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HomeMy WebLinkAbout03-10-15 (2) INHERITANCE TAX RECORD ADJUSTMENT r pennsylvarna r- r-1,401p LY HELD OR TRUST ASSETS f DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA;FEi CO• -fi-D -• • f y L INHERITANCE TAX DIVISIONe �• - n y REV-1604 EX AFP (11-14) PO BOX 280601 t• i - � -- HARRISBURG PA 17128-0601 70'S1nR 10T 1 L t DATE 02-27-2015 ESTATE OF MCALLISTER WILLIAM F -:- DATE OF DEATH 03-02-2012 FILE NUMBER 21 13-1064 COUNTY CUMBERLAND r� SSN/DC MARGARET MC 1L'-L-I-STER ACN 12158007 30 GARBER ST Amount Remitted CHAMBERSBURG PA 17201-1504 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: 02-27-2015 ESTATE OF: MCALLISTER WILLIAM F DATE OF DEATH: 03-02-2012 COUNTY: CUMBERLAND FILE NO. : 21 13-1064 S.S/D.C. NO. : ACN: 12158007 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 1694301621 TYPE OF ACCOUNT: CX) SAVINGS ( ) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-26-2007 Account Balance 5,001.50 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 2,500.75 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 2,500.75 AT THE ADDRESS SHOWN ABOVE. Tax Rate X •00 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 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. V \