HomeMy WebLinkAbout07-10-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONW~ALTH OF PENNSYLVANIA
("n:\~,~P.~RTMENT OF REVENUE
-' , '"JNHERITANCE TAX
-RECORD ADJUSTMENT
, JOINTL Y. ~f.,LD OR TRUST ASSETS
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~ ',-
*'
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.
REV-1604 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-30-2006
TURNBAUGH
03-10-2005
21 05-0588
CUMBERLAND
171-28-6108
05134087
AlIOunt Re..i U.d
M
L
NANCY L DIENER
1287 WOODRUFF PL
MORGANTOWN
WV 26505-2726
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 06-30-2006
ESTATE OF TURNBAUGH
M
L DATE OF DEATH 03-10-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0588
ADJUSTMENT BASED ON:
S.S/D.C. NO. 171-28-6108
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
05134087
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO. 2335252405
TYPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 09-23-1996
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20,019.54
1.000
20,019.54
.00
20,019.54
.45
900.88
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 (-)
INTEREST IS CHARGED THROUGH 07-17-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 900.88
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 36.84
TOTAL DUE 937 72
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
J/
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~';..... '-'. ''-0_, ,.~.-" :" ," [""" /"~. r-- r-! '~'. ,"- :....., :"""
i.. ':..I~ERi-t~Nbl:~:TAX
Rlcom'ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
. 11' ,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
..., ". ! ~
,-'., .
NANCV L DIENER
1287 WOODRUFF PL
MORGANTOWN WV 26505-2726
REV-1604 EX AFP (03-05)
! (1 DAh1a; D 5
ESTATE OF
DATE OF DEATH
, 'F,XLE_ NUMBER
COUNTY
SSN/DC
ACN
06-30-2006
TURNBAUGH
03-10-2005
21 05-0588
CUMBERLAND
171-28-6108
05134088
Allount R...l tted
M
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI 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 06-30-2006
ESTATE OF TURNBAUGH
M
COUNTY
CUMBERLAND
L DATE OF DEATH 03-10-2005
ACN
05134088
FILE NO. 21 05-0588
ADJUSTMENT BASED ON:
S.S/D.C. NO. 171-28-6108
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO. 0575135314
TVPE OF ACCOUNT: () SAVINGS () CHECKING (X) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 03-28-1995
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
201017.06
1. 000
201017.06
.00
201017.06
.45
900.77
TAX CREDITS:
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."
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-17-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 900.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 36.84
TOTAL DUE Q~7.~1
. IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYltENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
. ... .
REV.1470 EX (6-88)
'*
REVIEWED BY
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
M L Turnbaugh
Department of Revenue I Teresa Seiders
FILE NUMBER
ACN
2105-0588
05134087 & 05134088
EXPLANATION OF CHANGES
The above mentioned ACN's have been adjusted to reflect a tax rate of 4.5%, reduced
from 15%, for a lineal decedent (daughter).
ROW
PaQe 1