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HomeMy WebLinkAbout04-30-12 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 1]128-0601 CLERK G ORPHA~~'S COI1R- CAROL M BAUGHMA~~MRER~ Ain (;O PA 905 EPPLEY RD M ECHANICSBURG PA 17055-9744 CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1604 EX AFP (12-117 *^ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ^^ DATE: 04-20-2012 ESTATE OF: BAUGHMAN RICHARD F DATE OF DEATH: 12-15-201.0 COUNTY: CUMBERLAND FILE NO.: 70 0437017 S.S/D.C. N0.:200-24-1112 ACN: 11130128 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT N0.: 6100699943 INHERITANCE TAX pennsylvania ~ RECORD ADJUSTMENT ['(~(( .~OJ~7}T('~[y (_{{~~LD OR TRDST ASSETS DEPARTMENT OF REVEN UE ~F~~)~~i~_)r[r ~lrl ~VL VI REV-1604 EX AFP (12-1ll ~I;i2 APR 30 P'i I~ 04 0 DATE [14-20-2012 ESTATE OF BAUGHMAN RICHARD F DATE OF DEATH 1.2-15-2010 FILE NUMBER i'0 0437017 COUNTY CUMBERLAND SSN/DC 200-24-1112 ACN 1.1130128 Am~OU nt RemitYatl MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF~ WILLS 1 COURTHOU'.:E SQUARE CARLISLE F'A 17013 TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-06-1966 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 5,128.79 X 0.500 2,564.40 .00 2,564.40 X .00 .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 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: TOTAL TAX PAYMENT .00 BALANCE [IF TAX DUE .00 INTEREST' AND PEN. .0 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A •'CREDIT" (C R). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID da INHERITANCE TAX ni l Pennsy va a RECORD ADJUSTMENT ~ ~I,QI,EITLY_ H D QR TRUST ASSETS DEPARTMENT OF REVENUE f BUREAU OF INDIVIDUAL TAXES f{Fr"+~"' ~-(I I'~ '~ 4' ~`-'~ Imo...; I ,i- Q REV-0604 E% AFP Q2-lll INHERITANCE TAX DIVISION i~~~ ~ Q ' PO BOX 280601 ( ~ i ~ "'~~ HARRISBURG PA 17128-0601 :D!2 APR 3O P '1 ~~ O~ 12 , RICHARD ESTATE OF BAUGHMAN F DATE OF DEATH 12-15-2010 UMBER CLERK CJr COUNTY CUMBERLAND ORPHARI'S ~C' )~r ~ SSN/DC 200-24-1112 CAROL M BAUGHMAN ~)~IP~~I.~i~1~!~i ~;~_ pA ACN 11130129 905 EPPLEY RD Amnunt Remittetl M ECHANICSBURG PA 17055-9744 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SpUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1604 EX AFP (12-11) ~~ INHERITANCE 7AX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ~^ DATE• 04-20-2012 ESTATE OF: BAUGHMAN RICHARD F DATE OF DEATH: 12-15-2010 COUNTY: CUMBERLAND FILE NO.: 70 0437017 S.S/D.C. N0.: 200-24-1112 ACN: 11130129 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO.: 6221233236 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-19-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 9,156.71 X 0.500 4,578.36 .00 4,578.36 X .uu .00 NOTE: TO EN SIJRE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THI:-a NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 70TAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. •00 TOTAL DUE IF PATD AFTER THIS GATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IE TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1C]0 EX X01-10) ~ ' pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO eaz 280601 DECEDENTS NAME FILE NUMBER Richard F Baughman 700437017 REVIEWED BY ACN Ross Garrett 11130128 11130129 ITEM SCHEDULE NO. EXPLANATION OF CHANGES On the above-referenced ACNs, the tax rate has been adjusted from 15% to 0% as the joint owner was the decedent's spouse. Row Page 1