HomeMy WebLinkAbout09-30-13 INHERITANCE TAX pennsylvania
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1595 EX AFP (12-12)
PO BOX 288601
HARRISBURG PA 17128-0601 - r .rt r' I.` _ f
.� DATE 09-06-2013
ESTATE OF MULGREW PATRICIA
C: 30 fl 1 Q� DATE OF DEATH 12-14-2008
J
FILE NUMBER 21 08-1268
COUNTY CUMBERLAND
C�%JIIJANS' COURT ACN 101
HARTMAN S WHRLJAND PA Amount Remitted
1 IRVINE ROW
CARLISLE PA 17013-3019 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: MULGREW PATRICIA FILE NO. :21 08-1268 ACN: 101 DATE: 09-06-2013
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) ,00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .DO
4. Mortgages/Notes Receivable (Schedule D) (4) . 00
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 48,737.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 257.812.78
8. Total Assets (e) 306,550. 19
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 25,918.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,522.90
11. Total Deductions (11) 37,441 .49
12. Net Value of Tax Return (12) 269,108.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 209,369.77
14. Net Value of Estate Subject to Tax (14) 59,738.93
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) .00X.045= . 00
17. Amount of Line 14 at Sibling rate (17) 59,738.93X. 12 = 7,168.67
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X. 15 - . 00
19. Principal Tax Due (19) 7,168.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-30-2009 CDO11423 .00 14,305.67
TOTAL TAX PAYMENT 14,305.67
ALANCE OF TAX DUE 7,137.00CR
INTEREST AND PEN. . DO
TOTAL DUE 7,137.000R�
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-1610 EX(01-10)
Pennsylvania INHERITANCE TAX
ti DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Patricia Mulgrew 2108-1268
REVIEWED BY ACN
James Russell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Made aware by M&T Bank that original reported DOD value of$80,493.83 for Checking
Account#2678021698 was incorrect and should have been reported as $21,018.88
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