HomeMy WebLinkAbout09-26-11 ~ --~
INHERITANCE TAX Pennsylvania ~
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES i" ((~r+ ir `,'i~~ I
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REV-1593 EX AFP C12-10)
INHERITANCE TAX DIVISION ..
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PO BOX 280601 `[~~ ~ `~j' ~ (~
HARRISBURG PA 17126-0601 1 !~ l ~ -'r
_ _ DATE 09-07-2011
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)j- ~ ESTATE OF BRAZINSKAS STANELY
DATE OF DEATH 03-04-2009
C~~~ (~~ FILE NUMBER 21 09-0442
(~~~~`~ ~~V~T COUNTY CUMBERLAND
~)~~?~~F i,~Lr) ,~ , {?A, ACN 101
CHAS J JULIUS Amount Remitted
LESLIE JACOBSON OFCS
8150 DERRY ST STE A
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
HARRISBURG PA 1 7111-5212
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 your tax payment.
CUT ALONG THIS LINE '--~ RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-1593 EX AFP (12-10~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: BRAZINSKAS STANELY FILE N0.:21 09-0442 ACN: 101 DATE: 09-07-2011
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) 170,000.00
(2) 203, 296.78
c3) .00
(4) .00
(5) 102,267.73
(6) .00
(7) nn
(9) 80,505.29
(lo) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
TAX:
(8)
475,564.51
(11) 80,505.29
(12) 395, 059.22
(13) . 00
C14)
395,059.22
15. Amount of Line 14 at Spousal rate (15) ,00X.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) -
=
296,294.41x .12 35,555.33
18. Amount of Line 14 taxable at Collateral/Class B rate C18) =
98,764.81 x.15 14,814.72
19. Principal Tax Due (19)
50,370.05
TAX CREDITS:
DATE NUMBER
09-04-2009 CD011714
11-30-2009 CD012047
INTEREST/PEN PAID C-)
.00
.00
AMOUNT PAID
14,400.00
42,332.74
TOTAL TAX PAYMENT 56,732.74
ALANCE OF TAX DUE 6,362.69CR
INTEREST AND PEN. .00
TOTAL DUE 6,362.69CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRY, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR'INSTRUCTIONS.)
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~ ' pennS~I~Van1a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
1
DECEDENT'S NAME FILE NUMBER
Stanley Brazinskas 21 09-0442
;EVIEWED BY ACN
Steven James 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the real estate has been adjusted to reflect the sale value as'indicated on the
A I 2 I HUD-1 settlement sheet provided by the estate.
H I I The additional closing costs associated with the sale of this property have been applied
as a deduction against the value of the estate.
A request to refund the resulting overpayment has been submitted.
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