HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ - ^" `NOTICE OF INHERITANCE TAX •i
~ BUREAU OF INDIVIDUAL TAXES _ __ IApP~A1SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF~DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,-- ;l: ; L: _' '
HARRISBURG PA 17128-0601 - REV-1547 EX AFP (06-05)
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ROBERT M EPPLEY (~ `' ~.~ ~ P'
63 BEAGLE CLUB RD
CARLISLE PA 17013
DATE 06-03-2008
ESTATE OF EPPLEY ROBERT M
DATE OF DEATH 11-22-2005
FILE NUMBER 21 05-1040
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EPPLEY ROBERT M FILE N0. 21 05-1040 ACN 101 DATE 06-03-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
(2) ,00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 11,576.14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
(B) 11,576.14
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,769.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22 .30
11. Total Deductions (11) 26.792.06
15,215.92-
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
416,956.80
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 416,956.80 X 045 = 18,763.01
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
Principal Tax Due
19 (19)= 18,763.01
.
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~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-17-2006 (0006339 473.68 9,000.00
11-13-2006 (0007417 148.03- 10,159.00
01-29-2007 REFUND .00 26.01-
TOTAL TAX CREDIT 19,458.64
BALANCE OF TAX DUE 695.63CR
INTEREST AND PEN. .00
TOTAL DUE 695.63CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $lr NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX +3-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Robert M. Eppley
Destiny S.R.Brown
FILE NUMBER
2105-1040
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
E,H,I
Accepted additional assets deductions and debts.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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