HomeMy WebLinkAbout12-05-11INHERITANCE TAX Pennsylvania , M,~ _
~~~,'rl ; 'r L~ RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES ~ t~' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION U '~j ~ REY-1593 EX AFP (12-10)
PO BOX 260601 I^~~. _ .i,~J
HARRISBURG PA 17128-0601
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RICHARD E CONN~LL ESQ
2303 MARKET STREET
CAMP HILL PA 17011
DATE l:1-30-2011
ESTATE OF SHAFFER SHIRLEY B
DATE OF DEATH 03-07-2008
FILE NUMBER 21 08-0263
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 propercredit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS___~_-_--
-------------------------- ---------------------------------------------- ____
REV-1593 EX AFP (12-1~Q) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:SHAFFER SHIRLEY B FILE N0.:21 08-0263 ACN: 101
DATE: 11-30-2011
ADJUSTMENT BASED oN: ! ADMINISTRATIVE CORRECTION
VAI IIC AC CCT~Tr _
1. Real Estate CSchedudle A)
2.
Stocks and Bonds CSjchedule B) 11}
174,296.70
3.
Closely Held Stock/Partnership Interest (Schedule C) cz) 187, 683.99
4.
Mortgages/Notes Receivable (Schedule D) ~3)
•00
5.
Cash/Bank Deposits/disc. Personal Property (Schedule E) t4)
(5) .00
6. Jointly Owned Property (Schedule F) 88 •369.97
c6)
7.
Transfers (Scheduled G) .00
C7}
8. Total Assets ' • 00
DEDUCTIONS AND EXEMPTIONS: ~$) 450,350.66
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Sch
d
l e
u
e H) (9) 18, 293.66
10. Debts/Mortgage Liabilities/Liens (Schedule I}
11.
Total Deductions C10) .00
12. Net Value of Tax Rel~urn C11) 18,293.66
13 Charitabl
/G
n C12) 4 32,05 7.00
. e
overnme
tal Bequests; Non-elected 9113 Trusts (Schedule J)
14.
Net .Value of Estate 'Subject to Tax
~ c13) . 00
TAX: C14) 432, 057.00
15. Amount of Line 14 at{ Spousal rate
16. I15)
Amount of Line 14 t~xable at Lineal/Class A rate .00X.00 = .00
17. Amount of Line 14 atj sibling rate C16) 432, 057 . 00 x.045= 19, 442.57
18. Amount of Line 14 tajxable at Collateral/Class B rate C17} .00x.12 ° .00
19. Principal lax Due C18)
., 00x.15 =
. 00
TAX CREDITS: ',
pevMruT ..~,.__
_ C19) 19,442.57
DATE NUMBE INTEREST/PEN PAID C-) AMOUNT PAID
06-03-2008 CD009832 894.74 17,000.00
12-03-2008 CD010583 .00 2,492.97
* IF PAID AFTER DATE INDICA ED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
- ~i-
TOTAL TAX PAYMENT 20,387.71
ALANCE OF TAX DUE 945.14(
INTEREST AND PEN. .00
TOTAL DUE 945. 4C
IF TOTAL DUE IS REFLECTED AS A "'CREDIT'' CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)