HomeMy WebLinkAbout06-30-15 INHERITANCE TAX
RECORD ADJUSTMENT pennsyLvarna
r JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIONREV-1604 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0&ccCVRGED OFFICE
O F
DATE 06-19-2015
ESTAREOS
JUN 30 P; ( 3 u!9 DATETOFODEATH 07-03-2013 IRENE S
FILE NUMBER 21 14-0546
COUNTY CUMBERLAND
GL` " ` SSN/DC 202-12-0337
LORRAINE Of�POUGH�,' COURT ACN 14128876
120 STAN%�(�, A�� E,,W1i��Y Amount Remitted
MECHANICSBUU� PA 17055-9241 -
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: 06-19-2015
ESTATE OF: REPOS IRENE S DATE OF DEATH: 07-03-2013 COUNTY: CUMBERLAND
FILE NO. : 21 14-0546 S.S/D.C. NO. : 202-12-0337 ACN: 14128876
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO . : 8302983641-S4
TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 12-27-2004
Account Balance 12,150.68 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.166 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 2,025. 15 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 2,025. 15 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 91. 13 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS :
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 07-06-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 91 . 13
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.43
TOTAL DUE 94.56
* 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.
REV-14731EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 17128-0601
DECEDENT'S NAME FILE NUMBER
Irene S. Repos 21 14-0546
REVIEWED BY ACN
Steven -Agent# 193 14128876
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
PSECU indicated that at the time of the decedent's death the account was held in three
names. Therefore, the decedent's portion of the account would be 1/3 of the date of death
balance or$4,050.23. Tax due at the lineal rate of 4.5% on the decedent's portion would be
$182.26 which is split between the two surviving joint owners at$91.13 each. To date only
$91.13 has been paid by the other joint owner leaving the remaining amount due under the
above-referenced ACN .
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