HomeMy WebLinkAbout06-22-15 INHERITANCE TAX pennsylvania
BUREAU 0 IV Dili�}T XE RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCf9TVTSION' �r TICE OF REV-1593 EX AFP (12-14)
PO BOX 28060!pE ri �T,R n�� 'WILLS
HARRISBURG AI7280601
MIS JUN 22 PI1 12 25 DATE 06-09-2015
ESTATE OF BROWN ROBERT A
CLEt; \' OF DATE OF DEATH 10-22-2013
FILE NUMBER 21 13-1172
COURT
COUNTY CUMBERLAND
CUMBERLA N 1 CO., PA ACN 101
OTTO III 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 E--
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REV-1593 EX AFP (12-14) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: BROWN ROBERT A FILE NO. :21 13-1172 ACN: 101 DATE: 06-09-2015
ADJUSTMENT BASED ON: PROTEST BOARD DECISION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 3,995,908.90
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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 3,995,908.90
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 3,995,908.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3,995,90879_O
TAX:
15. Amount of Line 14 at Spousal rate (15) 5,565.80X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,990,343. 10x.045= 179,565.44
17. Amount of Line 14 at Sibling rate (17) .00x. 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00X. 15 = .00
19. Principal Tax Due (19) 179,565.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 06-24-2015* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 179,565.44
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4,962. 11
TOTAL DUE 184,527.55
* 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.