HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_. , .., .. _ . IN~iETtf.'IANCE TAX
BUREAU OF INDIVIDUAL TAxES - RECORD ADJUSTMENT
INHERITANCE TAX DIVISION JOINTLY HELD OR TRUST ASSETS
PO BOX 280601
HARRISBURG PA 17128-0601 - ~ ~'~
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215 GARLAN DR
CARLISLE PA 17013
REV-1604 EX AFP (01-09)
DATE 07-29-2009
ESTATE OF SHEFFER PAULINE S
DATE OF DEATH 06-14-2008
FILE NUMBER 21 08-0745
COUNTY CUMBERLAND
SSN/DC 174-05-2754
ACN 08144518
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 07-29-2009
ESTATE OF SHEFFER PAULINE S DATE OF DEATH 06-14-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0745 S.S/D.C. N0. 174-05-2754
ACN 08144518
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1685211250
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE
DATE ESTABLISHED 06-07-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00 NOTE:
X 1.000
.00
.00
.00
X .15
.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
09-30-2008 CD010342 .00 165.01
07-28-2009 REFUND .00 165.01-
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" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (686)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601.
DECEDENT'S NAME
Pauline S. Sheffer
2108-0745
REVIEWED BY IA`N 08144518
Jennifer Schaefer
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Reported on probate return. Refund in process.
{
INHERITANCE TAX
EXPLANATION
OF CHANGES
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