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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEAL TH~F TENNS~:VANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
REY-1604 EX AFP (03-05)
JOHN W JONES
608 OLD PHILADELPHIA RD
JOPPA MD 21085
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSNI'DC
ACN
08-29-2006
JONES
11-10-2005
21 05-1081
CUMBERLAND
216-09-7852
06108710
Allount Rellitted
DOROTHY
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013 ~
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REV-1604 EX AFP (03-05) ~c:n^ (.j ,
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASS~ ~ ~~~.~
DATE 08€~006:X 7:?';, :;:-~
I ~ ~,1 ~__,) (1
ESTATE OF JONES DOROTHY M DATE OF DEATH 11-10-2005 COUiiY ~MB~lAMD
\D
FILE NO. 21 05-1081
ADJUSTMENT BASED ON:
S.S/D.C. NO. 216-09-7852
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06108710
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
0571128491
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 01-25-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE 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
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. ~,
REV-1470 EX (6-88)
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Dorothy M. Jones
Joan Peters
FILE NUMBER
ACN
2105-1081
06108710
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above referenced Account Control Numb~r has been adjusted to zero since the joint
bank account was reported on the Inheritance Tax Return.
ROW
PaQe 1