HomeMy WebLinkAbout03-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DEBORAH LUCY
LOT 9A
124 WOODS DR
MECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DE_P/~RTMENT OF REVENUE
,;.
~ '' INHERITANCE TAX
`:. R~C09tD ADJUSTMENT
" ~JaIt~TLY HELD OR TRUST ASSETS
REV-1604 EX AFP (01-09)
~~~g ~!~ ~~ ~~ I~~ 27 DATE 03-03-2009
ESTATE OF KAUTZ JANET L
Ci~E~~ O~ DATE OF DEATH 02-26-2007
O~~H~~,~ LQ~~~T FILE NUMBER 21 07-0852
COUNTY CUMBERLAND
CUMP4 ~}t.;`,~,~' ~~~~. PA SSN/DC 202-20-2047
ACN 07134263
Amount Remitted
PA 17050
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 (01-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 03-03-2009
ESTATE OF KAUTZ JANET L DATE OF DEATH 02-26-2007 COUNTY CUMBERLAND
FILE N0. 21 07-0852 S.S/D.C. N0. 202-20-2047
ACN 07134263
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MID PENN BANK ACCOUNT N0. 416000680
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE
DATE ESTABLISHED 11-13-2004
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
01-04-2008 SBADJUST .00 .03
IuIAL IAX CREDIT .03
BALANCE OF TAX DUE .03C
INTEREST AND PEN. .00
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAxES ' ~NHERhTANCE TAX
INHERITANCE TAX DIVISION ~ I~E,CORD ADJUSTMENT
Po Box 280601 :~ ~JAI.NTLY `HELD OR TRUST ASSETS
HARRISBURG PA 17128-0601 REY-1604 EX AFP (01-09)
~~~~ ~~~ ~~ P~ ~~; ~7 DATE 03-03-2009
ESTATE OF KAUTZ JANET L
DATE OF DEATH 02-26-2007
(,'(~~~}( (J~ FILE NUMBER 21 07-0852
O~~J~'S ~;`}~~T COUNTY CUMBERLAND
LUCY A DEBORAH /DC
CUM~~~'i
~A
-f`~~'~~ ~~~ 047
-
.~
ACN 07134258
124 WOODS DR LOT 9A
MECHANICSBURG PA Amount Remitted
17055
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER O F WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS ~"~
REV-1604 EX AFP CO1-09)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 03-03-2009
ESTATE OF KAUTZ JANET L DATE OF DEATH 02-26-2007 COUNTY CUMBERLAND
FILE N0. 21 07-0852 S.S/D.C. N0. 202-20-2047
ACN 07134258
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: COMMERCE BANK ACCOUNT N0. 536248750
TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-01-2003
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 .15
.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 (+)
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 REQUIRED. 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 (6-88)
i ~'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
DECEDENT'S NAME
Janet L. Kautz
REVIEWED BY
Eunice Baker
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2107-0852
07134263,07134258
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above accounts have been adjusted to zero as the accounts were reported on the
probate return.
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