HomeMy WebLinkAbout02-09-15 INHERITANCE TAX �" : pennsylvania
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-14)
PO BOX 28071:(+(�R }
HARRISBURG i g6b1� J
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DATE 02-02-2015
�Q1J FEB ESTATE OF DRUSCHEL ANITA L
U J L J DATE OF DEATH 09-05-2013
FILE NUMBER 21 13-1000
���' COUNTY CUMBERLAND
0RP1H ACN 101
OTw,I'Ih° IVO V Amount Remitted
10 E HIGH ST
CARLISLE PA 17013-3015 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 (12-14) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: DRUSCHEL ANITA L FILE N0. :21 13-1000 ACN: 101 DATE: 02-02-2015
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) Cl) 295,000.00
2. Stocks and Bonds CSchedule B) (2) 148,146.85
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) 41 ,273.11
6. Jointly owned Property (Schedule F) (6) 179,926.85
7. Transfers (Schedule G) (7) 138,116.76
8. Total Assets (8)
802,463.57
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 68,685.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,2 62.19
11. Total Deductions (11) 75,947.61
12. Net Value of Tax Return (12) 726,515.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 726,515.96
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) 616,589. 11X.045= 27,746.51
17. Amount of Line 14 at Sibling rate (17) 109,926.85X. 12 = 13,191 .22
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00X.15 = .00
19. Principal Tax Due (19) 40,937.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-05-2014 CDO19250 .00 40,463.20
07-24-2014 CDO19455 1.91- 7,362.79
08-29-2014 CDO19617 .00 477.83
TOTAL TAX PAYMENT 48,301 .91
BALANCE OF TAX DUE 7,364.18CR
INTEREST AND PEN. .00
TOTAL DUE 7,364. 18CR
* 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)
F°"' TTS •
pennsylvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENTS NAME FILE NUMBER
Anita L. Druschel 2113-1000
REVIEWED BY
Joan , Agent#196 ACN 14104801
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to reflect the assets
assessed at collateral rate of 15%which is incorrect; children taxed at lineal rate of 4.5%.
Information provided by attorney Ivo Otto.
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