HomeMy WebLinkAbout08-12-15 INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-14)
PO BO 2 0
�f1 ,44Hfl2ia6F110EE OF
REGISTER OF MUS DATE 07-30-2015
HUT
?015 AUG 12 ,R ► 1119 DATETOFODEATH 07-21-2013 LIIDIA A
FILE NUMBER 21 13-0867
CL ki; C COUNTY CUMBERLAND
ORPHANS' ACN 101
CU1` I&Mlifi ""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 ---
-
--------------------------------------------------------------------
----------------------
REV-1593 EX AFP (12-14) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: HUTT LIIDIA A FILE NO. :21 13-0867 ACN: 101 DATE: 07-30-2015
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 560,925.49
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) 106,760. 18
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 360 ,044.74
8. Total Assets (8) 1,027,730.41
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 43,688.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 43,688.66
12. Net Value of Tax Return (12) 984,041 .75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 694,030.5 6
14. Net Value of Estate Subject to Tax (14) 290,011. 19
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) 00 X.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 (18) 290,011 . 19X.15 = 43,501 .68
19. Principal Tax Due (19) 43,501 .68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-21-2013 CDO18293 1,250.00 23,750.00
10-21-2013 CDO18294 925.08 23,750.00
04-17-2014 CD019035 .00 7,003.43
TOTAL TAX PAYMENT 56,678.51
BALANCE OF TAX DUE 13,176.83CR
INTEREST AND PEN. .00
TOTAL DUE 13,176.83CR
* 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�-�J
REV-1470 M(01-10)
g r
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-060
DECEDENTS NAME FILE NUMBER
Liidia A. Hutt 21 13-0867
REVIEWED BY ACN
Steven -Agent# 193 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above-referenced ACN has been adjusted to reflect only 25% of the George J. Hutt
Trust under Agreement transferred to the decedent's two nieces and the other 75%
transferred to the charitable bequest. A request to refund the resulting overpayment has
been submitted.
ROW Page 1