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HomeMy WebLinkAbout01-02-09BURERti OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 28D601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -: ,,.~_ INHERITANCE TAX RECORD ADJUSTMENT ` JOINTLY HELD OR TRUST ASSETS 2C~~ .~ e°" -2 P~°~ 1 ~ 43 ~-~-.~ ,r ~;~.~~. ~ MARK C BORGrEIR ' ~ ' FE1 2254 CANTERBURY DR MECHANICSBURG PA 17055-5770 REY-1604 IX AFP (12-OB) DATE 12-16-2008 ESTATE OF BI)RGER CARL A DATE OF DEATH 014-28-2007 FILE NUMBER 2L 08-0021 COUNTY CIMBERLAND SSN/DC 189-22-9082 ACN 0'7147696 Amount Remitted MAKE CHECK PAYABILE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND 1;0 COURT HOUSE CARLISLE, PJ4 17013 CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS ~- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP C12-08) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUiST ASSETS ** DATE; 12-16-2008 ESTATE OF BORGER CARL A DATE OF DEATH 08-28-200i' COUNTY CUMBERLAND FILE N0. 21 08-0021 S.S/D.C. N0. 189-22-9082 ACN 07147696 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8201869347-C TYPE OF ACCOUNT: CX) SAVINGS C ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-24-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 1.000 .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 C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF T'AX DUE .00 INTEREST ANl) PEN. .00 TOTAL DIJE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN $1, 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 INSTRUCTIDNS.) BUREAU OF .INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - -:`INHERITANCE TAX - R~CQRD ADJUSTMENT JQI'N.TLY HELD OR TRUST ASSETS ?n~~ ~b~4.~~ -2 P~°3 1 ~ !+3 ~ i~ ~ ~.~c ~ ~,~r t~~ ~ n ~~i~ MARK C BORGER ~.,~ ~t 1 ' ' `1., rA 2254 CANTERBURY DR MECHANICSBURG PA 17055-5770 REV-1604 EX AFP C12-OB) DATE 1.?-16-2008 ESTATE OF BORGER CARL A DATE OF DEATH 08-28-2007 FILE NUMBER 2:l 08-0021 COUNTY CUMBERLAND SSN/DC 1139-22-9082 ACN 07147697 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PE1 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E- REV-1604 EX AFP C12-08) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~ DATE 12-16-2008 ESTATE OF BORGER CARL A DATE OF DEATH 08-28-2007 COUNTY CUMBERLAND FILE N0. 21 08-0021 S.S/D.C. N0. 189-22-9082 ACN 07147697 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8201869347-B TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING ( ) TRUST f ) TIME CERTIFICATE DATE ESTABLISHED 02-24-2003 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 TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ~-DDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REIGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CF'EDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUIE 0 ~ 1 * 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.) IVVV) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TNHE:RITANCE TAX BUREAU OF INDIVIDUAL TAXES ~- - RECORD" ADJUSTMENT INHERITANCE TAX DIVISION Po sax zso6al JOINfitiY .HELD `OR TRUST ASSETS HARRISBURG PA 17128-0601 REV-1604 EX AFP (12-OS) - - ryry 2008 ~~i4 C~ '2 i=t'1 ~' ~~9 ~ i-i C ESTATE OF BORGER CARL A DATE OF DEATH 0~6-28-2007 FILE NUMBER 21 08-0021 r r,•~ [-r r F ~ COUNTY CUMBERLAND ~~'~P ~~ ~ ~ ~~ ~'~~ ~ ~ 1 ~ _ SSN/DC 169-22-9082 MARK C BORGER n + ~ "" ` ~~~ Cl~i;', _ ~ ,~ACN 07147698 2254 CANTERBURY DR Amount Remitted MECHANICSBURG PA 17055-5770 MAKE CHECK PAYAEILE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, P,4 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1604 EX AFP C12-08) ~* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUIST ASSETS ** DATE: 12-16-2008 ESTATE OF BORGER CARL A DATE OF DEATH 08-28-200~~ COUNTY CUMBERLAND FILE N0. 21 08-0021 S.S/D.C. N0. 189-22-9082 ACN 07147698 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8201869347-A TYPE OF ACCOUNT: CX) SAVINGS ( ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 02-24-2003 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 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 MDNEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AN1) PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( 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.) .00 .00 REV-147D EX I6-88) r{ uk ~Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 DENT'S NAME REVIEWED BY Carl A Borger Rick Olson INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2108-0021 07147697, 07147696, 07147698 ITEM SCHEDULE NO EXPLANATION OF CHANGES The above referenced ACN has been reduced to zero as thus account was reported on the probate return. Page 1