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HomeMy WebLinkAbout07-06-10L ~ BUREAU OF INDIVIDUAL TAXES ?' ~' ~~~`~~ #'~ t'~ - - "`C ~~- INHERITANCE TAX DIVISION ~' •-` k ff PO sox 2ao6o1 : ,. ` '~- ' - `~ '~ ;~ _i HARRISBURG PA 1712a-0601 ~-~-'°~'~ ` ~--` ~ ~; c~~R~~ o~ ORPHAN ~ ~OU~T CUMRFP;g ~,~~~ ~~~ , PA: CLYDE B JAMES 987 SUMMER HILL DR GAMBRILLS MD 21054 INHERITANCE TAX penns~l~rria RECORD ADJUSTMENT DEPARTMENT OF REVENUE REV-1593 EX AFP C12-09) DATE 06-18-2010 ESTATE OF JAMES BAYARD D DATE OF DEATH 09-17-2008 FILE NUMBER 21 09-0049 COUNTY CUMBERLAND ACN 101 Aw~ount Romittod MAKE CNECKIPAYABLE AND REMIT PAYMENT TOs REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax paymonik. CUT ALONC~THIS~ LINE a~~~~~~~ RETAIN LOWER~PORTION~FOR~YOUR~ RECgRDS ..f.. ~~~~~~~~~~__~_~~~__*~~ REY-1593 EX AFP t12-09) ** INHERITANCE TAX RECORD ADJUS'TNENT ** ESTATE _._, OF:JAMES BAYARD D FILE N0.:21 09-0049 __ ACNs 10.1__ DATE: 06-18-I~2010 ADJUSTMENT BASED ow: ADMINISTRATIVE CORRECTION VALUE OF ES ATEs 1. Real Estate (Schedule A) C1) .0 0 2. Stocks and Bonds (Schedule B) c2) .0 0 3. Closely Nold Stock/Partnership Interest CSchodulo C) C3) .0 0 4. Mortgages/Notes Receivable (Schedule D) C4) ,Q 0 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) _i 232., 68.3 S7= 6. Jointly Owned Property CS.chodule F) C6) .0 0 7. Transfers (Schedule G) C7) 4.364.62 e. Total Assets c8) 237,048.3 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exponsos/Administrative Costs/ Miscellaneous Exponsos CSchodulo H) 10. Debts/Mortgage Liabilities/Liens CSchodulo I) 11. Total Deductions 12. Not Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax TAX: t9) clo) CSchodulo J) 25,401.90 5,579.66 cli) _,L9B1,~5 C12) 206,-066.8 c13) 50,333.7 c14) 155,133.1 15. Amount of Line 14 at Spousal rate (15) . QO X.00 a . 0 16. Amount of Line 14 taxable at Lineal/Class A rata C16) 141, 733.10 x.045 ,377.9 17. Amount of Line 14 at Sibling rate C17) .OQ x.12 s .0 18. Amount of Line 14 taxable at Collateral/Class B rate -' C18) -'-~-"- 14, 000.00 ' x.15 2,100.0 19. Principal Tax Duo C19) 8,477.9 TAX CREDITS: T RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 06-09-2009 CD011334 .00 8,032.21 02-22-2010 CD012378 .00 445.78 BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-23-2010 TOTAL TAX PAYMENT 8,4 lALA~NCE OF TAX DUE INT REST AND PEW. TATAL DUE ~ * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU NAY BE D FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE'SIDE OF THIS FORM FOR INSTRUCTIONS. 7.99 .00 4.63 4.63 ~~{{,, "~ REV-1470 EX {688) cCN4MAONWEALTH OF PENNSYWANIA DEPARTMENT 4F REVENUE BUt~AU OF INdMDUAL TA9(E3 PO Box 280601 INHERITANCE TAX EXPLANATION OF CHANGES Bayard D James 2'f08-0t"1~9 REVIEWED BY q~ John ~4ealY 101 ITEM SCHEDULE N©. EXPLANATIC~iM aF GNAII!1tiE8 An inl~lrw acstmsnt has m ~ the'r~e~tunh to y- a anal c~aduc~0ons and: the ~l~ustments su~tsd on the s~uppisrneot~ tax. rertwwrn. ~, :~ Raw Page ~