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Home My WebLink About07-23-10 (2) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT ~~ l~'~. "':=J_~0'I~i ~ HELD OR TRUST ASSETS .. _ ~` I ct 2~ ~ ~ J~,~~. 23 ~j~~ f t ~ ~ 8 ~,,~ ,, ~. . _. , . • ~~~, 7r~ MARLEEN KARN~`- - -' • ~''~'~ 2305 FOXFIRE CIRCLE MECHANICSBURG PA 17055 CUT ALONG THIS LINE ---~ RETAIN LOWER PORTION FOR YOUR RECORDS f-- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ 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: 09145969 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA TYPE OF ACCOUNT: C ~ SAVINGS C ~ CHECKING (X} TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 05-27-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due .00 X 0.500 .00 _ .00 .00 X .15 .00 Pennsylvania' ~ ~` .T DEPARTMENT OF REVENUE REV-1604 EX AFP t12-09) r 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 13b-14-0809 ACN 09145969 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 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." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID t-) 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. ACCOUNT N0.: 1010193208627 _ ,U V `,~~ ~ INHERITANCE TAX ' RECORD ADJUSTMENT "`~~ ' ~~~ JO:INr~Y HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES ~ ~ ~~~~ ~... INHERITANCE TAX DIVISION - PO BOX 280601 ` ~" '~'" ~ ~ ~ ~ ~ ~ `~~ HARRISBURG PA 17128-0601 ~~~~ ~~~~, ~3 ~,~~ ~!' ~~ ~~~ ~ ~~~~ ;.l ?' ,,, ,, MARLEEN KARNS '. =:~ 2305 FOXFIRE CIRCLE MECHANICSBURG PA 17055 pennsylvania~ ~~~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-09) t 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 09145971 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS t~- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ 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: 09145971 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT 0R TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT N0. 247402073427517 TYPE OF ACCOUNT: ( ) 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 (-) 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" 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 MARLEEN KARNS 2305 FOXFIRE CIR MECHANICSBURG CUT ALONG THIS LINE -"~ RETAIN LOWER PORTION FOR YOUR RECORDS 4- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ 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: 09145973 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: wACHOVIA BANK NA ACCOUNT N0.:247402083412114 TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING (X) TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 06-03-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: INHERITANCE TAX _,. r„__ ,. RECORD ADJUSTMENT ' J!DIMTi~Y~- M~~ID OR TRUST ASSETS - ~_ . . , - ., pennsylvania ~ ~ ~` DEPARTMENT OF REVENUE r REV-1604 EX AFP C12-09) ~~~~JG"~, ~3 ~~-E ~!; ~~~ DATE 07-15-2010 ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 _ C~ r~_,;i `~= ~. , i.. ~ FILE NUMBER 21 09-0412 A ~~`~'~` ~' '' '~ ~ !~ ~ COUNTY CUMBERLAND ~!.'~',~ ~ ' ~_,, ~} SSN/DC 136-14-0809 ' ACN 09145973 Amount Remitted PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 .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 IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~'~ ..~..-11 ~, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 MARLEEN KARNS 2305 FOXFIRE CIR MECHANICSBURG INHERITANCE TAX RECORD ADJUSTMENT - ~-,-J_O~,NTLY HELD OR TRUST ASSETS i .r-- +,. - ; r -- _. -~ ~~ i ,'t ~.: . Pennsylvania' ~ ~~.~r. DEPARTMENT OF REVENUE REV-1b04 EX AFP (12-09) ~ ,[~jr ~~a~ L~ ~~~ ~~ DATE 07-15-2010 , ~ ~ ESTATE OF DALY JR JOSEPH G DATE OF DEATH 04-25-2009 ' r-r„~ r~~ FILE NUMBER 21 09-0412 ,~ ., ~,, , L_^' ~ ~ COUNTY CUMBERLAND .,i: !1' , ~'' ~ ~ ``~~ SSN/DC 136-14-0809 ,~,.~ ACN 09145967 Amount Remitted PA 17055 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: 09145967 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO.: 1010138955171 TYPE OF ACCOUNT: ( ~ SAVINGS C ~ CHECKING (X) TRUST C ) 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 IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. RSV-1470 EX (6-88) 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 JOSEPH G DALY JR FILE NUMBER 2109-0412 REVIEWED BY Judy Watts ACN 09145967 09145969 09145971 09145973 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