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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) n9 nv ~~~~ 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 Page 1