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HomeMy WebLinkAbout04-04-08 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERnllNCE TAX DIVISION PO BOX 2B0601 HIIRRISBURG PA 17128-0601 RECO~DED :In::(!,~ 'ijR I T ANC E TAX ~~9PRD ADJUSTMENT REV-1593 EX AFP (03-05) EDMUND G MYERS JOHNSON DUFFIE 301 MARKET ST LEMOYNE CLERK OF ORPHP,0)'S COURT CI !! ~r.:-!,! ,,!, I'" ,"" n." Jj'J::".i,';'~j ,"'\f; I""<},, rK DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2008 MCLAUGHLIN 06-20-2007 21 07-0629 CUMBERLAND 101 EMMA S 2008 APR -4 PM I: 55 Amount Remitted PA 17043 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 +- --------.------------------------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP (03-05) ** INHERITANCE TAX RECORD ADJUSTMENT ** ESTATE OF MCLAUGHLIN EMMA S FILE NO. 21 07-0629 ACN 101 DATE 03-28-2008 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) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 385.36 2,892.32 9,764.78 (8) 13,042.46 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 11,854.27 10. Debts/Mortgage Liabilities/Liens (Schedule n (0) 1,580.70 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) 13,434.97 392.51- .00 392.51- TAX: 15. Amount of 16. Amount of 17. Amount of 18. Amount of 19. Principal TAX CREDITS' Line 14 at Spousal rate OS) .00 X 00 Line 14 taxable at Lineal/Class A rate (6) 12,657.10X 045= Line 14 at Sibling rate (17) .00 X 12 = Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = Tax Due (9) .00 569.57 .00 .00 569.57 . 'A rrlt;N .~ (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-29-2007 CD009037 .00 569.57 TOTAL TAX CREDIT 569.57 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 01= TI-lr<: I=n'''' "no TO'~~~"----"- c RfV-147o 10)( (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 Emma S. McLaughlin REVIEWED BY ACN 21 07-0629 101 Steven James ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above-referenced ACN has been adjusted as the estate was insolvent and the non- probate assets would not be subject to the deductions, therefore the tax paid was accurate and the estate is not entitled to a refund. ROW PaQe 1