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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPffl,TMJ:NT 9F REVENUE
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'1r\_;\.f~IUC : \ ".I"'INHERITANCE TAX
200G SEP 22
RECORD ADJUSTMENT
il.H 9: 54 DATE
HIl ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
KEITH 0 WAGNER
BRINSER ET AL
PO BOX 323
PALMYRA PA 17078
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09-06.2006
GRAY RUTH
07.06.2005
21 05-0639
CUMBERLAND
101 .
I
Amount RemItted
.~
~
REV.1513 EX (12-87) PC
A
I
MAKE CHECK PAYABLE AND R~MIT PAYMENT TO:
REGISTER OF WIL S
CUMBERLAND CO NTY COURTHOUSE
CARLISLE, PA 1 ,013
NOTE; To insure proper credit to your account, submit the upper portion of this form with ypur tax payment.
CUT ALONG THIS LINE c::> RETAIN LOWER PORTION FOR YOUR RECORDS ~ \
. - REv:159iex "AFj:i -(03:97)"- -"" -"" - -" - - - - -" - - -" - - ;;"iNHERIT ANCE- TAX "RE"CORO" AO:JUSTME"NT ;-." - - - - __on -- -1- -" - - -" --" -- - - - -" -" -" --" --"-
ESTATE OF
GRAY
RUTH
A
FILE NO. 21 05.0639
DATE 09..Q6.2006
ACN 101
ADJUSTMENT BASED ON; ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount on Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
0.00
29,065.31
0.00 ,
0.00
17,988.95
0.00
25,078.88
(8)
8,030.54
5,547.46
(11)
(1Z)
(13\)
(14)
0.00 X 00=
0.00 X 045=-
0.00 X .12 =-
58,555.14 X .15 =1
(1~)
72,133.14
13,578.00
58,555.14
0.00
58,555.14
0.00
0.00
0.00
8.783.27
8,783.27
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER , INTEREST/PEN PAID (.)
10-03-2005 CD005879' / 439.16 10,500.00
04-05-2006 CD006532... 0.00 557.38 I
!
TOTAL TAX CREDIT 11,496.54
BALANCE OF TAX DUE 2,713.26 CR
INTEREST .00
TOTAL DUE 2,713.26 CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT 115 REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
) .~'V
REV.1470 EX (&-88)
*
... I
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17126-0601
DECEDENT'S NAME
Ruth A. Gray
FILE NUM ER
REVIEWED BY
Steven James
ACN
21 05-0639
101
ITEM
SCHEDULE NO.
B 1
EXPLANATION OF CHANGES
Based on the back up provided by the estate indicating that the deceCl ent sold her shares
of Prudential Financial stock prior to her death, the asset has been rell10ved from the
assessment. A request to refund the overpayment has been submitte :I.
ROW
PaQe 1