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HomeMy WebLinkAbout08-13-12 J NOTICE OF INHERITANCE TAX pennsyLvarna 11' suREau of INDIVIDUAL TAXES MAN- ~ OWANCE OR DISALLOWANCE .jpT,t DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION p r►¢{i~G ~N AND ASSESSMENT OF TAX PO BOX 280601 ( REV-1547 IX AFP (12-11) HARRISBURG PA 17128-0601 =%~A~ ~3 pi ~2 DATE 08-06-2012 Ph ESTATE OF EPPLEMAN CATHRYNE L DATE OF DEATH 01-21-2012 " FILE NUMBER 21 12-0118 COUNTY CUMBERLAND IVO V OTTO III CUMBERAD CO, pA ACN 101 10 E HIGH ST APPEAL DATE: 10-05-2012 CARLISLE PA 17013-3015 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG - THIS - LINE RETAIN LOWER PORTION FOR YOUR RECORDS F- REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: EPPLEMAN CATHRYNE LFILE NO.:21 12-0118 ACN: 101 DATE: 08-06-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) 51,605.31 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,6 20.30 6. Jointly Owned Property (Schedule F) (6) 338.55 7. Transfers CSchedule G) (7) .00 8. Total Assets (8) _ 57,564.16 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,458.32 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,400. 00 11. Total Deductions (11) 5,858.32 12. Net Value of Tax Return (12) 51,705.84 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 51,705 .84 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) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 51 .705.84 x 045 = 2,326.76 17. Amount of Line 14 at Sibling rate C17) n0 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 2,326.76 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 04-20-2012 CDO15875 116.34 2,210.42 TOTAL TAX PAYMENT 2,326.76 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 FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.