HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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_ ',RECORD ADJUSTMENT
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MCNEES ETAL
PO BOX 1166
HBG PA 17108
REV-1593 EX AFP (01-09)
DATE 02-04-2009
ESTATE OF FF;UTIGER JOHANNA C
DATE OF DEATH OEI-19-2007
FILE NUMBER 2l. 07-0868
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, P~~ 17013
NOTE: To insure proper credit to your account, submit the upper portion of i:his form with your tax payment.
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF FRUTIGER JOHANNA C FILE N0. 21 07-0868 AC:N 101 DATE 02-04-2009
ADJUSTMENT BASED oN: gDMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) C2) 1 , 042, 321.42
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) (5) 67,527.5 3
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 349, 777.10
e. Total Assets c8) 1 , 459, 626.05
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 35, 089.41
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20,676.01
11. Total Deductions (11) 55,765.42
12. Net Value of Tax Return (12) 1,403,860.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) 16,500.00
14. Net Value of Estate Subject to Tax Cly) 1,387,360.63
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) 1 , 387, 361D . 63 X 045= 62, 431.23
17. Amount of Line 14 at Sibling rate C17) . 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) 62
431
23
TeY rRFnrrc. .
,
DATE NUMBER INTEREST/PEN PAID C-)
AMOUNT PAID
11-16-2007 CD008987 3,078.95 58,500.00
05-09-2008 CD009710 .00 750.51
INTEREST IS CHARGED THROUGH 02-19-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CIREDIT 62,329.46
BALANCE OF T~4X DUE 101.77
INTEREST AND PEN. 5.11
TOTAL DUE 106.88
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, X10 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 OF' THIS FORM FOR INSTRUCTIONS.)
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FC-V-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Bax 280601
REVIEWED BY
Johanna C. Frutiger
Steven James
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
21 07-0868
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
B ~ 45 ~ The value of this asset has been adjusted to correct a factual reporting error.
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