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RECORD ADJUSTMENT ` pennsytvarna
BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-02-2015
ESTATE OF BAKER VICKI S
DATE OF DEATH 06-06-2008
FILE NUMBER 21 14-1156
COUNTY CUMBERLAND
DANIELLE L BAKER
SSN/DC
ACN 14101737
1310 SIGEL ST Amount Remitted
PHILADELPHIA PA 19148-2123
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-
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REV-1604 EX AFP (11-14)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 09-02-2015
ESTATE OF: BAKER VICKI S DATE OF DEATH: 06-06-2008 COUNTY: CUMBERLAND
FILE NO. : 21 14-1156 S.S/D.C. NO. : ACN: 14101737
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 106800503
TYPE OF ACCOUNT: C ) SAVINGS ( X) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 08-23-2007
Account Balance 52,192.11 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 26,096.06 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 26,096.06 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 1,174.32 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-17-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1 ,174.32
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 261.14
TOTAL DUE 1 ,435.46
* 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-1470 EX(01-10)
p y INHERITANCE TAX
enns lvania ssN:
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DOD: 06/06/2008
PO Box 280601
I B P 17128-0601
DECEDENT'S NAME FILE NUMBER
Vicki S. Baker 2114-1156
REVIEWED BY ACN
James (Agent 197) 14101737
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Tax rate is being adjusted from 15% collateral beneficiary to 4.5% lineal beneficiary.
Percent taxable has also been adjusted from 100% to 50% due to information regarding the
amount of joint owners on account retrieved from the original signature cards.
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