HomeMy WebLinkAbout08-31-11INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TR.~ST ASSETS
BUREAU OF INDIVIDUAL TAXES 1. ~ -_ (y~!-
INHERITANCE TAX DIVISION
PO BOX 280601 ~ ~ ~ '~ ~ ~,
HARRISBURG PA 17126-0601 ~~-~ "' ~
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C'~~~~ 'r~~~~u ~'..~1.'~i I
JOHN R BOCK~~ J~ I,= _. t` \'
22058 E GARRETT RD
CALHAN CO 80808
Pennsylvania r i
DEPARTMENT OF REVENUE
'
REV-1604 EX AFP (12-10) ___
DATE 08-15-2011
ESTATE OF BOCKEY EMMA J
DATE OF DEATH 12-24-2010
FILE NUMBER 21 11-0734
COUNTY CUMBERLAND
SSN/DC 174-05-3377
ACN 11136501
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTIDN FOR YOUR RECORDS E~
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REV-1604 EX AFP C12-10)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD DR TRUST ASSETS **
DATE: 08-15-2011
ESTATE OF: BOCKEY EMMA J DATE OF DEATH: 12-24-2010 COUNTY: CUMBERLAND
FILE NO.: 21 11-0734 S.S/D.C. N0.:174-05-33'77 ACN: 11136501
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 03-23-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,.597.79
X 1.000
2,597.79
_ .00
2,597.79
X .045
116.90
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
06-29-2011 CD014660 .00 389.67
TOTAL TAX PAYMENT 389.67
BALANCE OF TAX DUE 272.77CR
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.
ACCOUNT NO.: 1694002328
REV-1470 EX (01-10)
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRI B RG PA 17128-0601
DECEDENT'S NAME
Emma J. Bockey
REVIEWED BY
Joan M. Peters
INHERITANCE T'AX
EXPLANATION
OF CHANGES
-._
FILE NUMBER
2111-0734
_- ---
ACN
11136501
ITEM
SCHEDULE Np. EXPLANATION OF CHANGES
_- - ---
The above referenced Account Control Number has been adjusted to reflect that the tax
rate has been changed from 15% to 4.5%.
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