HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
INHERITANCE TAX
RECORD ADJUSTMENT
RECORD
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REV -1593 EX AFP (12 -12)
DATE 02 -21 -2013
ESTATE OF KENNEDY MARY R
DATE OF DEATH 05 -27 -2012
FILE NUMBER 21 12 -0644
COUNTY CUMBERLAND
ACN 101
Amount Remitted
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
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REV -1593 EX AFP (12 -12) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:KENNEDY MARY R FILE NO. :21 12-0644 ACN: 101 DATE: 02 -21 -2013
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE
OF ESTATE:
.00
1.
Real Estate (Schedule A)
(1)
.00
2.
Stocks and Bonds (Schedule B)
(2)
.00
3.
Closely Held Stock /Partnership Interest (Schedule C)
C3)
.00
4.
Mortgages /Notes Receivable (Schedule D)
(4)
.00
5.
Cash /Bank Deposits /Misc. Personal Property (Schedule E)
(5)
152,375.34
6.
Jointly Owned Property (Schedule F)
C6)
.00
7.
Transfers CSchedule G)
C7)
.00
8.
Total Assets
(8) 152,375.34
DEDUCTIONS
AND EXEMPTIONS:
9.
Funeral Expenses /Administrative Costs/
Miscellaneous Expenses (Schedule H)
C9)
30,735.82
10. D
Debts /Mortgage Liabilities /Liens (Schedule I) (10) .
.00
11. T
Total Deductions (
(11) 3
30,735.82
12. N
Net Value of Tax Return (
(12) 1
121,639.52
13. C
Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule J) (
(13) .
.0 0
14. N
Net Value of Estate Subject to Tax (
(14) 1
121 ,
TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal /Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral /Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C +)
DATE NUMBER INTEREST /PEN PAID C -)
09 -21 -2012 1 CDO16548 .00
(15) 00X.00 = .00
(16) 121,639.52X.045 = 5,473.78
(17) 00x.12 = .00
(i8) 00 x 15 = .00
(19) 5,473.78
AMOUNT PAID
5,848.31
TOTAL TAX PAYMENT 5,848.31
BALANCE OF TAX DUE 374.53C
INTEREST AND PEN. .00
TOTAL DUE 374.5,3(
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)
penn$ytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENTS NAME FILE NUMBER
Mary R. Kennedy 2112 -0644
REVIEWED BY AGN
James Russell 101
ITEM
SCHEDULE I NO. EXPLANATION OF CHANGES
Schedule E total was decreased by $8,322.97
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