HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,.
BUREAU OF INDIVIDUAL TAXES ~t' ~^'~ '~ ~~~~{ ~ ~' INHERITANCE TAX
INHERITANCE TAX DIVISION + _G;'4;~y ~L~. ~ ~- RECORD ADJUSTMENT
PD eox 2sD6o1 + - ~' ~' ~~ V' ~DINTLY HELD OR TRUST ASSETS
HARRISBURG PA 17128-D601
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~~'CTr91~ S t~WI7 ~
ESTHER CAS ~"
STE 242
2100 BENT CREEK BLVD
MECHANICSBURG PA 17050
REV-1604 EX AFP (03-05)
DATE 06-25-2008
ESTATE OF CASARY ARTHUR
DATE OF DEATH 02-01-2008
FILE NUMBER 21 08-0453
COUNTY CUMBERLAND
SSN/DC 181-07-2980
ACN 08115784
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 C03-05)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 06-25-2008
ESTATE OF CASARY ARTHUR DATE OF DEATH 02-01-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0453 S.S/D.C. N0. 181-07-2980 ACN 08115784
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 2335540031
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE
DATE ESTABLISHED 06-14-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
61,035.64 NOTE:
X ~ 1.000
61,035.64
.00
61,035.64
X .12
7,324.27
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 C-) AMOUNT PAID
04-19-2008 CD009594 366.21 9,155.35
TOTAL TAX CREDIT 9,521.56
BALANCE OF TAX DUE 2,197.29CR
INTEREST AND PEN. .00
TOTAL DUE
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN il, 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.)
e
REV-1470 EX (688)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT
Arthur Casary
REVIEWED BY
Rick Olson
FILE NUMBER
2108-0453
08115784
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above referenced ACN tax rate has been reduced from 15% to 12%.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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