HomeMy WebLinkAbout05-18-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX~S.
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISBURG PA 1712B-0601
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RECORD ADJUSTMENT
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-03-2007
NESBIT
06-02-2006
21 06-0495
CUMBERLAND
101
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THOMAS B NES~m\H,ee
1836 HARPETH RIVER DR
BRENTWOOD TN 37027
Amount Remitted
*'
REV-1593 EX AFP (03-05)
MARIAN
R
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 4--
NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment.
REV-1593 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ESTATE OF NESBIT
MARIAN
R FILE NO. 21 06-0495
ACN 101
DATE
05-03-2007
TAX CR ITS:
PAY IT l+J AMOUNT PAID.
DATE NUMBER INTEREST/PEN PAID (-)
07-18-2006 CD006987 372.89 7,085.00
08-17-2006 CDOO7126 374.62 7,727.90
12-18-2006 REFUND .00 740.64-
EREST IS CHARGED THROUGH 05-18-2007 TOTAL TAX CREDIT 14,819.77
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 130.42
ERSE SIDE OF THIS FORM INTEREST AND PEN. 2.20
TOTAL DUE 132.62
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)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
159,000.00
13,078.49
.00
.00
13,633.07
169,339. 18
.00
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens
Total Deductions
Costs/
(9)
ClO)
8,091.61
14,232.77
(11)
Cl2)
Cl3)
Cl4)
10.
II.
12.
13.
14.
(Schedule 1)
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
TAX:
15.
U.
17 .
18.
19. Principal Tax Due
Amount of Line 14 at Spousal rate Cl5)
Amount of Line 14 taxable at Lineal/Class A rate (16)
Amount of Line 14 at Sibl1ng rate Cl7)
Amount of Line 14 taxable at Collateral/Class B rate (18)
.00x 00 ..
332,226.36 X 045-
.00x 12 ..
.00x 15 ..
Cl9)
INT
AT
REV
355,050.74
22,324.38
332,726.36
500.00
332,226.36
.00
14,950.19
.00
.00
14,950.19
* 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.)
REV-1470 EX (6-88)
-
INHERIT ~~CE TAX
EX1'lAttA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
Steven James
. ACN
21 06-0495
101
Marian R. Nesbit
ITEM
SCHEDULE NO.
H B-7
EXPLANATION OF CHANGES
The value of these deductions has been adjusted based on the information provided by
the estate.
I 15,16
The value of these debts has been adjusted based on the Information provided by the
estate.
ROW
PaQe 1