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HomeMy WebLinkAbout07-20-15 INHERITANCE TAXpennsytvarna BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT — INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE PO Box 2806p0�1 BENEFICIARY FORM ASSETS REV-1604A EX AFP (11-14) HARRISBRE V V RHBEp60F'F'I C E OF REGISTER OF WILLS DATE 07-13-2015 ESTASMTH ?015 JUL 20 Pr�p� 12 '39 DATETOFODEATH 12-31-2013 ROSEMARY J FILE NUMBER 21 14-0248 CHERYL LE R t' COUNTY CUMBERLAND IT r SSN/DC 9417 Dd5kR&V4bkCOURT ACN 14500225 VIENILAU�$E ��a � V�A)22�P2-3411 Amount Remitted 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 E- ------------------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604A EX AFP (11-14) ** INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS ** DATE: 07-13-2015 ESTATE OF: SMITH ROSEMARY J DATE OF DEATH: 12-31-2013 COUNTY: CUMBERLAND FILE NO. : 21 14-0248 S.S/D.C. NO. : ACN: 14500225 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION BENEFICIARY FORM ASSETS NAME OF SECURITY: AMERICAN FUNDS ACCOUNT NO. : 82600366 TYPE OF ACCOUNT: (X) SECURITIES ( ) SEC ACCT C ) STOCK C ) BOND DOD Valuation 00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - .00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE. Tax Due X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Rate •00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 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" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1470 EX(01-10) lapennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG, 17128-0601 DECEDENTS NAME FILE NUMBER Rosemary J. Smith 21 14-0248 REVIEWED BY ACN Steven -Agent# 193 14500225 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The above-referenced ACN has been reduced to zero as this account was reported on the probate return. ROW Page 1