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HomeMy WebLinkAbout08-14-09 (3)COMMONWEALTH OF PENNSYLVANIA _DEPARTMENT' OF REVENUE BUREAU OF INDIVIDUAL Taxes _ INHERITANCE TAX INHERITANCE TAX DIVISION _ -.-RECORD ADJUSTMENT Pa eox zao6al JOINTLY HELD OR TRUST ASSETS HARRISBURG PA 17128-0601 ~3 REV-1604 EX AFP (O1-o9) L~J9 ~~~ ~ ~~ ~~~%~ ~`~ ! ~ DATE 07-31-2009 ESTATE OF RICKERT KATHRYN M CLEF"~'. CF ORPHA,ti''~ ~~~'JPT SCOTT L RICKERT 4 CROMWELL CT MECHANICSBURG PA 17050 DATE OF DEATH 06-30-2008 FILE NUMBER 21 08-0738 COUNTY CUMBERLAND SSN/DC 207-30-3132 ACN 08135946 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 07-31-2009 ESTATE OF RICKERT KATHRYN M DATE OF DEATH 06-30-2008 COUNTY CUMBERLAND FILE N0. 21 08-0738 S.S/D.C. N0. 207-30-3132 ACN 08135946 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 1207303132-C50 TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 09-04-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 0.500 .00 .DO .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 ADDITIDNAL INTEREST. ( IF TOTAL DUE IS LESS THAN 81, 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.) REV-1470 EX (688) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box. 280601 DECEDENT'S NAME Kathryn M. Rickert D BY Eunice Baker INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2108-0738 08135946 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