HomeMy WebLinkAbout11-30-09.~~,~,r, N~,C,~F~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'i~PR~t11~~E ~. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION l.,y~- ~F!pUCT~'~01~$ AND ASSESSMENT OF TAX
PO BOX 280681 '
H1IRRISBURG PA 17128-0601
2009 NQV 30 PM 12~ 40
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HAROLD S IRWIN III ~~~~~~ "~~'~~ ~'~• ~~
IRWIN LAW OFFICE
64 S PITT ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-09)
DATE 11-23-2009
ESTATE OF SPEROW HILDA 0
DATE OF DEATH 03-30-2009
FILE NUMBER 21 09-0391
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under Od11ections)
Auount Rewitted~ -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS ~
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPEROW HILDA OFILE N0.:21 09-0391 ACN: 101 ____
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OR
DATE: 11-23-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 155, 000.00
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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 69,135.26
6. Jointly Owned Property (Schedule F) (6) 18.842.57
7. Transfers (Schedule G) (7) .00
e. Total Assets c8) 242, 977.83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 21,84 9.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 67.01
11. Total Deductions C11) 21,916.25
12. Net Value of Tax Return C12) 221,061.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _00
14. Nat Value of Estate Subject to Tax C14) 221 .061 . ~8
NOTE: If an assesssent 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 721 . nAl F:R X 045 = 9.947.77
17. Amount of Line 14 at Sibling rate C17) _00 X 12 ~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 9,947.77
TAX CREDITS:
•~+•••~••• nc~.cari UlSGUUNT (+) _-
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-10-2009 CD011342 497.39 9,450.38
TOTAL TAX PAYMENT 9,947.77
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.