HomeMy WebLinkAbout03-10-08 (2)
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JQINTLY HELD OR TRUST ASSETS
*
r} : f;
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\ 0 f'f'l
2: 27
,~:--, '
MICHAEL V WAGNER
13 HOMESTEAD LN
CAMP HILL
PA 17011
REV-1604 EX AFP (03-05)
DATE
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
06152638
D
JEAN
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
CUMBERLAND
FILE NO.
COUNTY
ACN
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
21 06-0730
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
06152638
ACCOUNT NO.
261569-52
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
. DO
.00
.00
.45
.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 RESISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FDR 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.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. , INHERITANCE TAX
~ECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
REV-1604 EX AFP (03-05)
;'JR
I 0 r;~
'). ').., DATE
',' L i 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
06152639
JEAN
D
MICHAEL V 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
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06152639
ADJUSTMENT BASED ON:
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
261569-45
TYPE OF ACCOUNT: () SAVINGS () CHECKING eX) TRUST e) TIME CERTIFICATE
DATE ESTABLISHED 12-08-2005
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.
( 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.)
s
, .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. INHERITANCE TAX
RECORD! ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
REV-1604 EX AFP (03-05)
"
, ,
DATE
? ~rATE OF
'-" !SA'rE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-03-2008
POWELL
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152640
JEAN
D
:.' f' r 10. Pi,'
I ~: j \ j I ,j
MICHAEL V WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
nl'
..i\,
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
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06152640
ADJUSTMENT BASED ON:
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
261569-43
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
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~y
( 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
':'.INKERIIANCE TAX
'RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
20G8" R I I]
MICHAEL V WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
" ,
I
REV-16D~ EX AFP (03-05)
r: ~,.1
1 t i
DATE
2: NATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
,ACN
03-03-2008
POWELL
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152641
o
JEAN
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
CUMBERLAND
FILE NO. 21 06-0730
ADJUSTMENT BASED ON:
COUNTY
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
06152641
ACCOUNT NO.
261569-41
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:
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
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
St
REV-1470 EX (6-88)
, '*
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Jean D. Powell 2106-0730
REVIEWED BY ACN
Eunice Baker 06152638,06152639,
06152640,06152641
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