HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ' `" ' ' ~ •INHERITANCE TAX
INHERITANCE TAX DIVISION - + ' ~ ' i . :'
PO BOX 280601 '' ~ ~ r-~ ;' .~ a `r 1L
HARRISBURG PA 17128-0601 RECORD ADJUSTMENT
REV-1593 EX AFP CO1-09)
Z~Q9 APR 13 ~~I i0: S~ DATE 04-06-2009
ESTA TE OF STOPPE AVALON W
~`~~~~ (~i- DATE OF DEATH 02-01-2008
d~~ +~~ t~% t~~~i~~ FILE NUMBER 21 08-0160
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aA COUNTY CUMBERLAND
JOCELYN P STOPPE
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~ ACN 101
501 RUPLEY RD
CAMP HILL PA 17011-1841 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
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 ~
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REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF STOPPE AVALON W FILE N0. 21 08-0160 ACN 101 DATE 04-06-2009
ADJUSTMENT BASED DN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) 220,000.00
2. Stocks and Bonds (Schedule B) C2) 5, 762.70
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 310,216.62
b. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 535, 979.32
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 24,955.03
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,290.30
11. Total Deductions (11) 30,245.33
12. Net Value of Tax Return C12) 505,733.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) (13) .00
14. Net Value of Estate Subject to Tax
I14)
505,
733.99
TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X QO = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 505,733.49X 045= 22,758.03
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) .0 0 X 15 = .OD
19. Principal Tax Due
TAX CREDITS: C19) 22,758.02
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-17-2008 CD010427 .00 19,536.93
03-04-2009 CD010968 64.91- 3,286.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
22,7
.00
.00
.00 ~
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 (688)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 1 71 28-0601
DECEDENT'S NAME FILE NUMBER
Avalon W Stoppe 2108-0160
REVIEWED BY ACN
Scott Ellison 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the real estate located at 416 Deerfield Rd, Camp Hill, Pa 17011, has been
adjusted to $ 220,000.00.
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