HomeMy WebLinkAbout03-18-13 INHERITANCE TAX -ANN- pennsyLvania
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES REV-1593 EX AFP (12-12)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 RECORr,", ,yr-,, 7:
REGiST- OF -� DATE 03-06-2013
g n ESTATE OF WESTHAFER SR CRL L
?113 W 1c3 `G DATE OF DEATH 02-08-2012
FILE NUMBER 21 12-0449
CLERK 1.!, COUNTY CUMBERLAND
ORPHANS, c, -_I ACN 101
WILLIAM BRAD WESTHAUMBERLANC? .. `=hi Amount Remlttetl
6604 CARLISLE PIKE
MECHANICSBURG PA 17050-1706 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 4--
REV-1595 EX AFP (12-12) x* INHERITANCE TAX RECORD ADJUSTMENT ■*
ESTATE OF:WESTHAFER SR CRL L FILE NO. :21 12-0449 ACN: 101 DATE: 03-06-2013
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:.
1. Real Estate (Schedule A) (1) 56,400.00
2. Stocks and Bonds (Schedule B) (2) ,00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6.998.51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 3,316.60
8. Total Assets (8) 66,715.11
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 20,985.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,676.46
11. Total Deductions (11) 30,661.52
12. Net Value of Tax Return (12) 36,053.59
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (141 36,053.59
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) 36,053.59X.045= 1,622.41
17. Amount of Line 14 at Sibling rate (17)
.00X. 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00v. 15 = .DO
19. Principal Tax Due (19)
1 ,622.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (r) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-07-2012 CDO16751 .00 11600.00
02-21-2013 CDO17219 . 10- 22.51
03-05-2013 SBADJUST .00 .09
TOTAL TAX PAYMENT 1 ,622.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE :`OD.
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUES.
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
i
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280801
H8RRISRURG PA 1712&-0601
DECEDENTS NAME FILE NUMBER
Carl L. Westhafer 21 12-0449
REVIEWED BY ACN
Steven James 101
SCHEDULE ITEM Np, EXPLANATION OF CHANGES
I 3 The value of this item has been adjusted based on the waiver letter submitted by the
estate.
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