HomeMy WebLinkAbout02-11-11`~~`~~ ~ ~ C`" ~ NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION ' '~-`Wi •-~ ~ ~ • 4 "~-~~ DEDUCTIONS AND ASSESSMENT OF DEPARTMENT OF REVENUE
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IVO V OTTO III
10 E HIGH ST
CARLISLE PA 17013
DATE 02-07-2011
ESTATE OF EPPLEMAN CHARLES L
DATE OF DEATH 10-14-2010
FILE NUMBER 21 10-1052
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-08-2011
(See reverse side under Objections )
Amount Remitted --
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - ~ --RETAIN LOWER POR_T__IO_N__F_O_R
Y
O
UR
REV-1547 EX AFP C12-10~ RECORDS ~
NOTICE OF INHERITANCE
DISALLOWANCE __
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CE OR ----
R
A
O
OF DEDUCTIONS
ESTATE OF: EPPLEMAN AND
ASSESSMENT
OF
TAX
CHARLES LFILE NO.:
21
10-1052
ACN: 101
DATE
TAX RETURN WAS: CX) ACCEPTED AS
FILED C : 02-07-2011
)
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN CHANGED
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) 77, 300.00 NOTE: To ensure
proper
3. Closely Held Stock/Partnership Interest (Schedul C2) .0 0 credit to your account,
e C)
4. Mortgages/Notes Receivable (Schedule D) C3) .0 0 submit the upper portion
of this form with
5. Cash/Bank Deposits/Misc. Personal Property (Schedul C4) .00 your
tax Payment.
e E
6. Jointly Owned Property (Schedule F) ) C5) 5 7 74.76
~
7. Transfers (Schedule G) C6) .0 0
C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) - 83,074 76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2, 9 n n
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Clo) 00
11. Total Deductions
12. Net Value of Tax Return C11) _ 2,229.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trust C12) -_ 8 0,8 4 5.7 6
14. Net Value of Estate Subject to Tax s (Schedule J) C13) _ .0 0
NOTE: If an assessment was issued previously
li C14) - 80,845 76
reflect figures that ,
include the tot
l nes 14, 15 and/or 16, 17, 18 and 19 will
ASSESSMENT OF TAX: a
of A_ returns asses sed to date.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A C15) 80,845.76 X 00 = .00
17. Amount of Line 14 at Sibling rate
rate C16) ~ 0 x 0 4 5
.00
18. Amount of Line 14 taxable at
Collateral/Class B C17) 0 x 12 =
-
.0 0
19. Principal Tax Due rate Clg) • 00 X 15 = . 00
TAX CREDITS: C19)
PAYMENT RECEIPT .00
DATE
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
BALANCE OF TAX DUE •00
_ .00
INTEREST AND PEN. _ .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.