HomeMy WebLinkAbout07-05-11~~LL~W
P, ;;~~~,~°-~, , ~a~i TICE OF INHERITANCE TAX pennsylvan~a ~ ~
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BUREAU OF INDIVIDUAL TAXE~f t''~';" "~_~i
INHERITANCE TAX DIVISION t ~~..~!:.~ ~ . ~~ D~'a~i'•~ UCTIONS AND ASSESSMENT OF TA.K REV-1547 IX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
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JAN M WILEY
3 N BALITMORE ST
DILLSBURG PA 17019
DATE 06-20-2011
ESTATE OF EPPLEY SARA M
DATE OF DEATH 08-24-2010
FILE NUMBER 21 10-0900
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-19-2011
(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 PORTION FOR YOUR REC!)RDS E-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: EPPLEY SARA MFILE N0.:21 10-0900 ACN: 101
OR
DATE: 06-20-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 60 , 628.73 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 155,249.71
6. Jointly Owned Property (Schedule F) (6) 26, 071.62
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 241 , 950.06
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 6,4 5 0.2 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 26,450.25
12. Net Value of Tax Return C12) 215,499.81
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 3 7,8 8 5.64
14. Net Value of Estate Subject to Tax C14) 177,b14.17
NOTE: If an assessment was issued previously, lines 14, 15 andl/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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 177,614.17 X 15 = 26,642.13
19. Principal Tax Due C19)= 26,642.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-17-2010 CD013669 1,312.50 2~+,937.50
04-13-2011 CD014310 .00 392.13
TOTAL TAX PAYMENT 26,642.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.