HomeMy WebLinkAbout84-0478COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-060 1 INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS REV-1605 EX ~FP c01-03)
DATE 02-05-2004
- ~ ~- ESTATE OF FOLTZ BERTHA
DATE OF DEATH 08-25-1983
FILE NUMBER 21 84-0478
~- : • ~ " COUNTY CUMBERLAND
~~ ~~-~ ~~ ~ ~ SSN/DC 203-10-9418
BARBARA M OVERHEIM ACN 83021921
601 JULIE DR
GALLUP NM 87311~f~ - ~° amount Renittea
tl-...+.- ._
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 -~
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REV-1604 EX AFP (01-031
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~
DATE 02-05-2004
ESTATE OF FOLTZ BERTHA DATE OF DEATH 08-25-1983 COUNTY CUMBERLAND
FILE ND. 21 84-0478 S.S/D.C. NO. 203-10-9418 ACN 83021921
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CUMBERLAND VALLEY SAVINGS ACCOUNT N0. 01-139519
TYPE OF ACCOUNT: (X) SAVINGS ( ) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 01-11-1963
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
14,504.88 NOTE:
X 0.500
7,252.44
.oa
7,252.44
X .06
435.15
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 A80VE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-18-1996 AMNP PEN 140.42 .00
02-04-2004 WRITEOFF .00 1,346.49
NOTE: AMNESTY NP
PENALTY ASSESSED
TOTAL TAX CREDIT 435.15
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 TOTAL DUE IS REFLECTED AS A "CREDIT" [CR),
- ---- - ~«~~•~.+ ccc RFUFRSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6.88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
Foltz, Bertha
Steven James
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMB
29 84-0478
83021921
ITEM
'~yCHEDULE NO, EXPLANATION OF CHANGES
The Department of Revenue has waived the balance due as uncollectable. However, the
department reserves the right to collect the tax, penalty and interest at a later date.
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