HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
D'~EPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES `{._'.~~~ ...i:.f. r:.,'~ ~ ;:.° ',.~`NHERITANCE TAX
INHERITANCE TAX DIVISION ;r'r i"~_
PO Box 2ao6o1 ~~' ~-' - ~~ ~ ~~ ~- ~~R•ECORD ADJUSTMENT
HARRISBURG PA 17128-0601
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4705 DUKE STREET
HARRISBURG PA 17109-0341
REV-1593 EX AFP (01-09)
DATE 10-19-2009
ESTATE OF JOYCE GERALDINE L
DATE OF DEATH 11-12-2007
FILE NUMBER 21 07-1095
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 JOYCE GERALDINE L FILE N0. 21 07-1095 ACN 101 DATE 10-19-2009
ADJUSTMENT BASED oN: BOARD OF APPEALS REFUND
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) C2) 29,299.50
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 38,3 7 5.0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 55,7 4 0.8 4
6. Jointly Owned Property (Schedule F) C6) 15, 640 .41
7. Transfers (Schedule G) C7) 333, 557.87
8. Total Assets (8) 472, 613.62
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 32, 839 .29
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,7 0 4.74
11. Total Deductions C11) 41,544.03
12. Net Value of Tax Return C12) 431 , 069.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 431,069.59
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) 431 , 069.59 X 045= 19, 398.13
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 (19) 19, 398.13
TAY PDCTTTC.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-05-2008 CD009373 .00 23,000.00
09-24-2009 CD011798 .00 6,537.83
TOTAL TAX CREDIT 29,537.83
BALANCE OF TAX DUE 10,139.70CR
INTEREST AND PEN. .00
TOTAL DUE 10,139.70CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)