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INHERITANCE TAX i pennsyLvania
BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 12-07-2012
RE^',ST ESTATE OF MARLOWE MARY L
DATE OF DEATH 07-21-2011
;t:4t EC 21 Fi~ ~9 FILE NUMBER 21 11-0835
COUNTY CUMBERLAND
CLLR K ACN 101
issi
SUSAN H CONFAIR ORPHANS' C,,4F'- Amount Remitted
2331 MARKET ST CUMBERLAND 00 PA
CAMP HILL PA 17011-4642 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 tax payment.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1593 EX AFP (12-12) INHERITANCE TAX RECORD ADJUSTMENT
ESTATE OF:MARLOWE MARY L FILE NO. :21 11-0835 ACN: 101 DATE: 12-07-2012
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 184, 787.91
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) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 582, 606.60
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 767,394.51
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 9,140.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,816.13
11. Total Deductions (11) 13, 956.90
12. Net Value of Tax Return (12) 753,437.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 753,437.61
TAX:
15. Amount of Line 14 at Spousal rate (15) . 00 X. 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 753, 437.61X. 045= 33, 904.69
17. Amount of Line 14 at Sibling rate (17) .0012 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) X.
.0 0 12 = .0 0
19. Principal Tax Due (19) 33, 904.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
10-21-2011 CDO15091 1,695.23 34,200.68
08-15-2012 REFUND .00 575.68-
TOTAL TAX PAYMENT 35,320.23
BALANCE OF TAX DUE 1,415.54CR
INTEREST AND PEN. .0;6
TOTAL DUE 1,415.t4
CR
* 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 (01-10)
pCl'1n*MIJ Vat11a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, P 17128-0601
DECEDENT'S NAME FILE NUMBER
Mary L Marlowe 2111-0835
REVIEWED BY ACN
Ross Garrett 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of the real estate is decreased from $217,900.00 to $184,787.91 as the result of
the sales price as indicated by the listing sales agreement and HUD-1 settlement sheet
provided by the primary correspondent. Tax due adjusted accordingly; for your
convenience, a refund petition has been submitted on behalf of the estate for the resulting
overpayment.
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