HomeMy WebLinkAbout04-04-08 (3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;)(:ci'y:;rWTi CiFF!CF fffHERITANCE TAX
'c...V_" '!'~'-:~: ~',::;R~CORD ADJUSTMENT
:L',J;g~N1I..Y':HELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE l~X DIVISION
PO BOX 28060l.
HARRISBURG PJ\ 1712B-0601
200B APR -4 PM ,: 55
CLERK OF
ORPHAN'S COURT
OBRIEN CUi, 'r:, PA
MICHAEL
APT 3
4600 WARRINGTON
MECHANICSBURG
AVE
PA 17055
REV-1604 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-26-2008
OBRIEN
01-20-2007
21 07-0101
CUMBERLAND
182-22-7360
07111307
C
LILLIAN
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 C03-05J
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 03-26-2008
ESTATE OF OBRIEN
LILLIAN
CUMBERLAND
C DATE OF DEATH 01-20-2007
COUNTY
ACN
FILE NO. 21 07-0101
ADJUSTMENT BASED ON:
S.S/D.C. NO. 182-22-7360
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
07111307
ACCOUNT NO.
49432-11
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 04-24-1987
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxablie Amount
Tax Rate X
Tax Du,e
.00
0.166
.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 (-)
02-04"2008 SBADJUST .00 4.22
TOTAL TAX CREDIT 4.22
BALANCE OF TAX DUE 4.22CR
INTEREST AND PEN. .00
TOTAL DUE 4 22CR
* 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), ~
u, -- -..- . ~~~""n .."" D"\I"D~" c::rDI'" 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
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Lillian C. O'Brien
REVIEWED BY
ACN
2107 -0101
07111309,07111307
Eunice Baker
ITEM
SCHEDULE INO.
EXPLANATION OF CHANGES
The above accounts have been adjusted to zero. The accounts were reported on the
probate return. There will be a refund forthcoming.
ROW
Paqe 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
0r~,~~lTANCE TAX
Ullftc.ol'uf ADJUSTMENT
r-EC:<~~~!!,L V,/~~D OR TRUST ASSETS
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE lAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Z008 APR -4 PM I: 55
LEILANI BRANDT
8:!12 MOUNTAIN RD
NIEWVILLE
CLERK OF
ORPHAN'S COURT
, DA
PA 17241
REV-1604 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-26-2008
OBRIEN
01-20-2007
21 07-0101
CUMBERLAND
182-22-7360
07111306
.'
LILLIAN
C
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 03-26-2008
ESTATE OF OBRIEN
LILLIAN
CUMBERLAND
C DATE OF DEATH 01-20-2007
COUNTY
ACN
07111306
F I L E NO. 21 07- 0101
ADJUSTMENT BASED ON:
S.S/D.C. NO. 182-22-7360
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
49432-11
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 04-24-1987
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.166
.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
DA.TE NUMBER INTEREST/PEN PAID (-)
02-04-2008 SBADJUST .00 4.22
TOTAL TAX CREDIT 4.22
BALANCE OF TAX DUE 4.22CR
INTEREST AND PEN. .00
TOTAL DUE 4,2?r:R
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. f2t
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
--- "_U_~",., <'TnJ: nJ: T~TC: I'DRM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~[_,,...I.N~.ERITANCE TAX
Lh-j-J&gd.9RD ADJUSTMENT
!:J1>>lHl\l.~. tfELD OR TRUST ASSETS
, ~_; i <.,,/1 t1'~' ';
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG P,\ 1712B- 0601
Z008 APR -4 PM ,: 55
LEILANI BRANDT
8:52 MOUNTAIN RD
NIEWVILLE
CLERK OF
ORP'-IM,J'(J-- (V"U'RT
' l lJ I' 1 \ \,\...' '
CU\rcr-r:; . ;"\ DII
, .. '..'. . /'"
PA 17241
REV-1604 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-26-2008
OBRIEN
01-20-2007
21 07-0101
CUMBERLAND
182-22-7360
07111308
LILLIAN
C
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 03-26-2008
ESTATE OF OBRIEN
LILLIAN
CUMBERLAND
C DATE OF DEATH 01-20-2007
FILE NO. 21 07-0101
ADJUSTMENT BASED ON:
COUNTY
S.S/D.C. NO. 182-22-7360
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
07111308
ACCOUNT NO.
49432-00
TYPE OF ACCOUNT: (X) SAVINGS () CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 01-08-1986
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxabll! Amount
Tax Rate X
Tax Due
.00
0.166
.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>,
d n' -- -..- . ---".... """ D"""D<": <:Tn~ n~ TI-IIS FORM FOR INSTRUCTIONS.)
l'
La
REV-I.70 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Lillian C. O'Brien
REVIEWED BY
ACN
2107-0101
07111306,07111308
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