HomeMy WebLinkAbout11-27-06
BUREAU OF INDIVIDUAL TAXES:'~"~"'"'
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r"HERPrANCE TAX
RECORD ADJUSTMENT
*'
REV-1593 EX AFP (03-05)
2006 NOV 27 Pr1 3: 3 t
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
11-15-2006
BEAR
01-07-2006
21 06-0441
CUMBERLAND
101
AlIOUnt R..itted
DALE
L
CLEP,K OF
ORP' "',1\,1'0 "'0' lRT
\ 11f',:'j ,~:: LA \.-' I
ROBERT C SAIIQ~LIEji:' ':":(}, P/\
SAIDIS ETAL
2109 MARKET ST
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your eccount, ~it the upper portion of this fo~ with your tex pa~nt.
CUT ALONG THIS LINE
... RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV-1593 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ESTATE OF BEAR
DALE
L FILE NO. 21 06-0441
ACN 101
DATE
11-15-2006
AD.JUSTltENT BASED ON:
VALUE OF ESTATE:
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. KortgagaslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A~inistrative Costs/
Miscellaneous Expanses (Schedule H)
DabtslHortgaga Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
CharitablalSover~tal Baquestsi Non-elected 9113 Trusts
Net Value of Estete Subject to Tax
ADMINISTRATIVE CORRECTION
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6J1550.00
.00
.00
(8)
6,550.00
lO.
11.
12.
13.
14.
TAX:
15.
16.
17.
18.
19.
(9)
UDJ
5,000.00
2J1507.09
Ul)
(2)
(n)
(4)
7J1507.09
957.09-
.00
957.09-
(Schedule J)
AIIount of Line 14 at Spousel rate
AIIount of Line 14 taxable at Lineal/Class A rate
AIIount of Line 14 at Sibling rate
AIIount of Line 14 taxable at Collateral/Class B rate
Principal Tax Due
.Oox 00 =
.Oox 045=
.Oox 12 =
.Oox 15 =
(9)
.00
.00
.00
.00
00
(15)
(6)
(7)
(8)
TAX CREDITS:
,u:a.l:.Lr I ''I'J AttOUNT PAID
DATE NUtlBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
'* INHERfl' ANOE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 171.28-0601
DECEDENrs NAME FILE NUMBER
Dale L Bear 2106-0441
REVIEWED BY SCOTT ELLISON ACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Schedule G has been removed from the probate return and billetl directly to the
beneficiaries.
ROW
PaQe 1