HomeMy WebLinkAbout05-03-13 INHERITANCE TAX pennsyLvarna
RECORD ADJUSTMENT iff, DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
� .� - - DATE 04-26-2013
R Ali Uc ESTATE OF HERCHELROATH REJANE Y
DATE OF DEATH 09-13-2011
FILE f�I�Y ��� �� COUNTYUMBER CUMBERLAND
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ACN 101
LINDA J OLSEN Amount Remitted
2000 LINGLESTOWN RDA Hr)HA N�` ^� `" i
HARRISBURG PXUjYY G`�3G8P+ �'° If 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 -i RETAIN LOWER PORTION FOR YOUR RECORDS t-
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REV-1593 EX AFP (12-12) INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: HERCHELROATH REJANE Y FILE NO. :21 11-1006 ACN: 101 DATE: 04-26-2013
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 169,900.00
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) 3,243.75
6. Jointly Owned Property (Schedule F) (6) 20,316.73
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
193,460.48
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 50,677.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 305.26
11. Total Deductions (11) 50,983.25
12. Net Value of Tax Return (12) 142,477.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 142,477.23
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)
142,477.23X.045= 6,411.48
17. Amount of Line 14 at Sibling rate (17) ,00 X 00
. 12
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 Y. 12 = .00
19. Principal Tax Due (19) 6,411 .48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-08-2012 CDO16096 . 00 7,029.75
TOTAL TAX PAYMENT 7,029.75
BALANCE OF TAX DUE 618.27CR
INTEREST AND PEN. . 00
TOTAL DUE 618.27CR
* 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.)