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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. Page 1