUFFMAN (~`'.~' - `~~"~
92 COLDSPRING RD
CARLISLE PA 17015
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF WHISTLER JANET L
DATE OF DEATH 12-21-2008
FILE NUMBER 21 09-0070
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
A~ount 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 E'er _
----------------------------- -------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHISTLER JANET L FILE N0. 21 09-0070 ACN 101 _ ______________
- -
OR
DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11,7 7 5.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 11, 775.00
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,8 0 2 .7 6
11. Total Deductions (11) 5.802.76
12. Net Value of Tax Return C12) 5, 972.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 5, 972.24
NOTE: If an assessaent 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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Lfne 14 taxable at Lineal/Class A rate C16) 5, 972.24 X 045 . 269.00
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 .0 0
19.
~r~v ns Principal Tax Due
,-r,Trn _ C19 )= 269.00
V 1 1
A M NT
DATE
REC IPT
NUMBER
ISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-15-2009 CD011240 .00 269.00
TOTAL TAX CREDIT 269.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
03/19/2009
MS. GLENDA EARNER
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE, PA. 17013
Dear Register of Wills:
Telephone
717-787-3930
~-3
. ~7 c~ r-.r...~ ~.._3
i,._ _ t -:
~ ~?
:..
,
,
.., _~
.
..~
~...__
. ,
,_~
_~ .
. -~-~
_~
r..~
«.
_ -,-,
.~''
Re: Estate of MICHAEL P MITCHELL '~'
File Number: 6709-0326
County: YORK
Date of Death:12/22/2008
The subject decedent legally resided in York County as of the date of death.
Accordingly, you are authorized to cancel file number 2109-0092. All matters concerning this
estate should be maintained under York County File Number 6709-0326.
All original Inheritance Tax documents for the subject decedent should be forwarded to
the York County Register of Wills; however, you may wish to retain a copy, including
photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which
have been issued by your office.
Please contact me at the telephone number above if you have any questions.
Sincerely,
G~~ ~ ~
~~~~ .-c..~-
Claudia Maffei, Supe 's~~°
Document Processing Unit
Inheritance Tax Division
~'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~- f-„-., ;,~,~.~,~.,,~ ~,r..,,l~~.Tj.~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~"' ~ ~_~~R~I~aIS6NfE~JT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ , • - Of DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ v '~ 1 ~ _ "' ' ~' ""
~9 ~~`~ ;~J P~ f~~ ~~
~t..T~,;' y ~;r
- `,?; to
JOEL R ZULLINGER ~''„",~ ~' ~ J `~~~
;,
ZULLINGER DAVIS
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
REV-1547 EX AFP (01-09)
DATE 10-26-2009
ESTATE OF CAUFFMAN ISABEL H
DATE OF DEATH 02-15-2009
FILE NUMBER 21 09-0200
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(See reverse side under Objections)
Amount Remittedr-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE -_ ~ R_ETA_IN LOWER-PORTION FOR YOUR RECORDS ~ --
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CAUFFMAN ISABEL H FILE N0. 21 09-0200 ACN 101 ----------------
OR
DATE 10-26-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .0 0 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) C2) 699 , 691 .41 credit to your account,
.
~ ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E] C5) 5 2,4 21.8 0
6. Jointly Owned Property (Schedule F] C6) .0 0
7. Transfers (Schedule 6) (7) .0 0
s. Total Assets (g) 752,113.21
APPROVED DEDUCTIONS AND EXEMPTIONS: 21,963.98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H] C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,38 7.3 3
11. Total Deductions C11) 4 •;~) ';)
12. Net Value of Tax Return C12) 727,761.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 726,761.90
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:
15. Amount of Line 14 at Spousal rate C15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 699, 761.90 X 045 = 31 , 489 .29
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 27, 000.00 X 15 = 4, 050.00
19.
T~ V AA Principal Tax Due
rP.T TA _ C19 )= 35,539.29
A ~ ~
DATE R C IPT
NUMBER DISCOUN C+)
INTEREST/PEN PAID C-] AMOUNT PAID
05-14-2009 CD011245 1,776.96 33,762.33
TOTAL TAX CREDIT 35,539.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
n,,t DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 3.;`:•,'~~r~ +'`~ ~~ ~`~' INHERITANCE TAX
INHERITANCE TAX DIVISION --r^ ~(` '; ,"' STATEMENT OF ACCOUNT
PO BOX 280601 L
HARRISBURG PA 17128-0601
?Q9 ~~ ~0 P~ ~~~ ~7
' ~' ~~~
.~ ~_t
-.
RICHARD COMI~,I~GS ~ - ~~~`
111 FARM ROAD
NEWVILLE PA 17241
REV-1607 EX AFP C12-08)
DATE 10-19-2009
ESTATE OF COMMINGS RUTH A
DATE OF DEATH 12-01-2008
FILE NUMBER 21 09-0241
COUNTY CUMBERLAND
ACN 08163935
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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF COMMINGS RUTH A FILE N0. 21 09-0241 ACN 08163935 DATE 10-19-2009
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: 09-04-2009
PRINCIPAL TAX DUE:
79.27
PAYMENTS CTAX CREDITS):
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-23-2009 CD011789 .24- 79.51 _
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.
C 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. )
79.27
.00
.00
.00
sP
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,..,n,,.. ,.~, ~£E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i ~'r°' ~` ~ ~~rt'
~~,,, f.,,~A~PRAI5'EM.EFtT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ..:. -. .:-,~.-OF,.D~'DWCT.IONS AND ASSESSMENT OF TAX
PO BOX 280601 :_,;°' ..,;•.. , :_ .
HARRISBURG PA 17128-0601
cl) .00
c2) .00
c3) .00
c4) .00
c5) 72,437.54
c6) .00
cn .00
,~~ ~~,~- ~~ ~ ~~~ ~ DATE 10-26-2009
ESTATE OF ESHBACH BETTY J
DATE OF DEATH 09-08-2008
~4~`~.~~ .rr.r
FILE NUMBER 21 09-0275
-,,~< «•~
COUNTY CUMBERLAND
CHARLES J DENARY II~a`~,;--':_-`
~ _
~ ~-~. ACN 101
CALDWELL K KEARNS u
~
APPEAL DATE: 12-25-2009
3 6 31 N F R O N T S T (See reverse side under Objections)
HARRISBURG PA 17110 Amount ReAitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4~ _ _______________
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ESHBACH BETTY J FILE N0. 21 09-0275 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 72,437.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,202 .20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,98 3 .3 6
11 . Total Deductions C11) 1 6 . 1 S~ . ~6
12. Net Value of Tax Return C12) 56, 251.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 56,251.98
NOTE: If an assesssent 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:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 56,251 .98 X 045 = 2,531.34
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .D 0 X 15 _ .0 0
19. Principal Tax Due c19)= 2,531.34
TAY f`DC11TTC.
A N
DATE REC IP
NUMBER DISCOUN C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-01-2009 CD011184 .00 2,531.34
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,531.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C 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.) -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, -;;-,;•Na~-ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~a,!~,"n('1~'",1F:rl ~
, _ ,~ r:.t__:_1-.APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION «;,,.,, r-, ,`OF,'DEDU:CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-` , ,,~, ; ! " a ',,; i
HARRISBURG PA 17128-0601 ~ ` "
`,-, , FAT
HUBERT X GILROY + ~~t'~,
~,
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 10-26-2009
ESTATE OF SLYDER FRANK W
DATE OF DEATH 04-02-2009
FILE NUMBER 21 09-0363
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-25-2009
(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-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SLYDER FRANK W FILE N0. 21 09-0363 ACN 101
-----
OR
DATE
------------
10-26-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,9 9 5.4 5 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,6 5 0.5 4
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 42, 972.84
8. Total Assets c8) 58, 618.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,032 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)- .0 0
11. Total Deductions C11) 5.032.00
12. Net Value of Tax Return C12) 53,586.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 53,586.83
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 53,586.83 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •O 0 X 15 _ .0 0
19. Principal Tax Due C19)= .0 0
TAY /'DCTITTC .
A N
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 DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~:~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~r' ... ~-`r1 ,. ice' r~ ._ -, -.
BUREAU OF INDIVIDUAL TAXES :'`, `, .~~~"j f~, ,Nc~~r~rcE OF ~ INHERITANCE TAX
INHERITANCE TAX DIVISION •_~,AR~,RCA-I'S~M~~NT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 '"i;;~,F'„pE[~DUC~'ION'S'~`°AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
STEPHANIE EIFFES
5225 ROYAL DRIVE
REV-1548 EX AFP (01-09)
~~~~ ~~'~ ~~ ~~ ~~• ~~ ESTATE OF MORGAN2009 WILLIAM R
DATE OF DEATH 06-29-2009
"''' r,,~- FILE NUMBER 21 09-0771
~. ` ~, .`
~~,,~ :~ , ~~`,;' ?~T COUNTY CUMBERLAND
~~ i ~-- - -~ ~• ~~ SSN/DC 203-10-6630
t' ACN 09143344
MECHANICSBURG PA 17055
APPEAL DATE: 12-25-2009
(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 COl-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-26-2009
ESTATE OF MORGAN WILLIAM R DATE OF DEATH 06-29-2009
FILE N0. 21 09-0771 S.S/D.C. N0. 203-10-6630
COUNTY CUMBERLAND
ACN 09143344
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 185649-00
TYPE OF ACCOUNT: 4c )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 07-09-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
383.69
X 0.166
63.95
.00
63.95
X .45
2.88
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
10-19-2009 SBADJUST .00 2.88
TOTAL TAX CREDIT 2.88
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. )