HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ ~~' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - - A'~''PRA~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -' OR ~I~1:DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ .. ~--~~ '~
HARRISBURG PA 17128-0601
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CHARLES L KERN r`~'~~' ~~~ ~ --
KERN K CO ~
2331 MARKET ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND C.0 COURT HOUSE
CARLISLE, Pp~ 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECOIRDS ~-
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUNK DONALD L FILE N0. 21 08-0077 AC:N 101 DATE 02-02-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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
(1) .00 NOTE: To insure proper
(2) •00 credit to your account,
.00 submit the upper portion
C3) of this form with your
(4) .00 tax payment.
(5) 96, 151.00
(6) .00
(7) 2,576,644.00
($) 2,672,795.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,305.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8•jD5.00
2,664,490.00
12. Net Value of Tax Return (12)
2,196,723.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
467,767.00
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
r r n _
(16) 467,767.00 X 045 _ 21,050.00
(17) .00 X 12 = .00
(19) .00 X 15 = .00
(19)= 21,050.00
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-13-2008 (0009404 1,052.50 2°_i,000.00
REV-1547 EX AFP (12-OS)
DATE 02-02-2009
ESTATE OF RUNK DONALD L
DATE OF DEATH 12-16-2007
FILE NUMBER 21 08-0077
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 26,052.50
BALANCE OF 1fAX DUE 5,002.50CR
INTEREST AND PEN. .00
TOTAL DUE 5,002.50CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. t
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~„
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1G~0 E4 (688)
~~~~_~~. INHERITANCE TAX
~.,~7
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Bax 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Donald L Runk 2108-0077
REVIEWED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 The IRA is taxable outright to the beneficiaries before determining residue. No deductions
can be claimed against the IRA as it was not the responsibility of the beneficiaries to pay
the expenses.
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