HomeMy WebLinkAbout11-04-14 . rx-1-
INHERITANCE TAX 7 pennsytvania
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
INHERITANCE TAX DIVISION
PO BX 280601
HARRIOSBURG PA 171RsEtGORDED OFFICE OF
REGIS TF"' PF VALS DATE 10-28-2014
ESTATE OF FITZGERALD ISABEL D
?019 Nou 9 .9 FI 11 50
0 DATE OF DEATH 11-02-2013
FILE NUMBER 21 14-0041
CLE;,- COUNTY CUMBERLAND
ORPHAN'S' COUI,-J ACN 101
BACH CUM B ERL11AiTOkNEy_,'^"J Amount Remitted
352 S SPORTING HILL RD I
MECHANICSBURG PA 17050-3061 MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I 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 +-
-- ---- ---------------------------------------------------------------------------------------------
N - -
;-E�;-_ 595 EX AFP C12-13) *x INHERITANCE TAX RECORD ADJUSTMENT
ESTATE OF: FITZGERALD ISABEL D FILE NO. :21 14-0041 ACN: 101 DATE: 10-28-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 340.00
2. Stocks and Bonds (Schedule B) C2) .00
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) CS) 12,227.45
6. Jointly Owned Property (Schedule F) (6) 1 ,225.71
7. Transfers (Schedule G) (7) 100
8. Total Assets (8) 13,793. 16
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 15,946.99
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 15,946.99
12. Net Value of Tax Return (12) 2,153.83-
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,153.83-
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) .00X.045= .00
17. Amount of Line 14 at Sibling rate (17) .00X.12 ' .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 .15 ` .00
19. Principal Tax Due (19) .00
TAX CREDITS:
PAYMENT --RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
TOTAL TAX PAYMENT .00
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)
082-16-8721
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION 11/2/2013
BUREAU OF INDIVIDUAL TAXES OF-CHANGE.$
PO Box 280601
HARRISBURG, 8-060
DECEDENTS NAME FILE NUMBER
Isabel Fitzgerald 21 14-0041
REVIEWED BY ACN
Steven -Agent# 193. 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 2 The value of this item has been removed from Schedule F at 50% of date of death value
and moved to Schedule E at 100%-of date of death value as requested.
ROW Page I