HomeMy WebLinkAbout09-24-15 (2) INHERITANCE TAX
RECORD ADJUSTMENT � T. pennsytvarna
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 R�J v r,D F D OFFICE O F
i\REv41l F )F 'i,ILLbATE 09-02-2015
;� S ESTATE OF BAKER VICKI S
6-208
?015 SEP 2`i PR 12 FILE NUMBERffE OFTH 21-14-1156
COUNTY CUMBERLAND
C L('. � ;�I SSN/DC
DANIELLE L BAKER
164 CREEK RD 0RPEiI;jI ( O;;,t IACN 14101337
DUNCANNON PA 1702 F ('(; Amount Remitted
16 ��L ' PA
1 i•1.J J , � /�
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: 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: 14101337
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 106800268
TYPE OF ACCOUNT: C ) SAVINGS ( X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 12-16-2005
Account Balance 39,225.27 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.166 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 6,537.68 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - .00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 6,537.68 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 294.20 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 09-17-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 294.20
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 65.42
TOTAL DUE 1 359 42
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)
enns
pLvania
Y INHERITANCE TAX SSN:
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DOD: 06/06/2008
PO Box 280601
HARRISBURG,P 28-0601
DECEDENT'S NAME FILE NUMBER
Vicki S. Baker 2114-1156
REVIEWED BY ACN
James (Agent 197) 14101337
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 50% to 16.667% due to information regarding
the amount of joint owners on account retrieved from the original signature cards.
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