HomeMy WebLinkAbout12-08-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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 17128-06 OP
OFFICE OF'
aECO1I
RECISTER OF WILLS DATE 12-01-2014
ESTATE OF RUNK SCOTT A
DATE OF DEATH 05-12-2013
FILE NUMBER 21 15-0584
HOGG ESQ CLER'�* i COUNTY CUMBERLAND
19 S HPOIRPM1W ACN 101
APPEAL DATE: 01-30-2015
CARL I&J{
BERLAN�,PA X17 61"S (See reverse side under Objections)
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 4-
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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUNK SCOTT AFILE N0. :21 13-0584 ACN: 101 DATE: 12-01-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .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) (5) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 1,798.83
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 1,798.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 50.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 8,698.22
11. Total Deductions (11) 8,748.22
12. Net Value of Tax Return (12) 6,949.39-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 94,457.85
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:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 94.457_R5 X 045 = 4,250.60
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,250.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-07-2013 CDO17988 168.42 3,200.00
02-04-2014 CDO18727 .00 1,050.91
TOTAL TAX PAYMENT 4,419.33
BALANCE OF TAX DUE 168.73CR
INTEREST AND PEN. .00
TOTAL DUE 168.73CR
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 EX(01-10) -
pennsylvan�a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG. 17128-0601
DECEDENTS NAME FILE NUMBER
Scott A. Runk 2113-0584
REVIEWED BY ACN
Joseph -Agent#94 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 Forwarded to Post Assessment Review Unit in reference to the reduction to Schedule A.
E, H, I Accepted additional items.
Items duplicated from the original return have been removed from the supplemental
return. Only previously unassessed items should be reported on supplemental
inheritance tax returns.
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