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Home My WebLink About07-15-05 BUREAU OF INOIvI06f.CQmiD OFFICE OF INHERITANCE lAX DIvISIQIlr:r,I~Tr:P t''': WI' I '.)' PO BOX zaG60l I tL....,.... ....;, .j' 'v I.L HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS * REV-1604 EX AFP (03-05) 2005 JUL /5 PM 12: 24 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-06-2005 ANDREOLI 07-02-2000 70 0290858 CUMBERLAND 184-12-2529 01113822 Allount R_itted ROSE ARID 98 N CAMP ClERK OF ORPHAN'S COURT CUMBtl1JtNtit6KJ: PA 35TH ST HILL PA 17011 'l.\~<:lS - <0"3<0 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ................................................................................................................ REV-1604 EX AFP (03-05) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 07-06-2005 ESTATE OF ANDREOLI ROSE DATE OF DEATH 07-02-2000 COUNTY CUMBERLAND S.S/D.C. NO. 184-12-2529 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0098216317 ACN 01113822 FILE NO. 70 0290858 ADJUSTMENT BASED ON: TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 10-23-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 42,996.49 0.500 21,498.25 .00 21,498.25 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CRED:ITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE nn . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. r> <: ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, ~-- YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS '-lS-. REV-16D4 EX AFP (03-05) ARlO 98 N CAMP ANDREOLI 35TH ST HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-06-2005 ANDREOLI 07-02-2000 70 0290858 CUMBERLAND 184-12-2529 01113823 A.ount R...i tted ROSE ".l..\-~S-Io3(., MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER Of WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ................................................................................................................ REV-1604 EX AFP (03-05) .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS .. DATE 07-06-2005 ESTATE Of ANDREOLI ROSE DATE Of DEATH 07-02-2000 COUNTY CUMBERLAND S.S/D.C. NO. 184-12-2529 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION fINANCIAL INSTITUTION: ALLfIRST fINANCIAL SERVICES ACCOUNT NO. 87008140887285 fILE NO. 70 0290858 ADJUSTMENT BASED ON: ACN 01113823 TYPE Of ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIfICATE DATE ESTABLISHED 07-25-1997 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 13,326.24 0.500 6,663.12 .00 6,663.12 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE nn . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFIIIlD. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I <>":::.~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INIlERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS "\- \~ -~ S' *' REV-16D4 EX AFP (03-05) ARID 98 N CAMP ANDREOLI 35TH ST HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-06-2005 ANDREOLI 07-02-2000 70 0290858 CUMBERLAND 184-12-2529 01113824 Anount RHitt.d ROSE :l. \ -<\lS -1.:,"3 \0 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ................................................................................................................ REV-1604 EX AFP (03-05) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 07-06-2005 ESTATE OF ANDREOLI ROSE DATE OF DEATH 07-02-2000 COUNTY CUMBERLAND FILE NO. 70 0290858 ADJUSTMENT BASED ON: S.S/D.C. NO. 184-12-2529 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 87008140913502 ACN 01113824 TYPE OF ACCOUNT: () SAVINGS () CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 08-21-1997 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 32,176.12 0.500 16,088.06 .00 16,088.06 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE ~no . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYI1ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), 'S. "- YDU "A Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) ~ REV_1410EX{6-88) '*' INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Rose Andreoli REVIEWED BY ACN 700290858 01113822, 01113823, 01113824 Jason Portzline ITEM SCHEDULE NO. EXPLANATION OF CHANGES The tax rate on the above accounts has been adjusted to 0% due to the joint owner being the decedents spouse. ROW Page 1