HomeMy WebLinkAbout08-24-12 (3)BUREAU OF IND I'.VIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1]128-0601
INHERITANCE TAX
RECORD ADJUSTMENT
~C/lRU`N ~S-NIT-1cYnHELD OR TRUST ASSETS
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PATRICIA S WUNDERLC4dMBERWND CO., PA
32 BEACH FARM RD
WORMI.EYSBURG PA 17043-1135
Pennsylvania
DEPARTMENT OF REVENUE
REV-1604 EX AFP (12-llJ
DATE 08-16-2[112
ESTATE OF S1fEWART MARYANN
DATE OF DEATH 0;~-19-2D11
FILE NUMBER 21l 12-0036
COUNTY CUMBERLAND
SSN/DC 1'.i9-38-2983
ACN 1Il162276
Amount Remittetl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WLLLS
1 COURTHOUSE= SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE '. 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1604 EX AFP (12-11)
~~ INHERITANC TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ~~
DATE: 08-16-2012
ESTATE OF: STEWART MARYANN DATE OF DEATH: 07-19-2811. COUNTY: CUMBERLAND
11162276
ADJUSTMENT BASED WN: ADMINISTRATIVE CORRECTION
'~ JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUXION: MELLON BANK ACCOUNT N0.: 1728723855
TYPE OF ACCOUNT: ( )~~~, SAVINGS (X) CHECKING C ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED Ell-O1-1993
Account Balance
Percent Taxable '~,
Amount Subject to Tax'
Debts and Deductions ~~,
Taxable Amount '~.
Tax Rate ',
Tax Due
TAX CREDITS:
114,599.73
X 0.083
9,549.60
_ .00
9,549.66
X .045
429.73
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."
PAYMENT
DATE RECE PT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-20-2012 CD015 87 .OD ~a29.73
TOTAL TAX: PAYMENT 429.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
IF PAID AFTER THIS DATE,IiI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A
"CREDIT" (CR7, YOU MAY pE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
aev-u~a er`cw-toi
~ Pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280801
DECEDENTS NAME FILE NUMBER
Maryann ~5tewart 2112-0036
REVIEWED BY ACN
Ross Garrett 1116227311162276
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
-~ The tax r to has been adjusted from 15% to 4.5% as the joint owner was the decedent's
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