HomeMy WebLinkAbout06-02-15 INHERITANCE TAX
RECORD ADJUSTMENT 1 pennsyLvarna
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _.....__...s
INHERITANCE TAX DIVISION _ _ _ n REV-1604 EX AFP (11-14)
PO BOX 280601 (i U {' d U G
HARRISBURG PA 1712 t
DATE 05-21-2015
Zg13 luN 2 qF;` 1133 ESTATE OF RUGGIERI JOAN
J U DATE OF DEATH 01-10-2013
FILE NUMBER 21 14-1155
CLE, COUNTY CUMBERLAND
ANNE 0f7,pr,,ALV,O' V SSN/DC
ACN 14101966
620 GA I&T-ON- RD '
rel L,r— - Amount Remitted
YORK HAVEN PA 17370-9160
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-
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REV-1604 EX AFP (11-14)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 05-21-2015
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 C ) 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 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 36,054.42 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - 5,934.44 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 30,119.98 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 1,355.40 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS :
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-05-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1 ,355.40
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 67.02
TOTAL DUE 1 .422-42
* 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.