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aUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
'0 BOX 280601
iARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
lNt.ERITANCE TAX
R~CORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
REV-1604 EX AFP (03-05)
WENDY HARPER
1112 MUSKET LN
MECHANICSBURG PA 17050
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
05-01-2006
MARTZ
01-16-2005
21 05-0082
CUMBERLAND
172-01-6564
05116337
MIRIAM
M
I
~~E CHECK PAYABLE AND REMIT PAYMENT TO:
, REGISTER OF WILLS
.,
i CUMBERLAND CO COURT HOUSE
: CARLISLE, PA 17013
Amount Remitted
[
CUT ALONG THIS LINE -+1_~AI~~~r POKrIO~ FOR YOUR RECORDS +-
----------------------------------------------------------------- --~=-':::~-~.~...----~-----------------------------------------------------------------------
REV-1604 EX AFP (03-05) -~~~
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 05-01-2006
ESTATE OF MARTZ
MIRIAM
M DATE OF DEATH 01-16-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0082
ADJUSTMENT BASED ON:
S.S/D.C. NO. 172-01-6564
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
05116337
FINANCIAL INSTITUTION: WAYPOINT BANK
ACCOUNT NO.
531149685
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 06-06-1989
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
10,994.55
0.500
5,497.28
.00
5,497.28
.45
247.38
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 PAYAi~E
TO: "REGISTER OF WILLS, AGENT.~
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) - --- !
.d
08-03-2005 CD005651 .00 246.38 --
04-28-2006 WRITEOFF .00 1. 03 -
TOTAL TAX CREDIT 247.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 I.r.:::'\
ER
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INT EST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
"_II LIlA" nr- .....Ir' .. ftr'I""II........ r>E:E: DE:lII:'DC'"E: C"'TnC nl:' TUT~ E:'nDM C'nD TUc:.TDllrTTnUc. 1
~i~~
,EV-1470 EX (6-88)
INHEJ; IT ANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
MIRIAM M MARTZ
REVIEWED BY
ACN
2105-0082
05116337
Dianne McClain
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The Tax Rate on the above referenced Account Control Number has been changed from
15% to 4.5% since the joint bank account owner is the Decedent's daughter.
ROW
Paae 1