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HomeMy WebLinkAbout08-13-12 INHERITANCE TAX RECORD ADJUSTMENT pennsyLvania ~.P,I#T HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES {'n INHERITANCE TAX DIVISION REV-1604 EX AFP (12-11) PO BOX 280601[-r HARRISBURG PA 17128-0601 AUG 13 PIS 12: 22 DATE 08-02-2012 ESTATE OF WENGER FRANCIS I DATE OF DEATH 07-28-2011 FILE NUMBER 21 11-1012 COUNTY CUMBERLAND ORPHN't') +CSSN/DC 178-16-0979 OLIVER L WENGENUMBERLAND (;0,, PA ACN 11152680 4718 E TRINDLE ROA Amount Remitted MECHANICSBURG PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F- REV-1604 EX AFP (12-11) INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE: 08-02-2012 ESTATE OF: WENGER FRANCIS I DATE OF DEATH: 07-28-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-1012 S.S/D.C. NO.:178-16-0979 ACN: 11152680 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO.: 207402-11 TYPE OF ACCOUNT: ( ) SAVINGS O0 CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 09-30-2004 Account Balance 10,815.91 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 5,407.96 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - 2,644.67 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 2,763.29 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due 124.35 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 09-22-2011 CDO14998 5.07 96.36 INTEREST IS CHARGED THROUGH 08-17-2012 TOTAL TAX PAYMENT 101.43 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 22.92 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 21 TOTAL DUE 23-13 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1470 EX (01-10) pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES RR O R ox PA001671128-0601 DECEDENTS NAME FILE NUMBER Frances I Wenger 2111-1012 REVIEWED BY ACN Ross Garrett 11152680 ITEM SCHEDULE NO. EXPLANATION OF CHANGES A review of the expenses which you submitted has resulted in the approval of $2644.67 in deductions credited to this account. ROW Page 1