HomeMy WebLinkAbout08-03-15 ~ ' INHERITANCE TAX
RECORD ADJUSTMENT pennsylvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA(1��`
INHERITANCE TAX DIVISION (�"'c�D E D OFFICE
FFI E O C REV-1604 EX AFP (11-14)
PO HARRISBURG601 PA 17128-0601 R "'`) j C I t O WILLS
(-
?p�5 ��� 3 P DATE 07-28-2015
O ESTATE OMILLER
- PEGGY A
DATE OFDEATH 03022015
C( f`z` j FILE NUMBER 21 15-0591
�' COUNTY CUMBERLAND
ORPHNIS,
PATRICIA 2 LtRQV SSN/DC
I j �; ACN 15124711
404 BEETEM HOLLOW RD'"",
D '(; `
Amount Remitted
NEWVILLE PA 17241-9538
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: 07-28-2015
ESTATE OF: MILLER PEGGY A DATE OF DEATH: 03-02-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0591 S.S/D.C. NO. : ACN: 15124711
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION : SUSQUEHANNA BANK ACCOUNT NO . : 151130881
TYPE OF ACCOUNT: C ) SAVINGS ( )0 CHECKING C ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 06-15-2006
Account Balance 3,555.23 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0. 166 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 592.55 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 592.55 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 26.66 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-27-2015 CD020748 3.56 71.11
TOTAL TAX PAYMENT 74.67
BALANCE OF TAX DUE 3.56CR
INTEREST AND PEN. .00
TOTAL DUE
* 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.
V
REV37470 EX(01 80)
pennsytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENT'S NAME FILE NUMBER
MILLER PEGGY A 2115-0591
REVIEWED BY ACN
Bloom Agent ID 097 15124711
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
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