HomeMy WebLinkAbout01-31-06
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BUREAU OF INDIVIbt'tltl 'TAX-ES
INHERITANCE TAX DIVISIoN
PO BOX 280601 '
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
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ROGERB IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-10-2006
MOUNTZ
09-06-2005
21 05-0829
CUMBERLAND
101
REV-1593 EX AFP (03-05)
MARGUERIT E
Allount Rellitted
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV-1593 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
MARGUERIT E FILE NO. 21 05-0829
ACN 1 01
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
40,368.21
1,848.02
21,000.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
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ESTATE OF MOUNTZ
9113 Trusts (Schedule J)
'\1,,,, '..r I l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
1l-04-2005 ~ CD005976 129.53 2,461.05
TOTAL TAX CREDIT 2,590.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adllinistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governllental Bequests; Non-elected
Net Value of Estate Subject to Tax
10.
11.
12.
13.
14.
TAX:
15. Allount of
16. Allount of
17. Allount of
18. Allount of
19. Principal
TAX CREDITS:
Line 14 at Spousal rate
Line 14 taxable at Lineal/Class A rate
Line 14 at Sibling rate
Line 14 taxable at Collateral/Class B rate
Tax Due
lli
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
pt
(9)
llO)
5,539.49
108.25
(11)
ll2)
ll3)
ll4)
ll5)
ll6)
ll7)
ll8)
.00x 00 =
57 . 568.49 X 045 =
.00x 12 =
.00x 15 =
ll9)
DATE
01-10-2006
63,216.23
5.647.74
57.568.49
.00
57,568.49
.00
2.590.58
.00
.00
2.590.58
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Marguerite E. Mountz
Steven James
FILE NUMBER
ACN
21 05-0829
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above referenced ACN has been adjusted to reflect the correct transfer date on the
three (3) gifts on Schedule G of June 23, 2005, and also to allow the exclusion claimed on
the original return.
ROW
Paqe 1