HomeMy WebLinkAbout08-12-15 4 INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-14)
PO BOX RIECORDED OFFICE OF
HARRISBURGURG PPA 17128-0A
RECISTE V11LLS DATE 07-29-2015
?015 AUGESTATE OF TRITT NANCY C
U J U 12 `� 11 L �9 DATE OF DEATH 02-14-2013
_ FILE NUMBER 21 13-0209
CLE16', %'' COUNTY CUMBERLAND
0RPF1 ANS ACN 101
OTT CUM8EP6E!B0RAH it Amount Remitted
28 AIRPORT RD
SHIPPENSBURG PA 17257-9402 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 (-
-
--------------------------------------------------------------------
----------------------
REV-1593 EX AFP (12-1.4) * INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: TRITT NANCY C FILE NO. :21 13-0209 ACN: 101 DATE: 07-29-2015
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 221,384.42
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
221,384.42
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 19,584.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,800.41
11. Total Deductions (11) 36,384.42
12. Net Value of Tax Return (12) 185,000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 185,000.00
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 C16) .00X.045= .00
17. Amount of Line 14 at Sibling rate (17) .00X.12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 185,000.00Y. 15 = 27,750.00
19. Principal Tax Due (19)
27,750.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-10-2015 CD020490 .00 27,750.00
04-10-2015 WRITEOFF .00 1,165.06
TOTAL TAX PAYMENT 27,750.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. (\J�
REV-14751 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Nancy Tritt 21 13-0209
REVIEWED BY ACN
Steven -Agent# 193 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above-referenced ACN has been adjusted to reflect the actual assets in the estate that
passed onto the estate beneficiaries. The interest was waived through the date that the
estate received restitution from the original estate attorney who embezzled the assets from
the estate.
ROW Page 1