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Home My WebLink About11-17-14 pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX DIVISION STATEMENTPO BOX OF ACCOUNT HARRISBURG PA E�J1DED OFFICE O REGISTER O I"ILLS DATE 11-10-2014 ?fly N10V 17 frii 11 23 ESTATE OF SALKELD VICTORIA W DATE OF DEATH 01-10-2013 _ FILE NUMBER 21 13-0436 C L ��'` COUNTY CUMBERLAND ZEIGLEGRft6C� l�' ftAUL`•R j L ACN 101 30 POOB��IT�ERST: 12N; , .LRI:$Amount Remitted NEW CUMBERLAND PA 17070-0256 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 --I RETAIN LOWER PORTION FOR YOUR RECORDS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1607 EX AFP (12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF:SALKELD VICTORIA W FILE NO. : 21 13-0436 ACN: 101 DATE: 11-10-2014 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: 11-04-2014 PRINCIPAL TAX DUE: 13,940. 12 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) *** SUMMARY OF ALL 005 PAYMENTS *** 11-07-2014 .00 13,941 .31 TOTAL TAX PAYMENT 13,940. 12 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. INHERITANCE TAX RECORD ADJUSTMENT pennsytvarna JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13) HARRIISBURGPO BOX 6PA 17128 FICNO R D01 -D OFFICE O REGISTEF .'ILLS DATE 11-05-2014 ESTATE OF SALKELD VICTORIA W 2014 t`0V 17 t'n, 11 23 DATE OF DEATH 01-10-2013 FILE NUMBER 21 13-0436 G LIE GC COUNTY CUMBERLAND BRETT ,SAUKEL.0D GR� SSN/DC :,f, , ACN 13153503 29 SAI ��pp,,�N' I?REWS= RD Amount Remitted SEVERN PAkK- MD 21146-1433 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: 11-05-2014 ESTATE OF: SALKELD VICTORIA W DATE OF DEATH: 01-10-2013 COUNTY: CUMBERLAND FILE NO. : 21 13-0436 S.S/D.C. NO. : ACN: 13153503 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 2107866619 TYPE OF ACCOUNT: C ) SAVINGS ( X) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 12-31-2012 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 THE REGISTER OF WILLS Taxable Amount •00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 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. INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT 1 DEPARTMENT OF REVENUE b-2 INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-161'R ECORDED OIFFICE OF EGGS E" CF ,,71 US DATE 11-05-2014 ESTATE OF SALKELD VICTORIA W DATE OF DEATH 01-10-2013 ?019 NOU 17 F-19 112 Z, FILE NUMBER 21 13-0436 CLEF, OF COUNTY CUMBERLAND ACN 101 ORPHANS' C O'U."%T Amount Remitted ZEIGLER Eft 4AU L IVES 300 BRIDGE ST 'F L'R PO BOX B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NEW CUMBERLAND PA 17070-0256 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 --1 RETAIN LOWER PORTION FOR YOUR RECORDS +- --•------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP (12-13) INHERITANCE TAX RECORD ADJUSTMENT ESTATE OF:SALKELD VICTORIA W FILE NO. :21 13-0436 ACN: 101 DATE: 11-05-2014 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) Cl) 234,700.00 2. Stocks and Bonds (Schedule B) (2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) _ .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 122,695.92 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 357,395.92 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 47,615.39 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00 11. Total Deductions (11) 47,615.39 12. Net Value of Tax Return (12) 309,780.53 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 309,780.53 TAX: 15. Amount of Line 14 at Spousal rate (15) 00 X.00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 309,780.53X.045= 13,940. 12 17. Amount of Line 14 at Sibling rate (17) .00X.12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X. 15 .00 19. Principal Tax Due (19) 13,940.12 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 09-06-2013 CDO18132 .00 1,541.35 09-25-2013 CDO18189 .00 1,541.35 10-09-2013 CDO18221 .00 9,307.07 10-18-2013 CDO18284 .00 1,545.00 INTEREST IS CHARGED THROUGH 11-20-2014* TOTAL TAX PAYMENT 13,934.77 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5.35 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1 . 19 TOTAL DUE 6.54 IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX(01-10) pennsytvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG,PA 17 8-060 DECEDENTS NAME FILE NUMBER Victoria W. Salkeld 2113-0436 REVIEWED BY ACN Joan , Agent#196 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above referenced Account Control Number has been adjusted to reflect that per the attorney for the estate, there were two errors on Schedule#4. The balance changed to $11,592.85 instead of$11,392.85. Change account number to: 2107966619. Page 1