HomeMy WebLinkAbout02-20-07
BUREAU OF INDIVIgUAL TAXE$'
INHERITANCE TAX DIV1sION
PO BOX 280601
HARRISBURG PA 17128-0601
ZaD7 FIB 20 Pi'!' 2' t::6
I Ji . V
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
*'
REV-1593 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-02-2007
GROFF
08-26-2006
21 06-0793
CUMBERLAND
101
EMMA G
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------------------------------------------------------------------
REV-1593 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ESTATE OF GROFF
EMMA
G FILE NO. 21 06-0793
ACN 101
DATE
02-02-2007
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
&. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(&)
(7)
.00
.00
.00
.00
49,452.33
.00
.00
(S)
49,452.33
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
(9)
<lO)
9,476.33
1,003.22
<ll)
<l2)
<l3)
<l4)
10,479.55
38,972.78
4,000.00
34,972.78
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
TAX:
15. Amount of
1&. Amount of
17. Amount of
IS. Amount of
19. Principal
TAX CREDITS.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
Line 14 at Spousal rate <lS) .00 X 00
Line 14 taxable at Lineal/Class A rate <l&) .00 X 045=
Line 14 at Sibling rate <l7) .00 X 12 =
Line 14 taxable at Collateral/Class B rate <lS) 34,972.78X 15 =
Tax Due <l9)
.00
.00
.00
5,245.92
5,245.92
.
~~v~., l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-15-2006 CD007440 262.30 7,848.56
TOTAL TAX CREDIT 8,110.86
BALANCE OF TAX DUE 2,864.94CR
INTEREST AND PEN. .00
TOTAL DUE 2,864.94CR
* IF PAID AFTER DATE INDICATED, 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.)
J
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
DECEDENTS NAME
Emma G. Groff
FILE NUMBER
Steven James
ACN
21 06-0793
101
REVIEWED BY
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced ACN has been adjusted to correct the factual error created by the
reporting of a closed time certificate on Schedule E of the original return. The account
was closed prior to the decedent's death and deposited in her checking account, the value
of which was also reported on the original return. A request to refund the overpayment
has been submitted.
ROW
PaQe 1