HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
KELLY P CONRAD
1025 SAFFRON DR
MECHANICSBURG PA
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
0),
pennsylvania
t DEPARTMENT OF REVENUE
REV -1604 EX AFP (12 -12)
17050 -9108 U rr HA NS U,U
CUMBERLAND
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 4--
----------------------------------------------------------------------------------------------------------------------------------------------------------------
REV -1604 EX AFP (12 -12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03 -12 -2013
ESTATE OF: CONRAD TAMMY S DATE OF DEATH: 12 -10 -2010 COUNTY: CUMBERLAND
FILE NO.: 70 0438758 S.S /D.C. NO.:171 -48 -4528 ACN: 11136368
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 0761024786
TYPE OF ACCOUNT: ()) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09 -23 -2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
866.69
X 0.500
433.35
.00
433.35
X .15
65.11
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
RECEIPT
NUMBER
5a - OF
03 -12 -2013
rf+; - E:STATE5pF
"€
CONRAD TAMMY S
`�L-3 "° ;AT°� r0 DEATH
12 -10 -2010
ER
70 0438758
! ,3 119 { 8 ��tWNUTUL
[
CUMBERLAND
SSN /DC
171 -48 -4528
C L n VAGN
"kE. -
11136368
Q,
Amount Remitted
17050 -9108 U rr HA NS U,U
CUMBERLAND
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 4--
----------------------------------------------------------------------------------------------------------------------------------------------------------------
REV -1604 EX AFP (12 -12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03 -12 -2013
ESTATE OF: CONRAD TAMMY S DATE OF DEATH: 12 -10 -2010 COUNTY: CUMBERLAND
FILE NO.: 70 0438758 S.S /D.C. NO.:171 -48 -4528 ACN: 11136368
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 0761024786
TYPE OF ACCOUNT: ()) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09 -23 -2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
866.69
X 0.500
433.35
.00
433.35
X .15
65.11
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
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 03 -27 -2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 65.11
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.01
TOTAL DUE
+ 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)
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, PA 17128 -0601
DECEDENT'S NAME FILE NUMBER
Tammy Conrad 700438758
REVIEWED BY
Joan M. Peters
ITEM
SCHEDULE I NO. EXPLANATION OF CHANGES
11136368
The above referenced Account Control Number reflects that it has been Ordered that the
protest is sustained per the Board of Appeals. The Department of Revenue is to reduce
the above - listed ACN by $11,500.00.
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