HomeMy WebLinkAbout10-30-09 _ _
, COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
�
BUREAU OF INDIVIDUAL TAXES rr"1 'r'' '� � INHERITANCE TAX
INHERITANCE TAX DIVISION '''" `
Pa eox 280601 �r �.. - RECORD ADJUSTMENT
HARRISBURG PA 17128-0601 " REV-1593 IX AFP (01-09)
���� ��.- �� ��;`, !`?; �� DATE 10-26-2009
ESTATE OF AP6AR WALTER W
DATE OF DEATH 06-12-2008
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, ,�,.T FILE NUMBER 21 08-0677
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�, - - COUNTY CUMBERLAND
CHARLENE FEUCHTI�'hIBERGER ACN 101
.,,; :
ORRSTOWN BANK EXEC
PO BOX 250 Amount Remitted
SHIPPENSSURG PA 17257
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALON6 THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1593 EX AFP CO1-09� �* INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF APGAR WALTER W FILE N0. 21 08-0677 ACN 101 DATE 10-26-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate CSchedule A) C1) 120,000.00
2. Stocks and Bonds CSchedule B) C2) 712.00
3. Closely Held Stock/Partnership Interest CSchedule C) C3) .00
4. Mortgages/Notes Receivable CSchedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 36,04 6.93
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers CSchedule G) C7) 113,313.03
e. Total Assets cs) 270,071 .96
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous ExPenses CSchedule H) (9) 37,533.28
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 6,938.9 3
11. Total Deductions C11) 44s472.21
12. Net Value of Tax Return (12) 225,599.75
13. Charitable/Govarnmental Bequests; Non-elected 9113 Trusts (Schedule J) (13J 33,8 39.96
14. Net Value of Estate Subject to Tax (14) 191,759.79
TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 33,839.96X 045= 1,522.80
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate c18) 157,919.81 X 15 = 23,687.97
19. Principal Tax nue ci9� 25,210.77
TAX CREDITS:
+
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-11-2008 CD010264 1,260.54 46,000.00
03-11-2009 CD010986 .00 2,528.39
TOTAL TAX CREDIT 49,788.93
BALANCE OF TAX DUE 24,578. 16CR
INTEREST AND PEN. .00
TOTAL DUE 24,578.16CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ,,�
�
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ��
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-147GEX(o-88)
y INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FI�E NUMBER
Walter W. Apgar 21 08-0677
REVIEWED BY ACN
Steven James 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 The State Employees Retirement Fund payment to the estate has been removed as
proceeds from this fund are not taxable for Inheritance Tax purposes. A request to refund
the resulting overpayment has been submitted.
Row Paqe 1