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HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ -.r1r+~ ^~(-~ ,^~r ~E':;~I~j~{ERITANCE TAX ' -" " ~ ,R~ORD ADJUSTMENT L.'`}7+;;~Q~~'L.Y. "HELD OR TRUST ASSETS 2Qp9 FEO 20 AM I I ~ 25 p CLERK ~,;;r EDWIN P MCNAMARA~~~;.;- , . 1603 KATHRYN ST NEW CUMBERLAND PA 17070-1165 REV-1604 EX AFP CO1-09) DATE 02-11-2009 ESTATE OF MCNAMARA JOHN H DATE OF DEATH 02-19-2008 FILE NUMBER 21 08-0298 COUNTY CUMBERLAND SSN/DC 194-04-2557 ACN 08114327 Amount Remitted 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 02-11-2009 ESTATE OF MCNAMARA JOHN H DATE OF DEATH 02-19-2008 COUNTY CUMBERLAND FILE N0. 21 08-0298 S.S/D.C. N0. 194-04-2557 ACN 08114327 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8603074678 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 05-04-2006 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 YDUR 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 (-) 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 REgUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (B-8B) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER John H. McNamara 2108-0298 REVIEWED BY ACN Eunice Baker 08114327 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The above account has been adjusted to zero as the account was reported on the probate return. Row Page 1