HomeMy WebLinkAbout02-03-12BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~~C~°I~~~~ `.~~~~sC e~ RECORD TADJUSTM NT
TAXES rt~W ~~~', . i ~~~i{~.t `1
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ORPHAN'S COI.~Rt
VERLYN B LUTHER VP
WELLS FARGO BANK
PO BOX 3099 D4000042
WINSTON SALEM NC 27150
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1593 EX AFP C12-11>
DATE 01-25-2012
ESTATE OF BARNES GOLDIE
DATE OF DEATH 11-06-2010
FILE NUMBER 21 10-1204
COUNTY CUIMBERLAND
ACN 1G1
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
S
ensure proper credit to your account, submit the upper portion of this form with your tax payment.
T
o
NOTE:
---) RETAIN LOWER PORTION FOR YOUR RECORDS.. E-~ _____
________ _________________
CUT ALONG THIS LINE _____________________
---------------------------------
** INHERITANCE TAX RECORD ADJUSTMENT' **
REV-1593 EX AFP C12-11)
GOLDIE S FILE N0.:21 10-1204 ACN: 101 DATE: 01-25-2012
ESTATE OF:BARNES
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE: ~1) .00
1. Real Estate (Schedule A) (2) 751 , 00
2. Stocks and Bonds (Schedule B)
C3)
00
Closely Held Stock/Partnership Interest (Schedule C)
3 .
.
C4)
Mortgages/Notes Receivable (Schedule D)
4
.00
.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
39.515.00
C6)
6. Jointly Owned Property (Schedule F)
, 00
C7) ~ GG-I,A~R,O~
7. Transfers (Schedule G) - - (8)
4,497,924.00
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/ 995.00
13i~
Cg)
Miscellaneous Expenses (Schedule H) C10) ,
00
182
li?
10. Debts/Mortgage Liabilities/Liens (Schedule I) .
,
(11) 150, 177.00
11. Total Deductions
cl2)
4,347,747.00
12. Net Value of Tax Return
n-elected 9113 Trusts (Sch
N
edule J) .00
o
13. Charitable/Governmental Bequests; C14) 4,34 7,747.00
14. Net Value of Estate Sub]ect to Tax
TAX:
Amount of Line 14 at Spousal rate C15)
15
. 00 X.00 =
. 00
.
Amount of Line 14 taxable at Lineal/Class A rate C16)
16 . 00 X.045= . 00
.
17. Amount of Line 14 at Sibling rate C17) 216,445.00_X.12 ° 25,973.40
Amount of Line 14 taxable at Collateral/Class B rate Clg)
18 4,131,302.00X.15 = 619,695.30
.
' -- C19) 645,668.00
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
CD013987 31,578.95 600,000.00
02-04-2011
00 14,089.00
08-05-2011 CD014819 . 05
09-26-2011 SBADJUST
.00
.
TOTAL TAX PAYMENT 645,668.00
ALANCE. OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
~ 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.)