HomeMy WebLinkAbout03-26-10 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRISBURG PA 17128-0601
LETIZIA BATES
2069 SPRING ROAD
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-:1604 EX AFP (12-09)
DATE 03-18- 1010
ESTATE OF SALISB ~ZY ROSE
DATE OF DEATH 03-14- 1009
FILE NUMBER 21 09-0299
COUNTY CUMBERLAND
SSN/DC 201-20-16591
ACN 0911841
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS'.
1 COURTHOUSE SQUA E
CARLISLE PA 1703
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 ASSTS **
DATE: 03-18-2010
ESTATE OF: SALISBURY ROSE DATE OF DEATH: 03-14-2009 C ~1NTY: CUMBERLAND
FILE NO.: 21 09-0299 S.S/D.C. N0.:201-20-6591 ''ACN: 09118415
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATIDN
FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO' : 144864-11
TYPE OF ACCOUNT: C ~ SAVINGS CX) CHECKING C ) TRUST C ~ TIME CERTIFICATE
DATE ESTABLISHED 07-22-1994
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
INHERITANCE TAX
' RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
.00
X 0.166
.00
.00
.00
X .045
.00
NOTE: TO ENSURE PRO ER CREDIT TO YOUR
ACCOUNT, SUBM~T THE UPPER PORTION
OF THIS NOTIC WITH YOUR TAX
PAYMENT TO TH REGISTER OF WILLS
AT THE ADDRES SHOWN ABOVE.
MAKE CHECK OR II MONEY ORDER PAYABLE
T0: "REGISTE OF WILLS. AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYME T .00
BALANCE OF TAX D E .00
INTEREST AND PE .00
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL D E IS REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO S.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
e RECORD ADJUSTMENT
~•-.JBINT:L.Y-.HELD OR TRUST ASSETS
~- -
~' ; .' .
~~v~0 ~~~ ~~ F~~~ ~~~ ~~~
Q~pl-~~
{ 1. L l ) ~l L: ~! ~ ~
~ ~~; ~ ~ ~ ~i~ ~, nr
LETIZIA M BATES ~~~ ~,~. - `~ ~~~ ~.: ~-_ , ~`;~,
7804 WERTZVILLE RD
CARLISLE PA 17013-9047
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1.604 IX AFP C12-D9)
DATE 03-18-2p10
ESTATE OF SALISBU Y ROSE
DATE OF DEATH 03-14-2 09
FILE NUMBER 21 09-0 99
COUNTY CUMBERL ND
SSN/DC 201-20- 591
ACN 0913624
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS,
1 COURTHOUSE SQUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS----I'I --
REV-1604 EX AFP C12-09~ '
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST AS ~TS **
DATE: 03-18-2010
ESTATE OF: SALISBURY ROSE DATE OF DEATH: 03-14-2009 CO NTY: CUMBERLAND
FILE NO.: 21 09-0299 S.S/D.C. N0.:201-20-6591 ACN: 09136246
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO :1694000751
TYPE OF ACCOUNT: C ~ SAVINGS C ~ CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 05-31-1995
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TOX CRF~TTSs
.00
X 1.000
.00
.00
.00
X .045
.00
NOTE: TO ENSURE PRO
ACCOUNT, SUBM
OF THIS NOTICI
PAYMENT TO THI
AT THE ADDRES
MAKE CHECK OR
T0: "REGISTEI
ER CREDIT TO YOUR
T THE UPPER PORTION
WITH YOUR TAX
REGISTER OF WILLS
SHOWN ABOVE.
MONEY ORDER PAYABLE
OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
I
TOTAL TAX PAYME~IT
BALANCE OF TAX D E
INTEREST AND PE .
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL D E IS REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO ~S.
~^~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LETIZIA BATES
2064 SPRING ROAD
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-:1604 IX AFP X12-09)
DATE 03-18- X010
ESTATE OF SALISB ~2Y ROSE
DATE OF DEATH 03-14- 09
FILE NUMBER 21 09-0 99
COUNTY CUMBERL ND
SSN/DC 201-20- 591
ACN 0911841
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS'~i
1 COURTHOUSE SQUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE ~-~! RETAIN LOWER PORTION FOR YOUR RECORDS I''--E-~
REV-1604 EX AFP C12-09~ '~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST AS ETS *~
DATE: 03-18-2010
ESTATE OF: SALISBURY ROSE DATE OF DEATH: 03-14-2009 CO NTY: CUMBERLAND
FILE NO.: 21 09-0299 S.S/D.C. N0.:201-20-6591
CN: 09118413
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION ~~
~~I
FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO :144864-00
TYPE OF ACCOUNT: CX) SAVINGS C ~ CHECKING C ) TRUST C ~ TIME CERTI~ICA'TE
DATE ESTABLISHED 07-22-1994
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+~
INTEREST/PEN PAID C-) AMOUNT PAID
.00
X 0.166
.00
.00
.00
X .045
.00
NOTE: TO ENSURE PRO)
ACCOUNT, SUBM
OF THIS NOTICI
PAYMENT TO TH'
AT THE ADDRES'
MAKE CHECK OR
T0: "REGISTEI
ER CREDIT TO YOUR
T THE UPPER PORTION
WITH YOUR TAX
REGISTER OF WILLS
SHOWN ABOVE.
MONEY ORDER PAYABLE
OF WILLS, AGENT."
TOTAL TAX PAYME T
BALANCE OF TAX D E
INTEREST AND PE .
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL D E
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO 6.
INHERITANCE TAX
~' RECD~RD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
.00
IS REFLECTED AS A
REV-1470 EX (Ot-10)
• ~
•
~ pe'1'1115~/~Vai'~1C~ INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION ~
BUREAU OF INDIVIDUAL TAXES OF CHANGES
A
PO Box 280601
H R I R PA 171 -06 1
DECEDENT'S NAME FI ' E NUMBER
Rose Salisbury 2109-0299
REVIEWED BY A N
Joan M. Peters 09118413, 09118415,
09136246
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above referenced Account Control Numbers have been adj ted to zero since the joint
bank accounts were listed on the Inheritance Tax Return.
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