HomeMy WebLinkAbout11-30-12a INHERITANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280b01 _--- - _ _ ._.... -,.
HARRISBURG PA 17128-0601
RECORDEC QFFlCE OF
REGl5TER OF f~'ILLS
?~12 ItiOU 30 Ail 1? `~Z
CLERK 0~
DANIEL J TAYLOR ORPHANS COURT
121 COVENTRY ~U*1$ERLAND Cg PQ
CARLISLE PA 17015-45 '/'
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1593 EX AFP (12-11)
DATE 11-21-2012
ESTATE OF TAYLOR MARTH
DATE OF DEATH 06-07-2010
FILE NUMBER 21 11-0171
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with Your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ __________
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REV-1593 EX AFP C12-11~ ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:TAYLOR MARTH FILE N0.:21 11-0171 ACN: 101 DATE: 11-21-2012
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 108,359.82
6. Jointly Owned Property (Schedule F) (6) 185.000.00
7. Transfers (Schedule G) C7) 3.675.22
e. Total Assets ($) 297, 035.04
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 15, 905.40
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 171,380.21
11. Total Deductions (11) 187,285.61
12. Net Value of Tax Return (12) 109,749.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 109,749.43
TAX:
15. Amount of Line 14 at Spousal rate (15) .00X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (lg) 109,749.43x.045= 4,938.72
17. Amount of Line 14 at Sibling rate (17) .00x.12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (1B) .0 0 x.l 5 - .00
14. Principal Tax Due C19) 4,938.72
TAX CREDITS:
AYMENT R IPT COUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 12-06-2012*
AT THE RATES APPLICABLE AS OUTLINED ON TH
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
E ALANCE OF TAX DUE 4,938.72
INTEREST AND PEN. 259.18
TOTAL DUE 5,197.90
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,n~
1
`EV-1470 EX (07-10)
•
~ ~~ pennsy van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Martha P. Taylor 21 11-0171
REVIEWED BY ACN 101
Steven James
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
F 1 The value of the real estate has been adjusted to reflect the decedent's'/: interest in the
property.
I I 5 I A deduction has been added for'/z the value of the mortgage not considered on the
original return.
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