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HomeMy WebLinkAbout11-07-08 (3)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ ~ v,,~ ~ ~."~YNI+EI2~ITANCE TAX INHERITANCE TAX DIVISION t.~ _.~ `R.EfChR~ ADJUSTMENT Po Box zso6ol ~, ~.-~~JOI~NTt'Y 'WE'LD OR TRUST ASSETS HARRiSBUR6 PA 17128-0681 REV-1604 EX AFP (03-05) ~~~~~~~ -'~ t t~~2` ~6 DATE 10-30-2008 ESTATE OF DEPEW SR LINDSAY C C`~~~K`/Y DATE OF DEATH 08-13-2008 rr~~ FILE NUMBER 21 08-0889 ORPHA.~~'S vv~~~S COUNTY CUMBERLAND ,h).-^,! "`~~. `;~}_, pA SSN/DC 189-18-7223 JEFFREY DEPEW ~Ea,:,- ACN 08143711 448 SHELLY LANE Amount Remitted ETTERS PA 17319 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 E- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP C03-05) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 10-30-2008 ESTATE OF DEPEW SR LINDSAY C DATE OF DEATH 08-13-2008 COUNTY CUMBERLAND FILE N0. 21 08-0889 S.S/D.C. N0. 189-18-7223 ACN 08143711 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000005130123431 TYPE OF ACCOUNT: CX) SAVINGS ( ) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-05-1984 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 4,841.30 X 0.250 1,210.32 _ .nn 1,210.32 X .45 54.46 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 C-) AMOUNT PAID PAYMENT MUST BE MADE BY 05-14-2009*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 54.46 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.) ,~ r~,~~-~ REV-1470 EX (6-88) Rl t t Q COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME FILE NUMBER Lindsay C Depew Sr 2108-0889 REVIEWED BY ACN Scott Ellison 08143711 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The account balance has been corrected to $4,841.30 and the percent taxable changed to 25% to each beneficiary as the account was held in trust. Row Page 1