HomeMy WebLinkAbout03-24-08
-
.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
RECORD ADJUSTMENT
JAMES M BACH
ATTORNEY AT LAW
352 S SPORTING HILL
MECHANICSBURG PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-17-2008
SMITH
04-09-2007
21 07-0348
CUMBERLAND
101
17050
Amount Remitted ~
REV-1593 EX AFP <03-05J
RUTH
E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
+-
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
--------------------------------------------------------------------------------------------------------------...-----------------------
REV-1593 EX AFP (03-05)
** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF SMITH
RUTH
E FILE NO. 21 07-0348
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)
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
27,211.03
.00
8.
Total Assets
(8)
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
CIa)
10,453.05
610.35
CIlJ
CI2)
CI3)
CI4)
12.
13.
14.
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 Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
CIS)
CI6)
CI7)
CI8)
.OOX 00
.OOX 045=-
16,147.69X 12 =-
.OOX 15 =-
CI9)
DATE
03-17-2008
27,211.03
11,063.34
16,147.69
.00
16,147.69
.00
.00
1,937.72
.00
1,937.72
~~~~. <+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-20-2007 CD008065 96.89 4,569.48
04-20-2007 CD008068 .00 1,387.19
08-10-2007 REFUND .00 228.47-
03-14-2008 REFUND .00 3,887.37-
TOTAL TAX CREDIT 1,937.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
*
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.)
'6
REV-~470 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
Ruth E Smith
FILE NUMBER
Scott Ellison
ACN
2107-0348
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
In accordance with our communication of March 14,2008 the above E!state has been
compiled into one Inheritance Tax return and all payments applied to that return. A refund
will be forthcoming.
ROW
Paqe 1