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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
E` ,~ t~ ~ .` INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~: ~ , ~ ~ ~_. '~
PD BOX 280601 ~ ~ y "- ' '' " •' ~~ RECORD ADJUSTMENT
HARRISBURG PA 17128-0601
2U09 JU~I 24 PM 3.04
CLERK CF
ORPHA.~d'S C~JURT
JACQUELINE BALTHAC~i~J~~~"~-"~~~~ Win. PP.
GOLDBERG & BALTHASER
3540 N PROGRESS AVE
HBG PA 17110
DATE 06-11-2009
ESTATE OF HAMACHER MARY J
DATE OF DEATH 11-19-2007
FILE NUMBER 21 08-0037
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 YDUR RECORDS ~
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REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF HAMACHER MARY J FILE N0. 21 OS-0037 ACN 101 DATE 06-11-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 3,404.75
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) C6) 5, 112.68
7. Transfers (Schedule G) (7) 72,836.18
e. Total Assets (8) 81,353.61
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 7,714.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,8 59.00
11. Total Deductions (11) 16,573.00
12. Net Value of Tax Return (12) 64, 780.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 64,780.61
TAX:
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) 64,780.61 X 045= 2,915.13
17. Amount of Line 14 at Sibling rate C17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19) 2,915.13
rwv ro cnrrc.
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
06-30-2008 CD009949 .00 3,280.20
TDTAL TAX CREDIT 3,280.20
BALANCE OF TAX DUE 365.07CR
INTEREST AND PEN. .00
TOTAL DUE 365.07CR
* 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.)
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REV-1470 EX (688)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME FILE NUMBER
Mary J. Hamacher 2108-0037
REVIEWED BY ACN
Bill Lyons 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
E 1 The jointly owned property was moved to Schedule F.
E 2&3 The transfers were moved to Schedule G and a $3,000 exclusion was applied.
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