HomeMy WebLinkAbout12-15-14 (2) INHERITANCE TAX
BUREAU OF IQ
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RECORD ADJUSTMENT
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INHERITANCE REV-1593 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA IRL21&P&T ER OF WILL
t i2a DATE 12-04-2014
2x1`1 DEG l� i ESTATE OF HESS A A
CLERK OF DATE OF DEATH 08-31-2013
FILE NUMBER 21 13-1014
ORPHANS' COU COUNTY CUMBERLAND
CUMBER �*l" ` �'., Pty
ACN 101
BOGAR JAMES D Amount Remitted
1 W MAIN ST
SHIREMANSTOWN PA 17011-6327 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 ♦�
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REV-1593 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: HESS A A FILE NO. :21 13-1014 ACN: 101 DATE: 12-04-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate CSchedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 312,918.18
S. 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) 132,627.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 39,755.33
8. Total Assets (8) 485,300.97
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 52,816.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 52,816.30
12. Net Value of Tax Return C12) 432,484.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 432,484.67
TAX:
15. Amount of Line 14 at Spousal rate (15) 00X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 31,418.34 X•045= 1,413.83
17. Amount of Line 14 at Sibling rate C17) 15,709. 17X.12 = 1,885.10
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 385,357. 16Y.15 = 57,803.57
19. Principal Tax Due (19)
61 ,102.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
*** SUMMARY OF ALL 06 PAYMENTS ***
11-24-2014 3,055. 13 58,071 .87
TOTAL TAX PAYMENT 61,102.50
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 6\�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) v�l"1
REV-1470 EX(01-10)
- pennSyLvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION 8/31/2013
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-060
DECEDENTS NAME FILE NUMBER
A. A. Hess 2113-1014
REVIEWED BY ACN
Steven -Agent# 193 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Department has waived the interest accrued on the excess refund issued in error.
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