HomeMy WebLinkAbout08-05-14 INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
PO BOX 280681
HARRISBURG PA 17128-0601
DATE 07-28-2014
ESTATE OF CLIFFORD SR ANTHONY L
DATE OF DEATH 02-23-2010
FILE NUMBER 21 10-0373
COUNTY CUMBERLAND
ACN 101
JONES SUZANNE ,, Amount Remittal
619 GOOD HOPE ROAD
MECHANICSBURG PA 17050 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 -_----- --10 RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-1593 EX AFP (12-13) *e INHERITANCE TAX RECORD ADJUSTMENT
ESTATE OF- CLIFFORD SR ANTHONY L FILE NO. :21 10-0373 ACN: 101 DATE: 07-28-2014
ADJUSTMENT BASED ON: PROTEST BOARD DECISION
VALUE OF ESTATE:
1. Real Estate (Schedule A) Cl) 410,000,00 ,--
2. Stocks and Bonds (Schedule D) (2) 104,286.00 f'S `_7 ^)
3. Closely Held Stock/Partnership Interest (Schedule C) (3) Do O
4. Mortgages/Notes Receivable (Schedule D) (4) C=
0- CO-p C_ G`/
mom_ ,-C` c') c ; -!•
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 15,853. "r••r� f-r'i rri
6. Jalbtly Owned Property (Schedule F) (6)�
7. Transfers (Schedule G) (7) 00 -77 �
B. rotas Assets (1 53V 139=-00:D
DEDUCTIONS AND EXEMPTIONS: k_-
9. Funeral Expenses/Administrative Costs/ {ll n-�Yt.
Miscellaneous Expenses (Schedule H) (9) 62,679.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11 ,295.00
11. Total Deductions (11) 73,974.00
12. Not Value of Tax Return (12) 456,165.00
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 456,165.00
TAX:
15. Amount of Line 14 at Spousal rate
(15) .00X.Oa = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 456,165.00X.045= 20,527.43
17. Amount of Line 14 at Sibling rate (17) .00 y112 = .00
19. Amount of Line 14 taxable at Collateral/Class B rate {18} .00 X115 .00
19. Principal Tax Due (19)
TAX CREDITS: 20,527.43
PAYMENT RECEIPT DISCOUNT + AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2011 CDD14571 .00 20,527.43
11-01-2011 CDO15153 363.54- 363.54
TOTAL TAX PAYMENT 20.527.43
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.) At