HomeMy WebLinkAbout06-30-15 INHERITANCE TAX ll3- pennsyLvania
BUREAU OF INDIVIDUAL TAXES
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RECCRlDEI) OFFICE OF
REV-1593 EX AFP (12-14)
PO BOX 280601 f1 V t_
HARRISBURG PA 17128-0601 FAEF L
EGISTOF V!I } S
f1 II DATE 06-17-2015
?015 JUN 30 M 3 99 ESTATE OF WARD RICHARD B
DATE OF DEATH 12-05-2012
ICLER,\� OF FILE NUMBER 21 13-0140
ORPHANS" COUNTY CUMBERLAND
�t1UrZT ACN 101
CUMBERL" ,,);D C01 , PA Amount Remitted
OLSEN LINDA J
STE 202
2000 LINGLESTOWN RD MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
HARRISBURG PA 17110-9347
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 --1 RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1593 EX AFP (12-14) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF:WARD RICHARD B FILE NO. :21 13-0140 ACN: 101 DATE: 06-17-2015
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) Cl) .00
2. Stocks and Bonds (Schedule B) (2) 1,655.73
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) 15,56 9.20
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 218,800.00
8. Total Assets CS) 236,024.93
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses CSchedule H) (9) 19,991.31
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 23,442.58
11. Total Deductions (11) 43,433.89
12. Net Value of Tax Return (12) 192,591 .04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 192,591 .04
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) 192,591 .04X.045= 8,666.60
17. Amount of Line 14 at Sibling rate (17) 00X. 12 = 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 X. 15 = .00
19. Principal Tax Due C19)
TAX CREDITS: 8,666.60
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-01-2014 CDO19978 321.22- 9,266.73
TOTAL TAX PAYMENT 8,945.51
BALANCE OF TAX DUE 278.91CR
INTEREST AND PEN. .00
TOTAL DUE 278.91CR
* 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. (y
REV-1470*(01-10) -
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-060
DECEDENT'S NAME FILE NUMBER
Richard B. Ward 21 13-0140
REVIEWED BY ACN
Steven -Agent# 193 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The excess debts from the original return have been applied against the value of the estate
subject to tax on the supplemental return. A request to refund the resulting overpayment
has been submitted.
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