HomeMy WebLinkAbout12-10-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
,~,~,, _ RECORD ADJUSTMENT
`• J"b"1~NTLY F{.El.ti~l. OR TRUST ASSETS
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BERNICE I PLYLEY FA
47 KITSZELL DRIVE
CARLISLE PA 17015
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DEPARTMENT OF REVENUE ?
REV-1604 EX AFP (12-09)
DATE 12-02-2010
ESTATE OF PLYLEY JR CHAUNCEY A
DATE OF DEATH 07-11-2009
FILE NUMBER 21 10-0152
COUNTY CUMBERLAND
SSN/DC 142-24-8697
ACN 09168763
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: 12-02-2010
ESTATE OF: PLYLEY JR CHAUNCEY A DATE OF DEATH: 07-11-2009 COUNTY: CUMBERLAND
FILE NO.: 21 10-0152 S.S/D.C. N0.:142-24-8697
ACN: 09168763
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1010080462220
TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 09-05-2003
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
215,954.69
X 0.500
107,977.35
_ .00
107,977.35
X .00
.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.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
INHERITANCE TAX
~# JOrNT Y HELD ORJ TR ST ASSETS
BERNICE I PLYLEY
47 KITSZELL DRIVE
CARLISLE PA 17015
Pennsylvania ~
DEPARTMENT OF REVENUE
r`
REV-1604 EX AFP C12-09) ~~~~ ~~
DATE 12-02-2010
ESTATE OF PLYLEY JR CHAUNCEY A
DATE OF DEATH 07-11-2009
FILE NUMBER 21 10-0152
COUNTY CUMBERLAND
SSN/DC 142-24-8697
ACN 09168762
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: 12-02-2010
ESTATE OF: PLYLEY JR CHAUNCEY A DATE OF DEATH: 07-11-2009 COUNTY: CUMBERLAND
FILE NO.: 21 10-0152 S.S/D.C. N0.:142-24-8697
ACN: 091b8762
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 1010017273783
TYPE OF ACCOUNT: C ~ SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 08-17-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,939.19
X 0.500
969.b0
_ .00
969.60
X .00
.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" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (Ot-10)
~ 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
Chauncey A. Plyley, Jr. 2110-0152
REVIEWED BY ACN
Joan M. Peters 09168762, 09168763
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Numbers have been adjusted to reflect that these
accounts were between spouses.
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