HomeMy WebLinkAbout06-20-11 (2)BUREAU OF INDIVIDUAL T~~` ~~r"~r ~~~~},,~~ `'
INHERITANCE TAX DIVISION ~ ~ ' - ' ' ~ 1`~~ ~~
PO BOX 280601 ~"'n "` d~'~
HARRISBURG PA 1 7128-0601 ~~"~'~ `~' ~~° ~- ~` ~ ~ i'_.e.~J
~PC~ RK OF
N'S ~~IJRT
t-t1~lBFRt.~p ~^~.. PA,
WAYNE M PECHT ESQ
STE 200
1205 MANOR DR
MECHANICSBURG PA 17055
DATE Ob.-08-2011
ESTATE OF FALEY
DATE OF DEATH 11-27_2008 ALTHEA E
FILE NUMBER 21 08-1215
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 with
CUT ALONG THIS LINE ~~ RETAIN your tax
------------------------ L OWER payment.
REV-1593 ----------------------------- PORTION- FOR YOUR RECORDS
EX AFP C12-10~ *~ INHERITANC ----- ~
E TAX ----------------------
RECORD ADJUSTMENT ** ---------
----------
ESTATE OF:FALEY ALTHEA
ADJUSTMENT BASED ONE E FILE NO.:21 08-1215 w~•.~ _ , .,,
VALUE OF ESTATE: AllMINISTRATIVE CORRECTION
^`'": 1"1 DATE: 06-08-2011
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1)
.00
3. Closely Held Stock/Partnershi c2) 653, 964.40
4. Mortgages/Notes Receivable CScheduleeD) Schedule C)
c3) .00
5. Cash/Bank Deposits/Misc. Personal Pro ert (Schedule E) (4)
6. Jointly Owned Property (Schedule F) p y •0 0
c5) 60 034.66
7. Transfers (Schedule G) C6)
8. Total Assets 0 0
c7) ~ 0 . 1 99 9S
DEDUCTIONS AND EXEMPTIONS:
ca)
9. Funeral Expenses/Administrative Costs/ 817, 199. O1
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9) 17, 781.62
11 . Total Deductions C10) 8, 000 ,. 18
12. Net Value of Tax Return
cl1) 25, 781 .80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule
c12) 791,417.21
14. Net Value of Estate Subject to Tax J)
TAX • c 13 )
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18• Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER
02-24-2009 CD010940
06-14-2010 CD012907
06-07-2011 REFUND
•++•~~.uV1Y 1 (t)
INTEREST/PEN PAID C-)
1,736.84
31.05-
.00
.00
c14) 791,417.21
C15)
.00X.00 =
c16) 791 , 417.21
045= . 00
.
c17) 35, 613.77
.00X.12 =
clB) .00
.00X.15 =
. 00
C19)
35,613.77
AMOUNT PAID
33,000.00
1,046.14
138.16-
TOTAL TAX PAYMENT
ALANCE OF TAX DUE 35,613.77
INTEREST AND PEN, •00
IF PAID AFTER DATE INDICATED, SEE REVERSE •O 0
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE TOTAL DU E
IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE .O 0
A REFUND. SEE REVERSE SIDE OF THIS F=ORM FOR INSTRUCTIONS.)
INHERITANCE TAX
Pennsylvania $~~~ ~-
RECORD ADJUSTMENT r
DEPARTMENT OF REVENUE ~ '
REV-1593 IX AFP (12-10)
REV-1470 EX (q~_~pi
~ pennS ~V~r~1~
aY
DEPARTNIENT OF RF~'ENUE
BUREAU t_7F INC.)TVICjUAL TAXES
Po Box Zsosoi
HARRI B R PA 171 8-0601
DECEDENT'S NAME
Althea E. Faley
REVIEWED BY
Steven James
SCHEDULE ITEM
NO.
B
INHERITANCE TAX
EXPLANATION
OF CHANGES
IFILE NUMBER
21 08-1215
ACN
101
The supplemental return has EXPLANATION OF CHANGES
been adjusted to remove items assessed on the
supplemental that were already assessed on the on in
credit balance, a request to refund the overpayment h al return. The estate now reflects a
as been submitted.
ROW
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