HomeMy WebLinkAbout06-18-10 (3)1505610101
Pi4 Departrr-ent of Revenue p~sYt~a OFF1GiAL Ut3E ONLY
Bureau of Individual Taxes ""~'"`"r°`~`"`~ County Code Year Fle Number
INHERITANCE TAX RETURN
PO iBOX 21306oi `~~"1
Han'fsbu, ~q szg-o6os RESIDENT DECEDENT ~ ~ ~~
ENTMR aECBIU~iN~' . BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
468-32-3251 09/30/2007 09/20/1927
__
Decedent's Last Name Suffix Decedent's First Name MI
SPORL LOUISE E
__ _ _ __
(If Applicable) Enter Surviving S>pouse's inbnnation Below
Spouse's Last Name Suffix Spouse's First Name MI
Soouse's Soaal Security Number
FlL.L IN APPROPRIATE OVALS BELOW
~ 1. Original Retum
THIS RETURN. lMIJST BE FlLED IN DUPLICATE WITH THE
REGISTER OF WILLS
O 2. Supplemental Retum O 3. Remainder Retum (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required
death after 12-12-82)
O B. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. E~ction to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
COiRRESPONDfEN~' - Tim SECTION Ml1-ST BE COMPLETED. ALL CORRfSPONDENCE AND CONFlDENTIAL TAX MIFORMATiON SHOULD ~ DIRECTED T0:
Name Daytime Telephone Number
LISA MARIE COYNE, ESQ. ' (717) 737-0464 sN
State ZIP Code
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REGISTER UtiE OI~Y
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DATE FILED
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PA ' 17011-4227
DAMP HILL
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Correspondent's e-mail sddnss: LISA~COYNEANDCOYNE.COM
Under penalties of perjury, I declare that 1 hsve examined this return, indudirp accompanyir-g schedules and statements, and to the tit of my knowledge and belief,
it is true, aarect and aarnplete. Declaratbn of preperer other than the personal represernatlve is based on all tnforrr~ation of which preparer has any knowledge.
SI ~~ 1 OF I'ONSIBLE FQ~2 FlLING RETURN DATE
Alfi't~d Eugene SpOrl 213 Berkley Dlrive, Mechanicsburg, PA 17050
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
~wsaE usE oR~o~Nw~. ~cHUrl oN~Y
Slde 1
1505610101 1505610101
J
1505610105
REV-1500 EX
Decedent's Social Security Number
Decedenrs Name: LOUISE E. SPORL ' 468-32-3251
RECAPITULATION
__ ._
1. Real Estate (Schedule A) ............................................. 1.
2. Stocks and Bonds (Schedule B) ....................................... 2. 35,938.91
__
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) ........................... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 18,019.57
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 52,148.64
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) O Separate Bil~ng Requested........ 7.
___
8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 108,107.12
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 17, 033.00
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 3,194.59
11. Total Deductions (total Lines 9 and 10) ................................. 11.
___ 20,227.59
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 85,879.53
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ........................ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 85,879.53
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 _ _ _ _ _ __ __._
(a)(1.2) x .0 0 85,879.53 ' 15. ! 0.00
16. Amount of Line 14 taxable
._
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ......................................................... 19.' 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~
Side 2
1505610105 1505610105 J
REV 1500 EX Page 3 File Number
Decedent's Cornp~ete Address:
DECE ENT NAME
LOUiSE E. SPORL
srREErADDRESs
213 BERKLEY DRIVE
C~MECHANICSBURG STA~PA Z~P17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credib;JPaymerrts
A. Prior Payments
B. Discount
500.00
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT
Fill in oust on Page 2, Line 24 #o request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1)
Total Credits (A + B) (2)
(3)
(4)
(5)
Make check payable to: REGISTER OF WILLS, AGENT.
o.oo
500.00
500.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :......................................................................
.................... X
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^
c. retain a reversionary interest; or .......................................................................................................................... ^ 0
d. receive the promise for life of either payments, benefds or care? ................................................................ . ^
2. If death ocxun~ed after Dec. 12,1982, did decedent transfer property within one year of death
without receiving adequate oonsideration? .............................................................................................................. ^ 0
3. Did decedent own an "in trust for" or payable-upon-death bank acxount or security at his or her death? .............. ^ 0
4. Did decedent own an individual retirement acxount, annuity or other non-probate property, which
contains a beneficiary designation? ........................................................................................................................ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)j.
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)). The statute does nat exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applic~bie even if the surviving spouse is the only benefiaary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)).
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lines{ benefiaaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)). Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adopfion.
COMMDNNIEALTH aF PENNSnvANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCWEDULE B
STOCKS ~ BONDS
ESTATE OF SPORL, LOUISE E. FILE lBER
21 - 2007 - 0934
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER ~_ DEATH __
1 372.9239 Common Shares of General Electric, Inc. 42.02 15,670.26
~I
2 143.462932 Common Shares of Union Pacific, Inc. 114.32 i 16,400.68
3 4 Common Shares of Idearc, Inc. 31.10 124.40
4 83.245874 Common Shares of Verizon, Inc. 44.97 3,743.57
TOTAL (Also enter on line 2, Recapitulation) 35,938.91
VZ: Historical Prices for VERIZON COMMUN -Yahoo! Finance
Yahoo! My~ti4~r~ fiixlyh U~AsSkgn In °° Help
Dow `~` 0.51% Nasdaq '~` 0.87%
Page 1 of 2
Tue, Oct 23, 2007, 10:33AM ET - U.S. Marlats dose in Shn
~~ ~ ~ Symbol Lookup Finance Search
~~~~~
Verizon Communications Inc. (VZ)
1 ~:
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R zF
Historical Prices
SET DATE RANGE
Start Date: Oct ~j r~~ 2007 ~9• ]an 1,
2003
End Date: Opt 1 007
At 10:13AM ET: ~.~ "~' 0.33 (0.
!1~'~"~'
i`~~~~~
Get Mts~oricaf Prlo~a for: ~~
C!~ Daily
O Weekly
O Monthly
(~ Dividends OMy
First ~ Prev ~ Next ~ Last
PRICES
Date Open High Low Close Volume ~~
Close*
1-Oct-07 44.46 45.47 44.39 45.40 18,006,400 44.97
* Close price adjusted for dividends and splits.
First ~ Prev (Next ~ Last
r'!i Download To Spreadsheet
http://finance.yahoo.com/q/hp?s=VZ&a=09&b=1 &c=2007&d=09&e=1 &2007&g-d l 0/23/2007
UNP: Historical Prices for UNION PACIFIC -Yahoo! Finance
Yahoo! My~P1~r'~ l~ajh <U~#c~gn In Heip
Dow '1'' 0.48% Nasdaq '~' 0.78%
Page 1 of 2
Tue, Oct 23, 2007, 10:38AM ET - U.S. Markeb doses in Shrs
d!T ~ Symbol Lookup Finance Search
~~
Union Pac'~"ic Corp. (UNP)
~.
~p rllNi~!'',lMilliB
~~'!l0riik~-i~l~-1•' ~~~~a~~etl ~c~
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a
Historical Prices
at 10: isaM ET: 12.8.45 '~ 3.20 (2.:
~~,~ ,
fi~ .._:~
Get Hlstorfcal PrirEs for:
SET DATE RANGE
Daily
E
start Date: Oct 1 2007 Eg. Jan i,
O Week
___~ 2003 ly
End Date: Oct 1 ' 2007 O Monthly
O Dividends OMy
,.
First ~ Prev ~ Next ~ Last
PRICES
Date Open High Low Close Volume Adj
Close"
1-Oct-07 114.03 114.95 111.78 114.32 1,902,300 114.32
Close price adjusted for dividends and splits.
First (Prev (Next ~ Lash
Download To Spreadsheet
http://finance.yahoo.com/q/hp?s=iJNP&a~9&b=1&c=2007&d~9&e=1~i~20078~g--d 10/23/2007
IAR: Historical Prices for IDEARC INC -Yahoo! Finance
Yahoo! My~tl~r~ 6~h fU~icgbgn In Help
Dow '~' 0.54% Nasdaq '"~ 0.880!0
Page 1 of 2
Tue, Oct 23, 2007, 10:37AM ET - U.S. Markeb close in stirs
~ ~ Symbol Lookup Finance Sealrch
~. ~.
idearc, Inc. (IAR)
Historical Prices
SET DATE RANGE
Start Date: OCt 1 2007 Eg. )an i,
-~--~ ~-~~-~ 2003
End Date: Oct 1 ' 2007
at 1o:17AM ET: 29.4 ~ 0.29 (o.!
~~
~~"~'".
-.4
Get Hisitorical PMc~s for: ~~~~~;
C} Daily
Weekly
Monthly
t~ Dividends Only
First ~ Prev ~ Next ~ Last
PRICES
Date Open High Low Close Volume Adj
Close*
1-Oct-07 31.46 31.49 30.99 31.10 939,600 31.10
* Close price adjusted for dividends and splits.
First ~ Prev ~ Next ~ Last
t Down~ad To Spreadsheet
http://finance.yahoo.com/q/hp?s=IAR.&a=09&b=1 &c=2007&d~9&e=1~8i~2007&g-d 10/23/2007
GE: Historical Prices for GEN ELECTRIC CO - Yahoo! Finance
Yahoo± ` My~ttls~r'~ i9~yh €U~AcBign In `° Help
___
Dow f' 0.44a/o Nasdaq ''~'' 0.69%
Page 1 of 2
Tue, Oct 23, 2007, 10:27AM ET - U.S. Mark~b dr»s fe Shrs
~!# + Symbol Lookup Finance Search
SET DATE iftANGE
Daily
State Date: OCt ~~ ~~~ 07 Eg. Jan 1,
_ _ _ 2003 O Weekly
End Date: Oct ~11 2007 C~ Monthly
_ _ O Dividends Only
First ~ Prev ~ Next ~ Last
PRICES
Date Open High Low Close Volurrre Adj
Close*
1-Oct-07 41.28 42.09 41.28 42.02 43,856,400 42.02
" Close price adjusted for dividends and splits.
First ~ Prev ~ Next ~ Last
Download To Spreadsheet
http://finance.yahoo.com/q/hp?s=GE&a=09&b=1&c=2007&d.~9&e=18~~200?&g-d 10/23/2007
.;;
coI~IDNwEUTH of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PR4~~RTY
ESTATE OF SPORL, LOUISE E. FILE NUMBER
21 - 2007 - 0934
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointiy-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION
NUMBER
1 Owner of Chicken Coop (M&T Bank Statement)
VALUE AT DATE O~
DEATH
18,019.57
TOTAL (Also enter on Ltne 5, Recapituiatlon) , 18,019.5?
_.. _
~ _ .. _ ..,
t~!'~~z~cturers aid 3~dders Trust Gcmpany
FOR INQUlR1ES CALL: NAMPDEN
[7171 766-0507
CHICKEN COOP
213 'BERKELEY DR
MECHANICSBURG PA 17050-2356
BE&:T1st1VI~tG : ~Aa~A~1C:E::::::::: X19,130.90
~?,»~~~E~ ~:~ ~R~ _~_~ 259.84
:':C :X:::«.'~'.'K'FF...~ :%<7L:~~C~:3::~C.000:•.CCr""Sr~x :.
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-_ =^'~ ~~~~:=~~<z 1, 371.89
-~-....
-~ 0.67
0 00
518,019.57
~_ ~ ~~t"~~t~B~~ =~ =~ ~' ~~~ = ~_ ^ 57.77
9/03 - 4/30 - 0.05%
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~" ""' DEPOSITS CHECKS
.DATE. SRANSACTION DESCRIPTION & C~tEDITS 8 DEBITS BALANCE
~•9/O1 BEGINNING BALANCE - •519,130.90
9/04 MTOT DISC CHICKEN COOP 425802002900203 530.00 19,100.90
9/07 GM CARD 2 CHEOKPAYMT 000000000004738 397.44 18,703.46
9/10 CHECK NUMBER 4739 ~ 850.00 17,853.46
9/13 VERIZON Psys~ntREC 7177668803626 17,772.14
9120 CHECK NUMBER X740 13.13 17,759.'01
9/24 MTOT DEP CHICKF.MI COOP 425802002900203 5251.41 18,010.42
9/27 MTOT DEP CHICKEN COOP 4258020'02900203 8. 18,018.90
9/28 INTEREST PAYMENT 0.67 18,019.57
NUMSfR OF DEPOSITS/CHECKS PAID 2 2
CHfC~C NO . DATE : AfiOtINT_., CHECK . !!W . DATE
4739 9/10 850.00 4740 9/20
K - 6Ai IN CFECK SEQUENCE
R. -CHECK RETURNED .
NUMBER OF CHECKS PAID >2
- ~~ DF..CHECKS_ .PAID.-._. _ _._.SSb3..13..; _ ~ _-- -__~._._.
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AMOUNT CHECK NO. DATE ~ AIIOIN~t'f .
13.13
IMPORTANT INFORMATION ABOUT YOUR CHECKING. ACCOUNT AND CHECK IMAGE STATEMIENTS:
IF YOU CURRENTLY RECEIVE YOUR ORIGINAL PAID CHECKS WITH YOUR CHECKING ACCOUNT
STATEMENT, BEGINNING ON NOVEMBER 26., 2007, YOU MALL RECEIVE PRINTED IMAGES OF
THE FRONTS AND BACKS OF YOUR PAID CHECKS INSTEAD. THIS IS A REVISION TO THE
OCTOBER 29., 2007 DATE PREVIOUSLY COMMUNICATED. '
PAGE 1 OF 1
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OVrINED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT -~
ESTATE OF FILE NUMBER
SPORL, LOUISE E. 21 - 2007 - 0934
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Alfred Eugene Sporl 213 Berkley Drive Husband
Mechanicsburg, PA 17050
InINTI Y nWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
I
MADE
JOINT DESCRIPTION OF PROPERTY
ndude name of flnandai instltution and bank account number
r similar identifying number. Attach deed for jointly-held real
estate.
DATE OF DEATH
VALUE OF ASSET i c
~o OF
DECD'S
NTERES
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A. 08/26/1987 Memberst 1st FCU 140.70 50% 70.35
Savings Acct. No. 84092
2 A. 04/29!1999 Members 1st FCU 60,145.80 50%I 30,072.90
Investment Savings
3 A. 01/16/1981 Members 1st FCU 3,542.29 50% 1,771.15
Savings Acct.
4 A. 01/16/1981 Members 1st FCU 3,696.91 50% 1,848.46
Checking Acct.
5 A. 09/22/1997 Memberst 1st FCU 1,645.05 50% 822.53
Savings Acct.
6 A. 09/22/1997 Members 1st FCU 35,126.49 17,563.25
Investment Savings Account
I
1
I
I
I
I,
~ __
TOTAL (Also enter on line 6, Recapitulation) ! 52,148.b4
MEMBERS 1'~
FEDERAL CREDIT UNION
RE+~, SAI~NGS ACCOUNT:
Account Numbers Suffix 84092-00
Date Account Established ~ 08/26/1987
Principal Balance at Date of Death $140.70
Accrued interest to Date of Death $.12
Total Principal and Accrued Interest $140.82
Name of Joint Owner Alfred Sporl
Date Joint Ownership Established 08/26/1987
IN, YES „SAVINGS ACCOUNT:
Account NumberlSuffix 84092-05
Date Account Established 04/29/1999
Principal Balance at Date of .Death $60,021.60
Accrued Interest to Date of Death $124.20
Total Principal and Accrued Interest $60,145.80
Name of Join# Owner Alfred Sport
Date Joint Ownership Established 04/29/1999
~_sar
II~`~6~IU
M ERS 1sr fEDE1~4L ~lrtEDIT l~hllON
~_ ~~
anielte A. ine
Insurance Services Sprecialist
November 5, 2007
Estate of: LOUiSE E. SPORL
Date of Death: September 30, 2007
Soria! Security .Number: 468-32-3251
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
,. _ _. _,_ .t ...._ ..
DEO-28-2007 01,09 PM MEMB 1ST INSURANS ~ 717795518 P, 02/02
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DEC-~8-2007 01;40 PM MEMB 1ST INSURAHS 7177955178
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s~~wcs cue: ~a~ra ~ , s~=~
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pip ~ ~~ 01l1dM 881
ptirk3pid ~ 0~ ~f L~satiti 13,539.35
Aoq~wd ~ b v~ ~ttt ~•~
Totes PSI +~ ~ccruetl Ittberest 19~5~42.29
Nsrrte ~ Joint Cyst - Loui~la E.
OaO~ Jcinf t~wrwr~frip Est~blistl®d t11M8i1981
u~~t~~ Z80ET~-11
Dedt Ewd g1f'18i~~id1
P~ ~ is of CMwtth i3,Q~.01
A~ !~ b C,~M at Oath 1.~4
Tt Rrlr~plli A~arUed Intierest ~3,Qii7.53
Nat»s c~ifi 1oi~ Ow~t I.oui~e ~. Spori
Gtt1e Joint Cs~p Es~bliuhdd 0111811081
~~
te8 ~~r'!~Aac .
2~'0-~0
Dohs :Lo®n Ls~ebidhed O~l'1~19990
PM~tti 8~nt~ t Date of pei~ttt x•00
Loan Type ~~ ~hY
d' Credit
Cow Hek! ad Seia~rity 21.3 Boricsl~ay Drives
~'1il:~bUi~, P~- 17055
Name c~ Co-Borrower Louise E. Spat
EFt~u 1 ~ FEDER/~1L CREQifi UNION
1 ~ ~-T
inscirsrtt~e r3' bf'tllCel13pi9CiAN~t
pevernbA~' 28, 20QT
Estes esf: Louis+~ I~. ~pvrl
t Oaf ' 80, 2007
~O1#i ~wil~ ' x-3201
5(liX) Luusse 1}rivN ~ f'.{~) lk~c 4t- 1V1~4hat~ic,Rlst~r~,1'rrot~ylti:~ni:~ t7U55 ~Kt)t1} 2K3-2.32K wwwnte~t~he•~lst.c~r~;
P. O1%O1
COMMONNIEALTN of PENNSVWANa
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
ESTATE OF SPORL, LOUISE E. FILE NUMBER
21 - 2007 - 0934
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES:
1. Malpezzi Funeral Home 9,699.00
2. Reception 500.00
3. Flowers 300.00
4. Honorarium 100.00
B.
1.
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
2.
3.
4.
5.
6.
7.
1
2
City State Zip
Year(s) Commission paid
Attorney's Fees Coyne & Coyne, P.C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant A. Eugene Sporl
Street Address 213 Berkley Drive
City Mechanicsburg State PA Zip 17050
Relationship of Claimant to Decedent Husband
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
i
Postage
Cumberland County Law Journal
9CF~DlJLE H
RJPF.~11e1LD~P ," ~ &
~~~1~ ~~
Total of Continuation Schedule(s)
2,000.00
3,500.00
113.00
41.00
75.00
705.00
TOTAL (Also enter on tine 9, Recapitulation) I 17,033.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF SPORL, LOUISE E.
3 ~ Patriot News
Schedl,i~ H
Fi~eral 6qx~ &
AL~Y~''"~'V@ ('•088 ~01'~,i~
4 Reserves
5 Short Certificates
6 Filing Fee for Inheritance Tax Return
7 Disclaimer Fees
FILE NUMBER
21 - 2007 - 0934
120.00
500.00
20.00
15.00
50.00
Page 2 of Schedule H
COMMONWEALTH OF PENNSYWANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, Mt~RTGAGE
LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
SPORL, LOUISE E. 21 - 2007 - 0934
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
AMOUNT
1 GM Card 800.28
2 MTOT Card Rental 30.00
3 Vincent Alvaro (Rent) 1,700.00
4 Verizon 127.13
5 PP&L 188.00
6 Dept of Revenue 115.90
7 UGI 149.00
8 Hampden Twnship 84 28
TOTAL (Also enter on Line 10, Recapitulation) ~ 3,194.59
REVJS'~3 EX~ (sa.00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SPORL, LOUISE E.
21 - 2007 - 0934
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT
~ OF ESTATE
_ __ __
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 A. Eugene Sporl Husband 100% of Residual
Enter dollar amounts for distributions shown above on lines 15 through 1 S, as appropri i
ate, on Rev 1500 cover sheet
III NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
I
I
TOTAL OF PART it-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE