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Home My WebLink About01-31-11 (2)INHERITANCE TAX RECORD ADJUSTMENT JOI__NTLY HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES ~~I ~ -" ^~- INHERITANCE TAX DIVISION `_: - - '' !. '. ~~,f'~ PO BOX 280601 - ia~ HARRISBURG PA 17128-0601 ~~ - ~ ,~,+ I ' i. 1 .1 f LINDA GUTH ~~,~~~~`, ~_ ~ '~ ' .:,~, 240 NORTH ENOLA DRIVE ENOLA PA 17025 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP (12-10) DATE 01-21-2011 ESTATE OF KEMPER III JOSEPH H DATE OF DEATH 01-18-2009 FILE NUMBER 21 09-0867 COUNTY CUMBERLAND SSN/DC 178-24-9162 ACN 09108131 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHO USE SgUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~' ---------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP C12-10~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 01-21-2011 ESTATE OF: KEMPER III JOSEPH H DATE OF DEATH: 01-18-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0867 S.S/D.C. N0.:178-24-9162 ACN: 09108131 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS iST FCU ACCOUNT NO.: 315040-05 TYPE OF ACCOUNT: (X) SAVINGS C ~ CHECKING C ) TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 10-01-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .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 (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 s 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. ~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT ~-.-,-.; ,--.JOINTL-Y..,,HF1,D OR TRUST ASSETS ' .. - ~ ` - (~ . . ,~ ;. , ., -; ,~ ~ ; ~ --, L; . ~ _ _ , L I NDA GUTH c~_,~ `. __ ~ ~ `ra 240 NORTH ENOLA DRIVE ENOLA PA 17025 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-10) DATE 01-21-2011 ESTATE OF KEMPER III JOSEPH H DATE OF DEATH 01-18-2009 FILE NUMBER 21 09-0867 COUNTY CUMBERLAND SSN/DC 178-24-9162 ACN 09108132 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 C12-10~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE• 01-21-2011 ESTATE OF: KEMPER III JOSEPH H DATE OF DEATH: 01-18-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0867 S.S/D.C. N0.:178-24-9162 ACN: 09108132 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO.: 315040-46 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 10-01-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 0.166 .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 (-) 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. -~i, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT JOINT~,Y,HELD OR TRUST ASSETS ,~ ~.,~ ~ - I L I NDA GUTH ~^_j ~. ~ _' ~ r ~ =~;~, 240 NORTH ENOLA DRIVE ENOLA PA 17025 pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-10) DATE 01-21-2011 ESTATE OF KEMPER III JOSEPH H DATE OF DEATH 01-18-2009 FILE NUMBER 21 09-0867 COUNTY CUMBERLAND SSN/DC 178-24-9162 ACN 09108134 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 C12-10~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 01-21-2011 ESTATE OF: KEMPER III JOSEPH H DATE OF DEATH: 01-18-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0867 S.S/D.C. N0.:178-24-9162 ACN: 09108134 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS iST FCU ACCOUNT NO.: 315040-47 TYPE OF ACCOUNT: C ) SAVINGS C ~ CHECKING C ~ TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 10-01-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 0.166 .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" CCR~, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 LINDA K GOTH 240 ENOLA DR ENOLA INHERITANCE TAX __ R~C~OD ADJUSTMENT ~ "' JOINTL LD OR TRUST ASSETS ~. _._ ~~, pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-10) d'' ~ 9 ~~: ° ~~ DATE 01-21-2011 ESTATE OF KEMPER III JOSEPH H f-, ~--Y-„, ,,,~ ~ ' DATE OF DEATH 01-18-2009 -~ ~~- i `~ -- FILE NUMBER 21 09-08b7 ~. ,~ COUNTY CUMBERLAND ~` ~ ",-- '~ `'~ r=.:~, SSN/DC 178-24-91b2 ACN 0917515b PA 17025 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 C12-10~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 01-21-2011 ESTATE OF: KEMPER III JOSEPH H DATE OF DEATH: 01-18-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-08b7 S.S/D.C. N0.:178-24-91b2 ACN: 0917515b ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 092171b931 TYPE OF ACCOUNT: C ~ SAVINGS CX) CHECKING C ~ TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 11-23-1999 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 0.500 .00 - .00 .00 X .15 .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 (+) 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 FDR 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. . 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 JOSEPH H KEMPER III 2109-0867 REVIEWED BY ACN Robin Graff 09108131 09108132 09108134 09175156 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