HomeMy WebLinkAbout10-01-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IN~ITA~E TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-,INHERITANCE TAX
RECORD ADJUSTMENT
;JOINTLYHELD OR TRUST ASSETS
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DENNIS R SHELLENBERGER -
PO BOX 394
LEWISBERRY PA 17339
REV-1604 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
09-21-2007
SHELLENBERGER
04-17-2006
21 06-0363
CUMBERLAND
180-26-6686
06129126
D
SHIRLEY
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 09-21-2007
ESTATE OF SHELLENBERGER
SHIRLEY
D DATE OF DEATH 04-17-2006
CUMBERLAND
COUNTY
FILE NO. 21 06-0363
ADJUSTMENT BASED ON:
S.S/D.C. NO. 180-26-6686
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACN
06129126
ACCOUNT NO.
1684014440
TYPE OF ACCOUNT: (X) SAVINGS () CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 08-11-2005
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions -
Taxable Amount
Tax Rate X
Tax Due
.00
1. 000
.00
.00
.00
.15
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
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."
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.)
~
BUR~AU OF INDIVIDUAL TAXES
IN~ITA~ TAX DIVISION
PO BOX 2B0601
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)
DENNIS R SHELLENBERGER
PO BOX 394
LEWISBERRY PA 17339
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
09-21-2007
SHELLENBERGER
04-17-2006
21 06-0363
CUMBERLAND
180-26-6686
06129127
SHIRLEY
D
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 09-21-2007
ESTATE OF SHELLENBERGER
SHIRLEY
D DATE OF DEATH 04-17-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0363
ADJUSTMENT BASED ON:
S.S/D.C. NO. 180-26-6686
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06129127
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
1685540138
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 08-11-2005
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
1. 000
.00
.00
.00
.15
.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 /" l"-
II IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. "
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS RE UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)
Q
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
.... ......
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INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAlTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Shirley D. Shellenberger
Eunice Baker
FILE NUMBER
ACN
2106-0363
06129126,06129127
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above accounts have been adjusted to zero. The accounts were reported on the
probate return.
ROW
Paqe 1