HomeMy WebLinkAbout12-17-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~
INHERITANCE TAX
~~ RECORD ADJUSTMENT
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LISA MARIE COY~~qq"~ "~'
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COYNE 8~ COYNE
3901 MARKET ST
CAMP HILL PA 17011
REV-1593 EX AFP C03-05)
DATE 12-04-2008
ESTATE OF ENGLAND KENNETH W
DATE OF DEATH 09-14-2007
FILE NUMBER 21 07-0895
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C;0 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 ENGLAND KENNETH W FILE N0. 21 07-0895 ACN 101 DATE 12-04-2008
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) 94, 000.00
2. Stocks and Bonds (Schedule B) C2) 15, 466.79
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) C5) 92,089.47
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 207,987.82
8. Total Assets c8) 409,544.08
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 30,915.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 2,986.27
11. Total Deductions C11) 33,901.29
12. Net Value of Tax Return (12) 375,642.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 375,642.79
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 (16) 375,642.79X 045= 16,903.93
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) .00 X 15 = .00
19. Principal Tax Due C19) 16,903.93
Tex ra rnrTe.
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
12-10-2D07 CD009067 657.89 1,2,500.00
03-18-2008 CD009426 .00 3,746.04
TOTAL TAX CREDIT 16,903.93
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 81, 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 CIF THIS FORM FOR INSTRUCTIONS.) fv)
:= : ~. INHERITANCE TAX
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EXPLANATION
~;C~~1r;1Cf-J'IvEAL7H CF PEN'JSYI_V~~JIa
oE-r~nPrr:,iE^dr of ~E~,E~~iuF OF CHANGES
BUREAU OF INDIVIDUA_ -TAXES
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DECEUE N i'S NF~MF_
Kenneth England
REVIEWED RY
Department of Revenue/ Emerson Luciano
FILL Nt)L1BFH
2107-0895
-_--
-__
ACN
101
ITEM
SCHEDULE Np. EXPLANATION OF CHANGES
Adjustment has been made allowing for settlement cost and repairs originally
reported.
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