HomeMy WebLinkAbout04-07-14 INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES v.
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX pFP (12-13)
PO BOX 290681
HARRISBURG PA 17128-0601
DATE 04-01-2014
ESTATE OF ZOCK THOMAS M
DATE OF DEATH 03-24-2007
FILE NUMBER 21 07-0319
COUNTY CUMBERLAND
ACN 101
BARBIN PC ANDREW W _ Amount Remitted
STE 102 �!_
5 KACEY CT MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
MECHANICSBURG PA 17055-9220
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--"
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REV-1593 EX AFP (12-130 ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:ZOCK THOMAS M FILE NO. :21 07-0319 ACN: 101 DATE: 04-01-2014
ADJUSTMENT BASED ON: PROTEST BOARD DECISION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 171,000.00
2. Stocks and Bonds (Schedule B) (2) .00
y
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,O$ C7
4. Mortgages/Notes Receivable (Schedule D) (4) ,00 � Cy m Fq
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) $$6.45 03 `17 - p
6. Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule O) (7) ~ O
171 y tnT itT
S. Total Assets C87� 77 `7 b
�c171 $$6.45
DEDUCTIONS AND EXEMPTIONS: ") (J -0 ..i -n
9. Funeral Expenses/Administrative Costs/ C= ,.E ,!?
Miscellaneous Expenses (Schedule H) (9) 9,640.00 ; i--+
—f r- m
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) .00 ,y, r Q
11. Total Deductions (11) 419640.OUI
12. Net Value of Tax Return (12) 162,246.45
13. Charitable/Governmental Bequests; Non-oleoted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 162,246.45
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) 162,246.45X.045= 7,301 .09
17. Amount of Line 14 at Sibling rate (17)
.00x.12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
.ODy. 15 = .00
19. Principal Tax Due (14)
7,301 .09
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT l AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-22-2011 CD014165 393.91- 7,695.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-23-2011 TOTAL TAX PAYMENT 7,301 .09
BALANCE OF TAX DUE .00
INTEREST AND PEN. 837.07
TOTAL DUE 837.07
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
cno rat rill ATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) jT
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' Pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Thomas M. lock 2107-0319
REVIEWED BY ACN
Joan M. Peters 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to reflect that it has
been Ordered that the Protest is denied. The Department of Revenue's appraisement and
assessment shall stand per the Board of Appeals.
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