HomeMy WebLinkAbout03-23-07
BUREAU OF I~Dt'tDU~ TAXES
INHERITANCE TAX,'DIVISION '
PO BOX 280601 . ,
HARRISBURG PA 17128:'0601 i
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-12-2007
METZGER
08-31-2006
21 06-0881
CUMBERLAND
101
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~~~~P;~~~~:E BLDG
MECHANICSBURG PA 17055
Amount Remitted
'*
REV-1593 EX AFP <03-05)
ELEANORE
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
NOTE: To insure proper credit to your account. submit the upper po~tion of this fo~m with your tax payment.
REV-1593 EX AFP (03-05)
~~ INHERITANCE TAX RECORD ADJUSTMENT ~~
ESTATE OF METZGER
ELEANORE J FILE NO. 21 06-0881
ACN 101
DATE
03-12-2007
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 P~operty (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
137,692.07
.00
12,684.20
(8)
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cha~itable/Governmental Bequests; Non-elected
14. Net Value of Estate SUbject to Tax
(9) 14,754.36
(10) .00
(11)
(12)
9113 Trusts (Schedule J) (13)
(14)
TAX:
15. Amount of
16. A.ount of
17. A.ount of
18. Allount of
19. Principal
TAX CREDITS:
Line 14 at Spousal rate (15) 76,468.86X 00
Line 14 taxable at Lineal/Class A rate (16) 59,153.06X 045=
Line 14 at Sibling rate (17) .OOX 12 =
Line 14 taxable at Collateral/Class B rate (18) .00 X 15 =
Tax Due (19)
150,376.27
14,754.36
135,621.91
.00
135,621.91
.00
2,661.89
.00
.00
2,661.89
t"ATI'II:.I'tI I{CI..C.LI"'I I l+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-22-2006 CD007469 124.37 2,363.04
MENT MUST BE MADE BY 05-31-2007*. TOTAL TAX CREDIT 2,487.41
BALANCE OF TAX DUE 174.48
INTEREST AND PEN. .00
TOTAL DUE 174.48
PAY
*
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.)
6\ }'J
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EX~AN~ liON
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
Eleanore J. Metzger
FILE NUMBER
REVIEWED BY
ACN
21 06-0881
101
Steven James
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced ACN has been adjusted to reflect the intestate distribution to the
decedent's spouse and granddaughters. As the granddaughters are the beneficiaries to
the IRA on Schedule G, the total of that is deducted from the net value of the estate before
determining the estate distribution. At that point, the spouse receives the first $30,000 and
then Y2 of the remainder with the other % going to the granddaughters.
ROW
PaQe 1