HomeMy WebLinkAbout07-21-14 (2) INHERITANCE TAX pennsylvania
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES REV-1604 EX AFP (12-13)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-09-2014
ESTATE OF WARCHOLA BETTY L
DATE OF DEATH 03-21-2013
FILE NUMBER 21 13-0877
COUNTY CUMBERLAND
SSN/DC
LYNDE K BLYMIER ACN 13124716
132 REX DR Amount Remikted
CARLISLE PA 17015-8844
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --10 RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1604 EX AFP C12-13)
■■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE: 07-09-2014
ESTATE OF: WARCHOLA BETTY L DATE OF DEATH: 03-21-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0877 S.S/D.C. NO. : ACN: 13124716
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 151919-11
TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 06-19-1995
Account Balance 1,309.26 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 654.63 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions 654.63 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due .00 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+7 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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.
REV-1470 EX(01-10)
2113-0877
Pennsylvania INHERITANCE TAX
03/21/2013
'1 DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME
Betty Warchola 2113-0877
REVIEWED BY ACN
Robin / Agent 191 3 y -7 15 +l�
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Members 1't Federal Credit Union used funds to offset a VISA credit card the decedent
maintained with the credit union. Funds were collected and not released to the joint
owner due to a contractual agreement signed by the decedent stating Members 1st
Federal Credit Union has a pledge of shares of VISA credit card account.
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