HomeMy WebLinkAbout08-22-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU•OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- ~-- .. INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
~~ ,,
L~~ ;~
MEGAN BRENNA~J ~ ~~~- ~~;;
23 W SIMPSON ST
MECHANICSBURG PA 17055
REV-1604 EX AFP (03-D5)
DATE 08-18-2008
ESTATE OF BRENNAN MARGARET
DATE OF DEATH 02-05-2007
FILE NUMBER 21 07-0146
COUNTY CUMBERLAND
SSN/DC 188-14-1298
ACN 07001215
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 08-18-2008
ESTATE OF BRENNAN MARGARET DATE OF DEATH 02-05-2007 COUNTY CUMBERLAND
FILE N0. 21 07-0146 S.S/D.C. N0. 188-14-1298
ACN 07001215
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1051084946
TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-25-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
)( 0.166
.00
.00
.00
X .45
.00
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
04-10-2007 CD008003 .00 199.11
TOTAL TAX CREDIT 199.11
BALANCE OF T'AX DUE 199.11CR
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 81, 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)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME MARGARET BRENNAN
REVIEWED BY Judy Watts
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
FILE NUMBER
2107-0146
07001215
The above ACN has been zeroed out since it was reported and paid on the Inheritance tax
return, you will be receiving your refund in 4-6 weeks.
ROW
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