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HomeMy WebLinkAbout06-04-10INHERITANCE TAX RECORD ADJUSTMENT ~, Y HELD OR TRUST ASSETS BUREAU OF INDiYIDUAL TAXES ~ .' ~ ~ ~ ~~~,~' s~ ' .~ INHERITANCE TAX DIVISION ~ ~~, ~ ~ +:,~ E ~ i ~' PO 80X 280601 #~~~~V ~ ~ i. y~..i,,, HARRISBURG PA 17128-0601 pe~n~yl~~nna DEPARTMENT OF REVENUE REV-1604 EX AFP C12-09) ~~~~ ~~ ~~I ~~' ESTATE OF RICKARDS10 EDITH NANCY E STUM ~ ~~, . 1329 DOUBLIND GAP R~D NEWVILLE PA 17241 DATE OF DEI~TH 05-1b-2009 FILE MUM,EFt 21 09-0505 COUNTY CUMBERLAND SSN/DC 202-20-2757 ACN 0914267b Aw<ount Rswittsd 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 f"~ M REV-lb®4 EX AFP C12-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ea n..~~_ 05-28-2010 ESTATE OF: RICKARDS EDITH M DATE OF DEATH: 05-1~-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-.0505 S.S/D.C. N0.:202-20-.2757 ACN: 09142676 ADJUS MENT HASED I?N: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: A_DA,-MS COUNTY NATIONAL BANK ACCOUNT NO.: 175137 TYPE OF ACCOUNT: C ) SAVINGS CXJ CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 09-16-1996 Account Balance Percent Taxable Awount Subject to Tax Debts and Deductions Taxable Awount Tax Rate Tax Due TeY cQ~ntTC. .00 X 0.166 .00 .00 . ao X .045 .QO NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUAMIT 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 TO: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUM1iER DISCOUNT C+) INTEREST/PEN PAID C-) AMaUNT PAID TOTAL TAX PAYMENT .DO BALANiCE OF TAX DU INTEREST AND PEN. 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 F'OR INSTRUCTIONS. ~1' REV-1170 EX (07-10) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280801 EDITH RICKARDS INHERITANCE TAX EXPLANATION OF CHANGES 2108-OS03 REVIEWED BY `ACN Q9"i 42678 Robin Graff SCHEDULE ~ ~ cm EXPLANATION OF CHANt3E3 NO. A review has been conducted on this account. The pepar#~»ent #~a~s determined that this joint bank account was properly reported on the probate return. Therefore, this assessment has been corrected. Row Page 1 INHERITANCE TAX ADJUSTMENT p~nnsylvania ~~~~`~~HD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~~=-,-~~C~~ e~ ~ ~~p ~# ~ ~ ~ : REV-1604 EX AFP C12-09) INHERITANCE TAX DIVISION ~~t,j~~~ ,rfp ,~~~~,~~, PO BOX 280601 WIRRISSUR6 PA 17128-0f 01 .. ~~~~ `4 A~ ~~~ ~~ DATE 05-28-2010 ~~~ . PHYLLIS M MATTHEWS ~ ''~ 1325 DOUBLING GAP RD NEWVILLE PA 17241 ESTATE OF RICKARDS EDITH M DATE OF DEATH 05-1b-2009 FILE NUMBE~t 21 09-0505 COUNTY CUMBERLAND SSNIDC 202-20-2757 ACN 09142677 Asour,t R~a~ittad MAKE CHECK PAYABLE AND REMIT PAYMENT TOs 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) as INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 05-28-2010 I ~- _. __ _.. -- - ESTATE OF: RICKARDS EDITH M DATE OF DEATH: 05-16-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0505 S.S/D.C. N0.:202-20-2757 ACN: 09142677 ADJUSTM NT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL I NST I TUT I ON : ADAMS COUNTY NATIONAL BANK ACCOUNT NO .: 175137 TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING C ) TRUST C )' TIME CERTIFICATE DATE ESTABLISHED 09-16-199b Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITSs .00 X 0.166 .00 .00 .00 X .15 .00 NOTE: TOI ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAIYMENT TO THE REGISTER OF WILLS AT'THE ADDRESS SHOWN AH4VE. MACE CHECK OR MONEY ORDER PAYABLE TOs "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DllE IS REFLECTED AS A "CREDIT'• CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r~~ Y v REV-1170 EX (01-10) n~ ~~~, INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 2aoe01 1 R PA 171 -0801 DECEDENTS NAME FILE NU~ABER EDITH RICKAR~S 2'109-0505 REVIEWED BY ACN Robin Graff 09142877 SCHEDULE 'N~ ' EXPLANATION OF CHA~lf3ES A review has been conducted on this account. The ~-spartment hss determined that this joint bank account was properly imported on the probate return. Therefore, this assessment has been corrected. ~~ Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO #tD(( 280601 HARRISBURG PA 17128-0601 NANCY E STUM ~„ 1329 DOUBLING GAP RD' NEWVILLE PA 17241 INH;ERITANCE TAX RECORD ADJUSTMENT ~~~~04.;~ LD OR TRUST ASSETS pe-nnsylvan~~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-09) DATE 05-28-2010 ESTATE OF RICKARDS EDITH M DATE OF DEATH 05-16-2009 FILE NUMBER 2'1 09-0505 COUNTY CUMBERLAND SSN/DC 202-20-2157 ACN 09142678 Amount R~-~ittad MAKE CHECK 'PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 1~ M4 ~~ 1~ ~ ~~- CUT ALONG THIS LINE r- RETAIN LOWER PORTION FOR YOUR RECORDS !~ REV-1604 EX AFP C12-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OAR TRUST ASSETS ** DATES 05-28-2010 ESTATE OF: RICKARDS EDITH M DATE OF DEATH: 05-1~-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0505 S.S/D.C. N0.:202-20-2757 ACN: 09142678 ADJUSTM NT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL I NST I TUT I ON : ADAMS COUNTY NATIONAL BANK ACCOUNT NO .: 5527589 TYPE OF ACCOUNT: CX) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 10-29-2001 Account Balance Percent Taxable Aeount Subject to Tax Debts and Deductions Taxable ABtount Tax Rate Tax Due TAX CREDITS: .00 X_ 0.500 .00 .00 .00 X .045 .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACICOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE RBCISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PDAMTFEENT R~UMEER INTEREST%PEN PAID C-) AMQUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE INTEREST AND PEN. .TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL OUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV•7470 EX (01.10) ~~~ DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PD Box 28p801 EDITH R~CKARDS Robin Graff INHERITANCE TAX EXP~ANATtC1N OF CHANGES 2109-0505 09142678 SCHEDULE 'p~ EXPLANATfON OF CHAINtiE3 A review has been conducted on this account.. The parb~rfent has de#errnined that this joint Dank account was properly reported on the pra~bate return. Therefore, this assessment has been corrected. ROW Page 1