HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~~ INHERITANCE TAX
'.~ ;~r"~ ~~..! ` ~ . ~ ,RECORD ADJUSTMENT
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CLERK Cr
C}RPNAN'~ CtJURT
GARY W GIVLER ('~~~,~~~~~~~`] CL~„ P~..
603 WERTZVILLE RD
ENOLA PA 17025
REV-1593 EX AFP CO1-09)
DATE 07-30-2009
ESTATE OF GIVLER EDWIN G
DATE OF DEATH 06-05-2006
FILE NUMBER 21 06-0535
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAN D 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 ~
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REV-1593 EX AFP CO1-09~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF GIVLER EDWIN G FILE N0. 21 06-0535 ACN 101 DATE 07-30-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) C2) 28, 606.27
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 9,0 30.61
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
c8) 57, 636.88
Miscellaneous Expenses (Schedule H) (9) 13,578.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
cll) 13,578.00
c12) 44, 058.88
c13) .00
c14) 44, 058.88
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 C16) 44, 058.88 x 045= 1 , 982.64
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19) 1 , 982.64
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
AMOUNT PAID
10-05-2006 CD007286 .00 1,374.00
06-06-2008 CD009861 .21- 608.85
10-28-2008 CD010466 58.37- 58.37
TOTAL TAX CREDIT 1,982.64
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)