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HomeMy WebLinkAbout09-28-12 (2) (?rUi~rFi~ BUREAU OF INDIVIDUAL ,~41 -. INHERITANCE TAX ^IVISION ,.v-~'rcir'~ lp;. '.~~~' C PO BOX 2H 0601 ~t T'`+~1-•' ~"•`,J HARRISBURG PA 17128-0601 €!!2 SEP 28 PM 12~ 22 o~~U•~ courjT q~u16~1D CO.. PA CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055-9751 DATE 09-24-2012 ESTATE OF CLOUSER RICHARD E DATE OF DEATH 05-28-2010 FILE NUMBER 21 10-0589 COUNTY CUMBERLAND ACN 101 Amount Remittetl 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 Your tax payment. CUT ALONG THIS LINE __ ____ ~__RETAIN LOWER~PORTION~FOR_YOUR~ RECORDS_ REV-1593 EX AFP C12-11J ^^ INHERITANCE TAX RECORD ADJUSTMENT ~* :21 10-0589 LE N0 E ACN: 101 DATE: 09-24-2012 ESTATE . FI OF:CLOUSER RICHARD ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: (1) 1 904.00 7 1. Real Estate (Schedule A) ) 00 ) (2 . 2. Stocks and Bonds (SChetlule B (3) 00 3 Closely Held Stock/Partnership Interest (Schedule C) . . hedule D) (S (4) .DO 4 c Mortgages/Notes Receivable . nal Property (Schedule E) 4.821.98 5. Cash/Bank Deposits/Misc. Perso (6) le F) d 16.193.18 6. u Jointly Owned Property (Sche I7) .00 7. Transfers (Sch¢dule G) (e) 92,919.16 e. Total Assets DEDUCT IONS AND EXEMPTIONS: 9. Funeral Expenses/Adminiskrative Costs/ 57 424.82 Miscellaneous Expenses (Schedule H) (9) Ilo) , ~- 1,280.31 10 Debts/Mortgage Liabilities/L1¢ns (Schedule I7 58 13 705 . (11) , . 11. Total Deductions (lp) 34,214.03 12. Net Value of Tax Return Nan-elacte d. 9113 Trusts t (Schedule J) .00 13. s; Charitable/Governmental Beques ] 214.03 34 14 . Net Value of Estate Subject to Tax (14 , TAX: 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 rata 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: ~~~~~w ,y~ (15) .00X.00 = .00 (1B) 55,449.44X.045= 2,495.22 (n) .00X.12 .00 (1e) .00X.15 = .00 c19) 2,495.22 AMOUNT PAID PAxneni •~---- DATE NUMBER INTEREST/PEN PAID (-) 124.76 2,992.50 08-13-2010 CD013210 00 519.49- 07-05-2012 REFUND TOTAL TAX PAYMENT 2,597.77. IALANCE OF TAX DUE 102.55( INTEREST AND PEN. .00 _„~., .,.,~ .102.55( INHERITANCE TAX Pennsylvania ~.... RECORD ADJUSTMENT DEPARTMENT OF REVENUE REV-1593 EX AFP (12-ill IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED A5 w "~neuii- ~~~• •-• * FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INST INHERITANCE TAX EXPLANATION OF CHANGES 21 10-0589 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. A 1 The value of the real estate has been adjusted to reflect the sale value as indicated on t e HUD-1 settlement sheet provided by the estate. The value was initially suspended on the original return. Row Page 1