HomeMy WebLinkAbout10-28-11 (3)NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPR~~,~~Nt, l~k CE OR DISALLOWANCE
M1 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF }~EDUCTIONS',~N~ ASSESSMENT OF TAX
PO BOX 280601 _ ~ _ __, ~ 1 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
~%~~ Liu ~,'.~ I~j; c~ DATE 10-18-2011
ESTATE OF EPPINGER RUSSELL E
C~~~}~ ~~ DATE OF DEATH 10-04-2010
D~~HA,~`4 ~~:,1~~iT FILE NUMBER 21 10-1118
JOHN S DAVID~ON ~'{~~~~'~~` "~~ '~.' ~~~~ ~'A ACNNTY CUMBERLAND
320 W CHOCOL~ITE AVE 101
APPEAL DATE: 12-17-2011
P O BOX 4 3 7 ', (See reverse side under Objections )
HERSHEY PA 17033 Amount Reeitted
', MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
', REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -'--- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _ _
REV-1547 EX AFP (12 10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EPPINGER RUSSELL EFILE NO 21 10-1118 ACN: in) nerF• ,~_,o_-,,,,,
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF
ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sch edule A) ~1) 196,600
00
2. Stocks and Bondsl (Schedule B) . NOTE: To ensure proper
C2) 6,675.84 credit to your account,
3. Closely Held Sto ck/Partnership Interest (S
h
d submit th
c
e
ule C) (3) 30,000.0 0 e upper portion
4. Mortgages/Notes ~teceivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposf~
ts/Misc. Personal Property (Schedule E)
C5) .
54,4 00
00 tax payment.
6. Jointly Owned Pr ~iperty (Schedule F) .
C6) 456.32
7. Transfers Csched ~le G) ~7) 347, 123.29
8. Total Assets
APPROVED DEDUCTIONS~,AND EXEMPTIONS: Ce) - 635.255 45
9. Funeral Expenses Adm. Costs/Misc. Expenses (Schedule H) 3
10.
Debts/Mortgage Liabilities/Liens (Schedule I)
l C9)
C10) .98 7 ~n
_
210,015.97
11. Total Deductions
!
12• Net Value of Tax
Return C11) 214,003.47
13. i
Charitable/cover mental Bequests; Non-elected 9113 Tru
t ( (13) 4 21,251.98
14. s
s
Net Value of Est~te Subject to Tax Sche dule J) •00
t14) 421 , 251.98
NOTE: If an assess~eent was issued previously, lines 14, 15 and/or 16
l
reflect fieu es that include the total of ALL
ret ,
urns
o and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14~ at Spousal rate C15) 420,795
66
00 -
16. Amount of Line 14~ taxable at Lineal/Class A rate C16) .
X
4~6
~ • 00
17.
Amount of Line 14~ at Sibling rate 9
_
x 045 = 20.53
C17) -On X 12 =
18. Amount of Line 14j taxable at Collateral/Glass B rate (18) .00
15 - •00
19. Principal Tax Duel X - .00
TAX CREDITS:
c19)= 20.53
~~, ar i I DISCOUNT C+)
DATE NU BER INTEREST/PEN PAID ( ) AMOUNT PAID
05 2011 CD014669 .00 ~
* IF PAID AFTE IIII
R DATE INDI~ATED, SEE REVERSE
FOR CALCULATION OF ADDI IONAL INTEREST.
TOTAL TAX PAYMENT 20.53
BALANCE OF TAX DUE .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.