HomeMy WebLinkAbout08-03-15 INHERITANCE TAX Pennsylvania
RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
R k.,4N&,tA)b� ff E a C REV-1593 EX AFP (12-14)
REGIS
DATE
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DATE 07-24-2015
ms fi'JG 3 P-M 12 04 ESTATE OF POWELL RICHARD W
DATE OF DEATH 06-14-2010
CI_Ek� FILE NUMBER 21 10-0692
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COUNTY CUMBERLAND
�t�t t,. ; t� ACN 101
CUMBB1Z�.i_lW' C^ } Amount Remitted
ROYER ESQ HEATHER D
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4431 N FRONT ST MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
HARRISBURG PA 17110-1778
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: POWELL RICHARD W FILE NO. :21 10-0692 ACN: 101 DATE: 07-24-2015
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate CSchedule A) (1) 159,000.00
2. Stocks and Bonds (Schedule B) (2) 34.62
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) 27,870.4 0
6. Jointly Owned Property (Schedule F) (6) 25,000.00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8)
211,905.02
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses CSchedule H) (9) 82,273.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 436,031 .65
11. Total Deductions (11) 518,305.57
12. Net Value of Tax Return (12) 306,400.55-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 306,400.55-
TAX:
15. Amount of Line 14 at Spousal rate (15) 00 X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00X.045= .00
17. Amount of Line 14 at Sibling rate
(17) 24,750.00X. 12 = 2,970.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 0 0 X.15 = .00
19. Principal Tax Due (19)
2,970.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-27-2011 JF003851 10.72- 2,982.20
TOTAL TAX PAYMENT 2,971.48
BALANCE OF TAX DUE 1 .48CR
INTEREST AND PEN. .00
TOTAL DUE 1 .48CR
* 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. (V�vv