HomeMy WebLinkAbout03-12-10 (2)BUREAU OF INDIVIDUAL TAXES ~' ~(r ~ r~, ^fn~ I~TLCE OF INHERITANCE TAX
INHERITANCE TAX DIVISION r~i -- A~dR~ S ~IENT, ALLOWANCE OR DISALLOWANCE
PO BoX 280601 ; ;~'~;~ ! ~', ~~ ~~~U.~TIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2a~a n~R ~ 2 ~~ ~: 09
CLERK 0~
QRPt-iAN'S CJURT
JEFFREY DOUD~,~I1Pi~~~L+N1~ICi CC., ~~!.
119 EWE ROAD
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP Q 2-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 09174455
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS <"~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP (12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN ORPHA M DATE OF DEATH:10-29-2009 COUNTY:CUMBERLAND
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
ACN: 09174455
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 217940-,05
TYPE OF ACCOUNT: (X)SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
6,896.43
X 0.500
3,448.22
- .00
3,448.22
Y .45
155.17
NOTE: TO ENSURE 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
01-29-2010 CD012295 7.76 147.42
TOTAL TAX PAYMENT 155.18
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
BUREAU OF INDIVIDUAL TAXES '~a ~'rFM~~~ OF INHERITANCE TAX
INHERITANCE TAX DIVISION i - /kPP~tAiSE,1~E~1~7, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~'~ ~~'~' ~ OFD DliD~~7IDbIS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
20lQ ~9AR 12 ~~ 4~ 09
CLERK OF
ORPN~,N'S COl1RT
JEFFREY DOUDENCU~~~RL~'~'~ ~~ ~ P~
119 EWE ROAD
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP (12-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 09174456
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount ReB~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN
ORPHA M DATE OF DEATH:10-29-2009
COUNTY:CUMBERLAND
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479 ACN: 09174456
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
6,194.12
X 0.500
3,097.06
- .00
3,097.06
Y .45
139.37
TAX CREDITS:
INFORMATION
ACCOUNT NO.: 217940-40
CX)TIME CERTIFICATE
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-29-2010 CD012295 6.97 132.41
TOTAL TAX PAYMENT 139.38
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ IF PAID AFTER THIS DATE. SEE REVERSE 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. ~ ~'1
BUREAU OF INDIVIDUAL TAXES T-" f ~'' j-,,-~i;}~NS,F-ICE OF INHERITANCE TAX
INHERITANCE TAX DIVISIDN _-- -•- APP MII ENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 `^~ ` ~i Q~ AEIIUDTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~~ '' -' ` ""~O'PNTLY HELD OR TRUST ASSETS
Z4i0 MAR f 2 ~M 4= Og
Cf.ERK C~
ORPHA~1'S COURT
JEFFREY DOUD~MR~~~~(~ ~Q, Pf~
119 EWE ROAD
MECHANICSBURG PA 17055
Pennsylvania .
DEPARTMENT OF REVENUE
REY-1548 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 09174457
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN ORPHA M DATE OF DEATH:10-29-2009 COUNTY:CUMBERLAND
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
ACN: 09174457
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 217940-41
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST (X)TIME CERTIFICATE
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
reY raFnrrc~
15,186.20
X 0.500
7,593.10
- .00
7,593.10
Y .45
341.69
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-29-2010 CD012295 17.08 324.61
TOTAL TAX PAYMENT 341.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS 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
JEFFREY DOUDEN
119 EWE ROAD
~ .~,:,~r ,~,~p+'~Y¢~OF INHERITANCE TAX
t '- C PE~tJIt B ALLOWANCE OR DISALLOWANCE
"r°~~ Of` ~DEDUC~'~$bIG~, AND ASSESSMENT OF TAX ON
~'-`~~`-"'-r~ "~JOY~JTC~ HELD OR TRUST ASSETS
2010 MAR 12 ~M 4~ 09
CLARK Or
ORPHAN'S COURT
CUMR~Ri.~UD CO., PA
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 09174458
APPEAL BY DATE:05-07-2010
(See reverse side under Objectioves)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP (12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN ORPHA M DATE OF DEATH:10-29-2009 COUNTY:CUMBERLAND
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
ACN: 09174458
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 217940-47
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
14,928.73
X 0.500
7,464.37
- .00
7,464.37
Y .45
335.90
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-29-2010 CD012295 16.80 319.11
TOTAL TAX PAYMENT 335.91
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. ~,~^
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. „ l
nr ~ ~- ~ .-.-; .y iICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES'' ~ }}f C
INHERITANCE TAX DIVISION _ '_" A~'PR'J4~S ENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 - r% OF 31~bU~TIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0681 ~ `'" ' ~ ~' "1`"TDtNTLY HELD OR TRUST ASSETS
ZOI~ MAR i 2 PM 4~ 09
~~~~ Q
ORPHAN'S COURT
JEFFREY DOUB~R~`:~I~~ (;~., pq
119 EWE ROAD
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 09174459
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Reoitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN ORPHA M DATE OF DEATH:10-29-2009
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
COUNTY:CUMBERLAND
ACN: 09174459
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 217940-48
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
15,019.53
X 0.500
7,509.77
- .00
7,509.77
Y .45
337.94
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-29-2010 CD012295 16.90 321.05
TOTAL TAX PAYMENT 337.95
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ IF PAID AFTER THIS DATE, SEE REVERSE 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.
~ ~~r„!• ~ '~'r~' 1~T OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~ ~~
INHERITANCE TAX DIVISION r -~ d4PP~AI~~~ , ALLOWANCE OR DISALLOWANCE
Po BoX 280601 ~ ~)•1 :~~ `DED~~"r~XgNS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
2QE0 MAR i Z ~M 4~ 09
CLEf~K ~;=
ORPHAN'S COURT
JEFFREY DOUDE~U~~~~'~~~~n ~~. PA,
119 EWE ROAD
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1548 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 09174460
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Re^itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN ORPHA M DATE OF DEATH:10-29-2009 COUNTY:CUMBERLAND
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
ACN: 09174460
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 217940-49
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
10,013.02
X 0.500
5,006.51
- .00
5,006.51
Y .45
225.29
NOTE: TO ENSURE 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
01-29-2010 CD012295 11.26 214.03
TOTAL TAX PAYMENT 225.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
BUREAU OF INDIVIDUAL TAXES i '.-~IrCE~~I~~ RITANCE TAX
INHERITANCE TAX DIVISION AP~RA~SEMENT', 14L',LOlY'ANCE OR DISALLOWANCE
HARRISBURG6PA 17128-0601 ~ ~~~JOINT~4 'N~ D~'ORS TRUSTS ASSETS AX ON
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
~~~~ MAR ~ Z ~~ ~{~ O9~STATE OF DOUDEN2010 ORPHA M
DATE OF DEATH 10-29-2009
~L~~~ ~~ FILE NUMBER 21 09-1121
Q~p~l~~~ vd~~7 SSNNDC 194B28~-8479
JEFFREY DOUDEN ~CU~R~~~~~~ i;Q,, ~~ ACN 09176093
119 EWE ROAD APPEAL BY DATE:05-07-2010
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Re^itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:DOUDEN ORPHA M DATE OF DEATH:10-29-2009
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
COUNTY:CUMBERLAND
ACN: 09176093
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 217940-11
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-06-2009
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
761.40
X 1.000
761.40
- .00
761.40
Y .45
34.26
NOTE: TO ENSURE 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
01-29-2010 CD012295 1.71 32.55
TOTAL TAX PAYMENT 34.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~
__ _.
n ~` ^:~''~r`'C ~~:-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ~
INHERITANCE TAX DIVISION A~,~~'R SEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 {-!,~ `~;';~,; ~, 5~} 0l~;.IJET~UCTIONS, AND ASSESSMENT DF TAX ON
FYIRRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
Zara ~~~ i 2 ~~ ~= og
c~~~x a~
oa~aN~~ ~ou~T
JEFFREY L DOQ~RE Fi~C CJ., P~
119 EWE ROAD
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1548 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF DOUDEN ORPHA M
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1121
COUNTY CUMBERLAND
SSN/DC 194-28-8479
ACN 10003590
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-.2010
ESTATE OF:DOUDEN
ORPHA
M DATE OF DEATH:10-29-2009 COUNTY:CUMBERLAND
FILE NO.: 21 09-1121 S.S/D.C. NO.: 194-28-8479
ACN: 10003590
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBER 1ST FED CREDIT UNION ACCOUNT NO.: 217940-43
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 06-05-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CRFt)TTS:
15,130.36
X 0.500
7,565.18
- .00
7,565.18
X .45
340.43
NOTE: TO ENSURE 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
01-29-2010 CD012296 17.02 323.41
TOTAL TAX PAYMENT 340.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ y)^