HomeMy WebLinkAbout03-05-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R[,r;(':,~r:r'l nJQtU'fAHCE TAX
~;-::':',-':-.teO~ ADJUSTMENT
~ijO,tNirt'Y,HE(JblJR TRUST ASSETS
*
<t .
.....
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRIS8URG PA 17128-0601
REV-1604 EX AFP (03-05)
2007 rMR -5 PH /. 2 pATE
. /ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
SUELLEN K HAHN
612 LYMAN AVE
WOMELSDORF
ClER!< OF
ORPI-."~N',c;, ('n, ' ',nT
C'I,' ",.-:" '. '.""IJll
\...1 i'v';' " ,"" ," i~""\.
PA 19567
02-26-2007
BURKETT
09-16-2006
21 06-1063
CUMBERLAND
194-24-2208
06159506
F
JANE
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
... RETAIN LOWER PORTION FOR YOUR RECORDS
~
CUT ALON8 THIS LINE
______..1>. ..__________ _....___.__ tilll."'-l>. ..._
REV-1604 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 02-26-2007
ESTATE OF BURKETT
JANE
CUMBERLAND
F DATE OF DEATH 09-16-2006
COUNTY
ACN
06159506
FILE NO. 21 06-1063
ADJUSTMENT BASED ON:
S.S/D.C. NO. 194-24-2208
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO. 203464-40
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 08-31-2005
Account Balance
Percent Taxable X
A.ount Subject to Tax
Debts and Deductions
Taxable A.ount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE RE8ISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "RE8ISTER OF WILLS, A8ENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-14-2006 CD007571 .00 239.26
TOTAL TAX CREDIT 239.26
BALANCE OF TAX DUE 239.26CR
INTEREST AND PEN. .00
TOTAL DUE 239,2l>CR
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN n, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
1 ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i~~ijl}tl~I~~T
JOINTL~!-H~LD :O,R r~UST ASSETS
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISIURG PA 17121-0601
REV-160~ EX AFP (03-05)
SUELLEN K HAHN
612 LYMAN AVE
WOMELSDORF
ZGG7 ~M.R - 5 ~~~f.? hF
DATE OF DEATH
CLERi< :]fUE NUMBER
ORP,-"q,I'C: ~Y
" ,1-'''-,'',1\ u ',j" ~
ell> ,-"-,, ,,-, t".
;1 ;::. "" ';... , .7'\
jl', ACNh
02-26-2007
BURKETT
09-16-2006
21 06-1063
CUMBERLAND
194-24-2208
06159508
JANE
F
A.aunt R..1 tted
PA 19567
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONS THIS LINE
... RETAIN LOWER PORTION FOR YOUR RECORDS
+-
__._______ .._ l'If""<flf ....._.___
REV-l'04 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 02-26-2007
ESTATE OF BURKETT
JANE
F DATE OF DEATH 09-16-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-1063
ADJUSTMENT BASED ON:
S.S/D.C. NO. 194-24-2208
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06159508
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO. 203464 -45
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 08-31-2005
Account Balance
Percent Taxable X
A.ount Subject to Tax
Debts and Deductions
Taxable A.ount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE RESISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "RESISTER OF WILLS, ASENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-14-2006 CD007567 .00 222.81
TOTAL TAX CREDIT 222.81
BALANCE OF TAX DUE 222.81CR
INTEREST AND PEN. .00
TOTAL DUE ??? Rlt".1l
* IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN U. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). t1
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '-1)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,rr_l~'UTANCE TAX
vRECORDADJUSTMENT
C:I~'O~Nl'lY'HELP OR TRUST ASSETS
*'
. f .
,-'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0'01
20GH1t\R -5 Pr1 I: 21
SUELLEN K HAHN
612 LYMAN AVE
WOMELSDORF
CI ETlj< (-c
__r.., JI
ORPH f.' l,r. ('11 IR.. T
,,'-\.I\!~ "j",,, I
cu'~r'..--,' '1'-, n pI
lIVl:".,. ,: - ,; '".,'!, !-','~
PA 19567
REV-l'04 EX AFP (03-0S)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-26-2007
BURKETT
09-16-2006
21 06-1063
CUMBERLAND
194-24-2208
06159510
F
JANE
A.ount R..1tt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
+-
... RETAIN LOWER PORTION FOR YOUR RECORDS
11.______________________. .&
CUT ALON~ THIS LINE
REV-l'04 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 02-26-2007
ESTATE OF BURKETT
JANE
CUMBERLAND
F DATE OF DEATH 09-16-2006
COUNTY
ACN
FILE NO. 21 06-1063
ADJUSTMENT BASED ON:
S.S/D.C. NO. 194-24-2208
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
06159510
ACCOUNT NO. 203464-41
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 08-31-2005
Account Balance
Percent Taxable X
A.ount Subject to Tax
Debts and Deductions
Taxable A.ount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE RE~ISTER 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 (-)
12-14-2006 CD007566 .00 142.79
TOTAL TAX CREDIT 142.79
BALANCE OF TAX DUE 142.79CR
INTEREST AND PEN. .00
TOTAL DUE 14? 7Q~R
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Db
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(Ci:!('J'H.HERITANCE TAX
" '-.' I RECORD ADJUSTMENT
'iJ(J~-"T~Y ~ELD OR TRUST ASSETS
*'
..
I .
to.'.
SUELLEN K HAHN
612 LYMAN AVE
WOMELSDORF
2007 MAR - 5 PH I: 2 I
CLERi< OF
ORPH4{11'C: r{'il fry,
elJ' ..~' .-:. ' . u "jj(Jrr J
i,.'...., ; ';1 Jr....
ie' : ': PA
. ;,
PA 19567
CUT ALONa THIS LINE
REY-l'04 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-26-2007
BURKETT
09-16-2006
21 06-1063
CUMBERLAND
194-24-2208
06159512
F
JANE
A.aunt R..1tt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
... RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------_..__.~ .....------.........-
REV-l'04 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 02-26-2007
ESTATE OF BURKETT
JANE
CUMBERLAND
F DATE OF DEATH 09-16-2006
FILE NO. 21 06-1063
ADJUSTMENT BASED ON:
COUNTY
S.S/D.C. NO. 194-24-2208
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
06159512
ACCOUNT NO. 203464-47
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 08-31-2005
Account Balance
Percent Taxable X
A.ount Subject to Tax
Debts and Deductions
Taxable Allount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REaISTER 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 (-)
12-14-2006 CD007568 .00 73.65
02-26-2007 REFUND .00 73.65-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
TOTAL DUE ,nn ...... 6
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. U
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1lf70 EX, (e.er;)
I
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Jane F Burkett
REVIEWED BY
Department of Revenuel Teresa Selders
ACN
2106-1063
06159506, 08,10,12
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Above-referenced ACN{s) are being adjusted to reflect zero tax due since they have
been reported on the probate return.
ROW
PaQe 1