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Home My WebLink About09-02-05 BUREAU OF INDIu!iliUl(i)~r:C!CE O~ INHERIUNCE ux DIm~.~~:..., ,',- ,..., PO BOX 280601 ,--<':.., .;'.: I H. : ' ": HARRISBURG PA 171Z8-b~ot COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAXON JOINTLY HELD OR TRUST ASSETS *' REV-lS4a EX AFP (06-05) C.' Fel' rc ../L"_i\i\ "i CC~' " .)('"\l-';': PETER CL,'T ADAMS 129 W GREENHOUSE RD DILLSBURG PA ., DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-05-2005 DAVIS 11-20-2004 21 05-0337 CUMBERLAND 211-32-3603 05109838 APPEAL DATE: 11-04-2005 (See reverse side under Objections) AmDunt Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 JANE ZGG5 SEP -2 Pill?: 06 17019 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4i-EX-AFP-r03=Osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-05-2005 ESTATE OF DAVIS JANE DATE OF DEATH 11-20-2004 COUNTY CUMBERLAND FILE NO. 21 05-0337 TAX RETURN WAS: S.S/D.C. NO. 211-32-3603 () ACCEPTED AS FILED (X) CHANGED SEE JOINT OR TRUST ASSET INFORMATION ACN 05109838 ATTACHED NOTICE FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 197362-11 TYPE OF ACCOUNT: ()SAVINGS 0<) CHECKING (>TRUST ()TIME CERTIFICATE DATE ESTABLISHED 09-29-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 6,146 . 28 0.500 3,073.14 .00 3,073.14 .45 138.29 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 09-13-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 138.29 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .45 TOTAL DUE 138.74 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ. YOU I\AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J PJ(. REI/-147QEX(ll-86} '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURr. PA 17128-0601 DECEDENrS NAME FilE NUMBER REVIEWED BY ACN 2105-0337 05109838 JANE DAVIS ROBIN GRAFF ITEM SCHEDULE NO. EXPLANATION OF CHANGES THE CLAIMED BILLS PERTAINING TO THE FUNERAL, THE FUNERAL FLOWERS, FUNERAL MEAL AND THE BURIAL PLOT ARE NOT ALLOWED AGAINST THIS JOINTLY HELD ACCOUNT. THESE EXPENSES ARE PROBATE DEDUCTIONS, WHICH THE ESTATE ATTORNEY, EXECUTOR OR EXECTUTRIX ARE REQUIRED TO CLAIM. THE DECEDENTS ESTATE WILL HAVE TO REIMBURSE YOU FOR THESE PAID DEBTS. THE DEDUCTION FOR TRAVEL EXPENSES HAS BEEN DISALLOWED. THE EXECUTOR OR ADMINISTRATOR OF THE ESTATE IS THE ONLY PERSON ENTITLED TO CLAIM THESE EXPENSES IN CONJUNCTION WITH THE ADMINISTRATION OF THE ESTATE. AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE. ROW Page 1 COMMOMWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' J~:rr'l^,r)r'rf\ nr:r'v'(: ".,- BUREAU OF INDIVIIIWiL',_tAXt'SJ '-,' c':\)~ (, NOTICE OF INHERITANCE TAX 'NtlERITANCE TAX D'V'S',," c. ". , APPRAISE"ENT, ALLOlIANCE OR DISALLOlIANCE PO ODX Z00601 .,' " OF DEDUCTIONS, AND ASSESS"ENT OF TAX ON HARR'SBUR. PA 171Z0-0601 JOINTLY HELD OR TRUST ASSETS REV-lS4& E)( AFP <"6-65) CLEC;< C,e: , PETER CI.'t ADAMS 129 W GREENHOUSE RD DILLSBURG PA 17019 DATE 09-05-2005 ESTATE OF DAVIS JANE DATE OF DEATH 11-20-2004 FILE NUMllER 21 05-0337 COUNTY CUMBERLAND SSN/DC 211-32-3603 ACN 05109839 APPEAL DATE: 11-04-2005 (See reverse side under Objections) Amoun1: R8II:i.1:1:ed I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 200- "~D " p'., ''l. Or :.., ". -) I'll," 0 .)l"i -.)..1 L- ~.. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS - REV=is4S-EX-AFP-r03=Osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-05-2005 ESTATE OF DAVIS JANE DATE OF DEATH 11-20-2004 COUNTY CUMBERLAND FILE NO. 21 05-0337 TAX RETURN WAS: S.S/D.C. NO. 211-32-3603 () ACCEPTED AS FILED (X) CHANGED SEE JOINT OR TRUST ASSET INFORMATION ACN 05109839 ATTACHED NOTICE FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 197362-00 TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 09-29-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,793.14 0.500 1,396.57 .00 1,396.57 .45 62.85 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 09-13-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 62.85 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .21 TOTAL DUE 63.06 . IF PAIO AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A nCREOIT" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRIICTIONS. 1 Rt. REV-1470EX(&-86) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDMDUAL TAXES PO Box 280601 HARRISBURG PA 17126-0601 DECEDENTS NAME JANE DAVIS FILE NUMBER REVIEWED BY ROBIN GRAFF ACN 2105-0337 05109839 ITEM SCHEDULE NO. EXPLANATION OF CHANGES THE CLAIMED BILLS PERTAINING TO THE FUNERAL, THE FUNERAL FLOWERS, FUNERAL MEAL AND THE BURIAL PLOT ARE NOT ALLOWED AGAINST THIS JOINTLY HELD ACCOUNT. THESE EXPENSES ARE PROBATE DEDUCTIONS, WHICH THE ESTATE ATTORNEY, EXECUTOR OR EXECTUTRIX ARE REQUIRED TO CLAIM. THE DECEDENTS ESTATE WILL HAVE TO REIMBURSE YOU FOR THESE PAID DEBTS. THE DEDUCTION FOR TRAVEL EXPENSES HAS BEEN DISALLOWED. THE EXECUTOR OR ADMINISTRATOR OF THE ESTATE IS THE ONLY PERSON ENTITLED TO CLAIM THESE EXPENSES IN CONJUNCTION WITH THE ADMINISTRATION OF THE ESTATE. AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE. ROW Page 1