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Home My WebLink About07-23-10s BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-D601 JOSEPH G DALY III C/0 2305 FOXFIRE CIR MECHANICSBURG PA 17055 INHERITANCE TAX • RECORD ADJUSTMENT pennSy~Vanla ~ JOI HTt•'Y%• HELD ;OR , ZLB~~T ASSETS DEPARTMENT OF REVENUE ~`'~- "-='i REV-1604 EX AFP C12-09) r` rl 7rt1n "" '~'~ r ~~+,r ~,~;~ ~~ ~.~ ATE ~ ~ ~ 07-15-2010 ~fA E OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 ~~1 ~~~~"~' `':~~FILE NUMBER ~,/ ~ ._ ' \ 21 09-0412 ~t~ ~ ~;~ °, ~,~ ~CiO,~}NTY CUMBERLAND n; , ~ , _ .. ' . ' ' ~~g~t~hD C ' 13 6 -14 - 0 8 0 9 ~...~ ACN~"~ 09145968 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP C12-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 07-15-2010 ESTATE OF: DALY JR JOSEPH G DATE OF DEATH: 04-25-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0412 S.S/D.C. N0.:136-14-0809 ACN: 09145968 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO.: 1010138955171 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 12-21-2005 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 .15 .00 NOTE: TO ENSURE 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 TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE I5 REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ~'V` BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT -,._ ~~~,~T-~ ,~~~:.tfklMTL1F ~t1ELD 0R TRUST ASSETS JOSEPH G DALY I~I~.~'~y. ~~" C/0 2305 FOXFIRE CIR MECHANICSBURG PA 17055 pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-09) ' DATE 07-15-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145970 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP C12-09~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 07-15-2010 ESTATE 0F: DALY JR JOSEPH G DATE OF DEATH: 04-25-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0412 S.S/D.C. N0.:13b-14-0809 ACN: 09145970 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO.: 1010193208627 TYPE OF ACCOUNT: C ~ SAVINGS C ~ CHECKING CX7 TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 05-27-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate lax Due TAX CREDITS: .00 X 0.500 .00 _ .00 .00 X .15 .00 NOTE: TO ENSURE 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 (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT - - .- ~-• -~--:-rQ.I~1~Th,Yr~.,l~•ELD OR TRUST ASSETS .. ._ ~_ • } ~..-!_ ,~ JOSEPH G DALY I ~{ ~ ;-'_ C/0 2305 FOXFIRE CIR MECHANICSBURG PA 17055 pennsylvan~a ~ ~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-09) DATE 07-15-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 FILE NUMBER 21 09-0412 COUNTY CUMBERLAND SSN/DC 136-14-0809 ACN 09145972 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~'- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP C12-09~ ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 07-15-2010 ESTATE OF: DALY JR JOSEPH G DATE OF DEATH: 04-25-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0412 S.S/D.C. N0.:136-14-0809 ACN: 09145972 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL I NST I TUT I ON : WACHOVIA BANK NA ACCOUNT NO .: 247402073427517 TYPE OF ACCOUNT: C ~ SAVINGS ( ~ CHECKING C ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 06-19-2008 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 .045 .00 NOTE: TO ENSURE 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 (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE 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 (6-88) INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME JOSEPH G DALY JR FILE NUMBER 0109-0209 REVIEWED BY Judy Watts ACN 09145968 09145970 09145972 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above ACN's have been zeroed out leaving a zero balance due. These accounts have been reported and paid on the Inheritance tax return. Row Page 1