HomeMy WebLinkAbout03-23-07
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BUREAU OF INDIVIDUAL'::TAiE$cf~
INHERITANCE TAX DIVISION i " I ~ f I
PO lOX 280'01 . ". ~
HARRISIURG PA 17128-0'01
COMMONWEALTH Of PENNSYLVANIA
DEPAR~NT 'F REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
'*
REV-l'04 EX AFP (03-05)
ZG01I'll\R 23 AI'! 10: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-15-2007
FRANCIS
09-04-2006
21 06-0834
CUMBERLAND
202-24-7489
06159517
ELSIE
M
Cr ir"',l/ ('"",r-
Ltf~l'\ l,jr-
ORPf".l/~,,r\r.s C>~~:!..JRT
JOSEPH CUt.i!:~~~~~~D:E~1
14 MALLARD CT
MECHANICSBURG PA 17055
Amount R.mitted
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
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b. ....L.________._._____...
REV-1604 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 03-15-2007
ESTATE OF FRANCIS
ELSIE
M DATE OF DEATH 09-04-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0834
ADJUSTMENT BASED ON:
S.S/D.C. NO. 202-24-7489
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06159517
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
252074-40
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 10-05-2004
Account Balance .00 NOTE: TO INSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
A.ount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions .00 PAYMENT TO THE REGISTER OF WILLS
Taxable A.ount .00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .15 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due .00 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-26-2006 CD007649 .00 3,022.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I I NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
3,022.65
3,022.65CR
.00
(CR).
an
*
,. . '\
INHERITANCE TAX
EXPLANATION
OF CHANGES
REV.1470 EX <-l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0834
06159517
Elsie M. Francis
Joan Peters
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the Joint
bank account was reported on the Inheritance Tax Return.
ROW
PaQe 1