HomeMy WebLinkAbout10-02-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DENISE M LONG ESQ
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~. ~r .-r -~-ITIHERI7ANCE TAX
__~~ri`
`; ~ `R:E~ORD ADJUSTMENT
DATE 09-24-2009
2~0~ QCT '~ ~~ I ~ • E-FZ ESTATE OF GENS ROBERT D
DATE OF DEATH 10-28-2007
!r r~.,;_ FILE NUMBER 21 07-1096
"~~4:.( `j ~'~:'~l~.R?
Q COUNTY CUMBERLAND
I7!
~Llt~'~~ ~ ~' r` ' ~~n~-, P~. ACN 101
Amount Remitted
PA 17036
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 RECDRDS 4--
REV-1593 EX AFP CO1-04) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF GENS ROBERT D FILE N0. 21 07-1096 ACN 101 DATE 09-24-2009
ADJUSTMENT BASED oN: BOARD OF APPEALS REFUND
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) C3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30,4 84.89
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 2,247,615.65
8. Total Assets Ce) 2,278,100.54
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 39, 155.89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,611.00
11. Total Deductions (11) 49,766.89
12. Net Value of Tax Return C12) 2,228,333.65
13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 2,228,333.65
TAX:
15. Amount of Line 14 at Spousal rate (15) 393, 168.97 x 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 ,835,164.68X 045= 82,582.41
17. Amount of Line 14 at Sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19) 82,582.41
TOX CR FTITTS
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-23-2008 CD009213 2,657.89 50,500.00
07-28-2008 CD010068 .00 36,892.92
TOTAL TAX CREDIT 90,050.81
BALANCE OF TAX DUE 7,468.40CR
INTEREST AND PEN. .00
TOTAL DUE 7,468.40CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, 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.)