HomeMy WebLinkAbout04-15-13 INHERITANCE TAX
RECORD ADJUSTMENT pennsylvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE O F
REGISTER OF VVILLS DATE 04-03-2013
ESTATE OF STEWART MARYANN
DATE OF 07-19-2011
Z013 APR 15 FM 3 v2 FILE NUMBERTH 21 12-0036
COUNTY CUMBERLAND
BARBARA S MANLEY CLERK OF SSN/DC
32 BEACH FARM RD ORPHANS' COURT ACN 11183126
WORMLEYSBURG 04M IRkAftI1-qCO., PA Amount Remitted
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 +—
------—________
REV-1604 EX AFP (12-12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 04-03-2013
ESTATE OF: STEWART MARYANN DATE OF DEATH: 07-19-2011 COUNTY: CUMBERLAND
FILE NO. : 21 12-0036 S.S/D.C. NO. : 199-38-2983 ACN: 11183126
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 247412112421505
TYPE OF ACCOUNT: C SAVINGS ( ) CHECKING C ) TRUST ( X) TIME CERTIFICATE
DATE ESTABLISHED 11-09-2005
Account Balance 36,659.00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.166 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 6,109.96 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 6,109.96 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 274.95 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-20-2012 CDO15489 .00 274.95
TOTAL TAX PAYMENT 274.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
* 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.
INHERITANCE TAX
RECORD ADJUSTMENT pennsytvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES iR
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED �OFFICE Q�'DATE 04-03-2013
pp F ��IL'�"'`� DATETOFODEATH 07-19-2011
U13 MARYANN
�U13 Rp 1 pf7 FILE NUMBER 21 12-0036
v SSN/DC
COUNTY CUMBERLAND
BARBARA S MANLEY CLERK OF ACN 11183127
32 BEACH FARM RD ORPHANS-- Amount Remitted
WORMLEYSBURG PA1I1T
GOi, pa
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4__
----------------
REV-1604 EX AFP (12-12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 04-03-2013
ESTATE OF: STEWART MARYANN DATE OF DEATH: 07-19-2011 COUNTY: CUMBERLAND
FILE NO. : 21 12-0036 S.S/D.C. NO. : 199-38-2983 ACN: 11183127
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 247412030600322
TYPE OF ACCOUNT: t ) SAVINGS C ) CHECKING C ) TRUST ( X) TIME CERTIFICATE
DATE ESTABLISHED 02-20-1999
Account Balance 13,651.00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 6,825.50 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 6,825.50 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 307.15 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-20-2012 CDO15489 .00 307.15
TOTAL TAX PAYMENT 307.15
BALANCE OF TAX DUE .00
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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 10
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE
.� � OF WILLS� 04-03-2013
REIIS
ESTATE OF STEWART MARYANN
DATE OF DEATH 07-19-2011
RPR r� FILE NUMBER 21 12-0036
J COUNTY CUMBERLAND
SSN/DC
BARBARA S MANLEY CLERK OF ACN 11183124
32 BEACH FARM RD QRPHN i COURT Amount Remitted
WORMLEYSBURG P ,i,�Q,y.;�lA D �+ P
ttJJ1lNNooCCfK( Q
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 �-
----------------------------------------------------
REV-1604 EX AFP (12-12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: -03-2013
{ ESTATE OF: STEWART MARYANN DATE OF DEATH: 07-19-2011 COUNTY: CUMBERLAND
FILE NO. : 21 12-0036 S.S/D.C. NO. : 199-38-2983 ACN: 11183124
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 1014120713958
TYPE OF ACCOUNT: C ) SAVINGS ( X) CHECKING C TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 03-21-1996
Account Balance 732.00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.166 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 122.00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 122.00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 5.49 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-20-2012 CDO15489 .00 5.49
TOTAL TAX PAYMENT 5.49
BALANCE OF TAX DUE .00
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.
INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvania
BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE Of
REGISTER OF WILLS DATE 04-03-2013
ESTATE OF STEWART MARYANN
APR c DATE OF DEATH 07-19-2011
1013 APR 15 FM 3 32, FILE NUMBER 21 12-0036
COUNTY CUMBERLAND
PATRICIA S WUNDERLItCLENK OF SSN/DC
ACN 12101444
337 N PINE ST ORPHANS' COURT Amount Remitted
MIDDLETOWN O P.A-�ZOEAiff ., PA
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
--------------------------------------
REV-1604 EX AFP (12-12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 04-03-2013
ESTATE OF: STEWART MARYANN DATE OF DEATH: 07-19-2011 COUNTY: CUMBERLAND
FILE NO. : 21 12-0036 S.S/D.C. NO. : 199-38-2983 ACN: 12101444
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 0574116125
TYPE OF ACCOUNT: ( X) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09-17-1993
Account Balance 3,713.23 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.083 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 309.42 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 309.42 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 13.92 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 04-18-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 13.92
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .42
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.
INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvania
BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RE'COROEO Oli 04-03-2013
REGISTER VF STEWART MARYANN
`n7A DEATH 07-19-2011
FILE NUMBER 21 12-0036
APR 15
N'IY CUMBERLAND
S /bC
PATRICIA S WUNDERLIN
337 N PINE ST CI-I~R��� 12101441
MIDDLETOWN PA 17057-1845 ORPHANS- COURT
Amount Remitted
CUMBERLAND CO., P
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
---------------------------------------------------------------------------
REV-1604 EX AFP (12-12)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 04-03-2013
ESTATE OF: STEWART MARYANN DATE OF DEATH: 07-19-2011 COUNTY: CUMBERLAND
FILE NO. : 21 12-0036 S.S/D.C. NO. : 199-38-2983 ACN: 12101441
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 0571124496
TYPE OF ACCOUNT: C SAVINGS ( X) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09-17-1993
Account Balance 3,636.66 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.083 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 303.04 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 303.04 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 13.64 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 04-18-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 13.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .41
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.