HomeMy WebLinkAbout07-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD E ROWAN EXEC
426 BRIAR LN
NOTICE OF INHERITANCE TAX
APPRAIS~MCf~t~{_ A~k,~i~;A~~E OR DISALLOWANCE
OF D?~.DUG'~;~~MS ~ANDnASSESSMENT OF TAX REY-1547 EX AFP (12-09~
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z~~~ ~~~ ~ ~ Pik ~~; ~gATE 07-13-2010
ESTATE OF EPPLER DORIS R
~,~~~i~ ri~ DATE OF DEATH O 1- 31 - 2010
~P~;H~~~< ~'.t"~I ~~ FILE NUMBER 21 10-0228
j' `'''-" iT COUNTY CUMBERLAND
_PA ACN 101
CHAMBERSBURG PA 17202
APPEAL DATE: 09-11-2010
(See reverse side under Objections)
Amount Remitted -~
MAKE (NECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG T_H IS L INE _ ---- R_ ETA_ IN LOWER POR_ TION_ FOR YOUR RECO_ RDS E---
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EPPLER DORIS RFILE N0.:21 10-0228 ACN: 101 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
OR-
DATE: 07-13-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
. 0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,8 0 4.4 6
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 43, 923.90
8. Total Assets (B) 46 , 728.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1.6 8 6.2 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 1,686.20
12. Net Value of Tax Return C12) 45, 042.16
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 45, 042.16
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .~ 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 45.042.16 X 12 ° 5,405.06
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 5,405.06
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-29-2010 CD012b71 270.25 5,134.81
TOTAL TAX PAYMENT 5,405.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
Pennsylvania ~
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DEPARTMENT OF REVENUE
* 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. n
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REV-1470 EX (01-10)
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p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
8-0 0
DECEDENT'S NAME FILE NUMBER
Doris B. Eppler 2110-0228
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO.
F
EXPLANATION OF CHANGES
This account was made joint within one year of the decedent's date of death therefore it is
considered a transfer and has been correctly reported on schedule G. The $3,000
exclusion has been applied to the value of this item. Section 9107 (c) (3) of the 1995 Act
provides that a transfer made within one (1) year of the death of the transferor is subject to
tax only to the extent that the value of the transfer exceeds $3,000 during any calendar
year.
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