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
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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)
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ryry
2008
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ESTATE OF BORGER
CARL A
DATE OF DEATH 0~6-28-2007
FILE NUMBER 21 08-0021
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~ COUNTY CUMBERLAND
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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.)
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REV-147D EX I6-88)
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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.
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