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HomeMy WebLinkAbout10-06-14 INHERITANCE TAX RECORD ADJUSTMENT pennsyLvarn• a BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE .--.-- INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 09-26-2014 ESTATE OF CALLEN III MATTHEW DATE OF DEATH 05-01-2012 FILE NUMBER 21 12-0652 COUNTY CUMBERLAND SSN/DC DORIS GARLAND ACN 13031304 C/O M A PLANKINTON ESQ Amount Remitted PO BOX 363 KENNETT SQUARE PA 19348-0363 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 +- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 09-26-2014 ESTATE OF: CALLEN III MATTHEW DATE OF DEATH: 05-01-2012 COUNTY: CUMBERLAND FILE NO. : 21 12-0652 S.S/D.C. NO. : ACN: 13031304 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET—INFORMATION FINANCIAL INSTITUTION: 36 LEE ANN CT. ACCOUNT NO. : o00oo TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 05-15-2002 Account Balance 177,200.00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 88,600.00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 88,600.00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due 13,290.00 TO: "REGISTER OF WILLS�.>AGENT." C= TAX CREDITS : rT� M PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID � DATE NUMBER INTEREST/PEN PAID C-) CM � i � Lrt Tt1 .Z: °r p C> -t0 rl -T"! Cn INTEREST IS CHARGED THROUGH 10-14-2014 TOTAL TAX PAYMENT' —3.00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 13 290.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 675.66 TOTAL DUE 13,965.66 * 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.