HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
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INHERITANCE TAX DIVISION _: ~~I~ucTr-aN A.I~1D ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280b01 ~ -_ ~ - ~ ~ i
HARRISBURG PA 17128-Ob01 ~ ~ `~; , ~, ..,- .
DATE 09-27-2010
~{~~~ QI~T ` I ~~~ {~' ~}~ ESTATE OF SPIDLE MICHAEL E
DATE OF DEATH 02-03-2010
~~ rD!~ (1~ FILE NUMBER 21 10-0384
C ~„;~,"C' (`r`i 'C~'• COUNTY CUMBERLAND
ROGER B IRWIN ESQ ~~' Hr ' ' `~ ~''`~`~; ~~
~~ ~;A,~r~;t~ r,,~,~r~~ -,F~ ~"~~; ACN 101
60 W POMFRET ST `~~'~~"'r~`'Y`'J`'`',`'~-' ~'~'" ~'~ APPEAL DATE: 11-26-2010
C A R L I S L E P A 17 013 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPIDLE MICHAEL EFILE N0.:21 10-0384 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: { X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A) {1) 75:000.00 N07E: To ensure proper
20 423.28 credit to your account,
2. Stocks and Bonds {Schedule B) C2) ~
.0 0 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) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E) {5) 16,831.90
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 170,307.55
8. Total Assets {8) 282,562.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H) {9) 2 4,2 35.71
10. Debts/Mortgage Liabilities/Liens {Schedule I) {10) 2,7 0 6.0 6
11. Total Deductions {11) 26, 941.77
12. Net Value of Tax Return {12) 255, 620.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax {14) 255, 620.96
NOTE: If an assessment 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
{16) .00 x 045 = .00
c17) . oo x 12 = . 00
cls) 255,620.96 x 15 = 38,343.14
{19)= 38,343.14
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT {+)
INTEREST/PEN PAID {-)
AMOUNT PAID
07-29-2010 CD013123 .00 38,343.14
TOTAL TAX PAYMENT 38,343.14
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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.-~
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