Loading...
HomeMy WebLinkAbout10-17-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAxES INHERITANCE TAX INHERITANCE TAX DIVISION Po eox 2sa6o1 RECORD ADJUSTMENT HARRISBURG PA 17128-0601 r { - ~ r ,.i ,~~ i ~~ REV-1593 EX AFP C03-05) - - ' i ~i ~. ~ . I i''. .., , .~ ,~ - - J; ~, ;fir JOHN A CARPENTER 101 N ELEVENTH ST SUN$URY PA 17801 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. CU7 ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS •~ REV-1593 EX AFP C03-05) ~* INHERITANCE TAX RECORD ADJUSTMENT ~* ESTATE OF NARDI AURORA FILE N0. 21 07-0888 ACN 101 DATE 10-07-2008 ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) cl) .00 2. Stocks and Bonds (Schedule B) C2) 95, 129.12 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) C5) 3,20 3.8 2 6. Jointly Owned Property (Schedule F) (6) 73,828.84 7. Transfers (Schedule G) c7) .00 8. Total Assets c8) 172, 161.78 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 10,866.36 10. Debts/Mortgage Liabilities/Liens (Schedule I) c10) 2,19 5.52 11,. Total Deductions cll) 13,061.88 12. Net Value of Tax Return C12) 159,099.90 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (S chedule J) c13) .00 14. Net Value of Estate Subject to Tax C14) 159, 099.90 TAX: 15. Amount of Line 14 at Spousal rate (15) . 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate c16) 159, 099. 90 X 045=_ 7, 159.50 17. Amount of Line 14 at Sibling rate C17) . 00 X 12 = . 00 18. Amount of Line 14 taxable at Collateral/Class B rate c18) .00 X 15 = .00 19. Principal Tax Due c19) 7 159 50 T4X CRFOTTRe . , DATE NUMBER INTEREST/PEN PAID c-) AMOUNT PAID 05-21-2008 CD009779/ .00 7,296.49 10-06-2008 REFUND ~ .00 136.99- TOTAL TAX CREDIT 7,159.50 BALANCE OF TAX DUE .00 INTEREST AND PEN. .DO TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C 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.) DATE 10-07-2008 ESTATE OF NARDI AURORA DATE OF DEATH 08-26-2007 FILE NUMBER 21 07-0888 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: e RE\"~ 1470 EX (6-88) ~~.~ COMMONVVEA~TH OF PENNSYLVANIA DEPP,RTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME Aurora Nardi REVIEWED BY Scott Ellison FILE NUMBER 2107-0888 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The return has been corrected per your correspondence of September 16, 2008. A refund will be forthcoming. INHERITANCE TAX EXPLANATION OF CHANGES Row Page 1