HomeMy WebLinkAbout07-16-10INHERITANCE TAX pennsy van~a ~
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION _ _ _ ~f REV-1593 EX AFP (12-09)
PO BOX 280601 - - r ~ ~ ;;; C
HARRISBURG PA 17128-0601 ;"': ~_ ; ; J; ~ ~ ,~
DATE 06-23-2010
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ESTATE OF DONOVAN MARJORIE M
DATE OF DEATH 11-23-2007
~'~~~,~ (~:'~ FILE NUMBER 21 07-1092
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r,; „ .~ r ~---5 ~ ~ `; ~,a• ACN 101
RICHARD C SNELBAKER ESQ Amount Remitted
44 W MAIN ST
PO BOX 318
MAKE CHECK PA YABLE AND REM IT PAYMENT T0:
MECHANICSBURG PA 17055
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form wit h 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:DONOVAN MARJORIE M FILE N0.:21 07-1092 ACN: 101 DATE: 06-23-2010
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) c2) 5, 669.96
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 0.4 31.4 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 46, 101.36
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 13, 282.1 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19, 014.68
11. Total Deductions (11) 32, 296.79
12. Net Value of Tax Return C12) 13,804.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 13,804.57
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 (16) =
. 00 X.045 . 00
17. Amount of Line 14 at Sibling rate (17)
.00x.12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (lg)
13 ,804.57X.15 2,070.69
19. Principal Tax Due
TAX CREDITS: (19)
2,070.68
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOU NT PAID
03-15-2010 (0012462 172.08- 2,243.28
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,071.20
ALANCE OF TAX DUE .52CR
INTEREST AND PEN. .00
TOTAL DUE .52CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)