HomeMy WebLinkAbout06-16-14 INHERITANCE TAX
RECORD ADJUSTMENT pennsytvama
BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 11128.0601
DATE 06-02-2014
ESTATE OF YINGER GRACE J
DATE OF DEATH 08-26-2012
FILE NUMBER 21 14-0271
COUNTY CUMBERLAND
SSN/DC 172-52-3087
RUSSEL E YINGER ACN 13121376
520 STONE CHURCH RD Amount Romittetl
CARLISLE PA 17015-9501
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE i► RETAIN LOWER PORTION FOR YOUR RECORDS (--
REV-1604 EX AFP (12-13)
*■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE: 06-02-2014
ESTATE OF: YINGER GRACE J DATE OF DEATH: 08-26-2012 COUNTY: CUMBERLAND
FILE NO. : 21 14-0271 S.S/D.C. NO. : 172-52-3087 ACN: 13121376
ADJUSTMENT BASED ON: PROTEST BOARD DECISION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO . : 1671U10981
TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09-03-1998
Account Balance 713.88 NOTE: TO ENSURE PROPER CREDITvTO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPgR P,QRgJON
Amount Subject to Tax 356.94 OF THIS NOTICIC�WWH YO RR TAX` ca
Debts and Deductions - •00 PAYMENT 70 THEvRGISTEIAFW,TR,P LS
Taxable Amount 356.94 AT THE ADDRESS-,Si O{1 ATOO,VE: ;? m
Tax Rate X •00 MAKE CHECK OR FMONEY 10REUER PA'YA'BLE
Tax Due •00 TO: ^REGISTER__�O9'WILLS, AGENT:^
TAX CREDITS: o
PAYMENT RECEIPT DISCOUNT I+) AMOUNT PAID F' m
DATE NUMBER INTEREST/PEN PAID C-) _ Z.,.
a CJ GT n
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
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.
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pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 06-16-2014
ESTATE OF YOUNG JOHN D
DATE OF DEATH 06-23-2013
FILE NUMBER 21-14—C--/
COUNTY CUMBERLAND
SSN/DC 208-50-5809
ROSE MCBETH ACN 13139217
34 SANDBANK RD APPEAL BY DATE:08-15-2014
SHIPPENSBURG PA 17257-9687 (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 4--
-------------------------------------------------------------------------------------------
REV-1546 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: 06-16-2014
ESTATE OF: YOUNG JOHN D DATE OF DEATH:06-23-2013 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : 208-50-5809 ACN: 13139217
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FARMERS & MERCHANTS TRUST CO ACCOUNT NO. : 3440184
TYPE OF ACCOUNT: C )SAVINGS 00 CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-28-2003
Account Balance 693. 10 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 346.55 UPPER PORTION OF TAIIS NOTICE
Debts and Deductions •00 WITH YOURCTAX PAYV14T TO miE
Taxable Amount 346.55 REGISTER 5FCWILLS A TRB n
Tax Rate x • 15 - ABOVE ADDREg- . MAM CHECn
T r-. - J
Tax Due 51 .98 OR MONEY OR6ER;'PAY�LE TO.a
"REGISTER;,.OF..>_W IL L SC,n AGENI "
TAX CREDITS:
CD
PAYMENT RECEIPT DISCOUNT (+) ' O `1 -n-
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID -�.� _ -n
F, r m
r
j G) (!) -n
CT)
INTEREST IS CHARGED THROUGH 06-24-2014 TOTAL TAX PAYMENT . 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 51 .98
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .40
TOTAL DUE 52.38
x IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. X \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. \�
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \�J�J
Pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 17
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 06-16-2014
ESTATE OF YOUNG JOHN D
DATE OF DEATH 06-23-2013
FILE NUMBER
COUNTY CUMBERLAND
SSN/DC 208-50-5809
ROSE MCBETH ACN 13139216
34 SANDBANK RD APPEAL BY DATE:08-15-2014
SHIPPENSBURG PA 17257-9687 (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 —01 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: 06-16-2014
ESTATE OF:YOUNG JOHN D DATE OF DEATH:06-23-2013 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : 208-50-5809 ACN: 13139216
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FARMERS & MERCHANTS TRUST CO ACCOUNT NO. : 820447
TYPE OF ACCOUNT: ( X)SAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 06-22-2006
Account Balance 476.20 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 238. 10 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH OUR TAX�PAYMENT,,TO THE
Taxable Amount 238. 10 REGISFES OF WI-FLS :YFrTHE
Tax Rate x . 15 ABOVE;A-DDRESSc— MAKE HECK
Tax Due 35.72 OR MON E-'Y-' QRDEW2:PAYA)BPE TO:
r)
"REG ISTk'RQF Wi'L LS,, A¢ENT."
TAX CREDITS: n ) C0
PAYMENT RECEIPT DISCOUNT (+) � C"> O
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAIL{ C7 -b `r:
O C I
Fn
cn
INTEREST IS CHARGED THROUGH 06-24-2014 TOTAL TAX PAYMENT . 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 35.72
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .27
TOTAL DUE 35.99
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.