HomeMy WebLinkAbout07-30-07 (2)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
2DG7 JUL 30 Pi"1 f: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-12-2007
ANDERSON
06-28-2006
21 06-0620
CUMBERLAND
101
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DAVID H STONE Qstf['':'',' ".'~<:~Ii '::4
STONE HAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
I
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REV-1593 EX AFP (03-05)
RUTH
L
Amount Remitted
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 portion of this form with your tax payment.
REV-1593 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT ..
---------------------------------------------------------------------------------------------------------------------------------------
ESTATE OF ANDERSON
RUTH
L FILE NO. 21 06-0620
ACN 101
07-12-2007
.
" _~.r l+T AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-28-2006 CD007266 7,368.42 140,000.00
03-23-2007 CD007939 .00 4,784.28
EREST IS CHARGED THROUGH 07-27-2007 TOTAL TAX CREDIT 152,152.70
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 16,089.13
ERSE SIDE OF THIS FORM INTEREST AND PEN. 426.35
TOTAL DUE 16,515.48
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)
B. Total Assets
(I) .00
(2) 2,831,299.60
(3) .00
(4) . DO
(S) 640,006.13
(6) 10,117.68
(7) 2,264,053.82
(B)
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
(9)
ClO)
99,082.65
6,560.48
Cll)
Cl2)
Cl3)
Cl4)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
TAX:
15. Amount of
16. Amount of
17. Amount of
lB. Amount of
19. Principal
TAX CREDITS'
Line 14 at Spousal rate ClS) . DO X DO
Line 14 taxable at Lineal/Class A rate Cl6) 3,622,040.75X 045=
Line 14 at Sibling rate Cl7) .OOX 12 =
Line 14 taxable at Collateral/Class B rate ClB) 35,000.00x 15 =
Tax Due Cl9)
INT
AT
REV
If
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.)
to
DATE
5,745,477.23
105,643.13
5,639,834.10
1,982,793.35
3,657,040.75
.00
162,991.83
.00
5,250.00
168,241.83
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Ruth Anderson
REVIEWED BY
,...
,
INHERITANCE TAX
EXPLANATION
OF CHANGES
ITEM
SCHEDULE NO.
Department of Revenue! Emerson Luciano
EXPLANATION OF CHANGES
---
FILE NUMBER
ACN
2106-0620
101
Schedule G has been adjusted to include the Inter Vivos Charitable Remainder
Annuity Trust
PaQe 1