HomeMy WebLinkAbout10-19-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1593 EX AFP (03-05)
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........'" J V'J t
F';,110. 28
II L'
ACN 101
SNELBAKER & BRENNEMAN I Amount Remitted I
44 W MAIN ST
MECHANICSBURG PA 17055
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) lflf INHERITANCE TAX RECORD ADJUSTMENT lflf
ESTATE OF SHOEMAKER III JOHN V FILE NO. 21 06-0474 ACN 101 DATE 10-04-2007
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1- Real Estate (Schedule A) (ll 389,300.00
2. Stocks and Bonds (Schedule B) (2) 31,913.18
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 67,659.94
6. Jointly Owned Property (Schedule F) (6) 265.22
7. Transfers (Schedule G) (7) 5.15
8. Total Assets (8) 489,143.49
DEDUCTIONS AND EXEMPTI ONS :
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 72,448.34
10. Debts/Mortgage Liabilities/Liens (Schedule n (10) 191,510.80
11. Total Deductions (11) 263,959.14
12. Net Value of Tax Return (12) 225,184.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 225,184.35
TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 195,184.35X 045= 8,783.30
17. Amount of Line 14 at Sibling rate (17) .OOX 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 30,000.00X 15 = 4,500.00
19. Principal Tax Due (19) 13,283.29
TAX CREDITS:
~.. ,+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2006 CDOO7166 473.68 9,000.00
07-26-2007 CD008450 6.41- 3,816.02
09-28-2007 CD008752 17.28- 17.28
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-29-2007 TOTAL TAX CREDIT 13,283.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. 98.95
TOTAL DUE 98.95
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
('i" ,
RICHARD C SNELBA'KER
CU:H;\
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IhT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
10-04-2007
SHOEMAKER II I
06-01-2006
21 06-0474
CUMBERLAND
JOHN
V
......
REV.1170 EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
John V Shoemaker III 2106-0474
REVIEWED BY ACN
Scott Ellison 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Schedule E has been adjusted to include the assets listed in your correspondence of Sept.
28, 2007.
ROW
Paqe 1