HomeMy WebLinkAbout12-04-09 (2)1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
TAXE~rr,(~t'+~~~f~ ~~~{~~ ~~
ii ~,
i''..'~.ii,J 4 ~~ U+ ~, i.ti..
INHERITANCE TAX
209 DEC -4 PM i ~ 45
~~~ ~~~~~ryry" "'
RICHARD P MISL~~~~~~~~~ WV~r,
1 W HIGH ST STE 208
PO BOX 1290
CARLISLE PA 17013
RECORD ADJUSTMENT
REV-1593 EX AFP (01-09)
DATE 12-01-2009
ESTATE OF GRACEY MICHAEL P
DATE OF DEATH 09-12-2007
FILE NUMBER 21 07-1046
COUNTY CUMBERLAND
ACN 101
Amount Remittep
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 !-~
REV-1593 EX AFP CO1-09~ ** INHERITANCE TAX RECORD ADJUSTMENT ** ~~~ `~ M-N
ESTATE OF GRACEY MICHAEL P FILE N0. 21 07-1046 ACN 101 DATE 12-01-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E)
6. Jointly Owned Property [Schedule F)
7. Transfers [Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) .00
C2) 117,813.54
C3) .00
C4) .00
c5) 800.00
c6) 29,878.76
n) .00
Ca)
148,492.30
C9) 14,767.77
Ilo) . 00
I11) 14,767.77
cl2) 133,724.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) [13) .00
14. Net Value of Estate Subject to Tax C14) 133, 724.53
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) 113,724.53X 045'...= 5, 117.60
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) 20,000.OOX 15 = 3, 000.00
19. Principal Tax D ue 0197 8 117
60
TAX CREDITS. , , .
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-11-2007 CD009065 355.26 6,750.00 ',
09-02-2008 CD010216 15.94- 2,370.05 !,
12-31-2008 CD010712 .00 23.95
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 9,483.32
BALANCE OF TAX DUE 1,365.72CR
INTEREST AND PEN. .00
TOTAL DUE 1,365.72CR
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT ~S REpUIRED. (~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE s~~`
A REFUND. SEE REVERSE SIDE OF THIS FORM ',FOR INSTRUCTIONS.)
~EV~1470 EX (688)
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
Michael Gracey 21 07-1046
REVIEWED BY
AcN
Steven James 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 2 The value of this item has been moved to Schedule F and tax at 510°fo of the date of death
value as the item was a jointly held item. The item was also billed sieparately under ACN
08103867 and that ACN has been adjusted to $0 as the item was reported on the probate
return.
Row Page 1