HomeMy WebLinkAbout12-17-12
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 1]128-0601
KARL E ROMINGER
155 S HANOVER ST
CARLISLE
INHERITANCE TAX
RECORD ADJUSTMENT
RECORDED OFFICE OF
REGISTER OF ;~~ii_LS
2012 DEC 17 fill ii `i8
CLERK D.
ORPHANS'CGURT
CUMBERLAND CG., °A
PA 17013
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1593 IX AFP (12 -12)
DATE 12-10-2012
ESTATE OF WALTER SR BRUCE A
DATE OF DEATH 07-04-2009
FILE NUMBER 21 09-0755
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
REV-1593 EX AFP C12-12)
ESTATE OF: WALTER SR
~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
^^ INHERITANCE TAX RECORD ADJUSTMENT r^
BRUCE A FILE N0.:21 09-0755 ACN: 101 DATE: 12-10-2012
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A7 (17 138.000.00
2. Stocks and Bonds (Schedule e) (2) 2,140.20
3. Closely Haltl Stock/Partnership Interest (Schedule C) (37 .00
4. MarYgagas/Notes Receivable (Schedule D7 (47 .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (57 21.221.67
6. Jointly Owned Property (Schetlule F) (67 .00
7. Transfers (Schetlule G] I77 .00
B. Total Assets (B) 161,361.87
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
MSS<ellaneous Expenses (Schetlule H) (97 lE
10. Debts/Mortgage Liabilities/liens (Schedule I7 C10)
11. Total Detluctions
12. Nat Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schetlule J)
14. Net Value of Estate Subiect to Tax
TAX:
(11) 16,019.54
nz) 145,342.33
(13) .00
(14) 145,342.33
15. Amount of Line 14 at Spousal rate (15) 145,342.33X .00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate
(15) ,00X .045= .00
17. Amount of Line 14 at Sibling rate (17) =
.00X .12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (16)
,00X .15 = .00
19. Principal Tax Due (19)
.00
TAX CREDITS:
DATE NUMBER I INTEREST/PEN PAID (-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
ALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU MAY BE C
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
019.54
00
00
00
REV-1 O0 E%(~1-1~
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280801
Bruce A. Walter
INHERITANCE TAX
EXPLANATION
OF CHANGES
21 09-0755
Steven James ~~ ~ ~ 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The above-referenced ACN has been adjusted to reflect a factual error on the return that
resulted from a keying error on the part of the Department. The estate passed 100% to the
surviving spouse and should have been taxed at the spousal rate of 0%. That has been
corrected.
Row Page 1