HomeMy WebLinkAbout12-08-14 (2) INHERITANCE TAX
RECORD ADJUSTMENT pennsylvania
BUREAU OF INDIVIDUAL TAXES
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OFFICE
n REV-1604 EX AFP (12-13)
PO BX
HARRISBURG601 PA 17128-0601 RECORDED O F FIC E O F.
REGISTER OF WILLS DATE 11-20-2014
c ESTATE OF MARZLUFT MAGDALENA
ZOqq �
1 � M 12 26 FDEATH
FILE NUMBER21-14 -1030
CLERK OF COUNTY CUMBERLAND
SSN/DC
ROSALINDE H MAWlgI t4S, COURT ACN 14158109
105 CAROLYN h � Amount Remitted
HARRISBURG l,U 14VP2= 962PA
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 �--
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REV-1604 EX AFP (12-13)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *
DATE: 11-20-2014
ESTATE OF: MARZLUFT MAGDALENA DATE OF DEATH: 02-09-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-1030 S.S/D.C. NO. : ACN: 14158109
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO. : 1711079537
TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 02-20-1995
Account Balance 7,153. 10 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 3,576.55 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 3,576.55 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 160.94 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-28-2014 CDO19855 .00 53.65
INTEREST IS CHARGED THROUGH 12-05-2014 TOTAL TAX PAYMENT 53.65
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 107.29
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 23
TOTAL DUE 107.52
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. 0
REV-1470 EX(01-10)
•
pennsytvanla INHERITANCE TAX
umT DEPARTMENT OF REVENUE EXPLANATION
11/21/2014
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, A 7128-0601
DECEDENTS NAME FILE NUMBER
Magdalena Marzluft 2114-1030
REVIEWED BY ACN
Amber/Agent 192 141,58109
ITEM
SCHEDULE NO. EXPLANATIO14OF CHANGES
This account was reported to the Department of Revenue'from Santander Bank that on the
date of death there were 3 joint owners on the account. Since one of those joint owners.
predeceased, this account was held by only 2 remaining joint owners. The remaining joint
owner will pay on the decedent's portion of the account which is 50% that is being
transferred to that person.
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