HomeMy WebLinkAbout08-13-10 (2)t
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INHERITANCE TAX pen11S~/~Va111C'~ s
RECORD ADJUSTMENT ~ r.
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
REV-1604 EX AFP (12-09)
BUREAU OF INDIVIDUAL TAXES ~~~ ~ _
INHERITANCE TAX DIVISION _. - t%'
PO BOX 280601 _
HARRISBURG PA 17128-0601 -~ ~ ,
DATE 08-04-2010
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^~~~~ ,~°~ ~ ~ ~~~}~ ~~sE OF DALY JR JOSEPH G
DA E OF DEATH 04-25-2009
~~ ~ FILE NUMBER 21 09-0412
~,~ ~ :~~_~~._ ~` ~ COUNTY CUMBERLAND
~~,~`-` '~ ; ;` ;'r-~SN/DC 136-14-0809
MARLEEN KARNS ~'~ ! - ~ -, AC~I 09145975
`~-~ '~'
2305 FOXFIRE CIR ~ Amount Remitted
MECHANICSBURG 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 E-~
REV-1604 EX AFP C12-09~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 08-04-2010
ESTATE OF: DALY JR
FILE NO.: 21 09-0412
ACN:
CUMBERLAND
09145975
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BANK NA
ACCOUNT N0. 24:7402112718242
TYPE OF ACCOUNT: ( ~ SAVINGS t ) CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 08-21-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
JOSEPH G DATE OF DEATH: 04-25-2009 COUNTY:
S.S/D.C. N0.:136-14-0809
.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 (-) 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
c~.,y"~
REV-1470 EX (01-10)
~ Penns lvania INHERI
Y TANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI B R PA 17128-0601
DECEDENT'S NAME FILE NUME3ER
Joseph G Daly Jr 2109-0412
REVIEWED BY ACN
Scott Ellison 09145975
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above account has been reported and paid on the probate return.
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