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HomeMy WebLinkAbout08-31-11.. _ _ INHERITANCE TAX BUREAU DF INDIVIDUAL TAXES ,~ RECORD ADJUSTMENT r,. ,, ; JOI,N.T4,Y ~LD OR TRUST ASSETS INHERITANCE TAX DIVISION ~ ~- PO BOX 280601 _ HARRISBURG PA 17126-0601 - - ~~` _ ~ . - ~J y, a.. G!-E~~~ ~~F _ CI~r'~ ~r~l~ ~, (~~'~~' ;, r CHARLOTTE M SAKSA I '~_ ~~ ~ ~ ', i ""'i~ 969 CHARTERHOUSE CT ` WESTERVILLE OH 43081-2763 Pennsylvania' _ DEPARTMENT OF REVENUE REV-1604 EX AFP (12-10) -~~ DATE 08-18-2011 ESTATE OF POZSGAY DATE OF DEATH 10-29-2010 MADELINE M FILE NUMBER 21 11-0042 COUNTY CUMBERLAND SSN/DC 163-44-4552 ACN 10170473 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE y RETAI _______________________ N L O W E R P O R T I O N F ----- ------------------- REV-1604 EX AFP C12-10) O R -------------------------------------------------- Y -- -0 U R R E C O R DS F~ ------- ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY _ ------------------ ___________ H ELD OR TRUST ASSETS ** ESTATE OF: POZSGAY DATE: 08-18-2011 MADELINE M DATE OF DEATH: 10-29-2010 COUNTY: FILE NO.: 21 11-0042 CUMBERLAND ADJUSTMENT BASED ON: S.S/D.C. N0.:163-44-4552 ADMINISTRATIVE CORRECTION ACN: 10170473 FINANCIAL JOINT OR TRUST ASSET INFORMATION INSTITUTION: FIRST NIAGARA BANK ACCOUNT NO.: 4160375189 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST DATE ESTABLISHED CX) 05-09-2006 TIME CERTIFICATE Account Balance Percent Taxable X 37,688.83 NOTE: 0 500 TO ENSURE PROPER CREDIT Amount Subject to Tax Debts d . 18,844.42 TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION an Deductions - Taxable Amou t .00 OF THIS NOTICE WITH YOUR TAX n Tax Rate 18,844.42 PAYMENT TO THE REGISTER OF WILLS X Tax Due •045 AT THE ADDRESS SHOWN ABOVE. TAX CREDITS: 848.00 MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DATE NUMBER DISCOUNT (+) ~~ 01-07-2011 CD013873 INTEREST/PEN PAID (-) AMOUNT PAID 42.40 805.60 TOTAL TAX PAYMENT BALANCE OF TAX DUE 848.00 INTEREST AND PEN. •00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREOTALF DDUAL DUE IS REFLECTED AS A00 "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. bH .~ j,`, _'°'~ EX "71_,' ~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME MADELINE M POZSGAY SCHEDULEI ITEM NO. Robin Graff INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2111-0042 10170473 EXPLANATION OF CHANGES A daughter is a lineal heir and is taxable at the rate of 4.5%; therefore the tax rate has been changed on the above A C N. ROW Page 1