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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. i�`u'� 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.