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HomeMy WebLinkAbout08-29-14 INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 08-20-2014 ESTATE OF WATTS ELIZABETH E DATE OF DEATH 06-04-2013 FILE NUMBER 21 13-0690 COUNTY 21CUMBERLAND ACN 101 SHULTZ SEAN M Amount Remittetl 26 W HIGH ST CARLISLE PA 17013-2922 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 +--- -------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT ■■ ESTATE OF: WATTS ELIZABETH E FILE NO, :21 13-0690 ACN: 101 DATE: 08-20-2014 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) (1) 290,000. 00 2. Stocks and Bonds (Schedule B) (2) 51 ,408.44 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 203,222.28 6. Jointly Owned Property (Schedule F) (6) 30 .000.00 7. Transfers (Schedule G) (7) 82.191 .98 8. Total Assets (g) 656,822.70 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses CSch¢dule H) (9) 18,220.24 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,656. 14 11. Total Deductions (11) 25,876.38 12. Net Value of Tax Return (12) 630,946.32 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 e 14. Net Value of Estate Subject to Tax (14) Qg30,946032 TAX: n s`�M 15. Amount of Line 14 at Spousal rate (15)(15) C. 007=0F = G> Q00 , 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 00 58 630,946.32 gr)0 ALB,- 17. Amount of Line 14 at Sibling rate (17) .00 2 18. Amount of Line 14 taxable at Collateral/Class B rate (19) ,OO X��++10 1'M 0 19. Principal Tax Due 1%0— TAX CREDITS: �cjj '1283978 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID GD C= M 08-27-2013 CDO18068 1,419.63 29,000 0 W (n S TOTAL TAX PAYMENT 1 30,419.63 (BALANCE OF TAX DUE 2,027.05C7 INTEREST AND PEN. 1 .00 _ I TOTAL DUE I 2,027.05CF 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.) (\i REV-1470 Ex(01.10) dr pennsyLvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 0 DECEDENT'S NAME - FILE NUMBER Elizabeth E. Watts 2113-0690 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 the real estate was incorrectly listed on Schedule "F"; it has subsequently been placed on Schedule "A". ti c s � rrn o rn W o ,b r- ry --4 v� r- z m co vrn Cn o © x r- .M W (N CI x 7rl, Page 1