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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. \0 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.