HomeMy WebLinkAbout10-03-08BUREAU OF INDIVIDUAL TAXES
Ip';iERITANCi TAX DIVISION
PO BOX 28060:!
HARRISBURG P~4 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
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RICHARD W STEVENSC~1~"'ESQ " ..'
MCNEES ETAL
PO BOX 1166
HBG PA 17108
REV-1593 EX AFP (03-05)
DATE 09-18-2008
ESTATE OF TISDALE J W
DATE OF DEATH 12-30-2007
FILE NUMBER 21 08-0015
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 E-
REV-1593 EX AFP C03-05) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF TISDALE J W FILE N0. 21 08-0015 ACN 101 DATE 09-18-2008
ADJUSTMENT BasED oN: ADMINISTRATIVE CORRECTION
VALUE GF ESTATE:
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B) C2) 1 , 184, 839.34
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) 175,759.4 6
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 1 , 360 , 598 .80
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses [Schedule H) (9) 28, 187.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,4 69.39
11. Total Deductions (11) 30,656.73
12. Net Value of Tax Return (12) 1 , 329, 942.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J] C13) .00
bject to Tax
S
t
f E
t (14) 1,329,942.07
14. s
a
e
u
Net Value o
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 c16) 1 ,319,942.07X 045= 59,397.39
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) 10,000.00X 15 = 1,500.00
19. Principal Tax Due (19) 6D,897.39
1MA V1~GL1~v•
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
03-2.6-2008 CD00947 3,022.88 57,434.79
08-16-2008 CD010165 ~ .00 439.72
TOTAL TAX CREDIT 60,897.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \
FOR CALCULATION OF ADDITIONAL INTEREST. 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)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S
Wayne Tisdale
REVIEWED BY
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Department of Revenue/ Emerson Luciano
2108-0015
101
IITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Adjustment has been made per correspondence dated 08/15/08
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