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HomeMy WebLinkAbout02-07-11~, INHERITANCE TAX • RECORD ADJUSTMENT pennsylvan~a `, ~ ~~ ,,.~~,,r_,,, .~~~.,~ ~~NTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAX ~'~'._1"' r?('~~ INHERITANCE TAX DIVISION ,. `1 ' REV-1604 EX AFP (12-10) PO BOX 280601 ~ " ~ HARRISBURG PA 17128-0601 '` ~ ~ ~:~ ,~ n hl~~~~ ~ ., , CONSTANCE 1~~~`R;-, !' '~, , ~~ 40456 BURNT HOUSE RD CARLISLE PA 17015 DATE 01-28-2011 ESTATE OF HONE GERALD J DATE OF DEATH 08-23-2009 FILE NUMBER 21 09-0811 COUNTY CUMBERLAND SSN/DC 163-32-5293 ACN 10101633 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 C12-10) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ~~~ DATE: 0:1-28-2011 ESTATE OF: HONE GERALD J DATE OF DEATH: 08-23-2009 COUNTY:. CUMBERLAND FILE NO.: 21 09-0811 S.S/D.C. N0.:163-32-5293 ACN: 10101633 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK N/A ACCOUNT NO.: 24'7402073527690 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 07-07-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 1.000 .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 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 (01-10) ~ enns lvania INHERITANCE TAX p y DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME GERALD J HONE FILE NUMBER 2109-0811 REVIEWED BY ACN 10101633 Robin Graff SCHEDULE INO EXPLANATION OF CHANGES A review has been conducted on this account. The Department has determined that this joint bank account was properly reported on the probate return. Therefore, this assessment has been corrected. Row Page 1