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INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
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BUREAU OF INDiViDUAL TAXES ~{'- r,~~~~~~` ~~~~~ ~ '~
INHERITANCE TAX DIVISION ~ `"1 ~ ~ ~ ~, ~ ~t } ~~ ~~
PO BOX 280601 ~~(~~{,~~ ~ ~r ~ '~.%! i ~ i~ ~, ^:
HARRISBURG PA 17128-0601
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530 KERRSVILLE RD
CARLISLE PA 17015
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DEPARTMENT OF REVENUE
REV-1604 EX AFP C12-09)
DATE 09-08-2010
ESTATE OF WITMER HELEN M
DATE OF DEATH 02-04-2010
FILE NUMBER 21 10-0243
COUNTY CUMBERLAND
SSN/DC 1b8-26-5304
ACN 10112397
Amount Remitted
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 ~
REV-1604 EX AFP t12-09)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 09-08-2010
ESTATE OF: WITMER HELEN M DATE OF DEATH: 02-04-2010 COUNTY: CUMBERLAND
FILE NO.: 21 10-0243 S.S/D.C. NO.:lb8-26-5304 ACN: 10112397
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0.:4o00025707
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING C ) TRUST CX} TIME CERTIFICATE
DATE ESTABLISHED 05-07-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY f`DCi1TTC •
.00
X 0.500
.00
.00
.00
X .045
.00
NOTE: TO ENSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT 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
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A
"CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~ ~
REV-1470 EX (01-10)
• INHERITANCE TAX
~: ~ pennsylvan~a
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
HELEN M WITMER 2110-0243
REVIEWED BY ACN
Robin Graff 10112397
SCHEDULE 'N~ EXPLANATION OF CHANGES
A review has been conducted on this account. The Department has determined that this
joint bank account was properly reported on the probate return. Therefore, this
assessment has been corrected.
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