HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAxES - _ ~ INHERITANCE TAX
INHERITANCE TAX DIVISION
Pa Box zao6B1 RECORD ADJUSTMENT
HARRISBURG PA 17128-0601
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STEPHEN J HOGGr,~~.Q = - ~~
STE 101
19 S HANOVER ST
CARLISLE PA 17013
REV-1593 EX AFP (01-09)
DATE 08-12-2009
ESTATE OF OBRIEN LILLIAN C
DATE OF DEATH 01-20-2007
FILE NUMBER 21 07-0101
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 F-
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REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT ~~
ESTATE OF OBRIEN LILLIAN C FILE N0. 21 07-0101 ACN 101 DATE
08-12-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 142, 000.00
2. Stocks and Bonds (Schedule B) C2) 28.74
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,74 7.84
6. Jointly Owned Property (Schedule F) (6) 398.13
7. Transfers (Schedule G) (7) .00
8. Total Assets
(8) 150, 174.71
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 12, 773.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 119,803.79
11. Total Deductions (11) 132,577.26
12. Net Value of Tax Return C12) 17,597.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 17,597.45
TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TOY rDCnrrc.
BAL
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-16-2008 CD009186 .00 680.13
04-14-2008 REFUND 00
. 56.29-
03-03-2009 CD010965 11.55- 179.59
Burr nr nuns
(15) . 00 x 00 = . 00
(16) 17,597.45x 045= 791.89
(ln . 00 x 12 = . 00
(1B) . 00 x 15 = . 00
(19) 791.88
TOTAL TAX CREDIT 791.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. 15.13
TOTAL DUE 15.13
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~