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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENrOF ~~VENUE
INHERITANCE TAX
RECORD ADJUSTMENT
*'
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2007 JUL 30 Pi"! I: 22
REV-1593 EX AFP {03-05J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-26-2007
SANDERS
01-25-2005
21 05-0377
CUMBERLAND
101
WINIFRED
STEPHEN J HOGG
STE 101
19 S HANOVER ST
CARLISLE
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Amount Remitted
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PA 17013
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 +--
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REV-1593 EX AFP (03-05)
** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF SANDERS
WINIFRED E FILE NO. 21 05- 0377
DATE
06-26-2007
ACN 101
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
A MINISTRATIV 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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
687,863.98
.00
.00
198,575.67
.00
.00
8.
Total Assets
DEDUCTIONS AND EXEMPTIONS:
(8)
886,439.65
9. FUneral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 47,857.63
10. Debts/Mortgage liabilitieS/Liens (Schedule l) CIO) 27,793.11
11. Total Deductions (11)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate SUbject to Tax (14)
75,650.74
810,788.91
.00
810,788.91
TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045=
17. Amount of Line 14 at Sibling rate CI7) .00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate CI8) 810,788.91X 15 =
19. Principal Tax Due (19)
TAX CREDITS:
+
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-18-2006 CD007576 .00 38,498.70
.00
.00
.00
121, 618.34
121,618.34
INTEREST IS CHARGED THROUGH 07-11-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
38,498.70
83,119.64
13,038.27
96,157.91
*
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.)
E
~
--
REV-1470 EX (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
REVIEWED BY
Winifred E. Sanders
FILE NUMBER
Steven James
ACN
21 05-0377
101
ITEM
SCHEDULE NO.
12
EXPLANATION OF CHANGES
A review of the back up material supplied by the estate indicates that a $2895 portion of
this debt was a final Federal Income Tax due for the decedent, therefore that amount of the
debt has been allowed. The remainder was Federal fiduciary taxes and as these are taxes
due from income that the estate makes and not a debt of the decedent herself, they are not
allowable deductions for Inheritance Tax purposes.
15
A review of the back up material supplied by the estate indicates that there were three
disbursements to Earle W. Noyes & Sons for $1,538.40 each or a total of $4,615.20.
Therefore, a deduction of $4,615.20 has been accepted for this debt.
ROW
Paqe 1