HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MURREL R WALTERS III
54 E MAIN ST
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CLERK ~ F
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MECHANICSBURG PA 17055
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REV-1593 EX AFP (01-09)
DATE 06-16-2009
ESTATE OF WEITZEL MILDRED E
DATE OF DEATH 06-12-2008
FILE NUMBER 21 08-0703
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 CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF WEITZEL MILDRED E FILE N0. 21 08-0703 ACN 101 DATE 06-16-2009
ADJUSTMENT BASED aN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B) C2) .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) C5) 1,987,756.11
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets Ce) 1 , 987, 756.11
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 105,341.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,266.41
11. Total Deductions C11) 114,607.58
12. Net Value of Tax Return C12) 1,873,148.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) (13) 797,002.71
14. Net Value of Estate Subject to Tax (14) 1,076,145.82
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) .00 X 045= .00
17. Amount of Line 14 at sibling rate C17) 200, 000 . 00 X 12 = 24, 000.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 876,145.82X 15 = 131,421.87
19. Principal Tax Due (19) 155,421.87
TAX CR EDITS•
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-03-2008 CD010218 7,771.09 147,650.77
06-15-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 155,421.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. f~
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.] ~n+
REV-1470 Ex (688)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Mildred E Weitzel
D BY
Scott Ellison
INHERITANCE TAX
EXPLANATION
OF CHANGES
ER
2108-0703
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The charitable contributions that were inadvertently left off of line 13 of the Inheritance tax
return have been added to the estate.
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