HomeMy WebLinkAbout03-10-14 INHERITANCE TAX pennsylvama
BUREAU OF INDIVIDUAL TAXES
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-26-2014
ESTATE OF SCHWARTZ JEANNE L
DATE OF DEATH 04-14-2012
FILE NUMBER 21 12-0536
COUNTY CUMBERLAND
ACN 101
VILLANELLA ESQ CINDY L Amount Remittetl
875 MARKET ST
LEMOYNE PA 17043-1500 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 +—
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REV-1593 EX AFP (12-133 *■ INHERITANCE TAX RECORD ADJUSTMENT **
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ESTATE OF: SCHWARTZ JEANNE L FILE NO. :21 12-0536 ACN: 101 DATE: 02-26-2014
ADJUSTMENT BASED ON: PROTEST BOARD DECISION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .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
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5.741 .21
6. Jointly Owned Property (Schedule F) (6) 65,000.00
7. Transfers (Schedule G) (7) 89,878.48
8. Total Assets (8) 160,619.69
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/ ril
Miscellaneous Expenses (Schedule H) (9) 20,533.59 [7 0 �_
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 �=
11. Total Deductions Z
(117 -r r 20,3&3.
12. Net Value of Tax Return (12) (- --:r.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Not Value of Estate Subject to Tax (14) c�;14c 6,p_ -n
TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00X. 00 .OB')
.00x.045= CO .00
17. Amount of Line 14 at Sibling rate (17) .00. 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 140,086.10.15 = 21 ,012.92
19. Principal Tax Due
TAX CREDITS: (19) 21 ,012.92
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-13-2012 CDO16254 15.79 300.00
INTEREST IS CHARGED THROUGH 03-13-2014* TOTAL TAX PAYMENT 315.79
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 20,697.13
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 717.90
TOTAL DUE 21,415.03
" 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.)
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Ar
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PA 17128-0601
DECEDENTS NAME FILE NUMBER
Jeanne L. Schwartz 2112-0536
REVIEWED BY
Joan M. Peters ACN 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 per the Board of Appeals. The appraisement shall
stand.
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