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HomeMy WebLinkAbout03-04-13 INHERITANCE TAX ' i pennsylvarna RECORD ADJUSTMENT ALt DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1593 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 ECO DEED OFF vF OF DATE 02-08-2013 REGISTER OF R`"I LS ESTATE OF MCGRAIL III JOSEPH J DATE OF DEATH 08-24-2011 9 PM 12 93 FILE NUMBER 21 11-1061 COUNTY CUMBERLAND CLERK O:_- ACN 101 LEONARD TINTNER ESQ ORPHANS' COUR T Amount Remitted 315 N FRONT ST CUMBERLAND CO., PA HARRISBURG PA 17101-1203 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:MCGRAIL III JOSEPH J FILE NO. :21 11-1061 ACN: 101 DATE: 02-08-2013 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) (1) 85, 000.00 2. Stocks and Bonds (Schedule B) (2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) C4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,734.94 6. Jointly Owned Property CSchedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets C8) 98,734.94 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 25,515.03 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,449.42 11. Total Deductions (11) 26,964.45 12. Net Value of Tax Return C12) 71,770.49 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 71,770.49 TAX: 15. Amount of Line 14 at Spousal rate (15) 00X.00 ° .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 71,770.49X.045= 3,229.68 17. Amount of Line 14 at Sibling rate (17) .00X.12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X.15 = .00 19. Principal Tax Due (19) TAX CREDITS: 3,229.68 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 08-06-2012 CDO16349 19.60- 5,213.34 09-08-2012 CDO16485 .00 18.26 TOTAL TAX PAYMENT 5,212.00 BALANCE OF TAX DUE 1,982.32CR INTEREST AND PEN. .00 TOTAL DUE 1,982.3 R * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (01-10) pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER Joseph J. McGrail, III 2111-1061 REVIEWED BY ACN Joan M. Peters 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The above referenced Account Control Number has been adjusted to reflect that changes have been made to Schedules "A". Page 1