HomeMy WebLinkAbout03-25-11• _ _ - _
INHERITANCE TAX pe11115~/~Nai11a ~ ;-
~~('~' ' `'~,,~ QF RECORD ADJUSTMENT DEPARTMI=NT OF REVENUE
BUREAU DF INDIVIDUAL `IS " -
INHERITANCE TAX DIVISION t"•~-~-~, ~~~;~' ~ REV-1593 EX AFP (12-10)
PO BOX 2806D1 `"
HARRISBURG PA 17128-0601
~ ~~+~~~ ~~ ~ ~' ~'~ DATE 03-11-2011
ESTATE OF GEORGE BEVERLY A
G'L~~j( ('~~ DATE OF DEATH 02- 11 -2010
aF~}-~,~'S vV~~~ FILE NUMBER 21 10-0265
C~~~~~,~~~ a~~;-> ~'~„ ~~ COUNTY CUMBERLAND
ACN 101
GEORGE F DOUGLAS III ESQ Amount Remitted
354 ALEXANDER SPRING RD
CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1593 EX AFP C12-10) ~* INHERITANCE TAX RECORD ADJUSTMENT ~*
ESTATE OF:GEORGE BEVERLY A FILE N0.:21 10-0265 ACN: 101 DATE: 03-11-2011
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 121,782.85
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 10 86.9
8. Total Assets ~$) 225, 169.76
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 21 , 160.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,149.86
11. Total Deductions (11) _ 31,310.56
12. Net Value of Tax Return C12) 193,859.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 193,859.20
TAX:
15. Amount of Line 14 at Spousal rate
16. Amount
of
Line
14 taxable at
Lineal/Class A rate C15) 193,859.20X .00 °-
_ .00
17. Amount
of
Line
14 at Sibling
rate C16) .00x .045" . 00
_
18. Amount
of
Line
14 taxable at
Collateral/Class B rate (17)
' 00x
' 12 __
. 00
14. Principal
Tax Due (18)
. 00 x
• 15
-' . 00
TAX CREDITS: c19) .00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT _ .00
ALANCE OF TAX DUE _ .00
INTEREST AND PEN. _ .00
TOTAL DUE .00
* 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 F'OR INSTRUCTIONS.)
i
~ REV-7470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
GEORGE, BEVERLY A FILE NUMBER
2110-0265
REVIEWED BY -
Bryan Rondon ACN
101
ITEM -
SCHEDULE NO. EXPLANATION OF CHANGES
G 1, After additional information provided we are reversing the taxability of this item to fully
taxable at the spousal rate of 0%.
ROW
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