HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '�.. 1' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE D6-09-2014
ESTATE OF RUNK SCOTT A
DATE OF DEATH 05-12-2013
FILE NUMBER 21 13-0584
COUNTY CUMBERLAND
HOGG ESQ STEPHEN J ACN 101
STE 101 APPEAL DATE: 08-08-2014
19 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP CO8-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUNK SCOTT AFILE NO. :21 13-0584 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 117,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 40,460 .97
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 157,960 .97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28.581 .70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 27,972. 03
11. Total Deductions (11) 56,553.73
12. Net Value of Tax Return (12) 101 ,407.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 101,407.24
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX: o
15. Amount of Line 14 at spousal rate (15) .00 X CCDO = s � �0
16. Amount of Line 14 taxable at lineal rate (16) IDI -Gn7-9G X :o4Q= L4.5!$
17. Amount of Line 14 at sibling rate (17) 00 X X332-c7= a rn X00
18. Amount of Line 14 taxable at collateral rate (18) .00 X r5T__ 0
19. Principal Tax Due ?(199 C+,5;635:33
TAX CREDITS: r
(+) w ` r') _� '2
AMOUNT PAID C7 �rl
PAYMENT RECEIPT DISCOUNT
GATE NUMBER INTEREST/PEN PAID (-) O ()
08-07-2013 CDO17988 168.42 3,200. 0D ry rn
02-04-2014 CDO18727 .00 1,050.9 s o
CD
INTEREST IS CHARGED THROUGH 06-24-2014 TOTAL TAX PAYMENT 41419.33
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 144. 00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1 .56
TOTAL DUE 145.56
3 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 FOR INSTRUCTIONS.
REV-1470"(01-101
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRhjDjLRQ2A 17128-0601
DECEDENT'S NAME FILE NUMBER
Scott A. Runk 2113-0584
REVIEWED BY ACN
Joseph -Agent#94 101
SCHEDULE I NO,TEM
EXPLANATION OF CHANGES
H B-10 Inheritance tax is not an allowable deduction against the taxable estate.
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