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HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~~l ~ -l,NHERITANCE TAX INHERITANCE TAX DIVISION _ _.. '-'RECORD ADJUSTMENT PD eax 2BO6D1 ;JQI'FITr4Y'HELD OR TRUST ASSETS HARRISBURG PA 17128-0601 ,-...... .. .-. " -~~ MARCELLA A FARINA 708 ALISON AVE MECHANICSBURG PA ;,~ ~~,a~ r,~- t.,_~r`r~ _Ir ~~ ~, , ~ r ''"~ ~H ~: 17055 REV-1604 EX AFP C03-D5) DATE 07-02-2008 ESTATE OF BINGAMAN VERNA J DATE OF DEATH 10-30-2007 FILE NUMBER 21 08-0547 COUNTY CUMBERLAND SSN/DC 188-20-8713 ACN 08112977 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-1604 EX AFP (03-05) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~ DATE 07-02-2008 ESTATE OF BINGAMAN VERNA J DATE OF DEATH 10-30-2007 COUNTY CUMBERLAND FILE N0. 21 OS-0547 S.S/D.C. N0. 188-20-8713 ACN 08112977 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5004894139 TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-16-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,747.80 X 0.500 1,373.9D .00 1,373.90 X .45 61.83 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 05-06-2008 CD009746 .00 62.78 TOTAL TAX CREDIT 62.78 BALANCE OF TAX DUE .95CR INTEREST AND PEN. .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ rr TDTAL DUE IS LESS THAN S1, NO PAYMENT IS RE4UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), --~ ~r„rocG SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 28D601 HARRISBURG PA 17128-0601 ~ ~`''' ''"'' "' '" NHERITANCE TAX - -- ~~ RECORD ADJUSTMENT ~Q;IN~;LY.' HELD OR TRUST ASSETS MARCELL A FARIN~4J~~, .._ ~ '"` 708 ALISON AVE MECHANICSBURG PA 17055 REV-1604 EX AFP C03-05) DATE 07-02-2008 ESTATE OF BINGAMAN VERNA J DATE OF DEATH 10-30-2007 FILE NUMBER 21 08-0547 COUNTY CUMBERLAND SSN/DC 188-20-8713 ACN 08112978 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 ~ ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP (03-05~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 07-02-2008 ESTATE OF BINGAMAN VERNA J DATE OF DEATH 10-30-2007 COUNTY CUMBERLAND FILE N0. 21 08-0547 S.S/D.C. N0. 188-20-8713 ACN 08112978 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5004894139 TYPE OF ACCOUNT: CX) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 02-16-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 17,556.71 X 0.500 8,778.36 3,837.87 4,940.49 X .45 222.32 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 05-06-2008 CD009745 .00 225.67 TOTAL TAX CREDIT 225.67 BALANCE OF TAX DUE 3.35CR INTEREST AND PEN. .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-68) N ~- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME FILE NUMBER Verna J. Bingaman 21 08-0547 REVIEWED BY ACN Steven James 08112977, 08112978 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above-referenced ACN's have been adjusted to reflect that the funds in each account were held in the same joint status for more than one (1) year prior to date of death. Row Page 1