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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-060\
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INHERITANCE TAX
RECORD ADJUSTMENT
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, ,.,DATE
I.; ~ ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-25-2007
LEPERE
11-02-2005
21 05-1006
CUMBERLAND
101
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r,~~JOSEPH LEPERE JR
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1500 INVERNESS DR
MECHANICSBURG PA 17050
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Amount Remitted
REV-1593 EX AFP (03-05)
ANITA 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 portion of this form with your tax payment.
---------------------------------------------------------------------------------------------------------------------------------------
,~'" (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-26-2006 CD007018 .00 6,422.00
08-29-2007 CD008614 .04- 587.22
ANCE OF UNPAID INTEREST/PENALTY AS OF 08-30-2007 TOTAL TAX CREDIT 7,009.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. 47.97
TOTAL DUE 47.97
REV-1593 EX AFP (03-05)
** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF LEPERE
ANITA
J FILE NO. 21 05-1006
ACN 101
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
139,549.37
.00
.00
.00
6,400.00
24,815.00
.00
8.
Total Assets
(8)
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 15,005.00
10. Debts/Mortgage Liabilities/Liens (Schedule!) (10) .00
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)
TAX:
15. Amount of Line
16. Amount of Line
17. Amount of Line
18. Amount of Line
19. Principal Tax Due
TAX CREDITS:
.00x 00
155,759.37x 045=
.00x 12 =
.00x 15 =
(19)
14 at Spousal rate (15)
14 taxable at Lineal/Class A rate (16)
14 at Sibling rate (17)
14 taxable at Collateral/Class B rate (18)
BAL
DATE
09-25-2007
170,764.37
15,005.00
155,759.37
.00
155,759.37
.00
7,009.17
.00
.00
7,009.18
*
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.)
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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
DECEDENT'S NAME
FILE NUMBER
Anita J. Lepere
ACN
21 05-1006
101
REVIEWED BY
Steven James
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above-referenced ACN has been adjusted to increase the value of the real estate
based on the HUD-1 settlement sheet.
ROW
Paqe 1