HomeMy WebLinkAbout09-13-05
09-13-2005
EPPLEY
03-11-2005
21 05-0269
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is4'-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CATHERINE M FILE NO. 21 05-0269 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PO BOX ZSD6Dl
HARRISBURG PA 171Z8-D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R:.rr,~.:rr~~~' .' ~pF. ~.' HERITANCETAX
~t!EN1: {.AL~uIlANCE OR DISALLOIIANCE
: JII'.I!ED"!lTIIlIIsJ\ND ASSESSHENT OF TAX
7n!?~ <::r:-P 10
...,,'Ij',J U'...,. ,J
D~'
I jJ
I: !f6 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I:-~T
r.i 1"
KEITH 0 BRENNEMAN ESQ '.
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF
EPPLEY
*'
REY-1547 EX AFP (06-05)
CATHERINE M
TAX RETURN liAS: (X I ACCEPTED AS FILEO
) CHANGEO
DATE 09-13-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. C.sh/8ank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
4,645.20
.00
.00
.00
2.470.51
4.450.16
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule ~)
1~. Net Value of Estate Subject to Tax
(9)
(10)
15.067.59
.00
I1ll
(12)
(13)
(14)
NOTE: If an assessment was issued previoUSly, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. ~ount of Line 14 at Spousal rate (15J
16. Amount of Line 1~ taxable at Lineal/Class A rate (16J
17. Amount of Line 1~ at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this for. with your
tax pa~nt.
11.565.87
11;.067 59
3.501. 72-
.00
3.501. 72-
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.OOXOO=
.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
'" AHOUNT PAlO
OATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADOITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIREO.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE OUE.r7. .
A REFUND. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS.) ~ ~