HomeMy WebLinkAbout04-05-10 (2)INHERITANCE TAX
R~,CORD ADJUSTMENT
_,r~;-• d,0~i~~1'IL~~HELI~ OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES ~~`' ..t :' ' _ ~ ~ '` '=-
INHERITANCE TAX DIVISION
PO BOX 280601 ~ -• ..u ~ •_ ~ ~ -
i,',, ,~t~. ,
HARRISBURG PA 17128-0601
~~40 APB -S ~~ ~~ 5~
~~~r:K ~~,, ~~~RT
p~Pr~~~~~ ? ~ ~,;-
SARAH F CLAPSAD ~:;~~ ;-~'_r . ? ~-~'~~-~ `'~~
~~ , ..
1062 FEATHER DRIVE
DELTONA FL 32725
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1604 IX AFP (12-09)
DATE 03-19-2010
ESTATE OF REDDIN RUBY M
DATE OF DEATH 05-09-2009
FILE NUMBER 21 09-0735
COUNTY CUMBERLAND
SSN/DC 560-40-9766
ACN 09005630
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-~'
-------------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP C12-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-19-2010
ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766 ACN: 09005630
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-09-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 1.000
.00
- .00
.00
X .15
.00
NOTE: TO ENSURE 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 PAYMENT .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 REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~
REV-1470 EX (01-10)
enns lvania
p Y ,
NHE~tITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
RRI B R PA 1 128-06 1
DECEDENT'S NAME FILE NUMBER
Ruby M. Reddin 2109-0735
REVIEWED BY ACN
Joan M. Peters 09005630
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was listed on the Inheritance Tax Return.
ROW
Page 1
INHERITANCE TAX
RECORD ADJUSTMENT
,;•,-, ;-,~`,~ a~~T;~ r~IELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES I ~ . ;i ~!i ,Y t,,,`?'
INHERITANCE TAX DIVISION ~ ~ ,i{
PO BOX 280601 -~. ~_~!~.. .~:_~` ,y~-_ ,.`.'i?
HARRISBURG PA 17128-0601
L#~ ~i t~ "J r!-! ~• UU
I.~LCI~? ~ } ,~
~ F f"`
~~Pt-i~,~`~3~~ ~~-~4~j~
EUGENE R CLAPSA~r~F =~" ~'s''`ri ~~~ , PA,
1062 FEATHER DRIVE
DELTONA FL 32725
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1604 EX AFP (12-09)
DATE 03-19-2010
ESTATE OF REDDIN RUBY M
DATE OF DEATH 05-09-2009
FILE NUMBER 21 09-0735
COUNTY CUMBERLAND
SSN/DC 560-40-9766
ACN 09005631
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP C12-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ~*
DATE: 03-19-2010
ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766
ACN: n9nn~~~
~-i,.-u~ I I'ItIV I 13AStll ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654
TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING CX) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-09-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
P DATENT I RNUMBER
.00
X 1.000
.00
- .00
.00
X .12
.00
DISCOUNT C+)
INTEREST/PEN PAID C-)
NOTE: TO ENSURE 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."
AMOUNT PAID
TOTAL TAX PAYMENT .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 REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~1~~
REV-1470 EX (01-10) ~
enns .Lvan~a
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
R I R PA 17 8-06 1
DECEDENT'S NAME FILE NUMBER
Ruby M. Reddin _ 2109-0735
REVIEWED BY ACN
Joan M. Peters 09005631
ITEM
SCHEDULE NO. EKPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was listed on the Inheritance Tax Return.
r
ROVN'
Page 1
INHERITANCE TAX
RECORD ADJUSTMENT
.; ~
. -,r,.~Q~~~k.~" HELY~ OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES ~-: ` -~ _ I ' „ ~ '~ ;~,
INHERITANCE TAX DIVISION : j; ,~
PO BOX 280601 - `~
HARRISBURG PA 17128-0601
~L~ ~~ t'~
~i'~
pRPN,~~ ~ ~~~..~R~~
MAUREEN CLEV~1~~' ,`~,' j ~~;~~ ; Pry
130 HICKORY STICK COURT
DEBARY FL 32713
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1604 IX AFP C12-09)
DATE 03-19-2010
ESTATE OF REDDIN RUBY M
DATE OF DEATH 05-09-2009
FILE NUMBER 21 09-0735
COUNTY CUMBERLAND
SSN/DC 560-40-9766
ACN 09005632
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~-
-----------------------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP C12-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~
DATE• 03-19-2010
ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766 ACN: 09005632
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654
TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-09-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 1.000
.00
- .00
.00
X .15
.00
NOTE: TO ENSURE 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 PAYMENT .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 REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~vv~
REV-1470 EX (01-10)
~ pE't111S~/~VC~1'~1C~ INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
H R R PA 171 8-0601
DECEDENT'S NAME FILE NUMBER
Ruby M. Reddin 2109-0735
REVIEWED BY ACN
Joan M. Peters 09005632
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was listed on the Inheritance Tax Return.
Row Page 1
INHERITANCE TAX
RE ORD ADJUSTMENT
,_. ,,,~ . ~I-QI~W'~1M1 ~ELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES _ _ ~ •~. ~..
INHERITANCE TAX DIVISION - ~~
PO BOX 280601 ' ~ - _
HARRISBURG PA 17128-0601 ~ `"``~ 'r ~~
~~~ ~~ ~~ ~l~~ '~ ~~
t"'1,,.~F ~~ j
~~i~i1~ I~r~~V ~7 1...,t~~ii_ii 1 1
E D BAT E MA(~ ~hx ; ~ I- -~! _' rte; 4 `; '` ~t~,
1667 STERLING SILVER DR
DELTONA FL 32725
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1b04 EX AFP C12-09)
DATE 03-19-2010
ESTATE OF REDDIN RUBY M
DATE OF DEATH 05-09-2009
FILE NUMBER 21 09-0735
COUNTY CUMBERLAND
SSN/DC 560-40-9766
ACN 09005633
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
------------------------------------------------------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP C12-09)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-19-2010
ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766 ACN: 09005633
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-09-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 1.000
.00
- .00
.00
X .15
.00
NOTE: TO ENSURE 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
11-04-2009 REFUND .00 15.52-
INTEREST IS CHARGED THROUGH 04-05-2010 TOTAL TAX PAYMENT 15.52CR
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 15.52
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .09
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 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 (Ot-10)
erns Lvania
P Y
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Ruby M. Reddin
REVIEWED BY
Joan M. Peters
~.
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2109-0735
09005633
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was listed on the Inheritance Tax Return.
Row Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
:C(3RL~ ADJUSTMENT
- • - ~- JOI NTt Y HELb OR TRUST ASSETS
{
Z~1~O~P _J ~ ~~ 00
r~O ~~~~ ~ ~~::
LINDA BROWN (;~~.~~'~ ~= t 'm~ ~ ~ ~~ . ~'A.
205 FORREST KNOLL CT
WEAVERVILLE NC 28787
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1604 EX AFP (12-09)
DATE 03-19-2010
ESTATE OF REDDIN RUBY M
DATE OF DEATH 05-09-2009
FILE NUMBER 21 09-0735
COUNTY CUMBERLAND
SSN/DC 560-40-9766
ACN 09005634
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
---------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP C12-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-19-2010
ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766 ACN: 09005634
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-09-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 1.000
.00
.00
.00
X .15
.00
NOTE: TO ENSURE 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 PAYMENT .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 REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
INHERITANCE TAX
REC RD ADJUSTMENT
.,; ,~~ ~ JOIN~CY H LD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES '_ ~ -' '~~~ ' i~~f~~~. ^~"
INHERITANCE TAX DIVISION -~ ~ "-"'~- ~~'~'
PO BOX 280601 °,, - ;'y ~~~
L
HARRISBURG PA 17128-0601 ,~ ~ `' ' `''
_ ,; '
SU PITZ~~~~R~=`~ ' ~~~ ~~~,
8 BLUE GILL TRAIL
FAIRFIELD PA 17320
pennsylva~ia ~
DEPARTMENT OF REVENUE
REV-1604 EX AFP C12-09)
DATE 03-19-2010
ESTATE OF REDDIN RUBY M
DATE OF DEATH 05-09-2009
FILE NUMBER 21 09-0735
COUNTY CUMBERLAND
SSN/DC 560-40-9766
ACN 09005635
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
------------------------------------------------------------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP C12-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-19-2010
ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766
ACN: 09005635
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654
TYPE OF ACCOUNT: C ~ SAVINGS C ~ CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-09-2007
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 1.000
.00
_ .00
.00
X .15
.00
NOTE: TO ENSURE 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 PAYMENT .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 REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~^'~
REV-1470 EX (01-10)
~ pE~l'l11$J/~Va111C'~ INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDFVIDUAL TAXES OF CHANGES
PO Box 280601
PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Ruby M. Reddin 2109-0735
REVIEWED BY ACN
Joan M. Peters 09005635
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was listed on the Inheritance Tax Return.
Row Page 1