HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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- , ~ .- '` RECORD ADJUSTMENT
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MELANIE WALZ SCARINGfi~J`.f,' ~' ~H.
SCARINGI & SCARINGI
2000 LINGLESTWN RD 10
HBG PA 17110
REV-1593 EX AFP (03-05)
DATE 05-30-2008
ESTATE OF OLEKSA JOHN B
DATE OF DEATH 03-14-2007
FILE NUMBER 21 07-0325
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 F-
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REV-1593 EX AFP C03-05~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF OLEKSA JOHN B FILE N0. 21 07-0325 ACN 101 DATE 05-30-2008
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 180, 000.00
2. Stocks and Bonds (Schedule B) C2) 131 , 626.60
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32,402.44
6. Jointly Owned Property (Schedule F) (6) 23, 067.09
7. Transfers (Schedule G) C7) 15, 633.50
8. Total Assets (8) 382,729.63
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 77, 196.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,776.79
11. Total Deductions (11) 78,972.89
12. Net Value of Tax Return (12) 303,756.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (S chedule J) C13) .00
14 Net Value of Estate Subject to Tax (14) 303,756.74
.
TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 303,756.74X 045= 13,669.05
17. Amount of Line 14 at Sibling rate C17) . DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19) 13,669.05
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
12-14-2007 (0009081 .00 14,503.58
TOTAL TAX CREDIT 14,503.58
BALANCE OF TAX DUE 834.53CR
INTEREST AND PEN. .00
TOTAL DUE 834.53CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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COMMONWEALTH OF PENNSYLVANIA
bEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
John B. Oleska
BY
Steven James
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
21 07-0325
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The corrections submitted by the estate prior to the assessment of the original return have
been made via an administrative correction. A request to refund the resulting
overpayment has been submitted.
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