Loading...
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.