HomeMy WebLinkAbout02-09-15 INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvarn•
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JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (11-14)
PO BOP
HARRISBIIRCr PA 17129-0601i-
RE 1^0
C❑ DATE 01-29-2015
ESTA?U11-5 i Lit q F'p f I l.n b DATETOFODEATH 01-04SHLD02014 HELEN R
FILE NUMBER 21 14-0443
COUNTY CUMBERLAND
SSN/DC
CjRy. FT. A'SHELDON ACN 14105888
CU!11�6-•FIELDSTONE DR Amount Remitted
CARLISLE PA 17015-9036
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: 01-29-2015
ESTATE OF: SHELDON HELEN R DATE OF DEATH: 01-04-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0443 S.S/D.C. NO. : ACN: 14105888
ADJUSTMENT BASED ON: PROTEST BOARD DECISION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 420102041
TYPE OF ACCOUNT: ( X) SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-06-1997
Account Balance 8,031.05 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 4,015.53 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions 1,254.56 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 2,760.97 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 124.24 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-06-2014 CDO19127 .00 124.24
06-12-2014 CDO19302 .00 56.46
TOTAL TAX PAYMENT 180.70
BALANCE OF TAX DUE 56.46CR
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. �J\
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