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HomeMy WebLinkAbout01-09-14 1505607121 REV-1 JO V EX (06-05) OFFICIAL USE ONLY PA Department of Ravenue Bureau of Individual Taxes County Code Year Fite Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 7 0 1 3 4 Harrisburg,PA 1712&0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 9 0 3 2 0 0 6 0 7 2 2 1 9 1 7 Decedent's Last Name Suffix Decedent's First Name MI Q U I G L E Y M E L V I N K (If Applicable)Enter Surviving Spouse's Information Below - Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW © 1.Original Return 2.Supplemental Return E] 3.Remainder Return(date of death prior to 12-13-82) 4.Limited Estate 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required death after 12-12-82) 6.Decedent Died Testate 7.Decedent Maintained a Living Trust.- 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death E1 11.Election to tax under Sec.9113(A) between 12-31-91 and 1-1.95) (Attach Sch.0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number H A R O L D S I R W I N I I I 7 1 7 2 4 3 6 0 9 0 Farm Name(if Applicable) REGISTS OF WILLS U ME'ONLY I R W I N L A W 0 F F I C E 3 C> m First line of address I- ��.,� 't �. ".4 to 6 4 S 4 U T H P I T T S T R E E T = rn cc5 m Second line of address 4? j � s C3ffA7E Fl, LED City or Post Office State ZIP Code C=I r rn 1 C A R L I S L E P A 11 7 0 . 1 3 a C3 C ° ! [ - -• '*t .- Correspondent's,e-mail address:IfwinlawoffICeCEDg 1ail.com ... Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on aft information of which preparer has any knowledge. S/IG�,N/�TUURE PER NSSIIBLE FOR FILING RETURN - TTE�.,//� ADDRESS 13 V CARLISLE PA 17015 $IG AT P EPARE TH REP ATNE - ATE 24/3 A D " 64 SOUTH PITT TREE CARLISLE PA 17013 . PLEASE USE ORIGINAL FORM ONLY Side 7 1505607121 1505607121 J 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: MELVIN K. QUIGLEY RECAPITULATION .1. Real estate(Schedule A) . . . . .. . . . . .. . . . .. . . . .. . . . .. . .. .. . . . . . . . . 1. 0 . 0 0 2. Stocks and Bonds(Schedule B). . . . . . . . .. . .. . . .. .. . . . . . . . . . . . . . . . . 2. 0 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 0 . 0 0 1 1' 4. Mortgages&Notes Receivable(Schedule D) 4. - 0 . 0 0 5. 'Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E) . . . . . . . 5. 0 . 0 0 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ,. . . . . . 6. 3 6 5 6 0 . 6 1 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 1 0 2 3 5 9 , 0 0 (Schedule G) Separate Billing Requested . .. . . . . 7. 8.Total Gross Assets(total Lines 1-7) . . . .. . . .. . . . . . . . . . . . . . . .. 8. 1 3 8 9 1 9 . 6 1 9. Funeral Expenses&Administrative Costs(Schedule H) . . . . .. .. . . . . . . .. 9. 1 1 2 9 8 . 5 0 10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1) . .. .. . . . . . . . 10. 0 . 0 0 - 11. Total Deductions(total Lines 9&10) . .. . . . .. . . . . . . .. .. .. . . . . .. . 11. 1 1 2 9 8 . 5 0 12. Net Value of Estate(Line 8 minus Line 11) . . . . ... . . . . .. . . . . . . . . .. . . 12. 1 2 7 6 2 1 . 1 1 13. Charitable and Governmental Bequests/See 9113 Trusts for which - 0 . 0 0 . an election to tax has not been made(Schedule J) .. . .. . .. .. . . . . . . . . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . 14. 1 2 7 6 2 1 . 1 1 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.045 1 2 7 6 2 1 . 1 1 15. 5 7 4 2 . 9 5 16. Amount of Line 14 taxable at lineal rate X.0- 0 . 0 0 18 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18 0 . 0 0 -19.Tax Due ' . .. . . . . . . .. . . . . . . . . . . . . . . . .' .. . . . . . . . . . . �:. . . . . . . 19. ' . - 5 7 4 2 . 9' 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT - - a Side 2 1505607221 1505607221 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 01 00134 DECEDENT'S NAME MELVIN K. QUIGLEY STREET ADDRESS 131 COVENTRY DRIVE CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tarr Due(Page 2 Line 19) (1) 5,742.95 2. Credits/Payments A.Spousal Poverty Credit B.Prior Payments i 6,389.44 i C,Discount Total Credits(A+B+C) (2) 6,389.44 3. Interest/Penalty if applicable D.Interest E.Penalty Total lnteresi/Penalty(D+E) (3) 0.00 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 646.49 5. if Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 A.Enter the interest on the tax due. (5A) B.Enter the total of Line 5+5A.This is the BALANCE DUE. (5B) 0.00 Make Check Payable to REGISTER OF WILLS,AGENT .. v, 77 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ..........:........................................................... ❑ nX b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ e. retain a reversionary interest,or .....:.......................................................................................... ❑ nX d, receive the promise for life of either payments,benefits or care? ....................................................... ❑ 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ............•.......................................................................... ❑ nX 3. Did decedent own an'in trust for or payable upon death bank account or security at his or her death? ......... n nX 4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which contains abenefiiciarydesignation?..............................................._........................................_....... ❑ El IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. M,- _ , _ I = q... For dates of death on or after July 1,1994 and before January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three(3)percent[72 P.S.§9116(a)(1.1)(j)] For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to orfor the use of the surviving spouse is zero(0)percent 172 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is zero(0)percent[72 P.S.§9116(a)(12)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half(0)percent,except as noted in 72 P.S.§9116(12)[72 RS.§9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve(12)percent 172 P.S.§9116(a)(13)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1602 EX+(6-96) - SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MELVIN K. QUIGLEY . 21 07 00134 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the pros at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property which isjointly-owned with right of sundvorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 r i i . TOTAL Also enter on line 1,Recapitulation $ 0.00 (if more space is needed,insert additional sheets of the same size) REV-1503 EX+(6-98) T - SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07. 00134 Ali property jointly-owned with right of survivorship must be disclosed on Schedule F.- ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL(Also enter on line 2,Recapitulation) $ 0.00 (If more space is needed,insert additional sheets of the same size) REV-1504 EX*(8-98) SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHERITANCE EDENN RESIDENT CT SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07 00934 Schedule C-1 or C-2(including all supporting information)must be attached for each closely-held corporation/partnership interest of the decedent,other than a sole-proprietorship. See instructions for the supporting Information to be submitted for sole-protmetatships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I. NONE 0.00 i i r t 5 I I ! I TOTAL Also enter on line 3,Recapitulation) $ 0.00 (If more space is needed,insert additional sheets of the same size) REV-1507 EX+(8-98) . SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES ES INHERITANCE RESIDENT D TAX DECEDENT RETURN RECEIVABLE ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07 00134 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL Also enter online 4,Recapitulation) $ 0.00 (if more space is needed,insert additional sheets of the same size) REV-1508 EX+(&98) . SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. ' INHERITANCE E TAX T PERSONAL PROPERTY ESTATE OF . FILE NUMBER MELVIN K. QUfGLEY 21 07 `00134 Include the proceeds of INgatlon and the date the proceeds were received by the estate. All property jointly-owned with nght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 14 NONE 0.00 i r t ; I a ..a TOTAL(Also enter on line 5,Recapitulation) $ 0.00 (if morn space is needed,Insert additionaf sheets of the same size) REV-1509 EX+(6-99) - SCHEDULEF COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MELVIN K. OUIGLEY 21 07 00134 " If an asset was made joint within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANTS)NAME ADDRESS RELATIONSHIP TO DECEDENT A. WILMA J. CLARK 131 COVENTRY DRIVE DAUGHTER CARLISLE PA 17015 IS C JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF LATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECDS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1/27/04 MEMBERS 1ST FCU 13,107.32 50. 6,553.66 Savings Account No. 240335-00 2. A 8/4/04 MEMBERS 1ST FCU 26,901.65 50. 13,450.83 CD No.24033541 3. A 12/2/99 PNC BANK 6,952.57 50. 3,476.29 Checking Account No. 51440109278 _ 4. A 4/25/05 PNC BANK 10,515.25 fi0. 5,257.63 I CD No. 31900260992 5. A 7/27/05 PNC BANK 15,644.39 60. 7,822.20 CD No. 31600268455 PLEASE SEE EXHIBIT"A"TO DOCUMENT ABOVE VALUES , TOTAL(Also enter on line 6,Recapitulation) S 36 560.61 (K more space is neaded,insert additional sheets of the same sae) - REV-1510EX+te.98j SCHEDULE G INTER-VIVOS TRANSFERS& COMM HERITANT E CTAXE ETURLN ANIA MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07 00134 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM IRDLMDE THE NAME OF THE TRnNSFEREE,THORREIAnDNSHIPTODEDEDENTAND DATE OF DEATH % DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRAvISHEa ATrXH AGOPr OF THE DEED MR RP ESTATE. VALUE OF ASSET INTEREST pFAraicAwkt VALUE 1. PNC SANK 26,366.96 100. 26,366.96 CD No. 31900301422-Transferred into joint names with daughter, Wilma J. Clark, on 09/16/2005 2. PNC BANK /' 20,021.09 100. 20,021.09 CD No. 31300301211 -Transferred into joint names with daughter, Wilma J. Clark, on 09/16/2005 3. PNC BANK 10,012.46 100. 10,012.46 CD No. 31900301417-Transferred into joint names with daughter,Wilma J. Clark on 09/1612005 4. PNC BANK 10,012.46 100. 10,012.46 CD No- 31200300485-Transferred into joint names with daughter, Wilma J. Clark, on 09/1612005 5. PNC BANK 10,012.46 100, 10,012.46 CD No. 31000298211 -Transferred into joint names with daughtter, Wilma J, Clark, on 09/16/2005 6. MEMBERS 1ST FCU 8,912.48 100. 8,912.48 CD No. 240335-46 -Transferred into joint names with daighter,Wilma J. Clark, on 08/22/2006 7. PNC BANK 17,021.09 100. 17,021.09 CD No. 31600300251 -Transferred into joint names with daughter, Wilma J. Clark, on 09/16/2005 . PLEASE SEE EXHIBIT"B"TO DOCUMENT ABOVE VALUES TOTAL Also enter on line 7 Recapitulation) $ 102 359.00 (if more space is needed,insert additional sheets of the same size) REV-1511 EX.(10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA - FUNERAL EXPENSES INHERITANCE R RESIDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07 00134 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1, r � l B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions ' Name of Personal Representative(s) Street Address City State Zip Years)Commission Paid: 2, AttomeyFees IRWIN LAW OFFICE 7,500.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation) - 3,500.00 Claimant WILMA J. CLARK Street Address 131 COVENTRY DRIVE City CARLISLE state PA Zip 17015 Relationship of Claimant to Decedent DAUGHTER 4• Probate Few CUMBERLAND COUNTY REGISTER OF WILLS 298.50 5 Accountant's Fees 6. Tax Return Preparers Fees .' .. 7. TOTAL(Also enter on line 9,Recapitulation) $ 11,29a.50 (If more space is needed,insert additional sheets of the same size) REV-1512 EX+(12-03) - SCHEDULEII COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE SIDEN DECEDENT MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT f ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07 00134 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 i t TOTAL(Also enter on line 10,Recapitulation) E 0.00 (If mare space is needed,insert additional sheets of the same size) REV-1513EX+(9-ee) SCHEDULE ) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MELVIN K. QUIGLEY 21 07 00134 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE, NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE T TAXABLE DISTRIBUTIONS tindude outnght ssppoousal distributions,and transfers under Sec,9116(a)(1.2)J 1, WILMAJ. CLARK Lineal 131 Coventry Drive 100% RESIDUE Carlisle, PA'17015 - i % ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 1S THROUGH 18,AS APPROPRIATE,ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE- — 0.00 B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. NONE 0.00 TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed,insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES tt 7 -tn*QTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APFIRA•IS`t4ENT, ALLOWANCE OR DISALLOWANCE PO emI 200601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON NARRISOURG PA 17120.0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06.05) �(� ]K)sn j0 r DATE 03-19-2007 31 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 C;:v FILE NUMBER 21 07-0134 •'.� �_ COUNTY CUMBERLAND n . h'1 SSN/DC WILMA J CLAQ'�C`':� � ACN 06154041 636 HIGHLAND AVE APPEAL DATE: 05-18-2007 MT HOLLY SPGS �PA 17065 (See reverse side under Objections) Amount Remitted -� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS -------- ------••___-_------------------------------------•-------------------------------- REY-154B EX AFP COS-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AMD ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/D.C. NO. ACN 06154041 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 240335-00 TYPE OF ACCOUNT: 0C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 01-27-2004 Account Balance 13,107.32 NOTEt TO INSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 6,553.66 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 6,553.66 REGISTER OF WILLS AT THE Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK Tax Due 244.41 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-09-2007 CDO07795 .00 294.91 TOTAL TAX CREDIT 294.91 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 • IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. L IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A 'CREDIT" C CR), YOU MAY BE DUE A REFUND. i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES w j� '--NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISIONAPPRAYSERENT, ALLOWANCE OR DISALLOWANCE PO 80X 280601 OF'btDUCTIONS, AND ASSESSMENT OF TAX ON HARRISIURG PA 17128.0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06.05) DATE 007 31 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09.03-2006 (`,Cl?y(�_ FILE NUMBER 21 07-0134 COUNTY CUMBERLAND ,+ +, _.'.: ' SSNIDC WILMA J CLARV ACN 06154042 630 HIGHLAND AVE `{ APPEAL DATE: 05-18-2007 MT HOLLY SPRGS PA 17065 (See reverse side under Objections) Amount Remitted F- --`� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F ..............• ----... ...-----------.----•-----•-----..----.----•---------------------•- REV-1548 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/D.C. NO, ACM 06154042 TAX RETURN WAS; (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 240335-41 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST 0( )TIME CERTIFICATE DATE ESTABLISHED 08-07-2004 Account Balance 26,901 .65 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable )( 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 13,450.83 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 13,450.83 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 605.29 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-09-2007 CDO07795 .00 605.29 TOTAL TAX CREDIT 605.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 NO NT I TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. + I IF TOTAL DUE IS LESS THAN 6I, NO PAYMENT S REQUIRED. IF TOTAL DUE I$ REFLECTED AS A --CREDIT" C CR), YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -I.nO'FICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES - - " r. , INHERITANCE TAX DIVISION - APRAAIS'EMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF'.DEDUCTIONS, AND ASSESSMENT OF TAX ON IWRRISBURO PA 11128-D601 JOINTLY HELD OR TRUST ASSETS REV-1546 EX AFP (06-05) �J�7'�' � �b �1,'•? !; DATE 03-19-2007 .3I ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 COUNTY CUMBERLAND r' SSN/DC WILMA J CLARk�� ACN 06157522 131 COVENTRY DR APPEAL DATE: 05-18-2007 CARLISLE PA 17015 (See reverse side under Objecdons) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE —4' RETAIN LOWER PORTION FOR YOUR RECORDS r ________________________________ REV-1548 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03.2006 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/D.C. N0. ACN 06157522 TAX RETURN WAS: IX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 51440109289 TYPE OF ACCOUNT: C )SAVINGS 0( ) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 12-02-1999 Account Balance 6,952.57 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 3,476.29 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 3,476.29 REGISTER OF WILLS AT THE Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK Tax Due 156.43 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER . INTEREST/PEN PAID C-) 02-09-2007 CDO07795 .00 156.43 - TOTAL TAX CREDIT 156.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 _ - - AS NO, NO e T TOTAL DUE .00 i IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. + ( IF TOTAL DUE IS LESS THAN PAYMENT IS REQUIRED. AL IF TOT DUE [S REFLECTED AS A ^CREDIT" ( CR). YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ... - .. PO BOX 280601 _ _, OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) Lipild!`." Iv P:i; Ii: 31 DATE 03-19-2007. ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 GFI ri COUNTY CUMBERLAND WILMA rv !t:JCLARK• ` SSN/DC „-. ACN 06157523 131 COVENTRY DR APPEAL DATE: 05-18-2007 CARLISLE PA 17015 (See reverse side under Objecfions) Amount Remitted F --� 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 F _ REV-1548 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/D.C. NO, ACN 06157523 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31900260992 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 0( )TIME CERTIFICATE DATE ESTABLISHED 04-25-2005 Account Balance 10,515.25 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 5,257.63 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 5,257.63 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 236.59 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-09-2007 CDC07795 .00 236.59 TOTAL TAX CREDIT 236.59 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 • IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. E C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOOT 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128.0601 JOINTLY HELD OR TRUST ASSETS REV-1545 EX APP (06-05) 1 D �3' 12: LATE 10-22-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 nl ITT COUNTY CUMBERLAND SSN/DC WILMA J CLARK ACN 06157524 131 COVENTRY DR APPEAL DATE: 12-21-2007 CARLISLE PA 17015 (See reverse side under Objections) Amount Remitted —� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-- _____--^------"-'---_-•___•___________________•_•--___-___"'-"'-----------"------"'-- REV-1548 EX AFP COS-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2DO6 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/O.C. NO. ACN 06157524 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31600268455 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST dOTIME CERTIFICATE DATE ESTABLISHED 07-27-2005 Account Balance 15,664.30 NOTE: TO INSURE PROPER CREDIT TO - Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 7,832.15 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 7,832.15 REGISTER OF WILLS AT THE Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK Tax Due 352.45 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHARGED THROUGH 10-30-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 352.45 REVERSE SIDE OF THIS FORM INTEREST AND PEN, 11.50 TOTAL DUE 363.95 a IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. V C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE • BUREAU OF INDIVIDUAL TAXES NO TICE'OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMEWT, ALLOWANCE OR DISALLOWANCE PO BOX 280603 OF-DEDUCTIONS', AND ASSESSMENT OF TAX ON HARRISBURG PA 17126-0601 JOINTLY HELD OR TRUST ASSETS REV-1540 EX AFP C06.05) L,7} .• �JDATE 10-22-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03.2006 C_�� FILE NUMBER 21 07-0134 /•("_?�' '.a '*x COUNTY CUMB ACN 06157529 131 COVENTRY DR APPEAL DATE: 12-21-2007 CARLISLE PA 17015 (See►everte side under Objections) Amount Remitted F MAKE CHECK PAYABLE AND REMIT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ""'P RETAIN LOWER PORTION FOR YOUR RECORDS 4- ..-•___'•__-__'_____-'- --------------------------------------------------«-----.---.----— REV-1548 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE N0. 21 07.0134 S.S/D.C. NO. ACN 06157529 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31900301422 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 0OTIME CERTIFICATE DATE ESTABLISHED 09-16.2005 Account Balance 26,366.96 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 26,366.96 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 26,366.96 REGISTER OF WILLS AT THE Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK Tax Due 11186.51 OR MONEY ORDER PAYABLE TO: '*REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHARGED THROUGH 10-30-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 11186.51 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 38.72 TOTAL DUE 1,225.23 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 61. 90 PAYMENT IS REOUIRED. IF TOTAL DUE IS REFLECTED AS A ^CREDIT" C CR). YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA !".DMOARTRENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTIC4OF INHERITANCE TAX INHERITANCE TAX DIVISION "APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISOURG PA 17128-0601 ..,.) .. i QOIlffCY,'1tE(,D-��'OR TRUST ASSETS REV-1548 EX AFP (06.05) DATE 10-22-2007 ESTATE OF gUIGLEY MELVIN K . ,,IT DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 (` COUNTY CUMBERLAND SSN/DC WILMA J CLARK ACN 06157528 131 COVENTRY DR APPEAL DATEI 12-21-2007 CARLISLE PA 17015 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE "4 RETAIN LOWER PORTION FOR YOUR RECORDS H REV-1548 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE. OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2007 ESTATE OF gUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/D.C. N0. 207-07-9946 ACN 06157528 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTIONS PNC BANK ACCOUNT NO. 31300301211 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 0( )TIME CERTIFICATE DATE ESTABLISHED 09-16-2005 Account Balance 20,021.09 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 20,021.09 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 20,021.09 REGISTER OF WILLS AT THE Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK Tax Due 900.95 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHARGED THROUGH 10-30-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 900.95 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 29.40 TOTAL DUE 930.35 • IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. t C IF TOTAL OUE IS LESS THAN 01, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE 0 F THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA --DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES HOTICE'OF 'INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMEATs'ALLOWAHCE OR DISALLOWANCE PO mm: 2806oi OF DEDUCTIONS, AND ASSESSMENT OF TAX ON :PRRISBURG PA 17128-0601 )PINTL-T 4MMO'ORI TRUST ASSETS REV-1540 EX AFP (06.05) - DATE 10-22-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 G.., COUNTY CUMBERLAND SSN/UC _ WILMA J CLARK ACN 06157527 131 COVENTRY DR APPEAL DATE: 12-21-2007 CARLISLE PA 17015 (See reverse side under Objections) Amount Remitted F— MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE —11 RETAIN LOWER PORTION FOR YOUR RECORDS !-- ---------------------_----------------------*----------------------- REY-1548 EX AFP 003-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03.2006 COUNTY CUMBERLAND FILE N0. 21 07-0134 S.SJD.C. NO. ACN 06157527 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31900301417 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST O( )TIME CERTIFICATE DATE ESTABLISHED 09-16-2005 Account Balance 16,012.46 NOTE: TO INSURE PROPER CREDIT TO Percent Taxablo y_ 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 10,012.46 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 10,D12.46 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 450.56 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHARGED THROUGH 10.30-2007 TOTAL TAX CREDIT .DO AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 450.56 REVERSE SIDE OF THIS FORK INTEREST AND PER. 14.70 TOTAL DUE M 465.26 0 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN tl, 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 (" `-�-NOTIAE 4F'3WHERITANCE TAX INHERITANCE TAX DIVISION APPRAI9EMENT,'ALLOWAMCE OR DISALLOWANCE PO Box 280601 OF DEOUCTIOHS, AND ASSESSMENT OF TAX ON IMRRISSUR0 PA 17128-9601 'JOINTLY HELD OR TRUST ASSETS REV-1506 OI AFP (06.05) OCT 19 Pit I MATE OF QUIGLEY 07 MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 CL,: tCl COUNTY CUMBERLAND _' 'QUIRT SSN/DC WILMA J CLARK C({`."' ' ` �'j1CN 06157526 I3I COVENTRY DR APPEAL DATES 12-21-2007 CARLISLE PA 17015 (See reverse side under Objecdons) Amount Remitted i I MAKE CHECK PAYABLE AND REMIT PAYMENT TO- REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE i► RETAIN LOWER PORTION FOR YOUR RECORDS !-- --------------`---_-'•-__--------------------------.-.-- REY-1548 £X AFP-(03-05) -�"-------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2007r ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO, 21 07-0134 S,S/D.C. N0. ACN 06157526 TAX RETURN WAS: (X) ACCEPTED AS FILED I ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31200300485 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST 0OTIME CERTIFICATE DATE ESTABLISHED 09-16-2005 Account Balance 10,012.46 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 101012.46 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 10,012.46 REGISTER OF WILLS AT THE Tax Rate X •45 ABOVE ADDRESS. MAKE CHECK Tax Due 450.56 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITSI PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 10-30-2007 TOTAL TAX CREDIT g450.S6 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN.TOTAL DUE 8 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. + /"1 I IF TOTAL DUE IS LESS THAN $1, MO PAYMENT IS REQUIRED. f"-�1� IF TOTAL DUE IS REFLECTED AS A CREDIT^ ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES �^.���-�-�, T; E. OF INHERITANCE TAX INHERITANCE TAX DIVISION ALLOWANCE OR DISALLOWANCE PO BOX 250651 ':" OF:DEtlUCTl'ONS,i AMD ASSESSMENT OF TAX ON KARRISBURO PA 17125-0601 - JOINTLY-HELD OR TRUST ASSETS REV-1545 EX AFP (06-05) 7(����`.`:R 1 6 �('� 1f: 3 ESTATE OF QUIGLEYO07 MELVIN K DATE OF DEATH 09-03-2006 Cfw ,�_ FILE NUMBER 21 07-0134 U S• r"•, ,_, COUNTY CUMBERLAND Qf�_rn°.•'�. y'1T SSN/DC WILMA J CLARK Ci:'•• ACN 06157525 131 COVENTRY DR APPEAL DATE: 05-18-2007 CARLISLE PA 17015 (See reverse side under Objecdons) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO( REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F REV-3548 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND. FILE NO. 21 07-0134 S.S/O.C. N0. ACN 06157525 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31000298211 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 0( )TIME CERTIFICATE .DATE ESTABLISHED 09-16-2005 Account Balance 10,012.46 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 10,012.46 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 10,012.46 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 450.56 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-09-2007 CDO07795 .00 450.56 TOTAL TAX CREDIT 450.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 A IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. i ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A CREDIT^ ( CR), YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA . ° DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES----_ NOTICE OF INHERITANCE TAX INHERITANCE TAE DIVISIONAPPIFAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 250601 :OF DEDUCTIONS. AND ASSESSMENT OF TAX ON MRRISBURG PA 17128-0601 - 'JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06.05) DATE 03-19-2007 16 It i i 3 i ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 C, Fi ! = COUNTY CUMBERLAND /n� SSN/DC WILMA J CL"1('r'.; -= !" ACN 06154043 638 HIGHLAND AVE" �'' APPEAL DATE: 05-18-2007 MT HOLLY SPRGS PA 17065 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --P RETAIN LOWER PORTION FOR YOUR RECORDS + REV-1548 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO, 21 07-0134 S.S/D.C. NO. ACN 06154043 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 240335-46 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST 0( )TIME CERTIFICATE DATE ESTABLISHED 08-22-2006 Account Balance 8,012.48 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 8,012.48 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 8,012.48 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 360.56 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-09-2007 CD007795 .00 360.56 TOTAL TAX CREDIT 360.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. A ( IF TOTAL DUE IS LESS THAN 01, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A-_'CREDIT" ( CR), YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA ► 79.9PARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMEXT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17125-0601 JOINTLY H LD OR TRUST ASSETS REV-1548 EX AFP (06-05) DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 FILE NUMBER 21 07-0134 �. ^•^'�� COUNTY CUMBERLAND WILMA J CLARK SSN/DC ACN 06157521 131 COVENTRY DR APPEAL DATE: 05-18-2007 CARLISLE PA 17015 (See reverse side under Objections) Amount Remitted MAKE.CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REV-1548 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-19-2007 ESTATE OF QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND FILE NO. 21 07-0134 S.S/D.C. NO. ACN 06157521 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31600300251 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 0( )TIME CERTIFICATE DATE ESTABLISHED 09-16-2005 Account Balance 17,021.09 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 17,021.09 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 17,021.09 REGISTER OF WILLS AT THE Tax Rate X -45 ABOVE ADDRESS. MAKE CHECK Tax Due 765.95 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS; PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-09-2007 CDO07795 .00 765.95 TOTAL TAX CREDIT 765.95 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 _ - TOTAL DUE .00 1 A IF PAID AFTER TNIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS ), YIRED. IF TOTAL DUE IS REFLECTED AS A ^CREDIT" C CR)^ YOU MAY BE DUE A REFUND.