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RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-06-2014
ESTATE OF SPENARD LIONEL J
DATE OF DEATH 04-01-2013
FILE NUMBER 21 13-0410
COUNTY CUMBERLAND
ACN 101
GINGRIC KATHLENN M Amount Remitted
STE 203
5006 E TRINDLE RD MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
MECHANICSBURG PA 17050-3651
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 ■x
ESTATE OF: SPENARD LIONEL J FILE NO. :21 13-0410 ACN: 101 DATE: 08-06-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 174,900.00
2. Stocks and Bonds (Schedule B) (2) 1,430.32
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) 307.008.35
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (e) 483,338.67
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 37,857.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,634.39
11. Total Deductions (11) 44,492.27
12. Net Value of Tax Return (12) 438,846.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 438,846.40
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) .00 . 045= .00
X
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate .40x.
cis) 438,846.40 X• -.T; �,82
19. Principal Tax Due CrS��-L
�J 679,82G 96
TAX CREDITS: -- �_ FT1rTI
PAYMENT RECEIPT DISCOUNT (+) �( CD ::T l_�
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID ( C�) C-1
06-21-2013 CDO17776 3,291 .35 63,974.
y N cn O
W
-n
TOTAL TAX PAYMENT 67,266.21
BALANCE OF TAX DUE 1,439.25C
INTEREST AND PEN. .00
TOTAL DUE 1 ,439.25C
x 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.)
REV-1470 EX(D1.1o)
itPennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Lionel J. Spenard 2113-0410
REVIEWED BY - ACN
Joan , Agent#196 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to reflect that a
reduction has been made to the real estate listed on Schedule "A".
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