HomeMy WebLinkAbout01-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,` !, ~ `~ ~ 'INHERITANCE TAX
:; ~ _ „~ . RECORD ADJUSTMENT
~oc~ J~:~ za ~~ ~~: 52
T., ,.-4.,,~ .,~_
~.~~~_i ;
BENJAMIN G LIPMAN (~~gt~" i~, ~~ O~~
14TH FL
1525 LOCUST ST
PHILA PA 19102
REV-1593 EX AFP C12-08)
DATE O:L-06-2009
ESTATE OF L:[BERTZ MARION F
DATE OF DEATH 0:5-15-2007
FILE NUMBER 2:l 07-0587
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND (: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 ~
REV-1593 EX AFP C12-08~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF LIBERTZ MARION F FILE N0. 21 07-0587 AI:N 101 DATE 01-06-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 66, 000.00
2. Stocks and Bonds (Schedule B) C2) .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) C5) .00
6. Jointly Owned Property (Schedule F) C6) 10,880.50
7. Transfers (Schedule G) (7) 120,899.00
8. Total Assets (B) 197,779.50
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 12, 981.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 357.34
11. Total Deductions (11) 13,338.81
12. Net Value of Tax Return (12) 184,440.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 184,440.69
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) 184,440.69X D45= 8,299.83
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 (19) 8,299.83
TAX CR EDITS:
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-14-2007 CD009085 .00 2,500.00
03-13-2008 CD009415 .00 4,859.89
04-07-2008 CD009526 .00 500.00
09-26-2008 CD010334 120.65- 560.93
TOTAL TAX CREDIT 8,300.17
BALANCE OF TAX DUE .34CR
INTEREST AND PEN. .00
TOTAL DUE .34CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RERUIRED.
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 (~88)
• q ~~ .
1+l ~t
~~~~~~.
;~__~z~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Marion F. Libertz 21 07-0587
REVIEWED BY ACN
Steven James 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
This record adjustment has been issued to reflect that the Department has completed its
review of the above-referenced ACN. The litigation involved with the estate regarding the
disposition of the Florida real estate has been resolved.
Row Page 1