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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
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JOSEPH G DALY I~~_` ,. ~ '±~-,
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MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-11504 EX AFP (12-09)
DATE 08-04-2010
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 09145974
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 F~
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REV-1604 EX AFP C12-09)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 08-04-2010
ESTATE OF: DALY JR JOSEPH G DATE OF DEATH: 04-25-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0412 S.S/D.C. N0.:13b-14-0809 ACN: 09145974
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO.: 2~i7402083412114
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:
.00
X 0.500
.00
_ .00
.00
X .15
.00
NOTE: TO ENSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT T'HE 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 (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.
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REV-1470 EX (G-10)
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI B R PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Joseph G Daly Jr 2109-0412
REVIEWED BY ACN
Scott Ellison 09145974
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above account has been reported and paid on the probate return.