HomeMy WebLinkAbout05-30-14 INHERITANCE TAX �/
RECORD ADJUSTMENT r Renns Lvania
BUREAU OF INDIVIDUAL TAXES
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 IX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-16-2014
ESTATE OF CIGARAUSKAS KATHERINE
DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0854
COUNTY CUMBERLAND
SSN/DC
HELENA RATCLIFF ACN 13130926
38 SUNFIRE AVE _ Amount Remitted
CAMP HILL PA 17011-1020
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -10 RETAIN LOWER PORTION FOR YOUR RECORDS t—
REV-1604 EX AFP (12-133
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS x*
DATE: 05-16-2014
ESTATE OF: CIGARAUSKAS KATHERINE DATE OF DEATH: 05-10-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0854 S.S/D.C. NO. : ACN: 13130926
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 0170285226-SI
TYPE OF ACCOUNT: ( X) SAVINGS { ) CHECKING { a TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 06-01-1999
Account Balance 552.72 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable _ X 0.500 ACCOUNT, SUBMIT THE OPPEA PORTION
276.36 °
Amount Subject to Tax OF THIS NOTIGE�9fITH YOUR--TA7f-tT M
Debts and Deductions - •00 PAYMENT TO THE5RLPISTER-4-F WA
Taxable Amount 276.36 AT THE ADDRESS�(il ' N AB,�E. {f)
Tax Rate X •045 MAKE CHECK OR FqN-WY�IRDFg PA'YAq E
Tax Due 12.44 TO: ^REGISTERS OF'*F,LLS"Gl?M;T�
Y r3
TAX CREDITS: 7' 1
CJ <3 -i7 -xt� 'TI
PAYMENT RECEIPT DISCOUNT Q(+) :3 -2
DATE NUMBER INTEREST/PEN PAID (-3 AMOUNT PAID <� -TT n
07-18-2013 CDO17984 .62 11.82 I�? O
D r{
TOTAL TAX PAYMENT 12.44 _
BALANCE OF TAX DUE 0
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
JOINTLY HELD DJ TRUST ASSETS pennsytvania
BUREAU OF INDIVIDUAL TAXES wT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1664 EX AFP {12-131
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-16.2014
ESTATE OF CIGARAUSKAS KATHERINE
DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0854
COUNTY CUMBERLAND
SSN/DC
HELENA RATCLIFF ACN 13130927
38 SUNFIRE AVE _ Amount Remitted_
CAMP HILL PA 17011-1020
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 t—
REV-1604 EX AFP t12-131
* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE: 05-16-2014
ESTATE OF: CIGARAUSKAS KATHERINE DATE OF DEATH: 05-10-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0854 S.S/O.C. NO. : ACN: 13130927
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION : PSECU ACCOUNT NO . I01702B5226-S4
TYPE OF ACCOUNT: tXI SAVINGS t ) CHECKING t 7 TRUST t 1 TIME CERTIFICATE
DATE ESTABLISHED 06-01-1999
Account Balance 515.42 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 257.71 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - .00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 257.71 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X •045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 11 .60 T0: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT {�) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-7
07-18-2013 CDO17984 .58 11.02
TOTAL TAX PTOTALDUF AAS
BALANCE OF
INTEREST A
TOTAL
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF IS REFLECTED A
"CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
INHERITANCE TAX
RECORD ADJUSTMENT peens V lvanita
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1694 IX AFP (12-I3)
PD BD% 289691
HARRISBURG PA 17128-9691
DATE 05-16-2014
ESTATE OF CIGARAUSKAS KATHERINE
DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0854
COUNTY CUMBERLAND
SSN/DC
HELENA RATCLIFF ACN 13130928
38 SUNFIRE AVE
Amount ftemittetl
CAMP HILL PA 17011-1020
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 (12-13)
XX INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS x
DATE- 05-16-2014
ESTATE OF: CIGARAUSKAS KATHERINE DATE OF DEATH: 05-10-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0854 §.S/D.C. N0. : ACN: 13130928
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PsECU ACCOUNT NO. : 0170285226-S7
TYPE OF ACCOUNT: ( X) SAVINGS ( } CHECKING ( } TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 06-01-1999
Account Balance 3,470.34 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 1,735. 17 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 1,735. 17 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 78.08 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
07-18-2013 CDO17984 3.90 74.18
TOTAL TAX PAYMENT 78.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. 0
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.
pennsyLvania
NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 05-26-2014
ESTATE OF CIGARAUSKAS KATHERINE
DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0854
COUNTY CUMBERLAND
SSN/DC
HELENA C RATCLIFF ACN 14124823
38 SUNFIRE AVE APPEAL BY DATE:07-25-2014
CAMP HILL PA 17011-1020 (See reverse side under Objections)
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 F
_______________ -
REV-1548 EX AFP C12-13)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 05-26-2014
ESTATE OF: CIGARAUSKAS KATHERINE DATE OF DEATH:05-10-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0854 S.S/D.C. NO. : ACN: 14124823
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 001010030760406
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 09-27-2002
Account Balance 11005.81 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 502.91 UPPER PORTION OF THIS NOTICE
Debts and Deductions _ .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 502.91 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 22.63 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-18-2013 CDO17984 1. 13 226.36
TOTAL TAX PAYMENT 227.49
BALANCE OF TAX DUE 204.86CR
INTEREST AND PEN. .00
TOTAL DUE 204.86CR
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 E%101401
pennSylvania
INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280801
HAR 28-0601
DECEDENT'S NAME FILE NUMBER
Katherine Cigarauskas 2113-0854
REVIEWED BY
Heidi Schultz A N 13130926,13130927,
13130928,14124823
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Tax rate changed to 4.5%.
All credits have been transferred to ACN 14124823. Refund has been ordered.
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