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