HomeMy WebLinkAbout05-20-15 INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvarna
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION RECORDED
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ESTATE OF RUGGIERI JOAN
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1 U J FILE NUMBER 21 14-1155
COUNTY CUMBERLAND
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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
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REV-1604 EX AFP (11-14)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 05-05-2015
ESTATE OF: RUGGIERI JOAN DATE OF DEATH: 01-10-2013 COUNTY: CUMBERLAND
FILE NO. : 21 14-1155 S.S/D.C. NO. : ACN: 14101966
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO . : 7674079503
TYPE OF ACCOUNT: ( X) SAVINGS ( ) CHECKING C ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-10-2012
Account Balance 72,108.83 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 72,108.83 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - 4,987.91 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 67,120.92 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 3,020.44 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-]
INTEREST IS CHARGED THROUGH 05-20-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,977.85
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 143.34
TOTAL DUE 3,121 . 19
* 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.
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