HomeMy WebLinkAbout10-27-14 INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
PO BOX HARRIISBURG601 PA 17128-0601 RECORDED CI FI C OF
REGIS T C-" OF WILLS DATE 10-14-2014
OCTSTATE OF FENCIL MIRIAM E
2Dly �% 2 7 'j� 12 5 DATE OF DEATH 06-29-2013
FILE NUMBER 21 13-0790
CLE_', CJS COUNTY CUMBERLAND
ORPHANS' �'c;.`.?T ACN 101
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624 N FRONT ST
LEMOYNE PA 17043-1022 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: FENCIL MIRIAM E FILE NO. :21 13-0790 ACN: 101 DATE: 10-14-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 989.56
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,579.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 237,573.56
S. Total Assets (8) 245,142.80
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) C9) 11,205.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,103.30
11. Total Deductions C11) 29,308.91
12. Net Value of Tax Return (12) 215,833.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 215,833.89
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) 215,833.89X.045= 9,712.53
17. Amount of Line 14 at Sibling rate (17) .00X. 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00X. 15 = .00
19. Principal Tax Due (19) 9,712.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-26-2014 CDO18944 .00 9,712.53
TOTAL TAX PAYMENT 91712.53
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.)
REV-1470 EX(01-10)
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pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Miriam E. Fencil 2113-0790
REVIEWED BY ACN
James (Agent 197) 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The estate accidently reported the wrong figures on their recapitulation page. They didn't
transfer the correct amounts from each schedule.
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