HomeMy WebLinkAbout10-07-11INHERITANCE TAX
RECORD ADJUSTMENT
r~4 _ ~ . ~,k~OINTLY HELD OR TRUST ASSETS
~i v
BUREAU OF INDIVIDUAL TAX~,& I ~~ '
INHERITANCE TAX DIVISION ~_„~.~:~'•.- ~-~ ` '`
PO BOX 280601
ReRRISBURG PA 17128-0601
Ct.~~i4 Cyr
(~,~)o~yRPHAN'~ ;~l~R~'
JOHN R BDC~~Ys JJ,R~I ~'I~.` F{l,
22058 E GARRETT RD
CALHAN CO 80808
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1604 EX AFP (12-10)
DATE 08-30-2011
ESTATE OF BOCKEY EMMA J
DATE OF DEATH 12-24-2010
FILE NUMBER 21 11-0734
COUNTY CUMBERLAND
SSN/DC 174-05-3377
ACN 11136500
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~"'1 RETAIN LOWER PORTION FOR YOUR_RECORDS ~~--~
REV-1604 EX AFP C12-10)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 08-30-2011
ESTATE OF: BOCKEY EMMA J DATE OF DEATH: 12-24-2010 COUNTY: CUMBERLAND
FILE NO.: 21 11-0734 S.S/D.C. N0.:174-05-3377 ACN: 11136500
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 1691024783
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING (X) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 03-24-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,267.43
X 1.000
1,267.43
.00
1,267.43
X .045
57.03
PAYMENT RNUMBER
DATE
06-29-2011 CD014660
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."
DISCOUNT C+) I AMOUNT PAID
INTEREST/PEN PAID C-)
.00 190.11
TOTAL TAX PAYMENT 190.1
BALANCE OF TAX DUE 3 ,
INTEREST AND PEN. ,0
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.
~A
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX Pennsylvania ~
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
~ ~ REV-1604 EX AFP Q 2-1D)
JOHN R BOCKEY JR
22058 E GARRETT RD
CALHAN CO 80808
DATE 08-30-2011
ESTATE OF BOCKEY EMMA J
DATE OF DEATH 12-24-2010
FILE NUMBER 21 11-0734
COUNTY CUMBERLAND
SSN/DC 174-05-3377
ACN 11136502
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: 08-30-2011
ESTATE OF: BOCKEY EMMA J DATE OF DEATH: 12-24-2010 COUNTY: CUMBERLAND
FILE NO.: 21 11-0734 S.S/D.C. N0.:174-05-3377 ACN: 11136502
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 1695213437
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING CX) TRUST ( ) 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:
9,991.37
X 1.000
9,991.37
.00
9,991.37
X .045
449.61
PDATENT RNUMBER
06-29-2011 CD014660
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."
DISCOUNT C+) I AMOUNT PAID
INTEREST/PEN PAID C-)
.00 1,498.71
TOTAL TAX PAYMENT 1,498.'
BALANCE OF TAX DUE D49•
INTEREST AND PEN.
TOTAL DUE
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A
"CREDIT" CGR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
__ - ~
REV-1470 EX (01-10)
~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME Emma J. Bockey
REVIEWED BY Joan M. Peters
~' INHERITANCE TAX
EXPLANATION
OF CHANGES
2111-0734
11136500,11136502
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The above referenced Account Control Numbers have been adjusted to reflect that
changes have been made to correct the tax rates listed as 15% instead of 4.5%.
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