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HomeMy WebLinkAbout02-13-09 (2) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '~r('~'~i;! +~ ~ ~~ ~~'tITANCE TAX ~~ ~DRD ADJUSTMENT ,~ ;FQ.I^~f~'LY HELD OR TRUST ASSETS 209 FEB 13 P~ 1 ~ 41 CLERIC ~~ QRP~:a.h~'S ~C~F.;RT ANDREW L THOMAS ~;~;~ ~~~- ', `~ ` "~'~~ , ~A 905 GREENBRIAR DR MECHANICSBURG PA 17050-1916 CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1604 EX AFP CO1-09) *~ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 02-04-2009 ESTATE OF THOMAS GEORGE B DATE OF DEATH 01-18-2008 COUNTY CUMBERLAND FILE N0. 21 08-0428 S.S/D.C. N0. 200-34-9292 ACN 0811433] ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0188627586 TYPE OF ACCOUNT: (X) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-08-1983 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 REV-1604 EX AFP (01-09) DATE 02-04-2009 ESTATE OF THOMAS GEORGE B DATE OF DEATH 01-18-2008 FILE NUMBER 21 08-0428 COUNTY CUMBERLAND SSN/DC 200-34-9292 ACN 08114331 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 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 (+) INTEREST/PEN PAID (-) AMOUNT PAID 05-27-2008 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. ( 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.) D COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 ANDREW L THOMAS 905 GREENBRIAR DR MECHANICSBURG PA '~:.`-~ I ; 'rG-1N~~ ~`IANCE TAX - :~'ECD$~~'~ADJUSTMENT .tt~~iNTL;4Y'. N~L~ ,OR TRUST ASSETS REY-1604 EX AFP (01-09) 2D09 FEB 13 PM ! ~ E''9iATE OF THOMAS2009 GEORGE B DATE OF DEATH 01-18-2008 CLEF~C~~= FILE NUMBER 21 08-0428 ~~p~a,\~~^ U~~Ur~T SSNNDC 200S34L9292 C~F~`''~~ ~ -~ ~ 1 rs`~ ~A1CN 08114332 Amount Remitted 17050-1916 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 ~ REV-1604 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 02-04-2009 ESTATE OF THOMAS GEORGE B DATE OF DEATH 01-18-2008 COUNTY CUMBERLAND FILE N0. 21 08-0428 S.S/D.C. N0. 200-34-9292 ACN 08114332 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATIDN FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0188627586 TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-08-1983 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 NOTE: X 0.500 .00 .00 .00 X .45 .00 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 05-27-2008 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 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.) `D • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~' ' rt~'~~,~~H R~~'~NC.E TAX INHERITANCE TAX DIVISION • ~-ICC'~.©D~ ADJUSTMENT ~ Po eox zeo6ol J~INTI~~Y HELM OR: TRUST ASSETS HARRISBURG PA 17128-0601 REV-1604 IX AFP (01-09) Z~Q~} ~~~ ( 3 P~ I:FE 02-04-2009 ATE OF THOMAS GEORGE B DATE OF DEATH 0'1-18-2008 GLE~K n~- FILE NUMBER 21 08-0428 ~RPf-'A~~E'~ ~.~~~ ~R.~000NTY CUMBERLAND ~ i~ "~'~- SN/DC 200-34-9292 ANDREW L THOMAS (~UI,'~'~ ~!_ r ~ ~~~.. ~N 08114333 905 GREENBRIAR DR Amount Remitted MECHANICSBURG PA 17050-1916 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 ~ --------°--------------°----..r..------------------------------------------------------------------------------.-.---------------------------~----------------- REV-1604 EX AFP CO1-04) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 02-04-2009 ESTATE OF THOMAS GEORGE B DATE OF DEATH 01-18-2008 COUNTY CUMBERLAND FILE N0. 21 08-0428 S.S/D.C. N0. 200-34-9292 ACN 08114333 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0188627586 TYPE OF ACCOUNT: CX) SAVINGS ( ) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-OS-1983 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 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 TAX DUE ,00 INTEREST AND PEN. .00 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 TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) --, REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME George B. Thomas REVIEWED BY Eunice Baker INHERITANCE TAX EXPLANATION OF CHANGES NUMBER 2108-0428 08114331, 08114332, 08114333 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above accounts have been adjusted to zero as the accounts were reported on the probate return. Row Page 1