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INHERITANCE TAX pennsyLvania
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES REV-1593 IX AFP (12-12)
POH BOX T280601 DIVISION RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGISTER OF WILLS
DATE 04-04-2013
tU13 r PR 15 Fn `3 29 DATETOFODEATH 11-20-2011 RUBY M
CLERK OF FILE NUMBER 21 11-1285
ORPHANS' COURT COUNTY CUMBERLAND
pcp
`i p_ ACN 101
MARK A MATEY-
CUMBERLAND CO., f A Amount Remitted
55 W CHURCH AVE
CARLISLE PA 17013-3202 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: LINDSAY RUBY M FILE N0. :21 11-1285 ACN: 101 DATE: 04-04-2013
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 69,900.00
2. Stocks and Bonds (Schedule B) (2) 2,984.08
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 98 50 9.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 278,395.61
S. Total Assets C8) 449,789.03
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 31,915.43
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,294.65
11. Total Deductions (11) 35,210.08
12. Net Value of Tax Return (12) 414,578.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 414,578.95
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) .00 X.045= .00
17. Amount of Line 14 at Sibling rate (17) 342,526.47 . 12 = 41,103.17
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 72,052.48Y. 15 10,807.87
19. Principal Tax Due (19)
51,911.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-17-2012 CDO15605 1,285.79 24,430.00
07-10-2012 CDO16234 .00 35,792. 15
. V
TOTAL TAX PAYMENT 61,507.94
BALANCE OF TAX DUE 9,596.90CR
INTEREST AND PEN. .00
TOTAL DUE 9,596.90CR
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)
P INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENTS NAME FILE NUMBER
Ruby Lindsay 2111-1285
REVIEWED BY ACN
Steven.James 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 The value of the real estate has been adjusted to reflect the sale value as indicated on the
HUD-1 Settlement Sheet provided by the estate. A request to refund the resulting
overpayment has been submitted.
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