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—TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION REV-1593 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF- DATE 11-20-2014
REGISTER OF WILLS ESTATE OF KUNKEL JR LEWIS S
DATE OF DEATH 04-08-2013
7014 DEC 8 P11 12 26 FILE NUMBER 21 13-0446
COUNTY CUMBERLAND
CLERK OF ACN 101
OR S�OURT Amount Remitted
KATHLEEN A SARP' ', ND I
PEPPER HAMIL L LACO., PA
3000 TWO LOGAN SQUARE MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
PHILADELPHIA PA 19103-2799
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1593 EX AFP C12-13) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: KUNKEL JR LEWIS S FILE N0. :21 13-0446 ACN: 101 DATE: 11-20-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) 1,684,117.19
2. Stocks and Bonds (Schedule B) (2) 6,928,744.45
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 521,033.00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 554,660.45
6. Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) 8,239,376.61
8. Total Assets (8) 17,927,931 .70
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 188,813.14
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,663.44
11. Total Deductions (11) 192,476.58
12. Not Value of Tax Return (12) 17,735,455. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 11,626,766.88
14. Not Value of Estate Subject to Tax (14) 6,108,688.24
TAX:
15. Amount of Line 14 at Spousal rate (15) 2,060,079.90X.00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 4,048,608.34X.045= 182,187.38
17. Amount of Line 14 at Sibling rate (17) .00X« 12 = .00
is. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 X. 15 = .00
19. Principal Tax Due (19) 182,187.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-02-2013 CDO17842 8,210.53 156,000.00
06-09-2014 CDO19296 215.21- 18,192.06
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-10-2014 TOTAL TAX PAYMENT 182,187.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.85
TOTAL DUE 8.85, N1
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) �V_
REV-1470 EX(01-10)
pennsyLvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PA17128-0601
DECEDENT'S NAME FILE NUMBER
Lewis S. Kunkel Jr. 2113-0446
REVIEWED BY C. Moyer ACN 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The return has been administratively corrected upon further review. The return has been
adjusted to the original figures as filed per interpretation of the trust document.
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