HomeMy WebLinkAbout03-23-15 ■ INHERITANCE TAX
RECORD ADJUSTMENT 11
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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 BOX 280601'
HARRISBURG PA 17128-0601
DATE 03-03-2015
ESTATE OF VERBOS ELLEN M
DATE OF DEATH 03-26-2012
FILE NUMBER 21 12-0622
COUNTY CUMBERLAND
SSN/DC
KAREN ECKERT ACN 12157176
918 EMILY DR
Amount Remitted
MECHANICSBURG PA 17055-5707
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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REV-1604 EX AFP (11-14)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-03-2015
ESTATE OF: VERBOS ELLEN M DATE OF DEATH: 03-26-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-0622 S.S/D.C. NO. : ACN: 12157176
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO . : 1684302340
TYPE OF ACCOUNT: ( X) SAVINGS C ) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 04-11-2007
Account Balance 10,347.74 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 5,173.87 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions .00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 5,173.87 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 232.82 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-09-2014 CDO19002 8.95- 807.39
TOTAL TAX PAYMENT 798.44
RECORDEDOM('-E BALANCE OF TAX DUE 565.62CR
REGISTEROFV01S INTEREST AND PEN.
�, .v .00
2015MAR23 TOTAL DUE
* CL.ERKOFORPHANS'COURT N OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A
CLTNIBERLI0000UNTY,PA SIDE OF THIS FORM FOR INSTRUCTIONS.
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PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wills indicated on the front of the
notice.Make check or money order payable to:Register of Wills,Agent.
REFUND(CR): A refund of a tax credit not requested on the tax return may be requested by completing an Application for Refund of
Pennsylvania Inheritance and Estate Tax(REV-1313). Applications are available at www.revenue.oa.aov or by
calling 1-800-362-2050. Services for taxpayers with special hearing and/or speaking needs are available at
1-800-447-3020. Please allow four to six weeks from the date a refund was granted to receive the check.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:
CORRECTIONS: PA Department of Revenue
Bureau of Individual Taxes
Post Assessment Review Unit
PO BOX 280601
Harrisburg PA 17128-0601
See instructions for Inheritance Tax Return for a Resident Decedent for details on an administrative correction.
DISCOUNT: If any tax due is paid within three months after the decedent's death,a 5 percent discount of the tax paid is allowable.
INTEREST: Interest is charged beginning nine months and one day from date of death,to the date of payment. An interest calculator is
available at www.doreservices.state.pa.us. Annual interest rates can be found on form REV-1611.
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the assessment.
If payment is made after the interest calculation date shown on the notice,additional interest must be calculated.
W-V-1470 EX(01-10)
pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, A 17128-0601
DECEDENTS NAME FILE NUMBER
Ellen M. Verbos 6512-0371
REVIEWED BY ACN
James,(Agent 197) 12157175
12157176
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Tax rate is being adjusted from.15% collateral beneficiary to 4.5% lineal beneficiary.
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