HomeMy WebLinkAbout10-28-11 (3)~rr~ti '"r` ;a('~c~FOF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ .~-~'PPr~^~_ S,~~EA~'~ t+ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
PO BOX 280601 ~ ~- -<,11F.- DB'DU'~~Fi~~NS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
FUIRRISBURG PA 17128-0601
STEPHEN J HOGG
19 S HANOVER ST
STE 101
CARLISLE
.,~ ~~~i ~~ i~.~';r.. •,;~ DATE
10-18-2011
ESTATE OF EPPLEY PATRICIA B
C~-~~~` ~F DATE OF DEATH 04-06-2011
Q~'Pt~~'.!~ ~~ u~"~T FILE NUMBER 21 11-0489
CUA ~'.~~.: ~'r' ~`'' ~'A' COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
(See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
- T ALONG THIS LINE
_ ~1 RETAIN LOWER PORTION FOR YOUR
-------- ----- --------- RECORDS F-~-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
-----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: EPPLEY PATRICIA BFILE N0.:21 11-0489 ACN: 101 DATE: 10-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE O
F ~tETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSci~edule A) (1) 120, 000
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
(2)
3. Closely Held Stgck/Partnership Interest (Schedule C) (3) .00
.00 credit to your account,
submit the upper portion
4. Mortgages/Notes'Recefvable (Schedule D)
C4)
00 of this form with your
5. Cash/Bank Deposilts/Misc. Personal Property (Schedule E) C5) .
28,612.8 2 tax payment.
6. Jointly Dwned Prioperty (Schedule F) (6) .00
7. Transfers CSchedlule G) C7) .00
8. Total Assets
APPROVED DEDUCTIONS', AND EXEMPTIONS: ($) 148,612 82
9. Funeral ExpensesfAdm. Costs/Misc. Expenses (Schedule H) (g) 16 q g ;~
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,8 59 4 5
11. Total Deductions
12. Net Value of Tax Return (11) 31,788.80
13. Charitable/Goverhmental Bequests; Non-elected 9113 Trusts (Sched
l C13~
J 11 6,824.0 2
u
e
14. Net Value of Estate Subject to Tax ) .00
(14) 116.824.02
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect fiBulres that include the total of ALL returns
ASSESSMENT OF TAX: ,
assessed to ,
d to and 19 will
15. Amount of Line 14 at Spousal rate (15) .00 00 =
16. Amount of Line 14 taxabl
t X .00
e a Lineal/Class A rate C16)
17.
Amount
of
Line
14
at Sibling
rate -~~ x 045 = .00
18
Amount
of
Li C17) 00 X 12 =
. ne lq taxable at Collateral/Class B rate C18) 116,824
02 15
19.
Principal
Tax Due .
X = 17,523.60
TAX CREDITS:
(19)=
17,523.60
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
-06-2011 CDO1;4662 876.18 16,647.4
TOTAL TAX PAYMENT 17,523.60
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.
Q
I r.