HomeMy WebLinkAbout02-02-15 INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (11-14)
PO BOX
HARRIS9=P117-iars-16PIFFICE OF
Ii
REGISTER OF '`;:ILLS DATE 01-22-2015
ESTATE OF SHEERON BARBARA J
?015 FEB 2 FSM 1 21 DATE OF DEATH 01-13-2014
FILE NUMBER 21 14-0205
COUNTY CUMBERLAND
CLER', OF SSN/DC
(pR"11TA1;y(.1S1 (C�MRPWAND
ACN 14109386
Cl P
5,,LI$BURN,RD
7 11 1 1 . -C.i 1, Amount Remitted ux� RI L'L ""PA 17011-8009 1
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 (11-14)
INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE: 01-22-2015
ESTATE OF: SHEERON BARBARA J DATE OF DEATH: 01-13-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0205 S.S/D.C. NO. : 202-36-9385 AGN: 14109386
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO. : 0574178058
TYPE OF ACCOUNT: ( X) SAVINGS CHECKING TRUST TIME CERTIFICATE
DATE ESTABLISHED 12-09-2008
Account Balance 26,655.42 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 13,527.71 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - .00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 13,327.71 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 599.75 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-05-2014 CDO18855 29.99 615.48
TOTAL TAX PAYMENT 645.47
BALANCE OF TAX DUE 45.72CR
INTEREST AND PEN. .00
TOTAL DUE 45,72CR
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.