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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. Row Page 1