HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ INHERITANCE TAX ~
INHERITANCE TAX DIVISION
Po Box zaB6B1 RECORD ADJUSTMENT
HARRISBURG PA 17128-0601 REV-1593 EX AFP (03-05)
DATE 11-12-2008
~t '~ ~~;,~~ G f ~'j=~ ~~; ~~iSTATE OF SUDERS DANIEL 0
DATE OF DEATH 03-03-2008
~~ ~-~~ FILE NUMBER 21 08-0293
JOEL R ZULLINGER Ol~'~i ~ '~~r u~~T COUNTY CUMBERLAND
~'( ," ,~„-,- ,,,-~ ACN 101
ZULLINGER DAVIS ~' - ~ ~A Amount Remitted
lei N MAIN ST S7E 200
CHAMBERSBURG PA 17201
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 ALOWG THIS LINE ~-~") RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1593 EX AFP C03-05) ~* INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF SUDERS DANIEL 0 FILE N0. 21 08-0293 ACN 101 DATE 11-12-2008
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) CI) 68,264.44
2. Stocks and Bonds (Schedule B) (2) 182, 007 .95
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) 76,74 2.61
6. Jointly Owned Property (Schedule F) (6) 7,664.85
7. Transters (Schedule G) C7) 20,430.51
8. Total Assets (8) 355, 110 .36
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 13,886.73
Z0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15,477.58
11. Total Deductions (11) 29,364.31
12. Net Value of Taz Return (12) 325, 746.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (133 2,000.00
14. Net Value of Estate Subject to Tax C14) 323,746.05
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) 323, 746. 05 X 045= 14,568.57
17. Amount of Line 14 at Sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19) 14,568.57
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-27-2008 CD009790/ 720.00 13,680.00
06-18-2008 CD009930/ .00 282.56
TOTAL TAX CREDIT 14,682.56
BALANCE OF TAX DUE 113.99CR
INTEREST AND PEN. .00
TOTAL DUE 113.99CR
* 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.)
RED/-1-1'0 FY, ti-88i
~'; - ~ INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARrr~-TENT of PEVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 20601
HARP.ISBURG. PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Daniel O Suders 2108-0293
REVIEWED BY ACN
Scott Ellison 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 6 This item has been removed from the probate return as it was included in error. A refund
will be forthcoming.
ROW Paqe 1