HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
INHERITANCE TAX DIVISION 'RECORD ADJUSTMENT
Po sox zao6ol - ~ ' JOINTLY HELD OR TRUST ASSETS
HARRISBURG PA 17128-06D1 REV-1604 EX AFP CO1-09)
~~~~ ~~~ ~ ~~ ;'`~ (~~ ~ ~ DATE 07-31-2009
ESTATE OF MYERS BARBARA L
DATE OF DEATH 03-25-2008
CLE~i:vr FILE NUMBER 21 08-0384
QR~}-I~.j~'„ (,(~I,!~ ~ COUNTY CUMBERLAND
~~}.~~ j`v'~ ,_'~}„ ~_ SSN/DC 201-18-4034
ANNE REID ~~'-'•-' `- ACN 08116356
42 FOX FARM ROAD
Amount Remitted
PHILLISBURG NJ 08865
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 07-31-2009
ESTATE OF MYERS BARBARA L DATE OF DEATH 03-25-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0384 S.S/D.C. N0. 201-18-4034 ACN 08116356
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT N0. 205867-42
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 06-06-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
.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 DRDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
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 ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 81, 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 INDIVIbUAL TaxES ` INHERITANCE TAX
INHERITANCE TAX DIYISIOR RECORD ADJUSTMENT
Pa sox zsssol --.' JOINTLY HELD OR TRUST ASSETS
HARRISBURG PA 17128-D601 REV-1604 EX AFP (01-09)
a~~~ ~~ J ~ (~ ~ ~~: ~ ~ DATE 07-31-2009
ESTATE OF MYERS BARBARA L
DATE OF DEATH 03-25-2008
CL~~~ ~~ FILE NUMBER 21 08-0384
O~~fi.~~~~~ ~. J`~~T COUNTY CUMBERLAND
ANNE CiU~p,~_`~j?i_~~!~r',!1., ~, ACN/DC 08116357034
42 FOX FARM ROAD
Amount Remitted
PHILLIPSBURG NJ 08865
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 MYERS BARBARA L DATE OF DEATH 03-25-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0384 S.S/D.C. N0. 201-18-4034
ACN 08116357
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1sT FCU
ACCOUNT N0. 205867-05
TYPE OF ACCOUNT: (X) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 06-06-2001
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 (+)
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 DF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT LS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), ~Q
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU of rNnIVID.uaL TAxES' INHERITANCE TAX ',
INHERITANCE TAX DIVISION RECORD ADJUSTMENT
Po eox 2BO6o1 ,, _ JOINTLY HELD OR TRUST ASSETS
HARRISBURG PA 17128-0601 REV-1604 EX AFP (01-09)
L~ii9 ~~U ~ 4 (I`"r IL~ ~ b DATE 07-31-2009
ESTATE OF MYERS BARBARA L
DATE OF DEATH 03-25-2008
r ~i nr FILE NUMBER 21 08-0384
CLct~:~ ~.~~
~R~~~~,~~ ~~~t~~ COUNTY CUMBERLAND
SSN/DC 201-18-4034
1--n1-;h';~'~ ~~I~A. ACN 08138675
42 FOX FARM RD
Amount Remitted
PHILLIPSBURG NJ 08865
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 MYERS BARBARA L DATE OF DEATH 03-25-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0384 S.S/D.C. N0. 201-18-4034 ACN 08138675
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: USAA FEDERAL SVGS BANK ACCOUNT N0. 5103259
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE
DATE ESTABLISHED 06-06-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
.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."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
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 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 (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
Barbara L. Myers
REVIEWED BY
Eunice Baker
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2108-0384
08116356, 08116357,
08138675
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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