HomeMy WebLinkAbout03-10-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--,lin\E1UTANCE TAX
} REC-ORD ADJ USTMENT
J.OINTLY HELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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MADISON A WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
REV-1604 EX AFP (03-05)
r. ? -DATE
,~: '- IESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-03-2008
POWELL
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152634
JEAN
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 03-03-2008
ESTATE OF POWELL
JEAN
D DATE OF DEATH 08-12-2006
COUNTY
CUMBERLAND
ACN
06152634
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FILE NO.
21 06-0730
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
261573-61
TYPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 03-16-2005
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
.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 REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Ss
( 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. . INiHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY ~ElD OR TRUST ASSETS
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
L"
>~;~:,R i 0
F' . ,
. .
MADISON A WAGNER
13 HOMESTEAD LN
CAMP HILL
("'\i
lJ
"""'11'
"
PA 17011
REV-1604 EX AFP (03-05)
2: 28DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-03-2008
POWELL
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152635
JEAN
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 03-03-2008
COUNTY
CUMBERLAND
ESTATE OF POWELL
JEAN
D DATE OF DEATH 08-12-2006
ACN
06152635
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FILE NO.
21 06-0730
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
261573-54
TYPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 03-16-2005
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
.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 REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
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 $1, 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.)
.00
.00
.00
.00
(CR),
(\
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-,INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*
REV-1604 EX AFP (03-05)
r;
i.
~.:l .. ~ ~ l
; !.",j"\ ~ L
C'.":
i : i
DATE
2: 2~TATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
1--'''' SSN/DC
ACN
03-03-2008
POWELL
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152636
JEAN
D
"-..........,, "
j : ..- ..~
\..,/.
MADISON A WAGNER AI
~l
13 HOMESTEAD LN
CAMP HILL PA 17011
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 03-03-2008
ESTATE OF POWELL
JEAN
D DATE OF DEATH 08-12-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0730
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06152636
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
261573-46
TYPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 06-05-2006
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
.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
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT 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. Ss
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
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)
"J :-~; fiR
! D Fii ~~~E OF
DATE OF DEATH
FILE NUMBER
COUNTY
, JS-SN/DC
ACN
03-03-2008
P OWEL L
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152637
JEAN
D
MADISON A WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
~!
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 03-03-2008
ESTATE OF POWELL
JEAN
D DATE OF DEATH 08-12-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0730
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06152637
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
261573-45
TYPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 03-16-2005
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
.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
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT 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.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HAitRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Jean D. Powell
REVIEWED BY
ACN
2106-0730
06152634,06152635,
06152636,06152637
Eunice Baker
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