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RECORD ADJUSTMENT pennsy
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES "'- ~.~ ~-~~-~ -~.~• -.. -, •- .-.~- REV-1604 EX AFP C12-09)
INHERITANCE TAX DIVISION .. ~~~~'
PO BOX 280601 -
HARRISBURG PA 17128-0601 ;_ _._,
DATE 08-04-2010
~r~~ ~~~'#~ ~ ~ ~ • 4,~ESTATE OF DALY JR JOSEPH G
DATE OF DEATH 04-25-2009
FILE NUMBER 21 09-0412
''~`; ~-~~'' `,~ COUNTY CUMBERLAND
~~ `~ ~ ~ ;~~r SSN/DC 136-14-0809
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JOSEPH G DALY I I I ,.,E ,,
, -_ ,;ti ACN 09145976
C/0 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 JOSEPH G DATE OF DEATH: 04-25-2009 COUNTY: CUMBERLAND
FILE NO.: 21 09-0412 S.S/D.C. N0.:136-14-0809 ACN: 09145976
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL I NST I TUT I ON : WACHOVIA BANK NA ACCOUNT N0 .: 247402112718242
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING CX> TRUST ( ~ 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:
.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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-14>t'0 EX (01-10)7
~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Joseph G Daly Jr 2109-0412
A
REVIEWED BY
Scott Ellison 09145976
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above account has been reported and paid on the probate return„
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