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HomeMy WebLinkAbout09-24-14 INHERITANCE TAX RECORD ADJUSTMENT ' pennsyLvarna 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 09-12-2014 ESTATE OF WILLIAMSON NORMA J DATE OF DEATH 04-13-2013 FILE NUMBER 21 14-0296 COUNTY CUMBERLAND SSN/DC JOHN N QUIGLEY. ACN 13124522 5 HELEN AVE - MECHANICSBURG PA 17055-9713 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 4-- ----------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (12-13) x INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ■ DATE: 09-12-2014 ESTATE OF: WILLIAMSON NORMA J DATE OF DEATH: 04-13-2013 COUNTY: CUMBERLAND FILE NO. : 21 14-0296 S.S/O.C. NO. : ACN: 13124522 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO . : 536165632 TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-04-2002 Account Balance 2,827.53 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 1 ,413.77 OF THIS NOTICE WITH YgUR TAX Debts and Deductions - •00 PAYMENT TO -@E REGISM GIU ALLS Taxable Amount 1,413.77 AT THE ADDR EESHOWN;JuB OVE. o Tax Rate X .045 MAKE CHECK yA�G,, RDIgY &&ER.yfPAKABLE Tax Due 63.62 TO: "REGIST2R5F WIt-U' A T." TAX CREDITS : _ cn o PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID CJ (-) -Z) 'n DATE NUMBER INTEREST/PEN PAID (-) 08-02-2014 CDO19508 1.05- 215.3,7; 1 r M -) r Cn 6- i C.n TOTAL TAX PAYMENT 214.32 BALANCE OF TAX DUE 150.70CR 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-1410 E%(01-10) penn$ytvarna INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 DECEDENT'S NAME FILE NUMBER Norma L Williamson 2114-0296 REVIEWED BY - ACN Amber/Agent 192 13124522 ITEM SCHEDULE NO, EXPLANATION OF CHANGES Changed the tax rate to 4.5% as the joint owner is the son of the decedent. N O n rn r � n rn = h 'a D r N r 1 RI <, C7 O cJ -T7 TI C", b -n 'TF i N r M cn G7 O cri Page 1