HomeMy WebLinkAbout03-23-07
BUREAU OF INDIVIDUAL T~ES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-060\C011
. '1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
23
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LI i lv' ..J v
REV-1604 EX AFP <03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-15-2007
CALAMAN
02-15-2006
21 06-0169
CUMBERLAND
178-16-6371
06120933
HELEN E
ROGER L CALAMAN
841 N WEST ST
CARLISLE
Amount Remitted
PA 17013
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
~
REV-1604 EX AFP (03-05)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 03-15-2007
ESTATE OF CALAMAN
HELEN
E DATE OF DEATH 02-15-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0169
ADJUSTMENT BASED ON:
S. S/D . C. NO. 178 - 16 - 6371
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06120933
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
2895363626
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 07-05-2002
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
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 REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, 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.)
<tJfA
BUREAU OFI")lIVtDUAL TAXE~
INHERITANCE TAX' DIVISIO~
PO BOX 280601 .
HARRISBURG PA 17128-0601
, "
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
.
REV-1604 EX AFP (03-05)
'1" ..., ') ,-, I;, :.: '~l. I.T.;: :t.~
i "i. -I 1 \ '-~, -~-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-15-2007
CALAMAN
02-15-2006
21 06-0169
CUMBERLAND
178-16-6371
06120935
HELEN
E
C\.EJ~
RA~~~::'!" L"CALAltAN
841 N W'EST ST
CARLISLE PA 17013
Amount Remitted
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
~
--------------------------------.......................--........-..............-......-......-............................................-.......
REV-1604 EX AFP (03-05)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 03-15-2007
ESTATE OF CALAMAN
HELEN
E DATE OF DEATH 02-15-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0169
ADJUSTMENT BASED ON:
S. S/D . C . NO. 178 - 16 - 6371
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06120935
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
2895363600
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 07-05-2002
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
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 REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .nn
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, 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-1470 EX (~)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0169
06120933,06120935
Helen E. Calaman
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