HomeMy WebLinkAbout01-09-14 (2) J 1505607121
REV-1 500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOX 280601 2 1 0 7 0 0 1 3 4
Harrisburg,PA 1712N601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW I ,
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
❑X 1.Original Return 2.Supplemental Return 3. Remainder Return(date of death
_prior to 12-13-82)
'F1 4. Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required
death after 12-12-82)
F1 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 10.Spousal Poverty Credit(date of death ❑ 11.Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
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
Firm Name(if Applicable)
REGISTR OF WILLS USi�.ONLY
I R W I N L A W O F F I C E - z
First line of address
6 4 S O U T H P I T T S T R E E T rr ` rn ca
x m
Second line of address m v' v
u � o -r. <
ZD
City or Post Office State ZIP Code v dATE FILED
--1 r— I'�1 a
C A R L I S L E P A 1 7 0 , 1 3 o v10 f
Correspondents_e-mail address:IIWIDIaWOfflCe(cticimaII.com ,-
Under penalties of perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,corned and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SI TU E PfF PER , NSI E FOR FILING RETURN - TE
ADDRESS
13 C V dTRY DRIVE CARLISLE PA 17015
SI EPAR NE �Z
ATE
A D
64 SOUTH PITT TREE CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505607121 1505607121 J
oA
L 1 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) . . . .. . . . . . . . . . . .. . . . . 0 . 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. - 0 . 0 0
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.Totall Gross Assets(total Lines 1-7) 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) . . .. . . . . . . . . . . . . . .. . . . . . . . . it. 1 1 2 9 8 . 5 0
12.Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . .. . .. I . .. . .. . . . 12. 1 2 7 6 2 1 . 1 1
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which D . 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 16, 0 . 0 0
17. Amount of Line 14 taxable D . 0 D 17. 0 . D D
at sibling rate X.12
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19.Tax Due _-. . . . . . . 19. S 7 4 2 . 9 ' S
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑X
Side 2
1505607221 1505607221 J
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 21P
CARLISLE PA 17013
Tax Payments and Credits:
I. Tax Due(Page 2 Line 19) (1) 5.742.95
2. Credits/Payments
A.Spousal Poverty Credit
B.Prior Payments i 6,389.44
C.Discount
Total Credits(A+g+C) (2). 6,389.44
3. Interest/Penalty ifapplicable
D.Interest
E.Penalty
Total Interest/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. (513) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
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; ...................................................................... ❑ X❑
b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ Q
c. retain a reversionary interest;or ................................................................................................ ❑ ❑X
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ ❑
3. Did decedent own an'in trust for or payable upon death bank account or security at his or her death? ......... ❑ ❑
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................. ❑ ❑X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero(0)percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exam ol 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)(1.2)].
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(4.5)percent,except as noted in
72 P.S.§9116(1.2)[72 RS.-§9l 16(a)(1)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve(12)percent[72 P.S.§9116(a)(1.3)1.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-1502 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 price 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 is'ointl -owned with right of survivorsh ip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
i r
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)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MELVIN K. QUIGLEY 21 07 00134
All property jointly-owed with right of survivorship must be disclosed on Schedule F.-
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
TOTAL(Also enter on line 2,Recapitulation) S 0.00
(If more space is needed,insert additional sheets of the same size)
REV-1504 EX+(6-99)
SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR
INHERITANCE TAX RETURN
RESIDENT DECEDENT SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
MELVIN K. QUIGLEY 21 07 00134
Schedule C-1 or C-2(including all supporting information)must be attached for each closely-held oorporation/padnership interest of the decedent,other than a
sole-proprietorship. See instructions for the supporting infonnation to be submitted for sole-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
TOTAL Also enter on line 3,Recapitulation) $ 0.00
(If more space is needed,insert additional sheets of the same size)
REV-1507 EX+(e-99) -
SCHEDULE 101� DT
COMMONWEALTH OF PENNSYLVANIA MORTGAGES GAG/�ES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
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 enteron line 4,Recapitulation) $ 0.00
(If more space is needed,insert additional sheets of the same size)
REV=1508 EX"(6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK
DEPOSITS,, & MISC.
INHERITANCE TAX URN
RESIDENT DECEDE NT PERSONAL PROPERTY ESTATE OF FILE NUMBER
MELVIN K. QUIGLEY 21 07 "00134
Include the proceeds of litigation and the date the proceeds were received by the estate.
All properly-portly-owned vi right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
i r
TOTAL(Also enter on line 5,Recapitulation) $ 0.00
(If more space is needed,insert additional sheets of the same size)
REV-1509 EX (6-98) -
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MELVIN K. QUIGLEY 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 TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A.WILMA J. CLARK 131 COVENTRY DRIVE DAUGHTER
CARLISLE PA 17015
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % DATE OF DEATH
ITEM FORJOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S 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. 240335-41
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 50. 5,257.63
CD No. 31900260992
5. A 7/27/05 PNC BANK 15,644.39 50. 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
(If more space is needed,insed additional sheets of the same size)
RED/-1510 EX+'(6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS&
COMMONWEALTH ANw
INHERITANCE AX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MELVIN K. QUIGLEY 21 07 00134
This schedule must be completed and fled 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 NDWDE THE NAME OF THE TRANSFERJEa THEIR REIAnaNSHIRTO DECEDENT AND DATE OF DEATH % DECUS EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REX ESTATE VALUE OF ASSET INTEREST OF ArKEC E) VALUE
1. PNC BANK 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 09/16/2005
4. PNC BANK 10,012.46 100. 10,012.46
CD No. 31200300485-Transferred into joint names with
daughter, Wilma J. Clark, on 09/16/2005
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 TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MELVIN K. QUIGLEY 21 07 00134
Debts of decedent must be reported on Schedule I. '
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1.
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 claimants,attach explanation) 3,500.00
Claimant WILMAJ. CLARK
Street Address 131 COVENTRY DRIVE
City CARLISLE State PA Zip 17015 —
RelationshipofClaimanttoDecedent DAUGHTER
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 298.50
6 Accountant's Fees
6. Tax Return Preparers Fees
7
TOTAL(Also enter on line 9,Recapitulation) E 11 298.50
(If more space is needed,insert additional sheets of the same size)
REV-1512 EX (12-03) -
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS
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
TOTAL(Also enter on line 10,Recapitulation) E 0.00
(If more space is needed,insert additional sheets of the same size)
REVA513 EX,(9'00)
SCHEDULEJ
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
I TAXABLE DISTRIBUTIONS [indudeoutdghlsppcusaldistribuUons,and transfers under
Sec.! (a)(12)]
1. WILMA J. CLARK Lineal
131 Coventry Drive 100% RESIDUE
Carlisle, PA'17015
i
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE,ON REV-1500 COVER SHEET
ji- 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 II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 0.00
(If more space is needed,insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES fir'^.;'. -1'! --in NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION "A6RA'ISEWENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
WIRRISOURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)
�0�) 1E.p I U DATE 03-19-2007
P,�i�� 3� ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
WILMA J CLARIG�'< SSN/DC
ACN 06154041
638 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 701
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE 1 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. NO. ACN 06154041
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 240335-00
TYPE OF ACCOUNT: OC )SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-27-2004
Account Balance 13,107.32 NOTE: TO INSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tex 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 294.91 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-09-2007 CDC07795 .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.
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 r(' NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISE8ENT, 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 106.05)
DATE 03-19-2007
ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
nni�";;','` ��`- COUNTY CUMBERLAND
n -..a SSN/DC 207-07-9946
WILMA J CLARK-: ACN 06154042
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 TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 40—
_____________________--------------------------"'--"___---------__
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. 207-07-9946 ACN 06154042
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 240335-41
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 0( )TIME CERTIFICATE
DATE ESTABLISHED 08-07-2004
Account Balance 26,901.65 NOTE: TO INSURE PROPER CREDIT TO
Percent Taxable X 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 C+) 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
TOTAL DUE .00
t IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. k
C IF TOTAL DUE IS LESS THAN 01, NO PAYMENT IS REDUIRED.
T«TOTAL DUE IS REFLECTED AS..q�^CREDIT CTCR)n YOU MAY BE DUE A REFUND.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES --_" -JOVT10E OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAI$'L:XEXT. ALLOWANCE OR DISALLOWANCE
PO Box 280601 OF'.DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128.0601 JOINTLY HELD OR TRUST ASSETS REV-1546 EX APP (06-05)
n:: , DATE 03-19-2007
:; �i' 91 ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
WILMA J CLARK ` ACN 06157522
131 COVENTRY DR APPEAL DATE: 05-18-2007
CARLISLE PA 17015 '(See reverse side underObjecdons)
Amount Remitted F —I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE --0' RETAIN LOWER PORTION FOR YOUR RECORDS +--------------------------------•-__----__--------__---------------------`-----------`------
REY-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 06157522
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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 C+3 AMOUNT PAID
DATE NUMBER . INTEREST/PEN PAID C-)
02-09-20D7 CDO07795 .00 156.43
TOTAL TAX CREDIT 156.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. 100
- - - , NO . I TOTAL DUE .00
6 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN ti, NO PAYMENT S YIRED.
IF T47AL DUE IS REFLECTED AS A ^M1REDIT" ( CR), YOU MAY BE DUE A REFUND.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FMDIVY,DUAL�'T'A7E$ �,: � '.:- NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISIOIN - - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 288601 - OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1S48 EX AFP (04-05)
HARRISBURG PA 17128-0601 HELD OR TRUST ASSETS
DATE 03-19-2007
ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
y >,- COUNTY CUMBERLAND
_ . SSN/DC
WILMA (N !`:J CLARK ' ACM 06157523
131 COVENTRY DR APPEAL DATE: 05-18-2007
CARLISLE PA 17015 (See reverse side underObjecdons)
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 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. N0. ACN 06157523
TAX RETURN MASS (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31900260992
TYPE OF ACCOUNT( C )SAVINGS C ) CHECKING ( )TRUST 0( )TINE CERTIFICATE
DATE ESTABLISHED 04-25-2005
Account Balance 10,515.25 NOTE: TO INSURE PROPER CREDIT TO
Percent Taxable X 81500 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 TOz
"REGISTER OF WILLS, AGENT."
TAX CREDITSz
PAYMENT RECEIPT DISCOUNT (+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-09-2007 CDO07795 .00 236.59
TOTAL TAX CREDIT 236.59
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. _
( IF TOTAL DUE IS LESS THAN 41, 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
IDREAD OF INDIVIDUAL. TAXES NGTtcE�OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISENENT, ALLOWANCE OR DISALLOWANCE
PO em: 230601 OF aEDUCTIONS, AND ASSESSMENT OF TAX ON
MRRISBUR6 PA 17126.0601 JOINTLY HELD OR TRUST ASSETS REV-150 EX AFP (06.05)
i fl Fa 12:
. ESTATE OF QUIGLEYDD7 MELYIN K
DATE OF DEATH 09-03.2006
(":_Cr",..', FILE NUMBER 21 07-0134
n}.r;-.o - i, '
InT COUNTY CUMBERLAND
�s`". - `�. SSM/DC 207-07-9946
WILMA J CLARK Wit;'" ACH 06157524
131 COVENTRY DR APPEAL DATE: 12-21-2007
CARLISLE PA 17015 (See reverse side under
Amount Remlttad I —
L
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 1�
--___-----_-----__----..-___.»..-____--_._-_-_»»-__--.»___--.-^-_----
REV-1548 £X AFP CO3-053
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 MELYIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND
FILE NO. 21 07-0134 S.S/D.C. N0. 207-07-9946 ACH 06157524
TAX RETURN WAS: (X) ACCEPTED AS FILED C 7 CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31600268455
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 0OTIME 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 71832.15 UPPER PORTION OF THIS NOTICE
Debts and Deductions .60 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 7,832.15 REGISTER OF WILLS AT THE
Tax Rate X 145 ABOVE ADDRESS. MAKE CHECK
Tax Due 352.45 OR MONEY ORDER PAYABLE TOz
"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 352.45
REVERSE SIDE OF THIS FORM INTEREST AND PEN, 11.50
TOTAL DUE 363.95
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. • �: `
{ IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. tV�j
IF TOTAL DUE IS REFLECTED AS A °CREDIT^ C CR), YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
j
EXHIBIT "B
COMMONWEALTH OF PENNSYLVANIA
o DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOY 280601 OF DEDUCTIONS', AND ASSESSMENT OF TAX ON
NARRISNURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1546 EX AFP (06.05)
1DATE 10-22-2007
ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
_ FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
WILMA J CLARK C', . . . 'S SSN/DC
ACM 06157529
131 COVENTRY DR APPEAL DATE: 12-21-2007
CARLISLE PA 17015 (See reverse side underObjecnuns)
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 F
__•____'_____________ _---------------------------------------------------»----------------
REV-1546 £X 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 QUIGLEY MELVIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND
FILE NO. 21 07-0134 S.S/D.C. NO. ACN 06157529
TAX RETURN WASs CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION; PNC SANK ACCOUNT NO. 31900301422
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST (( )TIME 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 t+) AMOUNT PAID
DATE NUMBER INTERESTIPEM 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
e IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 01, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT° C CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES .: MOTICO OF INHERITANCE TAX
INHERITANCE TAX DIVISION 'APPRASSEMENT, ALLOWANCE OR DISALLOWANCE
PO am( 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128.0601 n i 001ITCV'IHEEWjOR TRUST ASSETS REV-1543 EX AFP (04.05)
DATE 10-22-2007
r,• rr., ESTATE OF QUIGLEY MELYIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
!" . . COUNTY CUMBERLAND
WILMA J CLARK SSN/DC
ACN 06157528
131 COVENTRY DR APPEAL DATE( 12-21-2007
CARLISLE PA 17015 (See reverse side underObjecfiens)
Amount Remitted F -I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO;
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ""'b RETAIN LOWER PORTION FOR YOUR RECORDS F
___-----_•�___________ _-----___-----__'-----•------•-------------------------------
REY-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 QUIGLEY MELYIN K DATE OF DEATH 09-03-2006 COUNTY CUMBERLAND
FILE NO. 21 07-0134 S.S/D.C. NO. ACN 06157528
TAX RETURN WAS1 (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31300301211
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST 0OTIME 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 CREDITSI
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. +
I IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A 'CREDIT" I 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 NOTICE''-OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRATSEMERT, ALLOWANCE OR DISALLOWANCE
PO FOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
MR,ISBURG PA 17125-0601 J "TOY 1iELD IP 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
COUNTY CUMBERLAND
-WILMA J CLARK �. SSN/DC
ACN 06157527
131 COVENTRY DR APPEAL DATE: 12-21-2007
CARLISLE PA 17015 (Swmerse side under Objecnons)
Amount Remitted F --
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ^'B RETAIN LOWER PORTION FOR YOUR RECORDS F
-------------------------------
R£Y-3548 £X AFP CD3-D53
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-D3-2006 COUNTY CUMBERLAND
FILE NO. 21 07-0134 S.S/D.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 ACCOUNTS C )SAVINGS C ) CHECKING C )TRUST 0C )TIME CERTIFICATE
DATE ESTABLISHED 09-16-2005
Account Balance 10,012.46 NOSE: 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 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 FORM INTEREST AND PEN. 14.70
TOTAL DUE 465.26
A IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 0
C IF TOTAL DUE IS LESS THAN #I, NO PAYMENT IS REQUIRED.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU MAY BE DUE A REFUND.
COMMONWEALTH OF PENNSYLVANIA
a DEPARTMENT OF REVENUE
• BUREAU OF INDIVIDUAL TAXES %'NOTIZE-'DR INHERITANCE TAX -
INHERITANCE TM DIVISION APPRAISENENT,''ALLOWANCE OR DISALLOWANCE
PO am 280601 OF DEDUCTIONS. AND ASSESSMENT OF TAX ON -1548 E% 4FP (06.05)
HARRISBURG PA 17128-0601 'JOINTLY HELD OR TRUST ASSETS REV
-A7 OCT 19 P11 12;'ATE OF QUIGLEY0D7 MELVIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
_ jSSNfDG
WILMA J CLARK C±f-" " rACN 06157526
131 COVENTRY DR APPEAL DATE: 12-21-2007
CARLISLE PA 17015 (See reverse side underObjec&ng)
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 4""
_...---•_'_-____'-------------------------•_-_•____-•__----_•-------------•_•_--....___....
REV-1548 EX AFP CO3-057
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 NO. 21 07-0134 S.S/D.C. NO, ACN 06157526
TAX RETURN WAS: (X) ACCEPTED AS FILED C } CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31200300485 -
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST IX )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 CREDITSs
PAYMENT RECEIPT DISCOUNT C+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 14-30-2007 TOTAL TAX CREDIT .00
AT SHE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 450.56
REVERSE SIDE OF THIS FORK INTEREST AND PEN. 14.70
TOTAL DUE 465.26
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN *I, 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 �.', How, OF, INHERITANCE TAX
INHERITANCE TAX DIVISION Af' AiSB11HlI't ALLOWANCE OR DISALLOWANCE
PR
PO BOX 250601 " BF DEDUCTI'ONS.,; AND ASSESSMENT OF TAX ON
HARRISBURG PA 17129.0601 JOINTLY-HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)DATE l f,.r;R � C rjii �i: 007
31 ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
iC; FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
WILMA J CLARK �'•i;'.' SSN/DC
ACN 06157525
131 COVENTRY DR - APPEAL DATE: 05-18-2007
CARLISLE PA 17015 (See reverse side under Objections)
Amount Remitted r
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 (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/O.C. NO. 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: ( )SAVINGS ( ) CHECKING ( )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 .DO 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 C+) 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. st
C 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 TM DIVISION _ APPkAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 'JOINTLY HELD OR TRUST ASSETS RH-1565 IX AFP 006.05)
DATE 03-19-2007
1R? ••"n e,: :. ) ESTATE OF QUIGLEY MELVIN K
16 +"CIO• `' � DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
((�� I!!6"�, • �r•,r SSN/DC
WILMA J CLX`. ' .. . - ACN 06154043
638 HIGHLAND A �"j APPEAL DATE: 05-18-2007
MT HOLLY SPRGS PA 17065 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT 10:
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 003-05)
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: C )SAVINGS C ) CHECKING C )TRUST 6( )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 (-)
02-09-2007 C0007795 .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.
( IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS_REFLECTED AS-A_°CREDIT° ( CR), YOU MAY BE DUE A REFUND.
COMMONWEALTH OF PENNSYLVANIA
r11R,RARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - - NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA IT128-0601 JOINTLY H LD OR TRUST ASSETS REV-1548 EX AFP 106-05)
L�!l� '°•7.R � � 3 DATE 03-19-2007
ESTATE OF QUIGLEY MELVIN K
DATE OF DEATH 09-03-2006
FILE NUMBER 21 07-0134
COUNTY CUMBERLAND
SSN/DC
WILMA J CLARK 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 +
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 06157521
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31600300251
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )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 (+) 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
+ IF PAID AFTER TNIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. B
( 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.