HomeMy WebLinkAbout09-09-13 i NOTICE OF INHERITANCE TAX j!� pennsylvanl
BuREau Of Ir+OivT�ux� TAXES APOFADEDUCTIONSLANDAASSESSMENTAOFaTAXCE f�`T QEPARTMENTOFREYENUE
IXNERITANCE TA% OIYISI�N REY•1547 D( AFP (03-13)
PO IIOX 2806tli
XARRISBURG PA U12fl-o6n1
���_ ._ ,.t . __ n t
"' " ' DATE 09-10-2013
�� - � ' u "','" ESTATE OF RUNK CLAIR Y
DATE OF DEATH 10-05-2011
�1`��.3 ;'�"�`� 9 �i� .% �.{� FtLE NUMBER 21 11-1153
CpUNTY CUMBERLAND
HpRQWI7Z SCOT'�[�{ (�;�" ACN ��1
STE 1240 �-,Y APPEAL DATE: 11-09-20I3
425 FORBES AV "' '�G''t���pj rJ� 4���' � SeereversesideunderObectlons
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PITTSBURGH C�����M�'t"9ZY9�'C" �}� AAppnt ReMittad�-----_�-^�
MAKE CHECK PAYABLE AHD REMIT PAVMENT T0:
REGTSTER OF WILLS
1 CDURTHOUSE SOUARE
CARIISLE PA 1�023
CUT ALON6 THIS LIME ____ � RETAIN LOWER PQRTTOH F8R YOUR RECORDS !�
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REY-1547 EX AFP CO2-13J NOTICE OF INNERTTANCE 7AX APPRAISEMENT, ALLDWANCE OR
DISALLOWANCE OF pEDOCTTQNS AND ASSESSMENT OF TAX
ESTATE 4F: RUNK CLAIR YFILE N0. :21 11-1153 ACN: 101 DA7E: 09-10-2�13
T0.X RETURH W�S: O ACCEPTED AS FIIEA CJO CNAN6ED SEE ATTACHED NOTICE
APPRAISED YALUE Of RETURN SASED ON: SUPPLEMEMTAL RETURN N0. O1
1. Raal Estate CSChodula A) (1) 242.58 NOTE: To ansure propar
2. Stocks and Hontls CSchatlula B3 t27 .00 credit to ycur rccount,
Qp submit tha uppar vortian
3. Ciosely Heid StarklParYnersh3p IntarosY (SChada�e G (3J of thfs form wit� vaor
4. XortgaCOS/NOtes Raoaivshla LSChadula DS (G> •p0 tax paynent.
5. Cas�/Bank IIepositslMfsa. Psrsonal PropertY CSchetlule E) (53 'Q�
6. JoSntiy OWned ProPSrty tSchetlule F> i67 '�Q
7. 7ransters CSchcdule G) (77 '�Q
e. Total Assets C87 242.58
APPRQYED DEDUC7T8NS AND EXEMPTIONS:
9. Funarel Exqanses/Atlm. Cpsts/Misc. Expensas (SChadule NS <q� 2�,•ZU8.73
10. Dabts/Nortqage LSabil3tiaslLiens (Sthedula I) (10> �00
11, ioiai Detluctions LI13 23>708.73
12. Hat Yalue of Tax Raturn C12} 23.466.15-
13. Charitable/6ovarnmental Baqwsts; Nan-alecteG 4113 Trusts CScrisdule JS ;I;� •DO
i4. N¢t Value of EstaYe Sub�ect to Tax �Iy� 196Z473.95
NOTE: If an assass�artt xas fssued Praviousiy, l3nes 14, 15> Y6. 17, 18 aod/nr 19 wili
retlect fipures that incl�de ths total of all rsturns assassed to date.
ASSESSttENT OP TAX:
18. Amount af LSne 15 at spousal rata (3S) � .00 X 00 = .UO
16. A�naunt af LSna 14 taxabie st ii�oal rata Q6) 14�•���-QS X 045 = &r841 .32
17. AmauM oP Lina 14 at s3Diing rata C27) -00 X 12 ° .00
18. Amount of Line 14 taxabie at collateral rote C18) .00 X I5 ° .00
19. VrincSPal Tax Dun i19)= $�841.32
7AX CREDI7S:
PAYMENT REC iPT DISCOUNT t+} AMOUNT PAID
DA7E NUMBER TNTEREST/PEN PASD C-)
-2 1 44 7, 0 .0
D7-18-2012 CDOlb274 1 .35- 2,3I8.35
TOTAL TAX PAYMENT 4,595,95
BALANCE OF TH7( DUE 1>054.b3CR
INTEREST AND PEN. .00
TOTAL DUE 1.054.63CR
* ZF PAID AFTER DATE INDICATED, SEE REVERSE Zf TOTAI DUE IS REfLECTED AS A CREDST CCR), Y4U MAY BE DtiE ���
FoR CA�CULATION OF A4DSTIONAt iNTERES7. A REFUND. SEE REYERSE SIDE FtlR TNSTRUCTI�NS.
RESERVATION: Esiatec of decedents dyinp on a before Dec. i2, 7882•if any iukue ir�terest in the eslate is tre�ferred in possession or
enjpymeM to c�9te�a!beneflciaries af the decedarrt after the expiralion W arry d6tate for.6t,e or yearS;tF�e Gammonweatth
hereby expressly reserves the rigM ta ap�xaise and assess trar�fer inher{tance taxes at Uie�lawtut coliaterai rate on any such
. future�Merest.
PAYMENT: Detach tne top portion ot this rwticc�a�d submit witM your payment to ihe Register of WiAS�ncTicated on the front of the notice.
Make check or money ortte�payable m:REGISTER OF WiLL,RGENT.
REFUND(GR): A reftrnd of a tau cretlit not requested on the fa��retum may be requested by c4mpletir�a�n 1�ppQGation for Hefund of
Pennsyivania lrrheritanee and Estate Tax(REY-1313). AppticaUons are avei�fb from ttte dbpeHrNaM's web site at
sv�my.revy�pyd,�g,�,�Y Ftepisier of Wi!!s or-Heverwe Disfrict OfNCe,w irom the depertnenTg 24•ha��torms wdering
� servvi�:i-800-351-2d50;services for tax�yers with spaGat hea�ng andtw�.speaking naeds:t-80D�447-3020(iT onty}.
Fiease allow 46 weeks from the date a retund waa granted M amve.
. . OBJEGTIONS: Any party in IMerest rrot satis8ed with the appraisement,allowance or disafbwa�ce of deductions,or agsessment of tax
- (indudir�g discourrt or i�rteresij as sfwwn on this no[ice may object witl�i�80 c�ys of the daie ot receipt of tMS ratice by:
� A) Fling an appeai onAne at llmonS.h08[tlutepp �g{ ,pd,u5 on ar befare tt�s appeai date ideniifixi an fhe hont W Hiis natice.
Or send�rg a written protest to:PA Departmen�t of R�evenue,Board of Appeals,PO BOX 28M120t,Harrisburg PA 17128-t p27;
� B) Having Ehe maiter deierminetl�at aucit�of ihe aCCOtmtot tY�pmsbrta4 repreeeMaave;or
C) C)Appeakng to the Orphans'Court.
� ADMlN�STRATIVE Errors discovered on thi�assessment shouid be addrsesed in writing ta:PR�epartment of Revenue,Buroau of irufividuai
' CCSRRECTfONS: Ta�ces,ATiN:Post.ABaessment Raview Unft,�PO BOX 2806Qt,Harrisbutp PA,1�128-Y02t,Phone(717)187•65Q5. See page 4
� Instruciions tor Inhetitanca Taz RRtum for a Reeitlerq DecOdent{REV-t 501}for an eacplanstion of�fministratively corzeclaqle
errors.
� D�SCOUN7: If any tax tlue is paitl within three caler�dar nronths arter the deasdenYs death,a fire percent disapunt of the ta�c paid�is aNaxabie.
� INTERE3T: IMerest is charged bepinning with first day of deNnquency,or nine moMhs and ona dafe lrom date ot death,to the date of
���- paymem. Ann�i interest rates are availabb on Form REV-4571,avaiabie at www.revqpum=m!e.oa us,or upon rquest 6y
� � caliinp t-8$8-728-2937.
fnte�est is caiculated as tokows:
- � INTERES7�BALANCE OF TAX UhPA1D X NUMBER OF DAYS DEIINQUENT X DAIIY INTEREST FACTOR
- Any Notice issued atter the tau becpmas deBraWent wili ieflect an irnerest calculation to 15 days beyond the Uate af ihe
� assessmem. if paymerrt is made aRer the irterest catculation date show on the Notice,additionai interest must be calculated.
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� ` p@1111Sy�V8111a iNHERITANCE TAX
�. DEPARTMENT OF REVENUE EXPLANA710N �
BUREAU OFINDNIOUAIiA%ES OF CHANGES
PO Boz 280801
DECEGENT'S NAME FILE NUMBER
Clair C. Runk 2111-1153
REVIENrED BY ACN
Joseph Coilins 10!
ITEM
SCHEDULE Np, EXPiANAT10N dF CHANGES
A ,� The department notes that the correct addreas of the property reparted on the
supplementai return is 88 Juniata Parkway.
Row "