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BUREAU OF INDIV;DUAL TAXES
INHERITANCi ~AX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-15~7 EX AFP (06-05)
DATE 06-18-2007
ESTATE OF ESPINO MICHAEL S
DATE OF DEATH 05-28-2006
FILE NUMBER 21 06 - 0574
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remitted 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 +--
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REV-1547 EX AFP (03.-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ESPINO MICHAEL S FILE NO. 21 06-0574 ACN 101 DATE 06..18-2007
HENRY EDWARD OSTMAN
394 SAMPLE BRIDGE
ENoLA PA 17025
TAX RETURN WAS:
) ACCEPTED AS FILED
X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCER~IING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND
I. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
SUPPLEMENTAL RETURN NO. 01
(l) 82,813.87 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal P rope rty (Schedule E) (5) 46,750.38
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (SchE!dule G) (n 33,538.92
8. Total Assets (8) - 163.103.17
APPROVED DEDU CTI ONS AND EXEMPTIONS: 16,250.17
9. Funeral Expensl!s/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule [) (lO) 51.173.76
II . Total Deductions (ll) _ .6.1....r.4?3 93
12. Net Value of Tax Return (12) _ 95,679.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
-
14. Net Value of Estate Subject to Tax ( 14) 95,679.24
-
NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 J- 18 andl 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 (l5) .00 X 00 .. .00
16. Amount of Line 14 taxable at Lineal/Class A rate (l6) 95,679.24 X 045 " 4,305.57
17. Amount of Line 14 at Sibling rate ( In .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (l8) .00 X 15 .00
19. Principal Tax Due (19) :' 4,305.57
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT
DATE NUMBER INTEREST/PEN PAID ( -) PAID
01-06-2007 CD007655 .00 3,953.13
04-11-2007 CD008016 .00 352.44
06-11-2007 SBADJUST .00 3.24
L
TOTAL TAX CREDIT 4,:505.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS ~:EQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
~
COMMONWEALTH OF PENNSY,"VANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0E;01
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
21106-0574
1101
Micha.~1 Espino
Sandra J Eslinger
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an E~rror in
arithmetic.
ROW
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