HomeMy WebLinkAbout09-28-09 (3)F~'J-1470 EX'i6-6b)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
MEYER EMMA 2108-0409
REVIEWED BY ACN
J Paul Dibert 101
ITEM
SCHEDULE Np. EXPLANATION OF CHANGES
Breakdown of estate distribution:
Assets & Debts Value Distribution Tax Due
Gross Estate $ 242,039.11
Less: IRA/Annuit 203 838.15
Gross Probate Est 38,200.96
Less Deductions 18 507.55
Net Probate 19,693.41
Less '/4 as a devise 4 923.36
Residue $ 14,770.05
IRA/Annuit $ 203,838.15
Less '/4 to a church 50 959.54 0.00
3/4 to collateral $ 152,878.61 $ 22,931.80
Devise $ 4,923.36
Less '/4 to a church 1 230.84 0.00
3/4 to collateral $ 3,692.52 553.88
Residue (3/4 of net
robate estate
$ 14,770.05
2 215.51
Total Tax due $ 25,701.19
Collateral Value:
3/4 of IRA/Annuit $ 152,878.61
3/4 of devise + 3,692.52
Residue + 14 770.05
Total Collateral $ 171,341.18 $ 25,701.19
Non-Taxable Value:
'/4 of IRA/Annuit $ 50,959.54
'/4 of devise + 1 230.84
Total non-taxable $ 52,190.38 $ 0.00
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