HomeMy WebLinkAbout09-18-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""',r- ~- i~':INHERITAtt1'E TAX
RECORD ADJUSTMENT
JOINtLY HELD OR TRUST ASSETS
'*
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SANDRA L BOOK i~
5 MOUNTAIN VIEW DR
MECHANICSBURG PA 17050
CUT ALONG THIS LINE
REV-1604 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
t
09-12-2006
SLOAN
05-08-2005
70 0343559
CUMBERLAND
200-24-2110
05145492
Allount Relli tted
1
PHYLLIS
0-1 -OlD' DfW3
K
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
+-
-----------------------------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 09-12-2006
ESTATE OF SLOAN
PHYLLIS K DATE OF DEATH 05-08-2005
S.S/D.C. NO. 200-24-2110
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FILE NO. 70 0343559
ADJUSTMENT BASED ON:
FINANCIAL INSTITUTION: PNC BANK
COUNTY
CUMBERLAND
ACN
05145492
ACCOUNT NO. 5070104254
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 01-07-1991
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
71773.21
0.166
11295.56
.00
L295.56
.45
58.30
TAX CREDITS:
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 ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-27-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 58.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.59
TOTAL DUE I>n.AO
· IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR) I
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
*
INHERITAN'CE TAX
EXPLANATION
OF CHANGES
REVIEWED BY
PhYllis K. Sloan
Joan Peters
FILE NUMBER
ITEM
SCHEDULE NO. EXPlANATION OF CHANGES
The above referenced ACCOunt Control Number (ACN) has been adjusted to 4.5% Instead
of the 15% previously assessed since the relationShip involves a daughter.
ACN
700343559
05145492
ROW
PaQe 1