HomeMy WebLinkAbout04-27-11INHERITANCE TAX
~ r. r,.~ - RECORD ADJUSTMENT
`JOINTLY HELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES ~O
INHERITANCE TAX DIVISION i -'_ _. _ ._. i _. , ;,j
PO BOX 260601
HARRISBURG PA 17128-0601
C~11DiCi~ i,~i~;' ~F
ROBERT W HATTEN
6 LOCKWOOD DR
ENOLA PA 17025
Pennsylvania
DEPARTMENT OF REVENUE
REV-1604 EX AFP (12-10)
DATE 04-14-2011
ESTATE OF HATTEN EARL R
DATE OF DEATH 03-22-2006
FILE NUMBER 70 0352945 - ~f'`i ~ -t.7(,; !~
COUNTY CUMBERLAND
SSN/DC 380-22-5954
ACN 06133010
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 t~
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REV-1604 EX AFP C12-10)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~
DATE: 04-14-2011
ESTATE OF: HATTEN EARL R DATE OF DEATH: 03-22-2006 COUNTY: CUMBERLAND
FILE NO.: 70 0352945 S.S/D.C. N0.:380-22-5954 ACN: 06133010
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: COMMERCE BANK ACCOUNT NO.: 537223802
TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 01-15-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
37,173.41
X 1.000
37,173.41
.00
37,173.41
X .045
1,672.80
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
12-15-2010 AMNP PEN 103.74 .00
NOTE: AMNESTY NP
ENALTY ASSESSED
INTEREST IS CHARGED THROUGH 04-29-2011 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1 672.80
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 525.03
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.
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REV-147^~ , (01-t0~
~ ` pennSylvan~a INHERITANCE TAX
DEp~R-rr~t~Nr °F t~~t,~t=NUE EXPLANATION
Bur~~AU of Irior~~ru~~ ~AxES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Earl R. Hatten 21/380-22-5954
REVIEWED BY ACN
Steven James 06133010
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Based on the information provided by the joint account owner, the joint owner is the
decedent's son, therefore the tax rate has been adjusted to the lineal rate of 4.5%. The
information from the bank indicated that the account was made joint on January 15, 2006
which was within one (1) year of the decedent's date of death. Joint tenancies created
within one (1) year of the decedent's date of death are 100% taxable to the extent that they
exceed $3,000 at the time of the transfer. This $3,000 exclusion was given on the account
as the balance of the account on the date of death was reported by the financial institution
as $40,173.41 and the tax was computed on the lesser amount of $ 37,173.41.
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