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HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE „~~ ,~ ~ ~~~r:~~ ~- ~ '' ~`NHERITANCE TAX "~~~'~` f ~ •J~ RECORD ADJUSTMENT ZOQ9 FHB 20 Ate { { ~ 25 CL~r'K ~r OAP} ~P,~1`S ~;oU~T BEVERLY A ICKES CiL~`'~r'^~~ -`"`"~~ I'^;V~ ~~ 108 CNODGNET MOBL ESTS NEWVILLE PA 17241 REV-1593 EX AFP (12-08) DATE 01-29-2009 ESTATE OF ICKES GRACE E DATE OF DEATH 07-15-2008 FILE NUMBER 21 08-0884 COUNTY CUMBERLAND ACN 101 Amount Remitted 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 ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP C12-08~ ** INHERITANCE TAX RECORD ADJUSTMENT ** ESTATE OF ICKES GRACE E FILE N0. 21 08-0884 ACN 101 DATE 01-29-2009 TAX: ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) C1) .00 2. Stocks and Bonds (Schedule B) (2) .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) (5) 4,086.69 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) C7) .00 e. Total Assets (8) 4,086.69 DEDUCT IONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 191.4 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 115,78 2.00 11. Total Deductions C11) 115,973.40 12. Net Value of Tax Return C12) 111,886.71- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 111,886.71- 15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045= .00 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) .00 TAX CREDITS. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 08-28-2008 CD010203 .00 165.88 TOTAL TAX CREDIT 165.88 BALANCE OF TAX DUE 165.88CR INTEREST AND PEN. .00 TOTAL DUE 165.88CR * LF 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.) REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME Grace E Ickes REVIEWED BY Rick Olson INHERITANCE TAX EXPLANATION OF CHANGES ILE NUMBER 2108-0884 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. Adjusted line 10 per Department of Public Welfare letter. A refund will be forthcoming. Page 1