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Home My WebLink About07-26-05 J , COMMONWEALTH OF PENNSYLVANIA * .- . " . . DEPARTMENT OF REVENUE " ,..&_-,- ~ = OF IIIIIIVIDUAL TAXES NOTICE OF INHERITANCE TAX t ~ T~ DIVISI'" APPRAISEMENT, ALLOIIANCE OR DISALLOIIANCE PO lOX 211611 OF DEOUCTIONS, AND ASSESSMENT OF TAX 011 HARRISIUR8 PA 17la~0601 JOINTLY HELD OR. TRUST ASSETS AEV-l548 EX AFP (06-0$) DATE 07-18-2005 ESTATE OF GUNTHER EMMA E DATE OF DEATH 07-22-2004 FILE NUMBER 21 05-0316 COUNTY CUMBERLAND SSN/DC 152-36-1844 EMMA G FISCHER ACN 04137975 853 DOUBLING SAP RD APPEAL DATE: 09-16-2005 NEWVILLE PA 17241 (See reverse side ""der ObjectioltS) ,Maunt R_it1:ed I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT AL0H8 THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- iiy:~i-ii-lF;-lii:ilj-------------------------------------------------------------------- NOTICE OF INHlRITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATI 07-18-2005 ESTATE OF GUNTHER EMMA E DATE OF DEATH 07-22-2004 COUNTY CUMBERLAND FILE NO. 21 05-0316 S.S/D.C. NO. 152-36-1844 ACN 04137975 TAX RETURN WAS. ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION. WACHOVIA BANK NA ACCOUNT NO. 1010083588910 TYPE OF ACCOUNT. ( )SAVINGS OC) CHECK I NG ( >TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 05-04-2004 Account Balanca 116,863.95 NOTE. TO INSURE PROPER CREDIT TO Parcant Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE AMount Subject to Tax 116,863.95 UPPER PORTION OF THIS NOTICE Debts and Daductions - .00 WITH YOUR TAX PAYMENT TO THE Taxabla AMount 116,863.95 REGISTER OF WILLS ~ THE Tax Rata X .45 ABOVE ADD~ M4JE CIlJff!3 Tax Dua 5,258.88 DR MONEY PAY E IDO \"'-I77~S- ftREGISTER D~.~ LS~GE~~ TAX CREDITS: ._;::: t.. m N n-1 rn -., :0 0'\ ::D 0 DISCOUNT (+) .;U)7< ':::JO PAYMENT RECEIPT AMOUNT PAID " t3~ -p -~ =R DATE NUMBER INTEREST/PEN PAID (-) ,-S - ::J: --.- :"S,'o Fl W .-- rn '.J .. S?o J;.... - -n 0'\ 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 DAT~SEE REVERSE FOR CALCULATIOII OF ADDITIONAL INTEREST. ~ ~ \ ~ I IF TOTAL DUE IS LESS T tI, NO PAVIlENT IS REllUIREO. ~ ~ \ ''11l~ ) IF TOTAL DUE IS REFLECTED AS A "CREDIT"I Clll.$ YDU HAY BE DUE A REFUIIJ. ~ SEE REVERSE SIDE OF THIS FORM FOR IIISTRllCTI .) . _1470"" <It. .' COMMONWEALTH OF PENNSYLVANIA DI;PARlMENT OF REVENUE BURIlAU OF INDIVIDUAL TAXES PO Box 280801H __, I UDr. p' 171?1UVItI1 DECEDENT'S NAME EMMA E GUNTHER INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2105..()316 04137975 REVIEWED BY ACN 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 SUBJECT TO 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. i ORIGINAL Page 1 cc- COMMONWEAL.TH OF PENNSYLVANIA REV-1162 EXI1'-961 DEPARTMENT OF REVENUe BUREAU OF INDIVIDUAl TAXES DfPT. 28~60' ....ARRISBURG. PA 17128.()601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CO 005616 EMMA G FISCHER . 853 DOUBLING GAP ROAD NEWVillE, PA 17241 ACN ASSESSMENT AMOUNT CONTROL NUMBER ~___u__ fold ____u_n_ -------- 04137975 I $1,477.85 ESTATE INFORMATION: SSN: 152-36-1644 I FILE NUMBER: 2105-0316 I DECEDENT NAME: GUNTHER EMMA E I DATE OF PAYMENT: 07/26/2005 I POSTMARK DATE: 07/26/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/22/2004 I I TOTAL AMOUNT PAID: $1,477.85 REMARKS: EMMA G FISCHER I CHECK# 21 99 INITIALS: SK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS .' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' _EAU Of DIIIVIIlUAL TAllES DllERITAIICE TAX DIVISIIII , PO lOX 210611 HAARISIURIPA 17121-1'11 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSNENT OF TAll ON .IlIINTLY HELD OR TRUST ASSETS REV-IS" EX AFP (05-05) EMMA G FISCHER 853 DOUBLING GAP RD NEWVILLE PA DAn ESTAn OF DATI OF DEATH FILE NUMBER COUNTY SSN.fDC ACN 07-12-2005 GUNTHER 07-22-2004 21 05-0316 CUMBERLAND 152-36-1844 04137976 _t _ltt... EMMA E 17241 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALllfIG THU LINE ~ RETAIN LOlIERPORTlDN FOR YOUR RECORDS .... 1~-~1II ~ (~1111.""....."'...................................".................................. NOTICE OF INHERIIANCE TAX APPRAISEMENT, ALLOIlANCE. OR DISALLOIlANCE OF DEDUCTIONS, AND SSE88MENT 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 liAS. 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 Aaount Subject to Tex Debts end Deductions Texsble Aaount Tax Rate X Tex 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 DR MONEY ORDER PAY~E TO: nREGISTER ~ WILLS,~9EN:1 'fB ~O <- t:Qg 2-:::P c: "'-"::0 ...:Eo r 0\0 AMOUNT PAID ::- >~ N ("!II .:. 2;:::P 0" __rJ ~ ~6 .." (-'~;3 0-'-' :x ~,;; L) 'C:: ;:.-.;-...:;;. 11\ ~ c.a Iz.; (J -rl TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) INTEREST IS CHARSED THROU9H 07-20-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE RiVERSE SIDE OF THIS FORM 0" TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST... AND PEN. TOTAL DUE · IF PAID AFTER THIS DALI!LSEE REVERSE FOR CALCULATION Of ADDIT LEST.- ( IF TOTAL DUE IS LESS ...... tl, NO PAYIIEIlTIS RQUIIIED. . L~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( ~)-' YOU HAY BE DUE A REFINl.c::~~ '\ "Ik Cl SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTImG. ) O<T" .00 194.32 2.37 196.69 \'\ . ~~'- ,SS 7K COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' IIUIlEAU OF IlIOIVIIlUAL TAXES INHERITANCE TAX DIVISION PO lOX ZH6Gl HARRISIURI PA 17121-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AIIIl ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-15U EX AFP (03-05) EMMA G FISCHER 853 DOUBLING 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 04137977 _t R.sttecl EMMA E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ;;'_~T-:~:~~..,..e....!!.-';'~!!f..~~.!.~!].~.!.'!.!.C!~.!!~~!....::f...................... NOtICE OF lHHIRlTANOE TAX APPltAISIMENT. ALLOWANCE DR DISALLOWANCE 0' DEDUCTIONS. AND ASSESSMENT OP TAX ,ON JOINTLY HELD OR TRUST ASSETS lATE 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 () CHAN8ED "OINT OR TRUST ASSET INFORMATION ACN 04137977 FINANCIAL INSTITUTION, WACHOVIA BANK NA ACCOUNT NO. 287312050951077 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (XI TIME CERTIFICATE DATE ESTABLISHED 11-01-1999 Account Belence Percent Texebl. X A80unt Subject to Tex Debt. end Deductione Texeble Allount Tex Ret. X Tex 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 PAVMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAlI CHECK DR MONEV Otj~ PAVABE TI?n ~ "REGISTER ~~~LS'~GEN~ " )>:z m N rri rn ". :0 0"1 :::0 c:;l (J)7< - AMOUNT PAID, 09 .." ~ ~ , 0 n :x ._...." '~-:~ so -t ca;::: rn (/)~ 0"1 TAX CREDJ:TS: PAVMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 07-20-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE '. REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCI OF TAX IUE INTUEST AND PEN. TOTAL DUE · IF PAID AFTER THIS DAT!i:...SEE IlEVEISE FOR CALCULATION OF ADDI L REST. . ( IF TOTAL IIlIE IS LESS TIIM tl, lID PAYIIEIIT IS REllUIllED. ~l1..L"Clsu IF TOTAL IIlIE IS REFLECTED AS A "CIIEDIT" ( ~.l.. YIIlI HAY BE IIlIE A REFUND. , SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTI""". ) , .00 525. 71 : 6.41 532.12 S'~ L, \ " l...>> 51< "."C I COMMONWEALTH OF PENNSYLVANIA REV.1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DE~. 28060' HARRISBURG, PA 17128-0601 PENNSYLVANIA' RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005617 EMMA G FISCHER 853 DOUBLING GAP ROAD NEWVILLE, PA 17241 ACN ASSESSMENT AMOUNT CONTROL NUMBER I --------Iokl ---------- -------- 04137976 I $196.85 ESTATE INFORMATION: SSN: , 52-36-' 844 04137977 I $532.55 FILE NUMBER: 2105-0316 I DECEDENT NAME: GUNTHER EMMA E I DATE OF PAYMENT: 07/26/2005 I POSTMARK DATE: 07/26/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/22/2004 I I TOTAL AMOUNT PAID: $729.40 REMARKS: EMMA G FISCHER CHECK# 2200 INITIALS: SK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS