HomeMy WebLinkAbout03-28-14 )' pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISION
PO BOX STATEMENT OF ACCOUNT
HARRISBURG ORG PA PA 27128•060I
DATE 03-24-2014
RECORDED OFFICE OF ESTATE OF ARRIGO CAROLYN J
REGISTER OF WILLS FILE OF DEATH 02-16-2013
FILE NUMBER 21 13-0368
MATEYA p pp�� ppryry� +ry COUNTY CUMBERLAND
55 W CHURCH A 0�9`TH 28A A i 11 33 ACN 101
---
Amount Remitted
CARLISLE PA 14aL0�3f\3�t�.'t ��_:�_----`----
ORPHANS` COURT
CUMBERLAND CO., PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
EX *** ER
AFP (12-13) INHITANCE TAX STATEMENT OF ACCOUNT
REV-1607
ESTATE OF:ARRIGO CAROLYN J FILE NO. : 21 13-0368 ACN: 101 DATE: 03-24-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-2013
PRINCIPAL TAX DUE: 738.84
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID t-)
09-04-2013 CDC18108 .00 684.83
11-13-2013 CDO18384 .00 54.01
TOTAL TAX PAYMENT 738.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
00
• IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS.
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NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES RAP_ It(;j$.F}1 F„MTp,7A�AltANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION li4((�{{(1� O T�'�OON�Sy'�'-AYwib ASSESSMENT OF TAX REV-1547 EX AFP (08.13)
PD BOX 2RO661 REGISTER OF WILLS
HARRISBURG PA 17128-0601 2014 " p 280 1132
ESTATE OF MURRAY2014 JAMES L
CLERK Of DATE OF DEATH 03-21-2013
ORPHANS' COURT FILE NUMBER 21 13-0431
KLINE ROBER-CUMOERLANO CO., PA COUNTY CUMBERLAND
ACN 101
714 BRIDGE ST APPEAL DATE: 05-30-2014
PO BO X 461 (See reverse side underObjecdons)
NEW CUMBERLAND PA 17070-1623 Amount Remitted--- -1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENL. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MURRAY JAMES LFILE NO. :21 13-0431 ACN: 101 DATE: 03-31-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 123,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax Paymont.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,203.00
6. Jointly Owned Property (Schedule F) (6) 147,414.00
7. Transfers (Schedule G) (7) 100
8. Total Assets (8) 291 ,817.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,992.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 731 .00
11. Total Deductions (11) 14,723.76
12. Not Value of Tax Return (12) 277,093.24
13. Charitable/Governmental Beouasts; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 277,093.24
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 276•AAA-24 X 045 = 12,450.75
17. Amount of Line 14 at sibling rate (17) -DO X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 410.00 X 15 61 .50
19. Principal Tax Due (19)= 12,512.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-)
06-17-2013 C 017760 618.42 11,750.00
11-25-2013 CDO18450 .00 143.83
TOTAL TAX PAYMENT 12,512.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ��(,�
pennsytvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE --
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 31128-0601 RE'CORDE j0bfF'yJetLb (?R TRUST ASSETS
+}66ttREGISTER OVOF�II"-WILL(($JJr^ ESTATE OF HOOVER ANNA ANNA M
LU1 11t1it DEATH 28 FILE NUMBER 21 13-0469
flrl 11 33 COUNTY CUMBERLAND
CLERK OF SSN/DC
THOMAS W TAYLOR ACk ORPHANS COURT APPEAL BY DATE305?
8831 PEDERNALES TRL 30-2014 FORT WORTH TX �y�*1E€t l9 Nj} CO., PA (See reverse side underObjeetlons)
�+
Amount Remitted F -------��
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1548 EX AFP C12-13)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-31-2014
ESTATE OF:HOOVER ANNA M DATE OF DEATH:03-19-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0469 S.S/D.C. NO. : ACk: 13123127
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO. : 2187736
TYPE OF ACCOUNT: ( )SAVINGS CXS CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-25-2008
Account Balance 2,607.99 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 434.67 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 434.67 REGISTER OF WILLS AT THE
Tax Rate X . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 65.20 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 04-08-2014 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 65.20
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .59
TOTAL DUE 65.79
a 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.
pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX '
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
PO BOX 280601 RECORDEDOUP9, cgI ., AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 1 T HELD OR TRUST ASSETS
REGISTER OF WILLS
1 "-. DATE 03-31-2014
2014 q �I mpp p m _ ESTATE OF HOOVER ANNA M
MR8 28 A( i �1 33, DATE OF DEATH 03-19-2013
FILE NUMBER 21 13-0469
CLERK OF COUNTY CUMBERLAND
SSN/DC
DENICE A TAYLOIPRPHANS' COURT ACN 13123128
1546 W LYNN ST CUMBERLAND CO., PA APPEAL BY DATE:05-30-2014
COAL TOWNSHIP PA 17866-1719 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F
-----'---'------------'-------------------- -----------------
REV-1548 EX AFP C12-13)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-31-2014
ESTATE OF: HOOVER ANNA M DATE OF DEATH:03-19-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0469 S.S/D.C. NO. : ACN: 13123128
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO. : 2187736
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-25-2008
Account Balance 2,607.99 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 434.67 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 434.67 REGISTER OF WILLS AT THE
Tax Rate x . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 65.20 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 04-08-2014 TOTAL TAX PAYMENT . 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 65.20
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .59
TOTAL DUE 65.79
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.