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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AP~RAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 01-15-2007
ESTATE OF EPPLEY ROBERT M
DATE OF DEATH 11-22-2005
FILE NUMBER 21 05-1040
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EPPLEY ROBERT M FILE NO. 21 05-1040 ACN 101 DATE 01-15-2007
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KEITH 0 BRENN~:ii' .
SNELBAKER & tB'RENNEMAN
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44 W MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (SChedule A)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7.
S.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
(l)
(2)
(3)
(4)
(5)
(6)
(7)
226,000.00
24,679.08
.00
.00
23,502.90
.00
201,677.98
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Total Assets
475,859.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
42,851. 09
836.15
CIl)
CI2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
CI3)
CI4)
43.687.24
432,172.72
.00
432,172.72
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahb 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
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
TAX CREDITS'
NOTE:
CIS)
.00 X 00 .00
432,172.72 X 045 = 19,447.72
.00 X 12 = .00
.00 X 15 = .00
CI9)= 19,447.72
CI6)
CI7)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-17-2006 CD006339 473.68 9,000.00
11-13-2006 CD007417 158.95- 10,159.00
TOTAL TAX CREDIT 19,473.73
BALANCE OF TAX DUE 26.01CR
INTEREST AND PEN. .00 IrJ
TOTAL DUE 26.01CR D
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLEtTED AS A "CREDIT" (CR), YOU MAY BE DUE
4 R~~UND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)