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HomeMy WebLinkAbout06-20-08 (3)COMMONWEALTf: OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU of INDIVIDUAL .rpxES ~ INHERITANCE TAX INHERITANCE TAX DIVISION RECORD ADJUSTMENT Po Box 2aoeol ~ ~ ~ - JOINTLY HELD OR TRUST ASSETS HARRISBURG PA 17128-0601 i- 1"• r r-, ~f ;- _ ~~~ ~i ~ I? r LARUE ~L. M JACOBS 475 JACOBS ROAD JULIAN PA 16844 REV-1604 EX AFP (03-05) DATE 06-17-2008 ESTATE OF HOMMEL EDWARD S DATE OF DEATH 05-27-2007 FILE NUMBER 21 07-0973 COUNTY CUMBERLAND SSN/DC 190-18-4088 ACN 07130590 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1Fs04 EX AFP C03-05~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ~* DATE 06-17-2008 ESTATE: OF HOMMEL EDWARD S DATE OF DEATH 05-27-2007 COUNTY CUMBERLAND FILE N0. 21 07-0973 S.S/D.C. N0. 190-18-4088 ACN 07130590 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0575429352 TYPE CIF ACCOUNT: ( ) SAVINGS C ) CHECKING ( ) TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 03-14-2003 Account Balance Percent Taxable Amount: Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 7,025.24 NOTE: X 0.500 3,512.62 .00 3,512.62 X .45 158.07 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-~ AMOUNT PAID 10-24-2007 CD008861 .00 260.74 TOTAL TAX CREDIT 260.74 BALANCE OF TAX DUE 102.67CR INTEREST AND PEN. .00 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) C C~ REV-1470 EX (6-88) ~, t ' ~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUF:EAU OF INDIVIDUAL TAXES PO Box 280601 DECEDENT'S NAME Edward S. Hommel REVIEWED Bl' Joan Peters INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2107-0973 07130590, 07130589, 07130588 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above referenced Account Control Numbers have been adjusted to reflect a tax rate of 4.5%, instead of the 15% previously assessed. Also, the correct address for LaRue has been noted on the system. Page 1