HomeMy WebLinkAbout01-17-12~ INHERITANCE TAX
•` _ RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES !`(- ~~~
INHERITANCE TAX DIVISION ' -1'C~
PO BOX 280601 ' ' ~~
HARRISBURG PA 17128-0601
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MARIELLE F HAZEN
SUITE 303
2000 LINGLESTOWN RD
HARRISBURG PA 17110
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Pennsylvania ~ ~;
DEPARTMENT OF REVENUE
REV-1593 EX AFP (12-11)
DATE [i1-04-2012
ESTATE OF F~INUI WILMA
DATE OF DEATH 04-15-2010
FILE NUMBER 21 10-0460
COUNTY CUMBERLAND
ACN ]L O 1
~ount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
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 --1 RETAIN LOWER PORTION FOR YOUR RECORDS _ !-______________________
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REV-1593 EX AFP (I2-11) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:FINUI WILMA FILE N0.:21 10-0460 ACN: 101 DATE: 01-04-2012
ADJUSTMENT BASED DN: BOARD OF APPEALS REFUND
VALUE OF ESTATE:
1. Real Estate (Schedule A) I1) 121,500.00
2. Stocks and Bonds (Schedule B) c2) 275,415.00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 23.763.66
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 3.243.41
8. Total Assets cB) 433, 922.07
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) C9) 43,342.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 65.93
C11) 43,408.84
11. Total Deductions
12. Net Value of Tax Return (12) 390,513.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sche dule J) C13) 3,918.33
14. Net Value of Estate Subject to Tax C14) 386,594.90
TAX:
15. Amount of Line 14 at Spousal rate (15) .00X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 386,594.90x.045= 17,396.77
17. Amount of Line 14 at Sibling rate (17) .00x.12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 Y.1 5 .00
19. Principal Tax Due C19) 17,396.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-14-2010 CD013062 789.47 15,000.00
01-07-2011 CD013880 .00 1,666.70
01-03-2012 REFUND .00 59.40-
TOTAL TAX PAYMENT 17,396.77
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 FOR INSTRUCTIONS.)