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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
INHERITANCE TAX DIVISION ;'
Po eox 2so6o1 ~:; U...`~ '.. 3~~'` RECORD ADJUSTMENT
HARRISBURG PA 17128-0601
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CHARLES J LONC~~~'~~~Q,t-',~'ds.t
SMITH ETAL
25 N DUKE ST 2ND FLR
YORK PA 17401
REV-1593 EX AFP (01-09)
DATE 07-29-2009
ESTATE OF FRY JAMES W
DATE OF DEATH 11-28-2007
FILE NUMBER 21 07-1162
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 ~
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REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF FRY
JAMES W FILE N0. 21 07-1162 ACN 101 DATE 07-29-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORR CTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) C2) 1, 438 , 296.83
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,077,277.61
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 235, 618.49
8. Total Assets C8) 2, 751,192.93
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) C9) 96,715.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,4 7 9.3 7
11. Total Deductions (11) 99, 194.43
12. Net Value of Tax Return C12) 2, 651 , 998.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) 2,5 6 6,9 9 8.5 0
14. Net Value of Estate Subject to Tax (14) 85, 000.00
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) . 00 X 045= . 00
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) 85, OOO . OO X 15 = 12, 750.00
19 Principal Tax Due C19) 12, 750.00
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AAA VAVLi , V
DATE
NUMBER
+
INTEREST/PEN PAID C-)
AMOUNT PAID
08-12-2008 CD010127 .00 12,750.00
TOTAL TAX CREDIT 12,750.00
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 ~1, 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.)
REV-1470 EX (8-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
James W. Fry 21 07-1162
REVIEWED BY ACN
Steven James 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
B The value of the Series I Bonds has been adjusted to the date of death value instead of the
face value as originally reported.
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