HomeMy WebLinkAbout08-22-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAUS OF LyDIVIDUAL TAXES ~ ~INi+ERITANCE TAX
INHERITANCE TAX DIVISION RECORD ADJUSTMENT
Po Box zaoeol JDINTI.Y HELD OR TRUST ASSETS
HARRISBURG PA 17128-0601 REY-1604 EX AFP (03-05)
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ZG FIB 1; J'~ DATE 08'-18-2008
; ESTATE OF BRENNAN MARGARET
DATE OF DEATH 02-05-20D7
rv ~_ :~i r"d= FILE NUMBER 21 07-0146
Cn^'~ .
COUNTY CUMBERLAND
;f 5Y
. SSN/DC 188-14-1298
~.
,
THOMAS A BRENNAN JR ~{!' ", ~
~
~ ACN 07113357
1922 HIGH ST
Amount Remitted
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F~
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 07113357
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0571110053
TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 10-23-1989
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 0.500
.00
.00
.00
X .45
.00
NOTE: TO INSURE PROPER CREDIT TD 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
05-18-2007 SBADJUST .00 .O1
TOTAL TAX CREDIT .O1
BALANCE OF TAX DUE .O1CR
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 51, 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.)
r
BUREAFS OF T,NDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
THOMAS A BRENNAN JR
1922 HIGH ST
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CAMP HILL PA 17011
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
FILE N0. 21 07-0146
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- INNERiTANCE TAX
RECORD ADJUSTMENT
J.OINTL'Y HELD OR TRUST ASSETS
- REV-1604 EX AFP (03-05)
„~.,-., ~~.~ ~.,; ~. ~ ATE 08-18-2008
Ci:.~'.i ~ ~ '~ - ~I'. ' ~ STATE OF BRENNAN MARGARET
DATE OF DEATH 02-05-2007
- ,~ : ~ FILE NUMBER 21 07-0146
COUNTY CUMBERLAND
~ .r-r
C1~~-_ ~ -_`~ ~ SSN/DC 188-14-1298
~'' ~~ ~~~' - ~ ~'~ ACN 07113358
S.S/D.C. N0. 188-14-1298
ACN
CUMBERLAND
07113358
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 2331031797
TYPE OF ACCOUNT: C ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-07-1986
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
MARGARET DATE OF DEATH 02-05-2007 COUNTY
.00
X 0.500
.00
.00
.00
X .45
.00
NOTE: TD 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 DRDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
**~ SUMMARY OF LL 05 PAYMENTS ***
08-15-2008 .00 .O1
TOTAL TAX CREDIT .O1
BALANCE OF T'AX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE //-,
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. \ I
( 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 THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREALL OF INDIVIDUAL TAXES I'NFFERITANCE TAX
INHERITANCE TAX Drv1s1oN `RECORD ADJUSTMENT
Po Box zaocol JOINTLY HEED OR TRUST ASSETS
HARRISBURG PA 17128-0601 REV-1604 EX AFP (03-05)
~'~ I'r''6'~`~' 2' PI ° j ~ ~3 ESTATE OF BR'ENNAN008 MARGARET
DATE OF DEATH 02-05-2007
n; - ;, ,,, FILE NUMBER 21 07-0146
r n ~ COUNTY CUMBERLAND
t ' ~ ~r~T
SSN/DC 188-14-1298
THOMAS A BRENNAN JR%;'.~`"~~~ ~' f.-~ ACN 07113359
1922 HIGH ST
Amount Remitted
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C;0 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
FILE N0. 21 07-0146
CUMBERLAND
07113359
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1051084946
MARGARET DATE OF DEATH 02-05-2007 COUNTY
S.S/D.C. N0. 188-14-1298
ACN
TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-25-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
.00
X 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 TD THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF T'AX DUE .00
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" CCR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-66)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
MARGARET BRENNAN
INHERITANCE TAX
EXPLANATION
OF CHANGES
ILE NUMBER
2107-0146
D BY Judy Watts
ITEM
SCHEDULE NO.
07113357 07113358
07113359
EXPLANATION OF CHANGES
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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