HomeMy WebLinkAbout10-28-11' INHERITANCE TAX
r n~ ~~ • „ -.R,BD~~ ADJUSTMENT pennsylvan~a ~
~~~ ' J~Nt1~ ~, OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES G~
INHERITANCE TAX DIVISION '~-- %~ ~.. _~-J REV-1604 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
C~~~~ ~~
ORPH1~.t J'S ~'7~!F'T
THOMAS J HARTUNG
826 ANTHONY DRIVE
MECHANICSBURG PA 17050
DATE 10-14-2011
ESTATE OF ARTZ JEAN J
DATE OF DEATH 05-11-2011
FILE NUMBER 21 11-0749
COUNTY CUMBERLAND
SSN/DC 202-20-7215
ACN 11134194
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 ~
--_----____---------------_~~-------------~M~~__~_~~~A_----------
-----------------------------------------------------
REV-1604 EX AFP C12-10)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ~*
DATE: 10-14-2011
ESTATE OF: ARTZ JEAN J DATE OF DEATH: 05-11-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0749 S.S/D.C. N0.:202-20-7215 ACN: 11134194
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO.: 17525-11
TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 11-09-1992
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
34,913.97
X 0.500
17,456.99
5,673.34
11,783.65
X .045
530.26
NOTE: TO ENSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITN 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
06-07-2011 CD014675 26.51 513.59
TOTAL TAX PAYMENT 540.10
BALANCE OF TAX DUE 9.84CR
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.
REV-1470 EX (01-70)
'~ pennsylvan~a
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
.. __PO Box 280601
R
SCHEDULE I "erv
NO.
JEAN J ARTZ
Robin Graff
ROW
INHERITANCE TAX
EXPLANATION
OF CHANGES
N
EXPLANATION OF CHANGES
Applied additional $ 1,056.00 debt which was paid for decedent's 2009 Federal Income
which was owed. Tax
2111-0749
11134194
Page 1
BUREAU OF INDIVIDUAL TAXES
P.O. BOX 280601
HARRISBURG, PA 17128-0601
CUMBERLAND CO CRTHS
REGISTOER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
Dear REGISTER OF WILLS:
COMMONWEALTH OF PENNSYLVANIA
.._~
~0(,r~~,'~AR~~'~F REVENUE
'~~ ~ -- ~ , i' ~
-!
.° i ,~,-~Sep~
t: _ , ' ~,., i Cl ~. ~;~ .2011
~' ii i 4^.
~~
ORPNQ~R~~ ~r ~R,
cur, *<f ^~~n"~~ ' 'p~
~~.
Re: Estate of: BURLISON, JEAN E
File No.: 2111-0472
County: Cumberland
Date of Death: March 08, 2011
iN YOUR REPLY PLEASE
REFER TO:
(717) 783-3836
The subject decedent at death legally resided outside the state of
Pennsylvania; accordingly, you are authorized to close your records for
inheritance tax purposes.
All other inheritance tax documents filed under your resident
inheritance tax number for the subject decedent
to this office at the address shown above. (if an
all receipts for collection of inheritance tax cindthessubldobedpbotocopieseof
have been issued by our office.
sect estate which
It is not necessary to return Departmental documents forwarded to
office under the nonresident file number as we maintain a
documents forwarded for your
the estates. file of all
All matters concerning this estate will be maintained under the
Pennsylvania Nonresident File Number 9911-0668.
Thank you for your cooperation in this matter.
Sincerely,
~~'~
09:KP: g
Eliza th A. Bloom
Inheritance Tax Division
Bureau of Individual Taxes
S-IT:INH13
09:KP:008