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HomeMy WebLinkAbout10-08-10 INHERITANCE TAX RECORD ADJUSTMENT ' ```" : Jp~tt(Tl~l(',kH OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES - .,,;;~ INHERITANCE TAX DIVISION .. ,~,. _,; .,~ _;. PO BOX 280601 HARRISBURG PA 17128-0601 ~G Q OAT -8 ~~ ~ #~~ I ~ ~~ . .11..~~~`, '.~ n ,~ t~~~~ f,' ~ .,r -'',1~ DIANE SWINEHART~`~ ' - _ ' ' 125 YORK STREET WELLSVILLE PA 17365 pennsylvan~a ~ DEPARTMENT OF REVENUE REV-11104 EX AFP (12-09) DATE 09-27-2010 ESTATE OF STAMBAUGH DOROTHY L DATE OF DEATH 07-15-2009 FILE NUMBER 21 09-0831 COUNTY CUMBERLAND SSN/DC 189-18-5561 ACN 09152135 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 F~ ------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP C12-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE• 09-27-2010 ESTATE OF: STAMBAUGH FILE NO.: 21 09-0831 DOROTHY L DATE OF DEATH: 07-15-2009 COUNTY: S.S/D.C. N0.:189-18-5561 ACN: CUMBERLAND 09152135 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 296654-11 TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 12-04-2006 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TOX CREDITS: .00 X 0.500 .00 _ .00 .00 X .045 .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT 1-HE UPPER PORTION OF THIS NOTICE W1:TH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SFIOWN ABOVE. MAKE CHECK OR MOMEY ORDER PAYABLE T0: "REGISTER OF= WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) 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" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. c-I- REV-1470 EX (01-10) ~ enns Lvania INHERITANCE TAX p y DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER DOROTHY L STAMBAUGH 2109-0831 REVIEWED BY Robin Graff 09152135 SCHEDULE INO 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. Row Page 1