HomeMy WebLinkAbout05-07-10
~.}~-,r f;~"'j':f° ~ OF iNHERiTANCE TAX
`;-' ~~PP~A~~ ', ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~-,. (^^~j,,r- ~ ~ _: r.,.
INHERITANCE TAX DIVISION 1 ;~,~~,~,r, ~,~'E~1~ 'IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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HAROLD S IRWIN II"I"
IRWIN LAW OFFICE
64 S PITTS ST
CARLISLE PA 17013
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-210
ESTATE OF SPEROW ' HILDA 0
DATE OF DEATH 03-30-2 09
FILE NUMBER 21 09-0 91
COUNTY CUMBERL ND
ACN 101
APPEAL DATE: 7-02-2010
(See reverse side unde Objections )
Amount Remitted
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS _ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOW NCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T
ESTATE OF: SPEROW HILDA OFILE N0.:21 09-0391 ACN: 1 1 DATE: 05-03-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .OD
2. Stocks and Bonds (Schedule B) (2) .OD
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0~
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 64 8.00
6. Jointly Owned Property (Schedule F) (6) 7,821.85
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
reflec t figures that include the total of ALL returns assesse
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ??9.01 .4~ X
17. Amount of Line 14 at Sibling rate (17) _0 0 X
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X
19. Principal Tax Due
TAX CREDITS:
NOTE: To ensure proper
rredit to your account,
:submit the upper portion
of this form with your
tax payment.
8) 8,469.85
(11) 500.00
(12) 7, 969.85
( 3) .00
( 4) 229, 031 .43
17, 18 and 19 will
d to date.
00 = .00
045 ~ 10,306.41
12 = .00
15 = .00
(19)= 10,306.41
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-10-2009 CD011342 497.39 9,450.3
11-06-2009 CD011970 .00 358.6
IVTAL TAX PAYME!
BALANCE OF TAX D
INTEREST AND PEI
TOTAL DUE
T 10,306.41
)E .00
• .00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~
REV-1470 EX (01-10) ~ ~~
~ enns Lvan~a
p y
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Hilda O. Sperow
INHERITANCE TAX
EXPLANATION
OF CHANGES
REVIEWED BY
ITEM
SCHEDULE NO.
E&F
H
Sheila Megonnell
~ Accepted additional assets.
~ Accepted additional debts.
EXPLANATION OF CHANGES
FI E NUMBER
2109-0391
A N
101
Row ~ Page 1