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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. ROW Page 1