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HomeMy WebLinkAbout01-0426 -1- /{ --,JJ 7 - i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (>... ") BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ;)J-O I-V A" REV-l'04 EX AFP <12-00l LEANDRA J PRIETO C/O JULIANNA NILSSON 7 GARDEN PLACE APT 5 SPRING LAKE HEIG NJ 07762-0000. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-18-2001 NILSSON 08-17-1999 KARL R CUMBERLAND 152-12-5643 99160634 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 (12-00) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS -- DATE 04-18-2001 ESTATE OF NILSSON KARL R DATE OF DEATH 08-17-1999 COUNTY CUMBERLAND FILE NO. ADJUSTMENT BASED ON: S.S/D.C. NO. 152-12-5643 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 99160634 FINANCIAL INSTITUTION: KEYSTONE FINANCIAL BANK NA ACCOUNT NO. 6400109198 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 02-08-1995 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,350.28 0.500 675.14 .00 675.14 .06 40.51 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 (-) INTEREST IS CHARGED THROUGH 05-03-2001 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 40.51 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.25 TOTAL DUE 43 76 * 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-147) EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME NILSSON, KARL R FILE NUMBER Bryan Rondon ACN 700275128 99160634 REVIEWED BY SCHEDULE ITEM NO. EXPLANATION OF CHANGES Tax rate changed to 60/0 since joint tenant was the granddaughter of the decedent. ROW Paqe 1 I ~~dJ, 7-1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c;i (./" REV-I'D? EX AFP <12-00) LEANDRA J PRIETO C/O JULIANNA NILSSON 7 GARDEN PLACE APT 5 , SPRING LAKE HEIG NJ 07762 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-04-2001 NILSSON 08-17-1999 21 01-0426 CUMBERLAND 99160634 KARL R Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V: i(>>(fj-Ex-iFP-Cl."2:ol.-r------...--XNHERITANcE"-YAX-STAfEHE-tiY-cfF'-AC-couiif--.-i.--------------- -- -- -- ESTATE OF NILSSON KARL R FILE NO.21 01-0426 ACN 99160634 DATE 06-04-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-17-2001 P R I NC I PAL TAX DUE: ........._................................................................................................................................................................................................................ 40.51 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-01-2001 AA496549 3.23- 43.76 TOTAL TAX CREDIT 40.53 BALANCE OF TAX DUE .02CR INTEREST AND PEN. .00 * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .02CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l -n i2 0 ::r: -n m () -0 0 Z m :P r m 0 0 ~ ):> (j) C Cfl ~ m -1 z -1 m m z ~ -1 ~ 0 .::;:~ C ... ~ --< )> -n -' ~ m .,-" t.)'~ ( r:-o '-"0 ,.' OJ )> ""m m Z ~O " --< 'I!' 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