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Home My WebLink About07-21-14 NOTICE OF INHERITANCE TAX pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 07.21-2014 ESTATE OF PROPER FLORENCE E DATE OF DEATH 04-06-2013 FILE NUMBER 21 13-0543 COUNTY CUMBERLAND DOUGLAS III ESQGEORGE F ACN 101 354 ALEXANDER SPRING RD APPEAL DATE: 09-19-2014 CARLISLE PA 17015-7451 (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 E- --^----------------- -____---____---____---____---___-----------------____----""---- RE 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: PROPER FLORENCE EFILE N0. :21 13-0543 ACN: 101 DATE: 07-21-2014 TAX RETURN WAS: C X) ACCEPTED AS FILED C J CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure Proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, �0 submit the upper Portion 3. Closely Held Stock/Partnership Interest (Schedule CJ (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 883.86 6. Jointly Owned Property (Schedule F) C6) 14,498.17 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 15,382.03 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) C9) 3,744.91 10. Debts/Mortgage Liabilities/Lions (Schedule I) (107 %=a a 11. Total Deductions ( -1,3,744 12. Net Value of Tax Return ( '2t�6 3-f;1-I-Z 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ( p Gr�pp ter+oBq 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14: 15, 16, 17, R( nator-,49 wi,Slr"4; reflect figures that include the total of all returns assessedR(L_dato._E c, ASSESSMENT OF TAX: f; ty p= rTl 15. Amount of Line 14 at spousal rate (15) .00 X i ` D 16. Amount of Line 14 taxable at lineal rate (16) 11 .637. 12 X 045 = 0 523.67 17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00 19. Principal Tax Due (l g)= 523.67 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-19-2014 CDO18904 .00 523.67 07-14-2014 SBADJUST .00 3.09 TOTAL TAX PAYMENT 523.67 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . 00 x 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. `�J{, INHERITANCE TAX � pennsyLvania RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1604 IX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 07-14-2014 ESTATE OF PROPER FLORENCE E DATE OF DEATH 04-06-2013 FILE NUMBER 21 13-0543 COUNTY CUMBERLAND SSN/DC CHRISTINE L PROPER ACN 13120610 121 CONDOGUINET MWP Amount Remitted NEWVILLE PA 17241 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS REV-1604 EX AFP (12-13) ■■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ■ DATE: 07-14-2014 ESTATE OF: PROPER FLORENCE E DATE OF DEATH: 04-06-2013 COUNTY: CUMBERLAND FILE NO. : 21 13-0543 S.S/D.C. NO. : ACN: 13120610 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : MEMBERS 1ST FCU ACCOUNT NO. : 457401-11 TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-11-2012 Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - . 00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount . 00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X •045 MAKE CHECK OR MONEY ORDER-PAYABLE Tax Due .00 TO: ^REGISTER 096ILLS, :_;4GENT.'_-JD C7) TAX CREDITS: C°"� � rT'' PAYMENT RECEIPT DISCOUNT (+) L^ DATE NUMBER INTEREST/PEN PAID C-7 AMOUNT PAID - [i,. fV 05-09-2013 CDO17589 .00 349.26 cn ` • TOTAL TAX PAYMENT 349.26 BALANCE OF TAX DUE 349.26CR 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. REV46Tp EX(61-00}' penn$ytvarna INHERITANCE TAX y DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280001 HARRUBUR_Q2A 1717A-0601 DECEDENT'S NAME FILE NUMBER PROPER FLORENCE E 2713-0543 REVIEWED BY ACN Bloom Agent ID OS? 73720670 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Above-referenced ACN(s) are being adjusted to reflect zero tax due since they have been reported on the probate return. Row Page 1 INHERITANCE TAX + RECORD ADJUSTMENT pennsylvania JOINTLY HELD OR TRUST ASSETS '�. 1' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1604 EX AFF (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 07-14-2014 ESTATE OF PROPER FLORENCE E DATE OF DEATH 04-06-2013 FILE NUMBER 21 13-0543 COUNTY CUMBERLAND CHRISTINE L PROPER SSN/DC ACN 13120611 121 CONDOGUINET MWP NEWVILLE PA 17241 Amount Remitkod_ 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 t— REV-1604 EX AFP (12-13) x1t INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ■* DATE: 07-14-2014 ESTATE OF: PROPER FLORENCE E DATE OF DEATH: 04-06-2013 COUNTY: CUMBERLAND FILE NO. : 21 13-0543 S-S/D.C. NO. : ACN: 13120611 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 457401-00 TYPE OF ACCOUNT: ( X) SAVINGS C 3 CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-11-2012 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount .00 AT THE ADDRESS-,SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR tlD 15Y ORDER PA,`RA E Tax Due •00 TO: "REGISTERSIEWILLS�-,AGFj-''It TAX CREDITS: Ir rry PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-09-2013 CDO17589 .00 168.18 C-) rn Y� tv cn O .T TOTAL TAX PAYMENT 168.18 BALANCE OF TAX DUE 168. 18CR INTEREST AND PEN. ,00 TOTAL DUE r 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. V PEV94IOEx(OMO9 1"I'l, pennsylvarna INHERITANCE TAX ' DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 28MOI MARRIS514RC, PA 17129-091 DECEDENTS NAME FILE NUMBER PROPER FLORENCE E 2173-0543 REVIEWED BY ACN Bloom Agent ID 097 13120611 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Above-referenced ACN(s) are being adjusted to reflect zero tax due since they have been reported on the probate return. Row Page 1