HomeMy WebLinkAbout05-05-14 INHERITANCE TAX - pennsylvania
RECORD ADJUSTMENT DEPARTMENTOF REVENUE
BUREAU OF INDIVIDUAL TAXES ------
INNERITANCE TAX X DIVISION REV-1593 EX AFP (12.13}
Pe Box
HARRIISSBURGbPA 17128-6601 RECORDED OFFICE OF
REGISTER OF WILLS DATE 04-22-2014
9tt fOpU �2} �} ESTATE OF OWENS GLADYS M
2014 MR 5 10li t 57 DATE OF DEATH 11-12-2011
FILE NUMBER 21 11-1255
CLERK OF COUNTY CUMBERLAND
ORPHANS' COURT ACN 101
/(��''''�(,,�'�aER 1ND CO., PA Amount Remitted
SHEELY ESq A(TDR'EW �'
127 S MARKET ST
PO BOX 95 MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
MECHANICSBURG PA 17055-0095
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 C12-13) ■■ INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:OWENS GLADYS M FILE NO. :21 11-1255 ACN: 101 DATE: 04-22-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
I. Real Estate (Schedule A) (1) 96,500.00
2. Stocks and Bonds (Schedule B) (2) .00
S. Closely Held Stock/Partnership Interest (Schedule C) (3) ,00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 50,583.95
6. Jointly Owned Property (Schedule F) (6) .00.
7. Transfers (Schedule G) (7) .DO
B. Total Assets (87 147,0$3.95
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 3,416.69
10. Debts/Mortgage Liabilities/Liens (Schedule IT (10) 29,037.10
11. Total Deductions (11) 32,453.79
12. Net Value of Tax Return (12) 114,630.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 114,630. 16
TAX:
15. Amount of Line 14 at Spousal rate
(15) .00X.00 = .00
16. Amount of Line 14 taxable at lineal/Class A rate (16) 114,630.16X.045` 5,158.36
17. Amount of Line 14 at Sibling rate (17) .00X. 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18J .00v.15 - .00
19. Principal Tax Due L197 5,15$.36
TAX CREDITS:
PAYMENT RECEIPT ISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2012 CDO15528 257.92 6,000.-00
TOTAL TAX PAYMENT 6,257.92
BALANCE OF TAX DUE 1,099.56CR
INTEREST AND PEN. . 00
TOTAL DUE 1,099.56CR
e 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.) `
J pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION 11/12/2011
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME
Gladys M. Owens FILE NUMBER
REVIEWED BY 2111-1255
Steven James ACN
101
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
The value of the real estate has been adjusted to reflect the sale value as indicated on the
settlement agreement Provided by the estate.
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