HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_- ' ~NHER.ITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;~ RECORD` ADJUSTMENT
INHERITANCE TAX DIVISION
PO BOX 280601 JOIIVTC~( 'F7EtD OR TRUST ASSETS REV-1604 IX AFP clz-oa)
HARRISBURG PA 17128-0601
~~~~ ~~~~ 23 tp ~~: 53 DATE 01-14-2009
ESTATE OF CALDWELL OLGA C
DATE OF DEATH 04-19-2008
C~r~„'t ~'r FILE NUMBER 21 08-1128
~R~-!,~iF~'~7 ' ''U',J~T COUNTY CUMBERLAND
Cf~?! ' , _ ' ~ ~~''`~ ~Q SSN/DC 137 - 14 - 7519
MICHAEL A CALDWELL ACN 08126360
302 LEWISBERRY RD Amount Remitted
NEW CUMBERLAND PA 17070
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 F'
REV-1604 EX AFP C12-08)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 01-14-2009
ESTATE OF CALDWELL OLGA C DATE OF DEATH 04-19-2008 COUNTY CUMBERLAND
FILE N0. 21 08-1128 S.S/D.C. N0. 137-14-7519 ACN 08126360
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FULTON BANK ACCOUNT N0. 1068-30389
TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING C ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-03-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
4,381.00 NOTE:
X 0.500
2,190.50
1,862.22
328.28
X .45
14.78
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."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-13-2008 CD010525 / .00 14.77
01-13-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 14.78
BALANCE OF TAX 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 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
.,,.~~ ..... s,- ....r w orrnun crc REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME OLGA CALDWELL FILE NUMBER 2108-1128
REVIEWED BY ACN
Department of Revenue/Claudia Maffei 08126360
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Deductions in the amount of $1862.22 have been credited to the following ACN 08126360.
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