HomeMy WebLinkAbout12-19-14 r. INHERITANCE TAX ';; pennsylvarna
BUREAU OF INDIVIDUAL TAXES
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
PO BOX 280601 VgPRDED OFFICE OF-
HARRISBURG PA 171
REGISTER OF WILLS DATE 12-08-2014
ESTATE OF ALBEE BARBARA B
2019 OEC 19 AFi 1119 DATE OF DEATH 04-19-2013
FILE NUMBER 21 13-0630
CLERK OF COUNTY CUMBERLAND
ORPHANS LOUR i ACN 101
JAMES�''ENERLANIIRCyl, �{L Amount Remitted
134 SIPE AVE
HUMMELSTOWN PA 17036-9162 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: ALBEE BARBARA B FILE N0. :21 13-0630 ACN: 101 DATE: 12-08-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) Cl) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. 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) 2,73 7.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1 ,645,105.38
B. Total Assets (8) 1,647,842.73
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 103,286.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,003.51
11. Total Deductions (11) 106,290.46
12. Net Value of Tax Return (12) 1,541,552.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 828,045.53
14. Net Value of Estate Subject to Tax (14) 713,506.74
TAX:
15. Amount of Line 14 at Spousal rate (15) 00X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (i6) 655,654. 13X.045= 29,504.44
17. Amount of Line 14 at Sibling rate (17) 00X.12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 57,852.61 Y. 15 = 8,677.89
19. Principal Tax Due
(19) 38,182.33
TAX CREDITS:
PAYMENT RECEIPT DISCOU (+
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-17-2013 CDO17895 1,868.42 35,500.00
05-09-2014 CDO19147 .00 10.30
INTEREST IS CHARGED THROUGH 12-23-2014* TOTAL TAX PAYMENT 37,378.72
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 803.61
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 22.36
TOTAL DUE 825.97
* 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-146 EwX(01-10)
r
® f pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE 4/19/2013
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Barbara B. Albee 21 13-0630
REVIEWED BY ACN
Steven -Agent# 193 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A record adjustment has been completed to correct a factual error in calculating the life
estate factor when the return was assessed. The Department erroneously used the April
2014 table instead of the April 2013 table. In addition, the factor originally used on the
return indicated a 1/3% table which is incorrect. The correct table is the 1/4% table and the
factor is 0.29149.
RC7Y� an