HomeMy WebLinkAbout04-01-13 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE ra�c DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE � penllSyLVaI1�a
PO BOX 280601 OF DEDUCTION� AND ASSESSI'IENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG, PA 17128-0601 SECURI�Y ACCOUNTS HELD IN
FZ E C{}R�'�I� Q�F I C E O F B��ICIARY FOR![ REV-154BR AiP (12-12)
R�(y'�SZ�� Q� '���.�,.� DATE 04-01-2013
ESTATE OF PTASZEK BARBARA E
:�ui3 �PR 1 P�1 12 `�3 FILE NUMBERTH 21 12-1297
COUNTY CUMBERLAND
ROBERT S PTASZ �'�'�RK �� SSN/DC 208-24-4523
����ANS• �i�UR� ACN 13500233
111 ADAMS RD APPEAL BY DATE: 05-31-2013
CARLISLE C(�B��l���•. P� (SeereversesideunderObjections)
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-1548A AFP C12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF:PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500233
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: ALLIANCE DEVELOPMENT FUND ACCOUNT NO. : 22835
TYPE OF ASSET: C ) SECURITIES C � SECURITY ACC C ) STOCK O BONDS
DOD Valuation 10,787.70 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 5,393.85 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 5,393.85 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 242.72 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+7
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017226 12.14 230.58
TOTAL TAX PAYMENT 242.72
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.
J
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE rnx DIVISION APPRAISElIENT ALLONANCE OR DISALLORANCE � pennsylvarna
PO BOX 280601 OF DEDllCTION� AND ASSESSlIENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG, PA i7iza-ocol SECURI"I'Y ACCOUNTS HELD IN
BENEF'ICIARY FOR![ REV-1548A RFP(32-12)
RECOR�ED O�FlCE 4F
���'���� �� �����5 DATE 04-01-2013
ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
1413 flPR 1 P�1 12 `�3 FILE NUMBER 21 12-1297
COUNTY CUMBERLAND
ROBERT S PTASZEK C LE R K �i� SSN/DC 208-24-4523
111 ADAMS RD �R��A�S� ,rr���(' ACN APPEAL BY DA E�:O05631-2013
CA R L I S L E `R���!����9G�,� ��� (See reverse side under Objections)
A�ount 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-1548A AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: il-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500366
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 270-07931
TYPE OF ASSET: C X SECURITIES O SECURITY ACC O STOCK C ) BONDS
DOD Valuation 72,432.45 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 36,216.23 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 36,216.23 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 .629.73 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017226 81 .49 1,548.24
TOTAL TAX PAYMENT 1,629.73
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.
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLORANCE OR DISALLONANCE � pen n syLva ni a
Po eox zao6oi OF DEDUCTION�t.'AND ASSESSlIENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG. PA 17128-0601 ��C�d 11�$6Cl}(:�Tr}i���S HELD IN
R���'•�j ���IQ I FORK REV-1568R RFP(12-12)
R��IST�� Q�' �����
ATE 04-01-2013
J��J ���1 1 t I ► 1� ��TETOFODEATH 11A29E2012 BARBARA E
FILE NUMBER 21 12-1297
CLERK Q��' couNrY CUMBERLAND
ROBERT S PTASZEK ORPNANS' CO�,JR� ACN,DC 13500354523
111 ADAMS RD GUM�ERLAND CO,, P�, APPEAL BY DATE: 05-31-2013
C A R L I S L E P A 17 015-9 2 0 9 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS �
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1548A AFP C12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500354
TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERICHOICE FCU ACCOUNT NO. : 35165
TYPE OF ASSET: C ) SECURITIES C � SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 9,607.07 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 4,803.54 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 4,803.54 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 216. 16 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017226 10.81 205.35
TOTAL TAX PAYMENT 216.16
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 NOTICE OF INHERITANCE TAX .
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE � pe n n sylva n�a
PO BOX 280601 OF DEDUCTION� AND ASSESSlIENT OF TAX ON . DEPARTMENT OFREVENUE
HARRISBURG, Pa i�iza-o6o1 r /� SECURppIQQ�'Y ACCOUNTS HELD IN
�r�i,C���� �tr+/IiY�I��RY FORlI REV-1548A�FP (12-12)
�• ��� rr�
R������(� Q� ��j(��S DATE 04-01-2013
ESTATE OF PTASZEK BARBARA E
::013 APR � t � 12 ��FILE NUMBERTH 21 12-1297
COUNTY CUMBERLAND
�rL��� Q�' SSN/DC 208-24-4523
1�11EADAMS RDPTASZEK o����N�, �Q�R�,,, ACN APPEAL BY DATE o05431-2013
CARL I SL E PA i���4A�d D G 0., PQ (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-1548A AFP (12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500324
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: CENTRIC BANK ACCOUNT NO. : 3055720
TYPE OF ASSET: C ) SECURITIES C � SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 26,861.03 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 13,430.52 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 13,430.52 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 604.37 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017226 30.22 574.15
TOTAL TAX PAYMENT 604.37
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.
BUREAU oF INDIVIDUAL TAXES NOTiCE oF iNHERiTANCE TAX .
INHERITANCE rax DIYISION APPRAISElIENT ALLONANCE OR DISALLONANCE � pennsylvarna
PO BoX 280601 OP DEDUCTION� AND ASSESSI'IENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG, PA i�i2e-o6oi SECURI'�Y ACCOUNTS HELD IN
BENEFICIARY FORM REV-1548�AFP u2-���
�������� ����C� �� DATE 04-01-2013
P�EGIST�i� �F ��LLS ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
:?(il3 �PR 1 p� �L ��J COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK (�(���K ��' ACN 13500322
111 ADAMS RD 0{{�"��a�js' C4�iir APPEAL BY DATE: 05-31-2013
CARL I S L E PA��7����2��� ��`� PA (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-1548A AFP (12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF:PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500322
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: CENTRIC BANK ACCOUNT NO. : 3053618
TYPE OF ASSET: C ) SECURITIES ( �( SECURITY ACC O STOCK O BONDS
DOD Valuation 10,584.90 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 5,292.45 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 5,292.45 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 238. 16 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017226 11 .91 226.25
TOTAL TAX PAYMENT 238.16
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.
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE � pe n n sylva ni a
PO BOX 280601 OF DEDUCTION� AND ASSESSMENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG, PA i�izs-o6oi SECURI�'Y ACCOtJNTS HELD IN
BENEFICIARY FORM REV-1548�AFP �,z-�z�
���4���� ���}�`� �F DATE 04-01-2013
EZEGJSTE� O� �'8i�9�..�..5 ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
?013 APR 1 ( � 1 l� �J COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK ���f��( (�� ACN 13500320
111 ADAMS RD (� �� �' �ia��� APPEAL BY DATE: 05-31-2013
C A R L I S L E P A 17 0'1�- .9 (See reverse side under Objections)
C�M$ ��� �'�•' p� 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-1548A AFP C12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX UN SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500320
TAX RETURN WAS: CX� ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: VANGUARD ACCOUNT NO. : 88014595918
TYPE OF ASSET: C ) SECURITIES C JI SECURITY ACC O STOCK C ) BONDS
DOD Valuation 90,079.21 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 45,039.61 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 45,039.61 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 2,026.78 OR MONEY ORDER PAYABLE T0:
' "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017226 101.34 1,925.44
TOTAL TAX PAYMENT 2,026.78
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 NOTICE OF INBERITANCE TAX •
INHERITANCE TAX DIVISION APPRAISEqENT ALLOKANCE OR DISALLORANCE � pe n n sylva rn a
Po BoX 260601 OF DEDUCTION� AND ASSESSMENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG, Pa i�iza-o6oi SECURI�'Y 6CCOtJNTS HELD IN
aeNe�icieex Foen REV-1548A RFP (12-12)
RECORD�D UFFlCE 4F" DATE 04-01-2013
RE�IST�k� OF ���I�,LS ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
1U1� [iP(l 1 P�1 12 `I3 COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK CL��� �� ACN 13500237
111 ADAMS RD Q(��3(.fANC.�� COURT APPEAL BY DATE: 05-31-2013
CARLISLE PAC1�.Q��,.�t2p5�� �a.. P� (SeereversesideunderObjections)
UM KLAtV
A�ount 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-1548A AFP C12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FI�E NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500237
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: ALLIANCE DEVELOPMENT FUND ACCOUNT NO. : 22387
TYPE OF ASSET: O SECURITIES C � SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 16,404.32 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 8,202. 16 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 8,202.16 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 369. 10 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2013 CD017226 18.46 350.65
TOTAL TAX PAYMENT 369.11
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.
�.,Ka�..,��.�� ,�.��.�.,_ >. �a�.�_��.y..,�.F �.,���
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX .
INHERITANCE TAX DIVISION APPRAISE!lENTt ALLONANCE OR DISALLONANCE � pe n n sylva n�a
PO BOX 280601 OF DEDUCTIONS AND ASSESS![ENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBURG, Pn niza-o6oi SECIIRI�'Y ACCOt1NTS HELD IN
BENEFICIARY FOR![ REVa548�AFP (12-12)
���i�}����} ������ ��' DATE 04-01-2013
����Ca`�'�� (��' �t�',.,�� ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
1�13 APR � ��i � i� �� COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK C���K �� ACN 13500235
111 ADAMS RD D� �G, ����.�. APPEAL BY DATE: 05-31-2013
CAR L I SL E PA 1�OY��P'�9 (See reverse side under Objections)
CUMBERLAND C(?., F'�� 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-1548A AFP (12-12) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13500235
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: ALLIANCE DEVELOPMENT FUND ACCOUNT NO. : 22388
TYPE OF ASSET: C ) SECURITIES C a( SECURITY ACC O STOCK O BONDS
DOD Valuation 23,201.22 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 11,600.61 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 11 ,b00.61 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 522.03 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2013 CD017226 26. 10 495.93
TOTAL TAX PAYMENT 522.03
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.
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 D( AFP C12-12)
HARRISBUR6 PA 17128-0601 T HELD OR TRUST ASSETS
REGORDEI} O�FF��'� ��'
�����.�.�� �� �l�L� DATE 04-01-2013
ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
�u1� llpR � i f 4 z� �1 FILE NUMBER 21 12-1297
COUNTY CUMBERLAND
ROBERT S PTASZEK CL�R� �}f" SSN/DC 208-24-4523
ACN 12167271
111 ADAMS RD pRpN,q��' �,Q(,j�,� APPEAL BY DATE:05-31-2013
CAR L I S L E ,i'��7�������� , �� (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 (12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH:11-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 12167271
TAX RETURN WAS: CX� ACCEPTED AS FILED O CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 403-43
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING � �TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-18-2012
Account Balance 28,818.69 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 14,409.35 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' •�� WITH YOUR TAX PAYMENT TO THE
Taxable Amount 14,409.35 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 648.42 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017225 32.42 616.00
TOTAL TAX PAYMENT 648.42
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.
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISIDN APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS; AND ASSESSMENT OF TAX ON REV-1546 DcAFP C12-12)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
���QR��� ������ �� DATE 04-01-2013
RE�lS7�R OF �1�.�� ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
�.'013 APR 1 P�l 12 y1 COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK CL���( �� ACN 12167273
111 ADAMS RD ORp�Q�S� ���R� APPEAL BY DATE:05-31-2013
CA R L I S L E F����L5�20,Q � (See reverse side under Objections)
AIVlJ Q,, PA 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 C12-12�--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH:11-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 12167273
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 403-48
TYPE OF ACCOUNT: OSAVINGS C ) CHECKING C �TRUST OTIME CERTIFICATE
DATE ESTABLISHED 10-20-2011
Account Balance 19,838.01 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 19,838.01 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 19,838.01 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 892.71 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (—) AMOUNT PAID
02-25-2013 CD017225 44.64 848.08
TOTAL TAX PAYMENT 892.72
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.
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 p A OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
REV-1546 DC AFP (12-12)
HARRISBURG PA 17128-0601 (��`j��p�� ���'�T�HELD OR TRUST ASSETS
�������� �� �����.�.i DATE 04-01-2013
ESTATE OF PTASZEK BARBARA E
���`� ��� � �� �� �� FILE NUMBER�� 21 12-1297
COUNTY CUMBERLAND
CLERK 0�- SSN/DC 208-24-4523
ROBERT S PTASZE�R�NA�S� �,Q��� ACN 12167276
111 ADAMS RD �( p�a u [� APPEAL BY DATE:05-31-2013
CAR L I S L E '�'P'�T'f"0 i�'�4�9'�^� pQ (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 C12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH:11-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 12167276
TAX RETURN WAS: CX) ACCEPTED AS FILED O CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 403-64
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( �TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 10-10-2008
Account Balance 13,459. 19 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 13,459. 19 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' •0� WITH YOUR TAX PAYMENT TO THE
Taxable Amount 13,459.19 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 605.66 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, A6ENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017225 30.28 575.38
TOTAL TAX PAYMENT 605.66
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. t
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES ; DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-12>
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
��f'����� a��i�'� �� DATE 04-01-2013
(�E(���=�� �� ��;���,�� ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
I013 �PR I i�l l �� �� COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK CLERK G�" ACN 12167278
111 ADAMS RD �J . C���-� APPEAL BY DATE:05-31-2013
CAR L I SL E P������4��� ��. �� (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 (12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH:11-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 12167278
TAX RETURN WAS: (X? ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 403-66
TYPE OF ACCOUNT: OSAVIN6S C ) CHECKING C )UTRUST C )TIME CERTIFICATE
DATE ESTABLISHED 10-13-2010
Account Balance 6,200.17 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 6,200. 17 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' •�� WITH YOUR TAX PAYMENT TO THE
Taxable Amount 6,200. 17 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 279.01 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017225 13.95 265.06
TOTAL TAX PAYMENT 279.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
■ IF PAID AFTER THIS DATE, SEE REVERSE FOR GALCULATION 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.
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 260601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP C12-12)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
�E������ ����c� �� DATE 04-01-2013
�� y,�s'�'�� (}�' ��l�f,!� ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
��1J I!I R 1 �� � � �fi� COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK CLERK ��-� acr, 12168924
111 ADAMS RD N p�fi, (�f� APPEAL BY DATE:05-31-2013
CAR L I S L E ��p 7�i 5'9�0'9'�� (See reverse side under Objections)
CUMBERLANB CO., P,�s Amount Reuitted
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 (12-12�--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH:11-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 12168924
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SUSQUEHANNA BANK ACCOUNT NO. : 10005034128
TYPE OF ACCOUNT: C )SAVINGS O CHECKING ( �TRUST OTIME CERTIFICATE
DATE ESTABLISHED 07-01-2008
Account Balance 29,150.49 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 29,150.49 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 29, 150.49 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,311 .77 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017227 65.59 1,246. 18
TOTAL TAX PAYMENT 1,311 .77
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. J
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES pppRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP c12-12)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
�������� �����'� �� DATE 04-01-2013
���rST�R OF �J�,(,s ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
?r�13 APR 1 Pi� 12 y2 COUNTYUMBER CUMBERLAND
SSN/DC 208-24-4523
ROBERT S PTASZEK CLERK t�� ACN 13100948
APT 202 Q���A�S' �,O��T APPEAL BY DATE:05-31-2013
5 AL L I A N C E D R C�M�����R (See reverse side under Objections)
CARLISLE PA 1 �+JOCO•� p� 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 (12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF:PTASZEK BARBARA E DATE OF DEATH:11-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : 208-24-4523 ACN: 13100948
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 4000036879
TYPE OF ACCOUNT: OSAVINGS C ) CHECKIN6 ( �TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 03-05-2010
Account Balance 13,716.30 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 13,716.30 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' •�� WITH YOUR TAX PAYMENT TO THE
Taxable Amount 13,716.30 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 617.23 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2013 CD017225 30.86 586.37
TOTAL TAX PAYMENT 617.23
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.
BUREAU OF INDIVTDUAL TAXEKf������� ����j��r ���CE OF TNHERTTANCE TAX � p�nnsy[vania
SNHERITANCE TAX DIYISION p�ftlt�`'�'�� ���qp���T, ALLOWANCE OR DISALLOWANCE �Ey_1548 EX AFP {12-12)
PO &OX 280G01 �� �`�� OF DEDUCTIdNS, AFID ASSESSMENT OF TAX dN
HARRISHURG PA 17128-Ob01 N HELD OR TRU$T AS$ETS
JQ�� 11t 1j � �� �'" � DATE 04-D1-2013
ESTATE OF PTASZEK BARBARA E
(�,��,�� l�i DATE OF DEATH 11-24-2012
�������_ �����' FI�E NUMBER 21 12-1297
COUNTY CUMBERLAND
���gE'�LAN� C�., �� ssNlnc Zas-24-�52�
ROBERT S PTAS ACN 131Q0949
APT 202 APPEAL BY DATE:05-31-2013
5 A��I AN C E D R {See reverse side under 4bJectians)
CARLISLE PA 17013-4140 Amount Remitted �� �
MAKE GNEGIG PAYAB�E AND REMIT PAYMENT T0:
RE�ISTER OF WILLS
1 COURTHOt1SE SQUARE
CARLISLE PA 17013
CUT AI.ONG THIS LINE �" RETAIN L.QWER PORTION FOR YQUR RECORDS 'f"'
REY-1548 EX AFP C12-12�--------------------------------------------------------------------
NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HE�D OR TRUST ASSETS
DATE: 04-01-2013
ESTATE OF:PTASZEK BARBARA E DATE OF DEATH:Z1-29-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1297 S.StD.C. NO. : 208-24-4523 ACN: 13100944
TAX RETURN WAS: (X) ACCEPTED AS FILEn C ? CHAN6ED
JQINT OR TRUST ASSET INFORMATION
FINAMCIAL INSTTTUTION. C}RRSTOWN BANK ACCQUNT NO. : 40000425b4
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKIN� ( X)TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-I2-2011
Account Balance 10,262.U0 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxabie X 0.5Q0 YOUR ACC0t1NT: SUBMIT TNE
Amount Subject to Tax 5, 131.00 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' •�Q WITN YOUR TAX PAYMENT TO THE
Taxable Amaunt 5,131 .00 REGTSTER OF WILLS AT TNE
Tax Rate x, , , .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 23�•g� OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, A�ENT,"
TAX CREDI7S:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER IhiTERESTtPEN PAID {-} AMOUMT PAID
02-25-2013 CD017226 11 .55 219.36
TOTAL TAX PAYMENT 230.91
BA�ANCE OF TAX DUE .OlCR
INTEREST AND PEN. .00
TOTA� DUE .OICR
� IF PAID AFTER THIS DATE, SEE REVERSE FQR CALGULATiON OF ADDITIONAL INTER6ST. �
IF TUTAL DllE IS REFLECTED AS A "CREDIT'• CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTZONS.