HomeMy WebLinkAbout95-02495U~03~~J ~
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INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12131 /91 GHEGK FIERE
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~~~ POVERTY CREDIT IS CLAIMED
RESIDENT DECEDENT FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE
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DEPARTMENT OF REVENUE
DEPT. 280601 WITH REGISTER OF WILLS
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HARRISBURG, PA 17128-0 UMBEk
COUNTY CODE YEAR
DECEDENT'S NAME (LAST ST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Seip, Liam E. 33 South West Avenue
W SoclAl SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Sh iremanstown , PA 17 011
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170-24-1067
01/02 95
04 23 30
count
Cumberl n
p Ilf APPLICABIEI SURVIVING SPOUS AME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
Sei Theresa E. 164-20-2014 $75,742..92
:++ [~ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return
Y a y (for dates of death prior to 12-13-82)
=oo ^ 4. limited Estate ^ 4a. Fvture Interest Compromise ^ 5.-Federal Estate Tax Return Required
U (for dates of death after 12-12-82)
a m ®b. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust -~ 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach copy of Trust)
7-tLL CORRESPOI~IDEi+ICEAND CON'FLDENTiALTAJC'INFORMATION SFtOIFLD~ ; RI~C'fED TC>: ' '
y Z NAME COMPLETE M ADDRESS
=o Andrew C. Sheely, Esquire ~" One West Main St.
t~aa TELEPHONE NUMBER Shireman stown, PA 17011
( 717 ) 737-8761
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1. Real Estate (Schedule A) (1 )
2. Stocks and Bonds (Schedule B) (2 )
3. Closely Held Stock/Partnership Interest (Schedule C) (3 )
4. Mortgages and Notes Receivable (Schedule D) (4 )
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) 8 7 ' 18 6 ' 15
(Schedule E)
b. Jointly Owned Property (Schedule F) (b )
7. Transfers {Schedule G) (Schedule L) (7 )
8. Total Gross Assets (total Lines 1-7) 8 7 ' 18 6 • 15
9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 11 f 4 4 3 . 2 3
Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I) (10)
1 1. Total Deductions (total Lines 9 ~ 10) (1 1) 11 , 4 4 3 . 2 3
75,742.92 -
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests (Schedule J) (13) -_v
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 7 5 ' 7 4 2 ' 9 2
15. Spousal Transfers (for dates of death after b-30-94)
See Instructions for Applicable Percentage on Reverse (15) 7 5 , 7 4 2 • 9 2 x, 0 0 = - 0 -
Side. (Include values from Schedule K or Schedule M.)
16. Amount of Line 14 taxable at b% rate (16) x .Ob =
(Include values from Schedule K or Schedule M.)
17. Amount of Line 14 taxable at 15% rate (17) x .15 =
(Include values from Schedule K or Schedule M.)
18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18)
19. Credits Spousal Poverty Credit Prior Payments Discount Interest
+ 1809.75 + _ (19) , 809 .75* SEE
20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT.
21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE.
A. Enter the interest on the balance due on Line 21A.
B. Enter the total of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE.
Make Cheek Payable to: Register of Wills, Agent
' ,, .>xy eEsURE''~±E?°nNSwER AC~QI
Under penalties of perjury, I declare that f have examined this return,
it is true, correct and complete. I declare that all real estate has been
based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
t
(20) 1 .8 0 9 .7 5
(41) -0-
(21 A)
(218) - O -
accompanying schedules and statements, and to the best
at true market value. Declaration of preparer other than
South West Avenue
IR`~~CINFq VI IIIAI'~RCIRCJL'IV ITI'KYC AVURCJJ One West Main St.
ew C . ~~//S heel Esq\/
.f my knowledge and belief,
ie personal representative is
DATE
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DATE
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ATTACHMENT
ESTATE OF
William E. Seip
A prepayment on account of Pennsylvania inheritance tax in the amount
of $1,809.75 was made on March 30, 1995, which date was prior to Act 21
of 1995, which revised the Pennsylvania Inheritance & Estate Tax Act,
becoming law.
REV-1508,E%+ (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or
ESTATE OF FILE NUMBER
~iVilliam E. Seip
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Mellon Bank IRA/M.M.S. Account No. 00163- $ 3,448.97
001034, date of death balance $3,448.76,
accrued interest $0.21
2. Mellon Bank IRA/G.C. Account No. 00101395, date 3,445.26
of death balance. $3,373.50, accrued interest
$71.76
3. Mellon Bank IRA/G.C. Account No. 00101516, date 2,639.9.9
of death balance $2,300.00, accrued interest
$339.99
4. Mellon Bank IRA/G.C. Account No. 00101396, date 2,239.55
of death balance $2,000.00, accrued interest
$239.55
5. Mellon Bank IRA/G.C. Account No. 00101402, date 4,977.54
of death balance $4,580.00, accrued interest
$397.54
6. Mellon Bank IRA/G.C. Account No. 00101406, date 2,352.43
of death balance $2,200.00, accrued interest
$152.43
7. Mellon Bank IRA/G.C. Account No. 00101409, date 6,717.83
of death balance $4,626.88, accrued interest
$2,090.95
8. Mellon Bank IRA/G.C. Account No. 00101456, date 3,854.88
of death balance $2,900.00, accrued interest
$954.88
9. Mellon Bank IRA/G.C. Account No. 00101463, date 5,685.81
of death balance $4,500.00, accrued interest
$1,185.81
10. Mellon Bank/InvestNet Corp. IRA Account No. 5,917.34
63934376-15-16, date of death value $5,917.34
11. 1987 Oldsmobile Cutlass Cierra 4 door, VIN 3,750.00
2G3AJ51R2H9316612, as per attached appraisal
12. 1980 Pontiac Bonneville Cpe., VIN 750.00
2N69AA1729016, as per attached appraisal ,
TOTAL (Also enter on line 5, Recapitulations $ Continued
(Attach additional 8%:" x 11" sheets if more space is needed.)
REV--1508 E%+ (2-87)
SCHEDULE E
. ` CASH, BANK DEPOSITS AND
COMMONWEALTFI Of PENNSYLVANIA MISCELLANEOUS
INNRESIDEI TEDEGEDENTRN PERSONAL PROPERTY Please Print or Type
ESTATE OF FILE NUMBER
William E. Seip
(All property jointly-owned with the Rigbt of Survivorship must be disclosed on Seh~dule f)
ITEM
NUMBER DESCRIPTION VALUE AT
DATE OF DEATH
13. 1983 Chevrolet Celebrity 4 door, VIN 750.00
1G1AW19R7DG108986, as per attached appraisal
14. Commonwealth of Pennsylvania State Employes' 3,036.11
Retirement System - Retirement annuity payment
15. Commonwealth of Pennsylvania Deferred 6,827.46
Compensation Account, date of death value
$6,827.46
16. SAFECO Life Insurance Co. Annuity Contract No. 2,509.25
AN0880030, date of death value $2,509.25
17. Gannett Fleming, Inc. 401(K) Account, date of 27,104.56
death value $27,104.56
18. AFSCME AFL-CIO - Fair share rebate 179.17
19. U.S. Savings Bond Series HH $1,000 denomination 1,000.00
No. M1464018HH issued 12/84
TOTAL (Also enter on line 5, Recapitulation) $ 8 7 ~ 18 6 15
(Attach additional 8~/a" x 11" sheets if more space is needed.)
REV-1511 EXr (7-ae, ~
~ SCHEDULE H
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~~ FUNERAL EXPENSES,
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COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT MISCELLANEOUS EXPEN5E5
PI@aS@ Print or Type
ESTATE OF FILE NUMBER
William E. Seip
ITEM
NUMBER DESCRIPTION AMOUNT
A. Funeral Expenses:
1• Myers Funeral Home - Funeral expense $ 5,220.30
2. St. John's Cemetery - Plot 350.00
3. St. John's Cemetery - Grave opening/closing 400.00
4. James Gingrich Memorials - Burial marker 470.00
5. Theresa Seip - Cost of funeral meal 75.00
B. Administrative Costr.
None claimed or paid
1. Personal Representative Commissions _ _
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees Andrew C. Sheely, Esquire as per agreement 2,725.00
3. Family Exemption
Claimant Theresa E. Seip Relationship Spouse
2 , 0 . 00
Address of Claimant at decedent's death
Street Address 33 South west Avenue
City Shiremanstown State PA Zip Code 17011
4. Probate Fees
C. Miscellaneous Expenses:
1• Division of Vital Records - Death certificates 45.00
2• Waggoner, Frutiger & Daub - Preparation of 1994
personal income tax returns .(Total Cost $225.00) 112.50
3• Commonwealth of PA - 1994 State income tax due
(Total tax due $32.00) 16.00
4. U.S. Postal Service - Certified mail re HH Bond '2.43
5• AAA/Comm. of PA - Cost to transfer three auto titles 12.00
6. Register of Wills - Filing fee for PA Inheritance 15.00
Tax Return
7.
8. '~~~
TOTAL (Also enter on line 9, Recapitulation) $11 , 4 4 3 . 2 3
(If more space is needed, insert additional sheets of same size.)
F.EV-1519 ER+ ~2~87) -
F'
.. SCHEDULE J
COMMONWEALTH Of PENNSYLVANIA BENEFICIARIES
INNERITANCE TAX RETURN
RlSIDENT DECEDENT
ESTATE OF FILE NUMBER
William E. Seip
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests:
t. Theresa E. Seip Spouse Rest, residu
33 South West Avenue & remainder
Shiremanstown, PA 17011
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
NUMBER SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) I$
(If more space is needed, insert additional sheets of same size)
REV-1ti49 E:Y+(8/95)
COAfI~WNN'EWni OF PETddSYLVMaA
WFrEarrANCETAX REfr1aN ~
A84Q)PNI' DECFaEM
SCHEDULE O
TRANSFERS TO SURVIVING SPOUSE
ESTATE OF
William E. Seip
FileNumber
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, (net of deductions)
which pass to the decedent's surviving spouse by will, intestacy, operation of law, or otherwise.
Description of items Amount
1. Mellon Bank IRA/M.M.S. Account No. 00163-
001034, date of death balance $3,448.76,
accrued interest $0.21
2. Mellon Bank IRA/G. C.
date of death balance
interest $71.76
3. Mellon Bank IRA/G. C.
date of death balance
interest $339.99
Part A Total: Enter the amount shown on the recapitulation sheet in the Decedent Information Section C OI1~_lI1U e d
Election To Subject Property To Taz Under Section 2113(A) As A Taxable Transfer By This Decedent.
If a trust or similar arrangemrnt meets the requirements of Section 2113(A), and:
a. The trust or similaz arrangemrnt is listed on Schedule O, and
b. The valr:e of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O,
thrn the transferols personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have
such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similaz property is included as a
taxable transfer on Schedule O, the personal representative shall be considered to have made the election only as to a fraction of .the trust or similar arrangement.
The numerator of this traction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal
to the total value of the trust or similar attangemrnt.
ELECTION: Do you elect under Section 2113(A) to treat as a tazable transfer in this state all or a portion of a trust or similar amugement
created for the sole use of this decedent's surviving spouse Burin; the surviving spouse's entire lifetime?
YES ~ NO a Signature Date
Note: If the election applies to more than one trust or similar arrangement, then a separate form must be signed and filed.
Part B: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, (net of deductions)
which pass to the decedent's surviving spouse for which a Section 2113 (A) election is being made.
Desert lion of items Amount
Account No. 00101395,
$3,373.50, accrued
Account No. 00101516,
$2,300.00, accrued
$ 3,448.97
3,445.26
2,639.99
n t Drat
SCHEDULE O
TRANSFERS TO SURVIVING SPOUSE
ESTATE OF
William E. Seip
PART A: (Continued)
Desc ription of Item Amount
4. Mellon Bank IRA/G.C. Account No. 00101396, 2,239.55
date of death balance $2,000.00, accrued
interest $239.55
5. Mellon Bank IRA/G.C. Account No. 00101402, 4,977.54
date of death balance $4,580.00, accrued
interest $397.54
6. Mellon Bank IRA/G.C. Account No. 00101406, 2,352.43
date of death balance $2,200.00, accrued
interest $152.43
7. Mellon Bank IRA/G.C. Account No. 00101409, 6,717.83
date of death balance $4,626.88, accrued
interest $2,090.95
8. Mellon Bank IRA/G.C. Account No. 00101456, 3,854.88
date of death balance $2,900.00, accrued
interest $954.88
9. Mellon Bank IRA/G.C. Account No. 00101463, 5,685.81
date of death balance $4,500.00, accrued
interest $1,185.81
10. Mellon Bank/InvestNet Corp. IRA Account 5,917.34
No. 63934376-15-16, date of death value
$5,917.34
li. 1987 Oldsmobile Cutlass Cierra 4 door, VIN 3,750.00
2G3AJ51R2H9316612, as per attached
appraisal
12. 1980 Pontiac Bonneville Cpe., VIN 750.00
2N69AA1729016, as per attached appraisal
13. 1983 Chevrolet Celebrity 4 door, VIN 750.00
1G1AW19R7DG108986, as per attached
appraisal
14. Commonwealth of Pennsylvania State 3,036.11
Employes Retirement System - Retirement
annuity payment
SCHEDULE O
TRANSFERS TO SURVIVING SPOUSE
ESTATE OF
William E. Seip
PART A: (Continued)
Description of Item Amount
15. Commonwealth of Pennsylvania Deferred 6,827.46
Compensation Account, date of death value
$6,827.46
16. SAFECO Life Insurance Co. Annuity Contract 2,509.25
No. AN0880030, date of death value
$2,509.25
17. Gannett Fleming, Inc. 401(K) Account, date 27,104.56
of death value $27,104.56
18. AFSCME AFL-CIO - Fair share rebate 179.17
19. U.S. Savings Bond Series HH $1,000 1,000.00
denomination No. M1464018HH issued 12/84
$ 87,186.15
All of the above items appear on Schedule E - Cash, Bank Deposits and
Miscellaneous Personal Property in the same sequence as listed
hereinabove. Item Nos. 1 through 10 and 14 through 17 hereinabove pass
to Theresa E. Seip, the surviving spouse, by virtue of Theresa E. Seip
being the named beneficiary under said items. Item Nos. 11 through 13,
18 and 19 hereinabove pass to Theresa E. Seip, the surviving spouse, by
virtue of Theresa E. Seip being the named beneficiary of the rest,
residue and remainder of the estate in Clause First of the Last Will and
Testament of William E. Seip.
The net value of the residue passing to Theresa E. Seip, the surviving
spouse, is as follows:
Total Gross Assets (as per Schedule E) $ 87,186.15
Total Deductions (as per Schedule H) 11,443.23
Net Value of Estate/
Part A Total: $ 75,742.92
LAST WILL AND TESTAMENT
OF
WILLIAM E. SEIP
I, WILLIAM E. SEIP,. of Lower Allen Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my wife,
THERESA E. SEIP, provided she survives me by sixty (60) days.
SECOND: Should my wife, THERESA E. SEIP, predecease me
or die on or before the sixty-first (61st) day following my
death, I devise and bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance policies thereon, in equal shares, to my
children, ELLIS A. SEIP, and LORI L, SEIP, provided that should
any of my children predecease me, I give and bequeath such
deceased child's share to my surviving child as provided herein.
THIRD: Should ELLIS A. SEIP and LORI L. SEIP prede-
cease me, I devise and bequeath their share or share, in equal
shares, to my wife's nephew, ALEXANDER A. SZEWCZAK, of 2770
Moorhead Avenue, Apartment 203, Boulder, Colorado; my wife's
nephew, JASON P. SZEWCZAK, of 311 Maple Street, Coplay, Pennsyl-
vania; my wife's nephew, DARIUS S. SZEWCZAK, of 428 Keystone
Avenue, Whitehall, Pennsylvania; and my wife's. nephew, PETER P.
KALABISKO, of 25 Franklin Street, Hamburg, Pennsylvania.
FOURTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any .disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
i
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
2
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FIFTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
SIXTH: I nominate and appoint my wife, THERESA E.
SEIP, Executrix of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said THERESA E. SEIP, I nominate and
appoint ELLIS A. SEIP, Executrix of this, my Last Will and Testa-
ment. In the further event of the death, resignation or in-
ability to serve for any reason whatsoever of the said ELLIS A.
SEIP, I nominate and appoint LORI L. SEIP, Executrix of this, my
Last Will and Testament. I direct that my Executrix and her
successors, shall not be required to post security or a bond for
the performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this /'~'~ day of
~~~ 1994. )/
/~/.~~ L ~ ;~~ ( SEAL)
WILLIAM E. SEIP
Signed, sealed, published and declared by the above-
named Testator as and for his Last Will and Testament in our
presence, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
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Address
3
REV-1547 EX AFP (12-95)
COMMONWEALTH OF PENNSYLVANIA ACN 1 0 1
DEPARTMENT DF REVENUE NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG, PA 17128-0601 DATE 01-09-96
ESTATE OF S IP WI L AM FILE N0. 21 95-0 9
DATE OF DEATH 01-02-95 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO ''REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ANDREW C SHEELY
1 W MAIN ST
SHIREMANSTOWN PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS t
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SEIP WILLIAM E FILE N0. 21 95-0249 ACN 101 DATE 01-09-96
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Nat Values of Estate Subject to Tax
(1) .00
(2) .00
(3) .00
(4) .00
(5) 87.186.15
[6) .00
(7) .00
(B) 87,186.15
(9) 11,443.23
no) .00
(11) 11.443. ~
(12) 75,742.92
(13) . 00
(14) 75, 742.92
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15) 75, 742 • 92 X • 00_ . 00
16. Anount of Line 14 taxable at Lineal/Class A rata (16) . 00 X .06. . 00
17. Amount of Line 14 taxable at Collateral/Class B rats (17) •00 X .15. .00
18. Principal Tax Due (lg) .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST (-) AMOUNT PAID
03-30-95 AA022986 .00 1,809.75
TOTAL TAX CREDIT 1,809.75
BALANCE OF TAX DUE 1,809.75CR
INTEREST .00
TOTAL DUE 1,809.75CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE@UIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAY BE DUE