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HomeMy WebLinkAbout08-12-15 (2) INHERITANCE TAX RECORD ADJUSTMENT Pennsylvania BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS 7 DEPARTMENT OF REVENUE ____ INHERITANCE TAX DIVISION REV-1604 EX AFP (11-14) BOX HARRISBURGURG PPA 17128-0 BFCORDED OFFICE OF HAA REGIS7-R OF V I1 L.S DATE 07-29-2015 ESTATE OF MORRISSEY LINDA K 7015 AUG 12 fill 11 20 DATE OF DEATH 08-13-2013 FILE NUMBER 21 13-1028 CLERK OF COUNTY CUMBERLAND SSN/DC 634 ALL TAMMY ORPT�` 'FS, i G 1'I ACN 13146162 �((� _ MECHANIC OR t'PAR 170554181 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 4-- ----------------------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (11-14) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 07-29-2015 ESTATE OF: MORRISSEY LINDA K DATE OF DEATH: 08-13-2013 COUNTY: CUMBERLAND FILE NO. : 21 13-1028 S.S/D.C. NO. : ACN: 13146162 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : SUSQUEHANNA BANK ACCOUNT NO . : 154060219 TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-12-2011 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 .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 Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. s REV-1470 EX(01-10) . p penn$ytvanla INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG. 1 1 -0 1 DECEDENT'S NAME FILE NUMBER Linda K. Morrissey 2113-1028 REVIEWED BY ACN Department of Revenue 13146162, 14121639 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above ACNs have been adjusted to zero as they were reported on the probate return. Page 1