The URL can be used to link to this page

Home My WebLink About07-15-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF IHDIVIRi= ~Q OFFiCE OF NOTICE OF INHERITANCE TAX INHERITANCE TAX pms ~r.;.~ I ~~< nc 'Ni' ! S APPRAISEHENT, ALLOWANCE OR DISALLOWANCE PO BOX i806Dl .-\." I.. j......, n -,.-' OF DEDUCTIONS" AND ASSESSMENT OF TAX ON HARRISBURG Pit 17123-06D1 JOINTLY HELD OR TRUST ASSETS '* REV-1548 EX AFP (06-05) 2005 JUL I 5 PH 12: 2 ~ DATE 07-18-2005 ESTA TE OF GUNTHER EMMA E DATE OF DEATH 07-22-2004 FILE NUMBER 21 05-0316 COUNTY CUMBERLAND SSN/DC 152-36-1844 ACN 04137975 APPEAL DATE: 09-16-2005 (See reverse side under Objections) Allaunt Rnitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ClERK OF ORPHAN'S COURT EMMA CU~Fft~MMto, R4 853 DOUBLING GAP RD NEWVILLE PA 17241 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS _ REV=is4S-EX-AFP-lo3=OS'-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-18-2005 ESTATE OF GUNTHER EMMA E DATE OF DEATH 07-22-2004 COUNTY CUMBERLAND FILE NO. 21 05-0316 TAX RETURN WAS: S.S/D.C. NO. 152-36-1844 () ACCEPTED AS FILED (X) CHANGED SEE JOINT OR TRUST ASSET INFORMATION ACN 04137975 ATTACHED NOTICE FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO. 1010083588910 TYPE OF ACCOUNT: ()SAVINGS 0<) CHECKING (>TRUST ()TIME CERTIFICATE DATE ESTABLISHED 05-04-2004 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 116,863.95 1. 000 116,863.95 .00 116,863.95 .45 5,258.88 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK DR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 07-26-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,258.88 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 68.44 TOTAL DUE 5,327.32 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN Sl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU HAY BE OUE A REFUND. - -- --. .---- -......,., ft.. TUTC! II:nDM ICnD TIIIC:TDlU"':TTDNS _ 1 .s"- Q.,; REV-1470 EX (6-86) '* INHERIT ANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME FILE NUMBER EMMA E GUNTHER REVIEWED BY ACN 2105-0316 04137975 ROBIN GRAFF ITEM SCHEDULE NO. EXPLANATION OF CHANGES THE BALANCE OF THE ACCOUNT WAS TAXED AT FULL VALUE AS INFORMATION RECEIVED FROM WACHOVIA STATES ACCOUNT WAS ESTABLISHED WITHIN ONE YEAR OF THE DATE OF DEATH. THE $3,000 EXCLUSION HAS BEEN APPLIED TO THE VALUE OF THIS ITEM. SECTION 9107 (C) (3) OF THE 1995 ACT PROVIDES THAT A TRANSFER MADE WITHIN ONE (1) YEAR OF THE DEATH OF THE TRANSFEROR IS SUBJECTTO TAX ONLY TO THE EXTENT THAT THE VALUE OF THE TRANSFER EXCEEDS $3,000 DURING ANY CALENDAR YEAR. CHANGED TAX RATE FROM 15 PERCENT TO 4.5 PERCENT SINCE A DAUGHTER IS A LINEAL BENEFICIARY. AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIvI~Or911~ OFFICE 01: NOTICE OF INHERITANCE TAX INIEAITANCE TAX DIVISiilliGi~Tf::R r,r Ilnl '<' APPRAISEHENT, ALLOWANCE OR DISALLOllANCE PO BDX 280601 TT\- 1:\,,0 I;... , :,--'~~ y~!t I ,'1 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 - - .JOINTLY HELD OR TRUST ASSETS *' REY-1548 EX AFP (03-05) 2065 JUllS PH 12: 26 ClERK OF ORP!-AA'S COURT EMMA CUM~flli'IDOO.. PA. 853 DDUBLING GAP RD NEWVILLE PA 17241 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-12-2005 GUNTHER 07-22-2004 21 05-0316 CUMBERLAND 152-36-1844 04137976 AIIount I...i ttMl EMMA E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1~-:t.I'1ri!!:~~.1r~~1SJ'.................................................................................... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-12-2005 ESTATE OF GUNTHER EMMA E DATE OF DEATH 07-22-2004 COUNTY CUMBERLAND FILE NO. 21 05-0316 TAX RETURN WAS: S.S/D.C. NO. 152-36-1844 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04137976 FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO. 1030002737502 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-20-1997 Account Balance Percent Texable X Amount Subject to Tax Debts and Deductions Taxeble Amount Tax Rate X Tax Due 8,636.63 0.500 4,318.32 .00 4,318.32 .45 194.32 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: nREGISTER OF WILLS, AGENT.n TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGEO THROUGH 07-20-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 194.32 REVERSE SlOE OF THIS FORM INTEREST AND PEN. 2.37 TOTAL DUE 196.69 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU my BE OUE A REFUND. ~~~ D~U~D~~ ~Tn~ n~ T"T~ ~nDM ~nD T~Tml~TT~_ I s,'+- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVI:i~ OFFI"E OF NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVIS . I. \J A.PPRAISEMENT I ALLOWANCE OR DISALLOWANCE PO BOX Z80601 EGlSITR OF "NII S OF DEDUCTIONS, AND ASSESSIIENT OF TAX ON HARRISBURG PA 17128-06 1 ' -., . . '~-,' JOINTLY HELD OR TRUST ASSETS *' REV-1548 EX AFP (05-05) 2005 JUL 15 PH 12: 26 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-12-2005 GUNTHER 07-22-2004 21 05-0316 CUMBERLAND 152-36-1844 04137977 bOW1t R_i tted EMMA E CLERK OF ORPI-W-I'S COURT EMMA CUM8E~,lIIjJ:jR:"":O PA 853 DOUBLING GAP RD NEWVILLE PA 17241 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1~-;[!'1ri!1:~~.~5~1J.I'.................................................................................... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-12-2005 ESTATE OF GUNTHER EMMA E DATE OF DEATH 07-22-2004 COUNTY CUMBERLAND FILE NO. 21 05-0316 TAX RETURN WAS: S.S/D.C. NO. 152-36-1844 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04137977 FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO. 287312050951077 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 11-01-1999 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 23,364.87 0.500 11 ,682 .44 .00 11,682.44 .45 525. 71 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK 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 07-20-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 525.71 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.41 TOTAL DUE 532.12 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDII OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN Sl, NO PAYIIENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU IIAY BE DUE A REFUND. S~~ REVERSE SYDE OF THIS FORM FOR INSTRUCTIONS. ) ~~V-