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INHERITANCE TAX pennsylvarna ~ ~
BUREAU OF INDIVIDUAL TAXES =ti,,RE cM1RD ADJUSTMENT
INHERITANCE 7AX DIVISION ~~" DEPARTMENT OF REVENUE
PO BOX 280601 _ REV-1593 EX AFP (12-09)
HARRISBURG PA 17128-0601 ~~-~-~' '~-~
,~I~~~r~~ _~ ~ ~~; ~$ DATE 03-02-2010
ESTATE OF MOWERY MARY J
DATE OF DEATH 02-28-2009
~~.~~'4 ~ FILE NUMBER 21 09-0219
GIN ~~ t '`•I E~~?
~ -' ~~ COUNTY CUMBERLAND
~~_ .. ACN
101
ELIZABETH P MULLAUGH Amount Remitted
MCNEES ETAL
PO BOX 1166
HBG PA 17108-1166 MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure 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 C12-09) ** -°°-"------°°°-------------------,-
INHERITANCE TAX RECORD ADJUSTMENT ~* ------
ESTATE OF:MOWERY MARY J FILE N0.:21 09-0219
ACN: 101 DATE: 03-02-2010
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
cl~ .00
c21 683.90
c3~ .00
c4~ .00
C5~ 230 , 136 64
c6~ 195.334 55
c8~
549,021.09
c9~ 20,469.70
cio~ 2, 671 .22
cll~ 23, 140.92
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t C12~ 525,$$0.17
14. Net Value of Estate Subject to Tax us
s (Schedule J) C13~ .00
TAX: c14~ 525,880.17
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C151 •00 X '00 = .00
17. Amount of Line 14 at sibling rate c16~ 515, 880.17 X .045= 23, 214
61
18. Amount of Line 14 taxable at Collateral/Class B rate C17) .00 y .12 .
.00
19. Principal Tax Due (18) 10,000.00,, .15 =
1,500.00
TAX CREDITS: C19~
24,714.61
PAYM ENT nrrrroT ____
DATE ~~~`~~'" `T'
NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-27-2009 CD011287 1,235.73
23,911.50
TOTAL TAX PAYMENT 25,147.23
ALANCE OF TAX DUE 432.62
INTEREST AND PEN. 0
~ TOTAL DUE 432.6
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. o aGruun ccc e.-..~.,.,~ ..___ __ __
Rev-ia~a ~~ toi-poi
i pennSylVanla INHERITANCE TAX
DERARTMENT C}F REVENUE EXPLANATION
B~~?~AU of 1raov~~ua~?v„<ES OF CHANGES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Mary J. Mowery 21 09-0219
REVIEWED BY ACN
Steven James 101
SCHEDULE INO EXPLANATION OF CHANGES
F Based on the documentation submitted by the estate, items 2, 3, 4, 5 and 6 moved to
Schedule G on the appraisement have been moved back to Schedule F and taxed as filed.
The accounts were all opened with funds held joint in the same proportion by the same
joint owners for more than one year prior to death.
RnW Pano 1