HomeMy WebLinkAbout03-10-08 (3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280101
HARRISBURG PA 17128-0601
"
h ~l t~
'0 r
ill
":""'11"
MATTHEW K WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
CUT ALONG THIS LINE
REV-1604 EX AFP (03-05)
2: ...,,:' DATE
,- .::'J 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
06152631
JEAN
D
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
~
------..-------...-.----...-------.-------...-------.-----..---------.------------------------.--------.---------------.--------.-.-.-.....-.---------------------
REV-1604 EX AFP C03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 03-03-2008
ESTATE OF POWELL
JEAN
CUMBERLAND
D DATE OF DEATH 08-12-2006
FILE NO.
21 06-0730
COUNTY
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
06152631
ACCOUNT NO.
261572-46
TYPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 02-03-2006
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
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 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.)
~
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
._.4J-I"'" fO
; : '~'J{ . '
r.~, .
1-"';.1
i r i
2- ..,t")
. r_~
- "- w'
c:'--~'
'r--:-
MATTHEW K WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
CUT ALONG THIS LINE
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
06152632
JEAN
D
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
~
----------------------.......-------.--------------.....---------------...--------------------......--------------------.-.--------------------------.------------
REV-1604 EX AFP C03-05J
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 03-03-2008
ESTATE OF POWELL
JEAN
CUMBERLAND
D DATE OF DEATH 08-12-2006
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
06152632
ACCOUNT NO.
261572-44
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 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.)
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.. . C 'INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
/t8 ; 0 r H
(,~.,
,..);
MATTHEW K WAGNER
13 HOMESTEAD LN
CAMP HILL PA 17011
CUT ALONG THIS LINE
REV-1604 EX AFP (03-05)
". ."\ ,:DATE
.:> L'tSTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-03-2008
POWELL
08-12-2006
21 06-0730
CUMBERLAND
174-20-6085
06152633
JEAN
D
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
--+ 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
CUMBERLAND
D DATE OF DEATH 08-12-2006
FILE NO.
21 06-0730
COUNTY
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-20-6085
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
06152633
ACCOUNT NO.
261572-42
TYPE OF ACCOUNT: e) SAVINGS e) CHECKING eX) TRUST e) 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 RECEIPT DISCOUNT e+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID e-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn /'1
II 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
Buf';EAU O,1NDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Jean D. Powell
FILE NUMBER
Eunice Baker
ACN
2106-0730
06152631,06152632,
06152633
REVIEWED BY
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