HomeMy WebLinkAbout03-31-09~
" COMMONWEALTH OF PENNSYLVANIA
~'
•• DEPARTMEN T OF REVENUE
BUREAU OF INDIVIDUAL TAXES L, ' ,~ ~i INHERITANCE TAX
INHERITANCE TAX DIVISION .
_ ,-
PO Box zaobol `~~'~ ,~i ,e,. - RECORD ADJUSTMENT
HARRISBURG PA 17128-0601 REV-1593 EX AFP (O1-U91
~~Qg ~~~ J, ~~ f2. ' ~ DATE 03-12-2009
ESTATE OF MILLER CHARLES I
DATE OF DEATH 02-03-2008
~-~-~~'.i"i t~ FILE NUMBER 21 08-0164
~ ` '~~U~T
O~SPNr UMBER
, COUNTY C
LAND
SHAUN E OTOOLE C~f~ "~ `~~'' ~! ~`~; , ~~~ ACN 101
401 N 2ND ST
Amount Remitted
HBG PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER O F 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 ~
REY-1593 EX AFP CO1-09~ ** INHERITANCE TAX RECORD ADJUSTMENT ** N
ESTATE OF MILLER CHARLES I FILE N0. 21 OS-0164 ACN 101 DATE 03-12-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) 178,585.00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 124,1 98.66
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 307,854.65
8. Total Assets (8) 610, 638.31
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (4) 3$,205.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 276.22
11. Total Deductions (11) 38,481.59
12. Net Value of Tax Return (12) 572, 156.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 572, 156.72
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) 572, 156. 72 X 045= 25, 747.05
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) 25
747
05
TAY CR Ri1TTS. .
,
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-01-2008 CD009646 1,287.35 28,000.00
05-01-2008 CD009647 .00 2,000.00
TOTAL TAX CREDIT 31,287.35
BALANCE OF TAX DUE 5,540.30CR
INTEREST AND PEN. .00
TOTAL DUE 5,540.30CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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 f~-FSr
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Charles 1 Miller FILE NUMBER
2108-0164
REVIEWED BY ACN
Rick Olson 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Adjusted line 5 of the above referenced account. A refund will be forthcoming.
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