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BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT , DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
Po Box &RUpRDED OFFICE OF
REGISTER
PA PA 1712
REGISTER GF WILLS DATE 12-22-2014
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ESTATE OF JUMPER THELMA M
Z69ly OEC 29 T! im 12 26 DATE OF DEATH 06-05-2005
FILE NUMBER 21 05-0532
CLERIC OF COUNTY CUMBERLAND
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ORPt 4s, COURT ACN 101
ALEXAN�� '� b�L4AREC9., I't!�1 Amount Remitted
148 S BALTIMORE ST
DILLSBURG PA 17019-1007 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 4-
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REV-1593 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: JUMPER THELMA M FILE NO. :21 05-0532 ACN: 101 DATE: 12-22-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 79,000.00
2. Stocks and Bonds (Schedule B) (2) 8,902. 12
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) 29,454.52
6. Jointly Owned Property (Schedule F) (6) 767. 17
7. Transfers (Schedule G) (7) 21 ,905.53
8. Total Assets (8)
140,029.34
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 14,611 .23
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,248.40
11. Total Deductions (11) 26,859.63
12. Net Value of Tax Return (12) 113,169.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 500.00
14. Net Value of Estate Subject to Tax (14) 112,669.71
TAX:
15. Amount of Line 14 at Spousal rate (15) 00X.0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 63,535.73X.045= 2,859.11
17. Amount of Line 14 at Sibling rate
(17) 37,721.96X. 12 = 4,526.64
18. Amount of Line 14 taxable at Collateral/Class B rate CiS) 11,412.02X.15 = 1,711 .80
19. Principal Tax Due (19) 9,097.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-29-2009 CDO10839 .00 4,000.00
06-18-2014 CDO19316 2,896.52- 8,885.67
TOTAL TAX PAYMENT 91989.15
BALANCE OF TAX DUE 891.60CR
INTEREST AND PEN. .00
TOTAL DUE 891 .60CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \\n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) jv�`J
REV-1470 EX(01-10)
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E203-
pennsyLvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION 6/5/2005
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0501
DECEDENT'S NAME FILE NUMBER
Thelma M. Jumper 21 05-0532
REVIEWED BY ACN
Steven - Agent# 193 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 1 The two items had been billed separately to the named beneficiaries prior to the filing of
G 2 the return. However, as they were also claimed and paid by the estate on the Inheritance
Tax return filed. The separately billed items have been adjusted to $0 and the remainder of
the payment of$4,000 made by the estate has been transferred back to the Inheritance Tax
return.
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