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HomeMy WebLinkAbout04-06-15 (2) INHERITANCE TAX RECORD ADJUSTMENT pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION J _ REV-1604 EX AFP (11-14) HPO ARRIOSBURG601 1 gOhREo OFFICE OF REGISTR OF MILLS DATE 03-24-2015 nt � r� C t(1 LL} ESTATE OF WHISLER RICHARD L ?015 tl R 1 DATE OF DEATH 04-01-2013 FILE NUMBER 21 14-1020 CLERK OF COUNTY CUMBERLAND KENNEOFRPHAN�Y,Ii1~S_ 10,T SSN/DC 40 ,g ACN 13164000 ri ti #mak N',°' cl% FA Amount Remitted NEWVILLE PA 17241-8655 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: 03-24-2015 ESTATE OF: WHISLER RICHARD L DATE OF DEATH: 04-01-2013 COUNTY: CUMBERLAND FILE NO. : 21 14-1020 S.S/D.C. NO. : ACN: 13164000 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ACNB BANK ACCOUNT NO . : 192813 TYPE OF ACCOUNT: C ) SAVINGS ( X) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 10-31-2008 Account Balance 4,847.23 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.083 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 403.92 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 403.92 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due 18. 18 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 04-08-2015 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 18. 18 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 69 TOTAL DUE 18.87 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \ REV-1470 EX(01-10) 2114-1020 R pennsylvania INHERITANCE TAX DEPARTREV0TfnqE@ffjCE DF EXPLANATION 04/01/2013 BUREAUOpIW9U� ?AXW WILLS- OF CHANGES P HAR I B EM 8-0 1 AM 1 1 9H DECEDENTS NAME Ric rd,L Val�hisler 2114-1020 REVIEWED BY �►g�e� t1 ACN 13164000 ITEM t U M rd L ,. AI(t) SCHEDULE NO, EXPLANATION OF CHANGES Changed tax rate from 15 percent to 4.5 percent since a son is a lineal beneficiary. ROW Page 1