HomeMy WebLinkAbout03-10-15 (2) r 7 411-
NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DED?,-_TjeNS,-AND'-ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION 1%".. .1 , - I.
PO BOX 280601
HARRISBURG PA 17128-0601
?015 10 p 1%T 03-09-2015
ST14 F ESPENSHADE CONSTANCE M
I DATE OF DEATH 09-26-2013
`FILE NUMBER 21 13-1093
(PPHN : NjY CUMBERLAND
RADCLIFF ESQ DIANE G CU'
ACN 101
3448 TRINDLE RD APPEAL DATE: 05-08-2015
CAMP HILL PA 17011 (See reverse side under Objections)
Amount Remittedi
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 4-
Ri-V:-li4-7--Ei--A-F�-i-1-1--i-4-)-;-O-T-IEi--O-F--I-N-H-Ei-I-T-A;E-E-iii--A��-RA-Ii-E-ME��-,--AEL-O-Wi�-C-E-6i
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ESPENSHADE CONSTANCE MFILE N0. :21 13-1093 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 97,914.78 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (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 Property (Schedule E) (5) 17,561 .70
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7)- .00
8. Total Assets 115,476.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,685.26
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,800.98
11. Total Deductions (11) 30,486.24
12. Net Value of Tax Return (12) 84,990.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14, Net Value of Estate Subject to Tax (14) 84,990.24
NOTE: If an assessment was issued previouslyy, Lines 14, 15, 16, 17, IS and/or 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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 79,241 -7n , X 045 = 3,250.88
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 12,748.54 x 15 = 1,912.28
19. Principal Tax Due (19)= 5,163. 16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-24-2014 CDO19833 40.96- 5,204.12
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-25-2014 TOTAL TAX PAYMENT 5,163. 16
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.85
TOTAL DUE 9.85
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE X
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(01.10)
pennsylvania INHERITANCE TAX
F DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN14197500
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Constance M. Espen'shade 2113-1093
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F,G Joint owners were bill separately as per your request.
i
ROW Page 1