HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
' _..DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TaxES - INHERITANCE TAX
INHERITANCE TAX DIVISION ._ .. _ ~ - RECORD ADJUSTMENT .
Po BDx zaacol JOINTLY HELD OR TRUST ASSETS REV-1604 EX AFP col-B9)
HARRISBURG PA 17128-0601
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ESTATE OF MEALEY VIRGINIA M
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JOSEPH D MEALEYJv
823 WERTZVILLE RD
ENOLA PA 17025
DATE OF DEATH 10-11-2008
FILE NUMBER 21 09-0168
COUNTY CUMBERLAND
SSN/DC 155-34-1345
ACN 09].02367
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1604 EX AFP (01-09)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 04-23-2009
ESTATE OF MEALEY VIRGINIA M DATE OF DEATH 10-11-2008 COUNTY CUMBERLAND
FILE N0. 21 09-0168 S.S/D.C. N0. 155-34-1345 ACN 09102367
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT N0. 1000320143727
TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 03-30-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 0.500
.00
_ .00
.00
X .00
.00
NOTE: TD 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
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-17-2009 CD010917 .00 84.75
TOTAL TAX CREDIT 84.75
BALANCE OF TAX DUE 84.75CR
INTEREST AND PEN. .00
TOTAL DUE .75 R
IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (688)
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INHERITANCE TAX
°~ - - EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Virginia Mealy 2109-0168
REVIEWED BY
Scott Ellison A N 09102367
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above account held between spouses has been adjusted to zero tax due. A refund will
be forthcoming.
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