HomeMy WebLinkAbout05-17-10INHERITANCE TAX
RECORD ADJUSTMENT
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BUREAU OF INDIVIDUAL TA~~~`_ i'; `~`1 ! ~ '+•-~-~~~~ {~~
INHERITANCE TAX DIVISION •-
PO BOX 280601 ~'"~ ,E,a; ~~ ~~~- l <+~i!
HARRISBURG PA 17128-0601 - -
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DEPARTMENT OF REVENUE
REV-1604 IX AFP C12-09)
DATE 05-11-20.0
ESTATE OF SWARTZ ALICE M
DATE OF DEATH 02-15-2009
FILE NUMBER 21 09-0628
COUNTY CUMBERL ND
SSN/DC 201-16-5-939
ACN 09138454.
MAKE CHECK PAYABLE AND'REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUA ~
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS I ~
REV-1604 EX AFP C12-09)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASS TS ~*
DATE: 05-11-2010
ESTATE OF: SWARTZ ALICE M DATE OF DEATH: 02-15-2009 CO NTY: CUMBERLAND
FILE NO.: 21 09-0628 S.S/D.C. N0.:201-16-5939 CN: 09138454
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL I NST I TUT I ON : SOVEREIGN BANK ACCOUNT NO .: 1681793822
TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTI KATE
DATE ESTABLISHED 08-18-2007
Account Balance •00 NOTE: TO ENSURE PRO ER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBM T THE UPPER PORTION
Amount Subject to Tax •00 OF THIS NOTIC WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO TH REGISTER OF WILLS
Taxable Amount •00 AT THE ADDRES SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due •00 T0: "REGISTE OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-06-2009 CD011458 .00 9.99 '
05-10-2010 REFUND .00 9.99
TOTAL TAX PAYMENT .00
BALANCE OF TAX ~lE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL uE IS REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO S.
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REV-1470 EX (6-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION ',
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FI NUMBER
Alice M. Swartz 2109-0628
REVIEWED BY AC
Jennifer J. Schaefer 09138454
SCHEDULE I INO. I EXPLANATION OF CHANGES
Reported on probate return. Refund in process.
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