HomeMy WebLinkAbout09-04-12BUREAU OF INDIVIDUAL TAXES "•." ~~
INHERITANCE TAX DIVISION ~! ~~ _~~...{
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT K VARANO
110 S OAK ST
MOUNT CARMEL PA 17851-2162
INHERITANCE TAX
~~`1~~ ~~ RECORD ADJUSTMENT
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1593 IX AFP (12-11)
DATE 08-23-2012
ESTATE OF DICKSTEIN VENITA K
DATE OF DEATH 10-11-2011
FILE NUMBER 21 11-1152
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 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 ~
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REV-1593 EX AFP C12-11~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:DICKSTEIN VENITA K FILE N0.:21 11-1152 ACN: 101 DATE: 08-23-2012
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) c2) 109,869.84
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 4,6 9 3.12
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 134,562.96
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 4,409.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21 , 375.10
11. Total Deductions (11) 25, 784.29
12. Net Value of Tax Return (12) 108 , 778.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13~ .0 0
14. Net Value of Estate Subject to Tax C14) 108, 778.67
TAX:
15. Amount of Line 14 at Spousal rate (15) , QO X.00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C1 (,) 108, 778.67 X.045= 4, 895.04
17. Amount of Line 14 at Sibling rate (17) .00X.12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) ,0 0 X.15 = .0 0
19. Principal Tax Due (19) 4,895.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-11-2012 CD015448 244.75 5,500.00
07-26-2012 REFUND .00 747.64-
TOTAL TAX PAYMENT 4,997.11
ALANCE OF TAX DUE 102.07CR
INTEREST AND PEN. .00
TOTAL DUE 102.07(
* 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.)
REV-1470 EX X01-10)
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Venita K. Dickstein
Steven James
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
21 11-1152
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The overpayment of decedent's pension has been deducted from Schedule E. A request
to refund the resulting overpayment has been submitted.
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