HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEpAR1MENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ INHERITANCE TAX
INHERITANCE TAX DIVISION
PO Box zeo6B1 - - _ RECORD ADJUSTMENT
HARRISBURG PA 17128-0601 REV-1593 EX AFP C03-05)
G`~~:+.~~ ~~~.lb ~ J ~'~i`~ ! ~ ~,~ DATE 08-06-2008
ESTATE OF LEBO MELVA M
DATE OF DEATH 07-11-2007
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~~-f;`~ ~~_ FILE NUMBER 21 07-0691
~~~~~t,~`~ ~ ~ _-'i~~T COUNTY CUMBERLAND
JAMES M ROBINSON CUPvp "~ ~' r~~, ~~ ACN 101
TURD LAW OFCS Amount Remitted
28 S PITT ST
CARLISLE PA 17013
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 ~
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REV-1593 EX AFP (03-05~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF LEBO
MELVA M FILE N0. 21 07-0691 ACN 101 DATE 08-06-2008
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) Ci) 117,000.00
2. Stocks and Bonds (Schedule B) (2) .00
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) 57,556.13
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 174,556.13
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 13,589.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,273.4 0
11. Total Deductions (11) 24,862.49
12. Net Value of Tax Return (12) 149,693.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 14 9,693.64
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) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 149,693.64X 15 = 22,454.05
19. Principal Tax Due (19) 22,454.04
TAY f D CTITTC.
DATE
NUMBER +
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2008 CD009545 12.93- 23,495.39
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 23,482.46
BALANCE OF TAX DUE 1,028.42CR
INTEREST AND PEN. .00
TOTAL DUE 1,028.42CR
( IF TOTAL DUE IS LESS THAN S1, 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.)
,~.
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
Melva M Lebo
REVI
INHERITANCE TAX
EXPLANATION
OF CHANGES
ILE NUMBER
2107-0691
Scott Ellison ~ v 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
E 8~ I ~ ~ An adjustment has been made as outlined in your application for refund of July 16, 2008.
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