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HomeMy WebLinkAbout12-10-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT 2001 DEe f 0 PH I: 29 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLERK OF ORPHAN'S COURT R MARK THOMAS m/BE?l ;\]\!D co.. PA 101 S MARKET ST MECHANICSBURG PA 17055 REV-1593 EX AFP (03-05) 12-03-2007 BREWER' 11-13-2006 21 06-1163 CUMBERLAND 101 SUSAN C Amount Remi tted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insu~e p~ope~ c~edit to you~ account, submit the uppe~ po~tion of this fo~m with you~ tax payment. --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV-1593 EX AFP (03-05) ESTATE OF BREWER C FILE NO. 21 06-1163 *. INHERITANCE TAX RECORD ADJUSTMENT .. DATE SUSAN ADJUSTMENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C) 4. Mo~tgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E) 6. Jointly Owned P~ope~ty (Schedule F) 7. T~ansfe~s (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) DEDUCTIONS AND EXEMPTIONS: 9. Fune~al Expenses/Administ~ative Costs/ Miscellaneous Expenses (Schedule H) 10. Debts/Mo~tgage Liabilities/Liens (Schedule I) (9) CIO) 11. 12. 13. 14. Total Deductions Net Value of Tax Retu~n ACN 101 12-03-2007 .00 310.68 .00 .00 7,081.39 63,950.00 .00 (8) 71,342.07 128,531.53 1,881.32 (11 ) CI2) 130,412.85 59,070.78- .00 59,070.78- Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J) Net Value of Estate Subject to Tax TAX: 15. Amount of Line 14 16. Amount of Line 14 17. Amount of Line 14 18. Amount of Line 14 19. P~incipal Tax Due TAX CREDITS: at Spousal ~ate CIS) taxable at Lineal/Class A ~ate CI6) at Sibling ~ate CI7) taxable at Collate~al/Class B ~ate CI8) DATE 08-13-2007 11-30-2007 + INTEREST/PEN PAID (-) .00 .00 NUMBER CD008544 REFUND CI3) CI4) .OOX 00 .OOX 045= .OOX 12 = .OOX 15 = CI9) .00 .00 .00 .00 .00 AMOUNT PAID 145.79 145.79- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE II 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.) .\ l-b .00 .00 .00 .00 . . ~ 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 Susan C Brewer FILE NUMBER REVIEWED BY Scott Ellison ACN 2106-1163 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES One half of the mortgage has been accepted as a deduction. A refund will be forthcoming. ROW PaQe 1