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HomeMy WebLinkAbout08-16-11BUREAU OF INDIVIDUAL. TAXES INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 ,_ - -~ INHERITANCE TAX pennsylvania ~4' RECORD ADJUSTMENT ~~~~ ,t f -~, , ~~a~ HELD OR TRUST ASSETS R~AR~ 4E~ AF RE12NUOE ~l . ~, 'a- C~E~E\ ~~ ORPHAN'S ~~U9 WILLIAM M SHEPPARD ~T~ 320 SHERMAN AVE CARLISLE PA 17013 DATE 07-26-2011 DORIS J ESTATE OF SHEPPARD DATE OF DEATH 10-22-2010 FILE NUMBER CUMBERLAND COUNTY SSN/DC 196-14-3380 ACN 10164584 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ,..... rule 1 7NE ~ RETAIN LOWER PORTION FOR-YOUR RECORDS~__r~M_ ~ u ~ .,~.... _ .. - - - ____-°------------------------ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSET ** REV-1604 EX AFP C12-10) 07_26-2011 nwrr. ESTATE OF: SHEPPARD FILE NO.: 70 0425438 _ n wcCTf fl DORIS J DATE OF DEATH: 10-22-2010 c em r__ N0.:19b-14-3380 COUNTY: CUMBERLAND ACN: 10164584 ADMINISTRATIVE CORRECTION JU,LI'~~n~ ~+ FINANCIAL INSTITUTION: PSECU TYPE OF ACCOUNT: (X) SAVINGS C ) CHECKING C ) TRUST DATE ESTABLISHED 07-15-1976 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 14,915.94 NOTE: X 0.166 2,486.04 _ 121.89 2,364..15 .045 X 106.39 PAYMENT RECEIPT DATE NUMBER JOINT OR TRUST ASSET INFORMATION DISCOUNT C+~ INTEREST/PEN PAID ~-~ ACCOUNT NO.: 0196143380-S1 ( ) TIME CERTIFICATE 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." AMOUNT PAID TOTAL TAX PAYMENT •~ INTEREST IS CHARGED THROUGH 08-10-2011 BALANCE OF TAX DUE 106.: AT THE RATES APPLICABLE AS OUTLINED ON THE INTEREST AND PEN. ' REVERSE SIDE OF THIS FORM TOTAL DUE ~ IF PAID AFTER THIS DATE. SEE REVEE~UNDOR SEE CREVERSE S DE DOFTTHISLFORMEFORTINSTRUCTIDNS IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A R -1170 EX (01.70) pennsylvania _~ DEPARTMENT OF REVENUE BUREAU OF INDIVIDUA~TAXES PO Box 280601 -CEDENT'S NAME Doris J. Sheppard EVIEWED BY Steven James NUMBER 211196-14-3380 10164584 ITEM EXPLANATION OF CHANGES =CHEDULE NO. The value of the Royer's Flower bill has been applied against the value of the asset as a I deduction. INHERITANCE TAX EXPLANATION OF CHANGES Panc 1 ROW