HomeMy WebLinkAbout10-22-12t^r r r C'~.r"1 ^<<~~~~ ~ INHERITANCE TAX Pennsylvania ~,~
~C.~F~aF-'L''` ~'~ RECORD ADJUSTMENT
BUREAU OF INDIVID ~ '~~~~~~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVIS~''~' {-~' ~~'- `~"'~'~J REY-1593 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
~i2 OCT 22 PE~412~ 35
ORPHt~i~'~ „QUF T
~UMBERIAND CO., PA
ARNOLD B KOGAN
4250 (RUMS MILL RD
PO BOX 6991
HARRISBURG PA 17112-0900
DATE 10-02-2012
ESTATE OF STUART GRACE S
DATE OF DEATH 10-09-2011
FILE NUMBER 21 11-1066
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT ~TO:
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 ta* payment.
CUT ALONG THIS LINE --- RETAIN LOWER PORTION FOR YOUR RECORDS t--
----------------------------------------------------------------------------------------------------- -----
REV-1593 EX AFP C12-11) ~~ INHERITANCE TAX RECORD ADJUSTMENT ** ~ -~
ESTATE OF:STUART GRACE S FILE N0.:21 i1-1066 ACN• 101 DATE• '10-02-2012
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION IT
VALUE OF ESTATE:
1. Real Estate (Schedule A) I1) .00
2. Stocks and Bonds (Schedule B) C2) .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) 64.234.51
6. Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) c7) .
903
075
8.
Total Assets .
.
DEDUCTIONS AND EXEMPTIONS: c8) 967,1309 ~ 66
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 30,967.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,527.50
11. Total Deductions C11) 34, 494. 71
12. Net Value of Tax Return
(12) 932, 814. 95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
(13) 00
14. Net Value of Estate Subject to Tax
TAX: C14) 932, 14 95
15. Amount of Line 14 at Spousal rate
1 C15)
•00 X.00
=
00
6. Amount of Line 14 taxable at Lineal/Class A rate .
17. c16)
Amount of Line 14 at Sibling rate 932, 814 . 95 X.045= 41 , 976 67
18. (17)
Amount of Line 14 taxable at Collateral/Class B rate
•~0 X•12 _
00
19. Principal Tax Due C18) • 00 X_.15 . 00
TAX CREDITS: C19) 41, 76. 67
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ',
01-06-2012 CD015428 2,098.83 52,000.00
TOTAL TAX PAYMENT
ALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTF
54, 98.83
12, 22.16CR
.00
12, X122. 16CR
Y BE'DUE
'IONS)