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HomeMy WebLinkAbout04-08-11 BUREAU OF INDIVIDUAL TA~.S' r~'l ~`' INHERITANCE TAX DIVISION ~ •~- ! "~' ~~''r PO BOX 280601 ;_,~. _, ~ ,~ HARRISBURG PA 17128-0601 ~ ~-• - - ' - ~ ~ '° `-~~ . ~ .. ;~ i s ~_. (,`,IFrF~r'r t. tin i`~'~ ~ Irk r C~,f'H,~;~~~ ,~ ,~;,~:~~~, ~ . ~., ,. NAOMI I DEEL 308 2ND ST ENOLA PA 17025 INHERITANCE TAX pennsylvania ~\ RECORD ADJUSTMENT DEPARTMENT OF REVENUE REV-1593 E;{ AFP (12-10) DATE 03-25-2011 ESTATE OF DEEL JR CURTIS D DATE OF DEATH 03-03-2008 FILE NUMBER 21 08-0280 COUNTY CUMBERLAND ACN 101 Amount Remitted 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 wii[h your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS t- REV-1593 EX AFP C12-10~ ** INHERITANCE TAX RECORD ADJUSTMENT ** ESTATE OF:DEEL JR CURTIS D FILE N0.:21 08-0280 ACN: 101 DATE: 03-25-2011 ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION _ VALUE OF ESTATE: 1. Real Estate (Schedule A) (1) .0 0 2. Stocks and Bonds (Schedule B) (2) .0 0 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) 1,5 36.6 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7} .0 0 8. Total Assets (8) _ 1 , 536.60 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 6,760.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 11. Total Deductions (11) 6,760.00 12. Net Value of Tax Return (12) 5,223.40- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) ~ 5,223.40- 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 (18) ,0 0 x.15 .0 0 19. Principal Tax Due (19) .0 0 TAX CREDITS: '- PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 06-02-2008 CD009824 .00 928.89 TOTAL TAX PAYMENT 928.89 ALANCE OF TAX DUE 928.89CR INTEREST AND PEN. .00 TOTAL DUE 928.89CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~, REV-t470 EX (Q1-10) ~~1~~ ~v~r~1~ INHERITANCE TAX D~Pnl~j~~~r~~ ~`~ ~EV~NUE EXPLANATION I~ur~~RU ~~F Ir~n,wrc~ua'_ ~hx,ES OF CHANGES PO Box 280601 HARRISB RG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Curtis D. Deel, Jr. 21 08-0280 REVIEWED BY ACN Steven James 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES G 1 Because the decedent was under the age of 59'/2 at his death, the IRA was not taxable in his estate. The return has been adjusted to remove the IRA and a request to refund the payment made for the tax has been submitted. RnW Pane 1