HomeMy WebLinkAbout80-00207
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"..:(OOmlON\VEAlmi.:,/!,t l'f;NNSYLV,\NI,\
m:p,\IlTm:Nl'or m:VENm:
III!1U:AIJ (JIo' FmJ.ll OI'~:HATIONS
INIlf:IUT,\Nn; T,\X 1I11'1~I(JN
OI'I'ICIAL NOT In; 01' INIIEIUTANCI~
'fAX APPRAISEMENT AND ASSI~SSMENT
01' ASSETS NOT SLJllmCT
TO AIlMI:'>lSTnATION
~
.
TO:
Nary r;llen l:icnr,ni
Date:
Ibrch :n, 1980
305 Lnmp tJotjt Lane
County ClImbcr lanel
Camn UUI , J'll. J7Ull
~ J-R-o...l, ~~
County File No,
Bureau File No,
We have received notice that, as a result of the death of ..!!:~Ilc.rd E. Dykel1Uln
on 11-131922....., you carne into ownership of certain property through right of survivorship, which
was formerly owned by the decedent.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you, as transferee,
The property on which tax is hereby assessed consists of:, CCHll SavinU2 IIccollnt 11006-080627-0 in namea of
decedent. George Dykeman, Joseph lL Dykcnul11 '11: thry Illlen l\ignani eatnblished June
1976
appraised by the Commonwealth, as of the date of death, at $ 1,31,0.01,
1/1, % of this amount is taxable at the rate of ___~_ o,{,
ORIGINAL ASSESSMENT
AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
Hnch 27, 1980
$ 335.01
$
.0', ,:; 6', 0 !
AMOUNT OF TAX DUE
If you pay the above amount within three (3) months of the
date of death of the decedent, or on or before_,_.___~
19_" you may deduct a discount of
5% of the amount of tax due, or
.~ () .!.JL_._,_.
This tax became delinquent nine (9) months after death
(one year if death occurred prior to December 22, 1965
and fifteen, months if death occurred on or after
December 22,1965 but prior to June 17, 1971) and in
addition to the tax, statutory interest at the rate of 6 % of
~hetaxperannumis.al~~dueasof~.__.._19___,_,,_ 4' ,::J )() ,),
III the amount of ~tD"\-I-J,,, G ..----..::LD-n-.-*",XM.I-'' .n...__________.____
i J. '0'."0'0"', ),,'::9 (,'7 /9 '7 ,/ ~
"- ;9.., jZh_ C{.j- \"-t...c ,'hl ,){Ll<::...':; i I "" J
* If the tax Is not paid by the above ~ate additional ,"^"- Q (I.t./( ,
interest is due at the rate of 6 % pcr annum until paid
TOTAL AMOUNT DUE , ~~:;t;1~~~~~~~~. ~~:--- ,
APPRAISED By::ii!~fa~{:rifl'~~~t.U . .".. ASSESSED BY:-TriO-;;;liori~~gz/,11J;J~l~t;;J\y,-~(i'\.Q~-
(('ll\(~?,li 1\" ~Jvjh {:I Lv I.lJ
!~ST~~ClIQr"!~_.:r.9.J:..~XP~ YEB~ ''. I \, ~ b D...,
Make checks or money orders payablc to: To insUlc prupcI credit to your account
ltlis Official Notice most accompany
your payment. Mail or bring it to:
REGISTER OF WILLS Register of Wills
Courthouse
Carlisle. Pa. 17013
I - ,:"1 '1 I i ;'~
NOTE: Any party in interest. who is aggricved by this IlUlice may object therelo wilhin sixty days after receipt, of .
said notice as provided by Section 1001 of the InhlHilanw ami Estale Tax Act of 1961, 72 P,S, 2485-1001,
If, -you have already paid this tax to an executor, administrator, attorney, or other personal representative of the
decedent for forwarding to the Commonwealth, list boiow tho date paid, flame and address of the perso~ ill Vir-oni
you made payment, their official title and the amount.
.>,
"
Date Paid
Nama and Address of Payee
Official Title
Amount Paid
-_.~-,._-_._-
--'-'-".'-'."-'-'-"'~-'
.._"_ .u,_.___ ____~.___
.' ,..".-----.------~~,._.. . "____h___,._,.____
Under certain circnl11slances, if, alt"r Ihe dot!, 01 death nl Ille decedont, you per:,nllalty pairl luneral exponses
or other ju~t do~ls 01 Iho decedent, wit II 1IIII(Is derived from 1111) properly IlUrein taxed, such amoullts exponded
by you ,lilaI' quality as dedllcliOIl~; "yalllsl IIle yross value of Ihe properly in tl'o computation of tax dllo If any
such expendilures 1II0el ail of t11li threo foilovling tests, it is recol11mollderJ thai you itemize tho payrllonts helow,
execute 1110 affidavit, ami mturll IIn!; i1ohee, TI,e Regisler 01 Wills will eXillnine the debts claimed alld allow those
which he deterlllillos to be p/Opel, The tax will then be lecomputed and YOll will receivo an ,lIllendell asscssr~enl
01 tax,
THE THREE 1ESTS WIJICII W'JST BE MET ARE HlAT
1, You were personally legolly responsible for tllese debfs, and
2, You actually paid these debt. and can rUlllisll proof 01 such payment. if required, 3nd
3, These sallle debts are not also claimed, for tax purp:lses, ~y iin executor, arjministrator or other
personal representative of tho decerJent handling tile administration at tile gener"' estate of the
decedent or any otller transferee,
D'~p~~g.r"IP'y""._..~._...I.-~
---..__.~,,~,___u.__,_.. _ j
SCHEDULE OF DEBTS
Desc"ription of Obiiuation
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'.." -. -----..F:--:::-:::.=-:::::::=::.::-:=:~:-==
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TOTAL S
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COMMON\NEf\L1H Of PENNSYLV/\IJIA:
COUNTY OF C'vllx)hi(~d
(attach separate slleet If rpquired)
"C'.
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1,-1)I~.r:V)' [://~r1-f\'G)lJ.l;i/(h} l:t~i:;rV 1(;;11 nit ;U;':i-ii.:ii,:! :,:,
and, .ollie! (rH!ts ,,,I, t\ll: rJelCllliW p-li()W:'I~ '0 ,I)yl~nxf"{.
I {lIU 1.<,1'1;11 :i/U !}!:;!_i\;ll,1 fli'::,:11 !(;{l~l: I :I! 'J'. . -:i11;'/ i,,'1 I';
same (}u!J!~; ','/II! !i:) i,;I~ c!airneci ,'.[';V cd:,I:'] ii
:\:;~~~;,~~~;:;i~~' q~ol,
.', ~~~-....,- ".. c.~-,..;C" "'no""
'""_,:,,,:';, "~':'1;;2:<~" :'" :,:'<>,;1 ui ':fC,',:,
l, Llt;I.-in,,,;' a:P'i ,",a.tl~__:.':h,;-j~." ".
rilluwed t.iUdllctiO~IS !1:~;tHl al)()\,[: iil U;L';i ;:1)',,,-,, :H \) S
,II, ,';" 'i~: ;,I("d1:'1!i;;;[ fJi fUr;l;'i,:l t::';jJe!i~;e:.;
((Ji ',:,riic;, I V,";1:J iu\)id:}' ft::JP011:liL:u JilU wlliGl':
,'I 'i,:.' >' ,,\i.,';(~dqi: ,11Ji )h(!~'r;
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':1' ';0 :' ,;.: :::::::,' ':"i::," :n,; :"l':l'
Oate of r\ppro'ial'
F";,I,'I",Ii'.:I'"
If:Y04,have already paid this tax to an executor, administrator, attorney, or other personal representative of the'
decedenUorforwarding to the Commonwealth, list below the date paid, name and address of tho porsolTi'o '11\;0111 ,..'.
you made payment, their official title and the arnount. '
Date Paid
Name and Mdress 01 Payee
Ofllclal Tille
Amount Paid
Undor ccrtain circumslanccs, if, allor tl1(~ dale of doath of till! decc:Jent, you per:;onally pair! funeral expenses
or other jllst debts of the decedent, Witll fun:ls derived from tile property 11erein taxed, sllell amollnts expended
lly you lTIay qualify as deollctions a[lainst the grl!SS valuo 01 II1C propr:rly in 1110 computation 01 tax due, If any
such expondilures meot alt of tile three foltowlng tests, it is rccon;mendcd that you itemize tile payments below,
execute the allidavit, and return tllis notice, Tile Register ,~f Wills will examine the dellts clJimed arid allow those
which he detormines 10 lle proper, Tire tax will then be leconlputed and you will receive illl amended assessment
of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1. You were personally legally responsible for these dellis, and
2, You actually paid thcso debts and can furnisll proof of sllcll payment, if required, and
3, These same debts arc not also clilimcd, lor tax plllpOSCS, by ;\11 executor, administrator or otller
,personal representative of tile decedent handling tile adl11;~islrati0n of tile nOlleral estilte of the
decedent or any other transferee,
SCHEDULE OF DEBTS
~~~~~~!?::i.~'w~:~~~.'~.--F=.'-.~..-.,'.ge}Cri~~r:~~~!IO~~~.~.':.-I-.;-;~:-=?~~~o..~~!~pn~_s, <00'
-=;~~.~~~. .~~.~'I~.~",,-t~'''J~~.~~~(4:~~~~=~~~O;Q_
,_\::.I"~-7'.r..c~~--- .", '_n._!~;~~~_, ,.1-,."._____'n3 ':L.S.._'iL<f.
_...1'1~~18n%'-t1~_~,_ ! ~-,-,,____-t"-'ol. !,.__",_,.J.,Q.._6S':"
,_I~:"'k.7.1+~nlll'- ..t>PS+){/'f''1.~l.u:.l.. ~_ '" _, ,,_, .",._,L.,.",_..",._, .m....'.__:!..!;:.._ ..... ,
?".3",,7_1__~,i:ttA,l..u..~:d>,/IU4-'~' " , ~ ,.-.l711 '-"<--7J,_J-~-~;~~
l~_: ~~:lL_Eltr...~O",,,~....,J)~ '1"~o::l~$'T\",~~t..I.~).-{i<:J'M;0."""d"__.~.::::$k<--. .
J",_..Ln.-Cl.~4~~~ ,'. -, . '~I_._.___n...._.-,__,:'L4.f.,._~.
1\,~..~\l-"-1~L'~'~~~I~; '.~ +~nM!l.':"''''_nT...._._m__.__n.__._J..S.''-_~
, .1t",._1',".17_n~\\~ .,., i, !i";'.'x ("\'&.l~ '___On +._.__..,___.___.,~-'7_.....J
n-fl.,~'-'7--i.-~~'t>~ ,. ".~~ ,."""", ",.,., ',_I.n..______a.5:.d10_
F",~~:t;';:T.,~~...;, -~. s~ - d,~ft;.;;;I:: \IU
II;":'H'2.~.77.i~~0l.;...t.._l;S~ ." ,_['(j-,fd:'({;""l!~/._.~", -
~~~J"'.~II'\707~_~l(.P.Ju............ ~ (lWA.U.1r'-t.l's~)!._h'.-- .__..."'.. ~~O.Go!o_1
, " .' '" _. ._, .." ..'_n.._.___..__.._.._......___'...'_'..,
L ' , J21~,:;(,.~~' - ,,~.=_~l, ~l'c~J
iattacr, separate sheet if required) I ^ 01~ Y I; i'i: / 3 d/.
COfvlMONWfALTH OF FFiHJSYLV,\i';u\i lLvt:\O(f','l;. , , o<<l'..,j"',' \Y / '.->/. , /)(;;J
/ ,'lL"
c~ (' ..?c',.......
COUNTY UFc' ~1.J'Y\hi( I", fl K )
1,D:L.;,...~t:(kl1.'1.\'111'1dntl",',!)V :!',i! !hi 'I,]",; ,
and, otllt,r debls ul tilt) rjeceo8nt, t~tjW:;..)-$,.c. , J)~h'\X\'h\'
I dtd;:::w (Jill cO!: i!W jJiI.':l\:-:'i,}1 l,i:~iA: ',,:I.li:(: -. . ,.'( ;
salllc (j~:[)t:, ':,'il! not' be r!;.::r:1;;d lJ';"j!l'} (:~i';:
,;;;c! t:.iii:"~,:;l;,Y)\..-;;:~ !~: : Ui":><,: I ,'xf~Gn,SC;;
:fi! ',"!;!C:i : "',\<; kqdlly
,
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rn:~~pon~~il)!n and ',\Illicll
;,(:o'l1,(_ri-f
SWUiC,i; !\C'~~: '~:'L""1'" 'or F: i" :1';; ~., c-i-S',{;~:" . 'J'
~- "rI i'f: ' · '^"\ f~(~C;,~l~'"
~':~;' :,,":~.,P:.~.,G;~~~J,:~~\':,I::~\)i!i i" ",',,",f:;;',; ,:
1, lt~:,: unClfSi(p)C(j, :.!Liiy,,;:ll:ch!f\', f~:~n;.':tf:i '.;1 \:Vii!~: :n ,;i{ '.1 ':!~(: ::i:,:-,'.c'<!tJi'l)' '!:;. rr.\~:;pC,c:l1!:!I~/ ;opnrt H~3t ! tli.W~'~
aUo\ved oeduct1ons listed ahovt !'!1~i'h~"total J!llc:;;",l ',"~.f S !P!0/)( 30
Date of ApPf{)'Ial;1zr.c'(J r;;) /1 ~'() :'
./ f (J;) /) (I) C j"ofrJ'
(;~;~~~:~l~g fl?d(~ lL, ,"
""'0)4,10 "
:1;/(:t"--:t:'",,~,;(,;
;.((~'!;;. R'EV'52~ (10~76) ,
..; ,.;-::: ,:', ': ' ; ~.. ,., '.' '. .
it(i:COMMIlN\fBALTII 01' l'f:NNSYLVANIA
\':," ',.-m;I'AItT~mNT O~' m:VBNUt:
" IlUIt~;AU OF f'mW OI'BIIATIONS
INlmlll1'ANCI~ TAX IlIVISION
OFFICIAL NOTIC., OF INIIERITANCE
TAX APPRAISEMENT AND ASSBSS~mNT
OF ASSE'rS NOT SUIl.JEC1'
1'0 AIlMINISTIlATION
."
'~
- ',~- ,'"
TO:
HaS)' l11l111 lipIIni
Date:
K:1rch 27. l\\lUO
305 Lnap Pout lAne
ClIIIp 11I.11. I?lI. 17011
County Culllbedand
County File NO~~.(-o.....)(}t),
Bureau File No,
We have recJlived notic.flJhat, as a result of tile death of, IIownl E. ll7k_n
on 11.1319~, you came into ownership of certain property through right of survivorship, which
was formerly ownod by the decedent.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you, as transferee,
The property on which tax is hereby assessed consists of: ctllB Se.v1.1IS0 .\cCouut 1006.000627..0 f,n .... of
docedcmt. Georse Dykllllal1. Joseph E. DykeIIWI or lfary Ellen Itiguel11 eatabUlIbed J_
1976
, appraised by the Commonwealth, as of the date of death, at $ 1~.04
1/4 % of this amount is taxable at the rate of 6 %
i ORIGINAL ASSESSMENT
i
DATE OF ASSES~MENT Karch 27, 1980
TAXABLE AMOUNT $.335.01
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT :::,3 G ' I) I
AMEN OED ASSESSMENT
$
,AMOUNT OF TAX DUE
If you pay the above amount within three (3) months of the
date of death of the decedent, or on or before
, 19_" you may deduct a discount of
,5% of the amount of tax due, or
This tax became delinquent nine (9) months after death
,(one year if death occurred prior to December 22, 1965
and fifteen months if death occurred on or after
December 22, 1965 but prior to June 17, 1971) and in
addition to the tax, statutory interestut the rate of 6% of
',:~et~:xa~~u;\~~: it~~r~ d~u},asr:"c , C,^" ,~9; hi} / ---~--'~~~~'-~~~-~~~~~""
* If the tax ;~ no; ~ait'~ t~~' ~Jove ~~t~ a~~i;;~~~1 L' '\'l,J ,S' ,;/
interest is due at the rate of 6 % per annum until paid
",-'.0, I 0
TOTAL AMOUNT DUE
S' :,1)....-$
,.'.A > '_....' ' ~,<,,~ {
.ASSESSED BY:.___ ',\ ,\.,!"., ,"" '''''-' ,',
(Agont fO,r)~:,c.~j1.:wea~~ I.~h~;' ; / V) ,I:,
INSTRUCTIONS TO TAXPAYERS \ I .. r:
,APPRAISED BY:
, , r
(I~heritance Tax Appraiser)
Make checks or money orders payable to: To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
UGISTBR OR' WILLS Register of Willa
CourthOWl8
, ~ /... (fv- ~ 09 / / _,;;, 7-2 carlisle, Pa_ 17013 ,
NOTE: Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of
. said noticeus provided by Section 1001 of the Inheritanc,e and Estate Tax Act of 1961, 72 P,S,2485-10,01,.--;arJ",..,..,
.' ' ,QUADRUPllCATE7-"REGISTLR OF W1LLS COPY. " L~~':}.
----------------'------'" ------------,-----'--------
, ' ,,"',
r~
',:'~-,1::'
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2j;'(,,'-'<,':,':'"
;,::~aRECEIVED
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1i';::'~',
{:i"
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~~______~______~---r~
"
99
100---'-----------....---..---
dollars,
IU.81\ 1U9uni
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
";
l , , '
(II"NO.
21-60-207 Dote 01 Death 11-13-1977
15'1, Tax on
$
$
$
$
$
$
$ 15.19'
':'''~y . ',"''''
..., i;jres's:
)
305 LUP 'oat Lane
2'1, Tax on
$
('_ J
C.. Bi1.1.
II..
6'70 Tax on
5
BDDJI) B. DYICBIW!I
cWlbedan4
'Ie Tax on 5
Estate Tax, Act of
May 7, 1927
;Dote of Payment
Ie' "
'; N~~e 01 Decedent
Nay 15. 1980
.PAlDIIlI'ULL
TOTAL TAX CREDIT
Less five pertenturn of tax if
paid within three months alter
dote of death
PIl.ls interest at the 'rale of
_'Ie from
to
$
C"unty
. 'Remarks:
'1.',
$
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SEA L
TOTAL AMOUNT PAID
5
NOTE: Thll Ttlpllc.te Receipt to be retained for ludlt purpose..
" ' Received by
NotE: . In occepllng lh, Ironsler Inlt.rl!an,e lox on future .,tal." prior 10 Ihe dealh 01 Ihe Ille
-'enont or lenanl'lor yeou, os evidenced by Ihls receipt" Ills underslaod that the Commonwflollh 1"011
not b, predud,d 'or prevent.d lrom "ereah.r osunlng addltlonol Inl1eriloncelalC allhe deat" o! the
Ill, 'l.n~nl orl,nanl far yeonwhenevllr It appears Ihol such addlllonollox may bel.golly due ond
collec:llble lor any reolon whatsoever.
"
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i(COM~ONWEALTHOF PENNSYLVANIA
,DEPAR'J'MENT O,F REVENUE
':BUREAU OF EXAMINATION
__ _ __ _,_ _J_ __~___
:,,,,.':,',".
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
I:',:.'.",':
I~~UNTY FILE NO: :< / - , S-- d - :;. 0 7
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Ij:TO:/YIlitR v' E. J..L J: /1) If( I (;",01 A tV /
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DATE
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eSTATE
FILE NO,
COUNTY
DATE OF DEATH
/~pral:sad Valua 01 Estata:,
, A.al Estata'
$
-0-
, "
',' ~ars.onaIPropa"y
+
-'0 -
'.Jointly Haid PropartylTranslers
+
/.-c 7<1 -3
.;? f p' /, ~
I ,~
i"I:'.Total'Gross Estata
$
j~f 7 ~ ~-:>
lib / :>, &--b
~J6(),67
..-';,,;
Total Appr~vad Oaductiolls
;"b.ar Value,ol Estate
,',C>, __' _'.....,
$
'.:
"':,La,s:Approved Charitable Exemptions
'i"~ "". .
-o~
\~,.-:::" ~""'; :",,",:, ':', ,', ',,' ~, ',', ':,''-,: '" ,," "", ,
: ::':.,Clea, Value olEstate Subjeci to Tax
V1~):);v':":~"(" .:,:",," ,
i:~:: ,Ainou~t Ta~ebla @ 6% Aate '
""',;..,,"
~'J bCJ, b 7
1/'3 6d. 6. 7
$
$
, t.x dua
$
,:26/'6.1
,," "','" ';::... '-'::: ~ .-
"Amouni'Taxabla@15% Aate
tax due
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TOTAL PENNSYLVANIA INHEAITANCE TAX DUE,
$ ,:)'6/,"6/-1
,', '" ,',",('.-:' ".I' '
,
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***.** * . A,flve percent discount totaling 8
:";':0;:--:' ..' .., wiil" .be granted' if .the Inheritance Tax. is paid ,by
, ,":,' _:, - ; ; :: : ~ i ' _:.- " ' .. ' : ;
ilJBSS ~~adlts: ,..' '
'DATE OF PAYMENT
.,'./,,".
._'j~/jl.-'i?'o
!F..;f'-fS'-C)
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.":,',,'....-',.
, AMOUNT PAID DISCOUNT INTEREST TAX CAEDIT
$ /173, /;J.. + $ $ ~J,'/7 = $ ,'}. .t!!;;hs-'
/5-:'99 + = /Kf.9
+ =
Interest accrues It the rate .of six (6) percent per annum
',on tha unpaid balance, 01 Inharitanca Tax Irom !J--I Ii --f(' iJ
to 'date '~I 'payment. Interest dua if paid by Is '
BALANce OF PENNSYLVANIA INHEAITANC,e TAX D'UE
'0' ,"'"
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REGiSTER OF WILLS