HomeMy WebLinkAbout06-23-14 INHERITANCE TAX
RECORD ADJUSTMENT pennsylvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - -
INNERITANCE TAX DIVISION REV-1604 EX AFP (12-03)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-12-2014
ESTATE OF SILO LUCILLE C
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1081
COUNTY CUMBERLAND
SSN/DC
DANIEL SILO ACM 11163458
844 ALLENVIEW DR
Amount Remitted
MECHANICSBURG PA 17055-6183
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)
INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE: 06-12-2014
ESTATE OF: SICO LUCILLE C DATE OF DEATH: 09-08-2011 COUNTY: CUMBERLAND
FILE NO. : 21 11-1081 S.SID.C. NO. : 109-20-8934 ACN: 11163458
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FULTON BANK NA ACCOUNT NO. : 1372-01010
TYPE OF ACCOUNT: ( X) SAVINGS t ) CHECKING t ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 03-22-2011
Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax •Do OF THIS NOTICE WITH YfgJ? TAX
Debts and Deductions .00 PAYMENT TO THL� REGISTER: OF,—WI-4LS
Taxable Amount .00 AT THE ADDRESS- MOWN ASOVE:j
INHERITANCE TAX
JOINTLY HELD DJ TRUST ASSETS � ennsyLvania
BUREAU OF INDIVIDUAL TAXES __ .
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 IX AFP (12-13)
PO BOX
HARRISBURG URG PA PA 17128•0601
DATE 06-12-2014
ESTATE OF SICO LUCILLE C
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1081
COUNTY CUMBERLAND
SSN/DC
DANIEL SICO ACN 11163457
844 ALLENVIEW DR
Amount Remitted
MECHANICSBURG PA 17055-6183 _
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE *-9 RETAIN LOWER PORTION FOR YOUR RECORDS E--
--.—a--.--_--°-„”---_'"-------- ------- ------------------------------------------------------------------------------- ---"-
REV-1604 EX AFP {12-133
*■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *x
DATE: 06-12-2014
ESTATE OF: SICO LUCILLE C DATE OF DEATH: 09-08-2011 COUNTY: CUMBERLAND
FILE NO. : 21 11-1081 S.S/D.C. NO. : 109-20-8934 ACN: 11163457
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FULTON BANK NA ACCOUNT NO . : 3624-75525
TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING f J TRUST { } TIME CERTIFICATE
DATE ESTABLISHED 03-22-2011
Account Balance. .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions .00 PAYMENT TO THEcc��REGISTER22F WILLS
Taxable Amount •00 AT THE ADDRESSa HOWN ABDME. :z) 70
Tax Rate X • 045 MAKE CHECK OR WONKY ORDER PC'ABLE
y)
Tax Due • 00 70: "REGISTERF FZWJ+LS.�AGENT„�•
TAX CREDITS :
W
PAYMENT RECEIPT DISCOUNT C+) .••. n '�
DATE NUMBER INTEREST/PEN PAID {-) AMOUNT PAID -
C7 -TI 'TI
.} F� es F7!
F-
,`•t r C!) C7
W -T)
TOTAL TAX PAYMENT .00
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 pennsylvarna
BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
PO BOX 280601 BENEFICIARY FORM ASSETS _-' REV-160AA EX AFP (12-13)
HARRISBURG PA 17128-0601
DATE 06-12-2014
ESTATE OF SICO LUCILLE C
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1081
DANIEL SICO COUNTY CUMBERLAND
SSM/Dc
844 ALLENVIEW DR ACN 12500017
MECHANICSBURG PA 17055-6183
Amount RemYttotl
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 E—
--"--°°--°-------- -----------'-- ---'--"-------------------------------------------------------------------------------'---------------------------
REV-1604A -EX AFP (12-13)
■ INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS x■
DATE: 06-12-2014
ESTATE OF: SICO LUCILLE C DATE OF DEATH: 09-08-2011 COUNTY: CUMBERLAND
FILE NO. : 21 11-1081 S.S/D.C. NO. : 109-20-8934 ACN: 12500017
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
BENEFICIARY FORM ASSETS
NAME OF SECURITY: METLIFE ACCOUNT NO . : 806195528819
TYPE OF ACCOUNT: C ) SECURITIES ( 1 SEC ACCT (X) STOCK t } BOND
N
DOD Valuation, .00 NOTE: TO ENSURE Pl�9PER CRED 'T TO
Percent Taxable X D.DOO ACCOUNT, SUEg4Ib THE ?PERVJIGRRTION
Amount Subject to Tax .00 OF THIS NOT14E41TH `T flJR TJI
Debts and Deductions - .00 PAYMENT TO "W I;#ISTU OFiw,fLLS
Taxable Amount .OD AT THE ADDRESS�S HO.WN QIBOYE; C)
Tax Due X .045 MAKE CHECK OR_ MMEV ORDERCPA' )ABLE
Tax Rate .DO TO: "REGISTER) OF WVILLN AGENT."
TAX CREDITS :
c> t—• I` M
PAYMENT RECEIPT DISCOUNT (+) —{ /-�
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID -0 r -n
co
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE QO
INTEREST AND PEN. .00
TOTAL DUE .00
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
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1687 EX AFP (1243)
IMNERIT Tnz DIVISION 2806
PO BOX 280601 STATEMENT OF ACCOUNT
HARRISBURG PA 1712E-0601
DATE 06-16-2014
ESTATE OF SICO LUCILLE C
DATE OF DEATH 04-08-2011
FILE NUMBER 21 11-1081
COUNTY CUMBERLAND
DANIEL SICO ACN 11163457
844 ALLENVIEW DR Amount Remitted
MECHANICSBURG PA 17055-6183
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-1607 EX AFP (12-13) R*X INHERITANCE TAX STATEMENT OF ACCOUNT **■
ESTATE OF:SICO LUCILLE C FILE NO. : 21 11-1081 ACN: 11163457 DATE: 06-16-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-11-2014
PRINCIPAL TAX DUE: .00
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-> AMOUNT PAID o
C s ( i
ni n
C 70
Q
..(
rr— t— r 0 Ftl CT7
... f%T
<-, <} ..� _Tt
C) _ r~� M
r c n
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISIOH STATEMENT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF SICO LUCILLE C
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1081
COUNTY CUMBERLAND
DANIEL SICO ACN 11163458
844 ALLENVIEW DR
Amount Remitted
MECHANICSBURG PA 17055-6183
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS t—
REVF
-1d07 EX AFP C12-135 xxx INHERITANCE TAX STATEMENT OF ACCOUNT ���
ESTATE OF:SICO LUCILLE C FILE NO. : 21 11-1081 ACN: 11163458 DATE: 06-16-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-11-2014
PRINCIPAL TAX DUE: .00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
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TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13)
IN ERITAN 06 Tax DIVISION STATEMENT OF ACCOUNT
PO BOX URG PA
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF SICO LUCILLE C
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1081
COUNTY CUMBERLAND
DANIEL SICO
ACN 12500017
844 ALLENVIEW DR
Amount
MECHANICSBURG PA 17055-6183 Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with
your tax payment.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
E - - - _ _ _ _ _ - - - - - - " " - - - - " " ' - - - " " -
REV-1607 EX AFP C12-13) �(�� INHERITANCE TAX STATEMENT OF ACCOUNT ���
ESTATE OF:SICO LUCILLE C FILE NO. : 21 11-1081 ACN: 12500017 DATE: 06-16-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-11-2014
PRINCIPAL TAX DUE: .00
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT ' DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
N
n
C=- s rn
C-
rn
ry
c� ,o
N T m
- rn w a o
C' o 0
to o =D -'n '-n
o �l 'n
m
D
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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.
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