HomeMy WebLinkAbout05-21-10~„ ,,.- INHERITANCE TAX pennsytvania ~ ~ .``
~- ~ ~'~ RECORD' ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAX~;~+ ~ ' _ , ~ REV-1593 EX AFP C12-09)
INHERITANCE TAX DIVISION - '
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PO BOX 280601 ".
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HARRISBURG PA 17128-0601 ""'
~~ ~~ ~,~~ 4~ DATE 05-14-2010
Z~~~ ESTATE OF AKERS KATHRYN S
~ ~~- DATE OF DEATH 03-04-2007
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~i~-~~`'~ `~' FILE NUMBE
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~ R 21 07-0349
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Amount Remitted
ROGER B IRWIN ESQ
IRWIN 8~ MCKNIGHT
60 W POMFRET ST MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
CARLISLE PA 17013
REGISTER O F WILLS
1 COURTHOU SE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper port ion of this form with your tax payment.
CUT ALONG THIS LINE -'--! RETAIN LOWER PORTION FOR YOUR RECORDS E-~
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REV-1593 EX AFP C12-09~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:AKERS KATHRYN S FILE N0.:21 07-0349 ACN: 101 DATE: 05-14-2010
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) 1,800,000.00
2. Stocks and Bonds (Schedule B) c2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 112, 984.08
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 1 , 912, 984.08
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) C9) 124, 676.87
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,9 5 8.3 2
11. Total Deductions C11) 128,635.19
12. Net Value of Tax Return C12) 1 , 784, 348.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 784, 348.89
TAX:
15. Amount of Line 14 at Spousal rate (15) . 00 X.00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (1(,) 1 , 784, 348.89 X.045= 80 , 295.70
17. Amount of Line 14 at Sibling rate C17)" .00X.12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 Y.15 = .0 0
19. Principal Tax Due C19)
80,295.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-01-2007 CD008230 3,947.37 75,000.00
04-09-2010 REFUND .00 910.02-
INTEREST IS CHARGED THROUGH 05-29-2010* TOTAL TAX PAYMENT 78,037.35
AT THE RATES APPLICABLE AS OUTLINED ON THE ALANCE OF TAX DUE 2,258.35
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 197.25
TOTAL DUE 2,455.60
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~~~(1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I1Y ~
REV-1470 EX (01-10)
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~ pennsy van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI R PA 171 - 1
DECEDENT'S NAME FILE NUMBER
Kathryn S. Akers 2107-0349
REVIEWED BY ACN
Eunice Baker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Per your correspondence of January 11, 2010 Schedu{e H has been adjusted to
$124,676.87.
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