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HomeMy WebLinkAbout06-26-79 'lCC-84 (B-77) OOMM'ONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' TO: 1/ ~ I (..' ,I ) I ~ I. , /tf " i // / ( , ! . i ./ (, /, .i t ; / .c I "I; / Ii I I), II;. I I ! ! ~ ,i( 1/( , For County Information purposes only II jl/li COUNTY FILE NO: ,; DATE OF DEATH " / ( Appraised Value of Estate: Real Estate Personal Property Jointly Held Property/Transfers $ /{Y([(,{'c (//(13/-"/ /22 lX'\ Total Gross Estate $ ..:..J l,.;:? 2/ Total Approved Deductions '/, it'( ,(' Clear Value of Estate $ / j I 'I Less: Approved Charitable Exemptions 'i ,( (' Clear Value of Estate Subject to Tax $ -, '/ I ,Ii r; Amount Taxable @ 6% Rate $ '" / 'i ./. 5 '/ tax due $,-,'.,,{?/( Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ 2 ij ('(/ /t' -~. Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT '/-L(--'/( $ I ? /( ( .1 ( + $ 7(( U $ $//((((( ! I( /7 S 'f{ 17 + }. r/i';, )',;- ( :~, {I '/ '; :; ~2 + I'" /1 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ I.L /1 rnterest will accrue at the Inheritance tax from rate of six (6) percent (. . I /' rl per annum on the unpaid balance of to the date of payment. Assessed by C~.~:fo;th. commonW~;;;~j/ 1=-r ! :;/ " SEE REVERSE SIDE FOR INSTRUCTIONS REGISTER OF WILL'S COpy Rr:r:_314_731 APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of Mr.JY 28, 1956, P.L. 1757, and Act of June 15, 1961, P.L. 373, as amended) .t*;"', '14. .' 'F<i, ....' <,. ,.., COMMONWEALTH OF PENNSYLVANIA 'EflAR'IMENT OF REVENUE EUREAU OF COUNTY COLLECTIONS Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1. Bureau Fi Ie # 2 (- '7 g -:_~~______ / =_'2 'i -'ZR 2. Dote of Death ____ 3. Dote of Approval ___&c - 2. t;, -1'L.. Me /.ety/ 4. Name of Decedent /'1 urdoc I<. 5. The Commonwealth's appraised value of the property for which an exemption is claimed is $ 12,314.00 (Note: Where the property is other than a specified amount of cosh, the exemption cannot be approved until the value of the property has been established by ~ppraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has been previously filed. WILL N; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If other, exploin) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME UniverBity of Nevada ADDR ESS Reno, Nevada o See listing on reverse side for additional charitable organizations covered. 8. I certify that the information contained hereip is, to the best of m"y kno'(v'ledge and belief, true"pnd..forrect. Dauph1n Deposit RanK and Trust Company, l;O-I',xecutor :;tate of ~furdock McLeod~ #/%~ Vice President & Trust Officer of Signature of Applicant Address of Applicant 213 t-larket Street, !'arrisburg, Pa. 17101 Officiol Title Date June 25, 1979 This form must be completed in triplicate and all three capies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non_resident decedent's estate. If the decedent was a nan-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Buteau of County Collec1ions, Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa. 00 not write below this line - For Official Use Only REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue Denied* 0 (Signature of Register oT Wills) Cum /-;.,.,/::;JI/'( (Cou nty) /0; - 2 {:, - 79 (lnitiols of Register of Wills) (Authorized Signature) (County) (Title) (Date of Approval) (Date of Referral) (Date of Action) * See reverse side for reasons MUST BE FILED IN TRIPLICATE ---- This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date: The application for exemption contained on the face of this form has been denied because Note: Any party in interest, including the Commonwealth, aggrieved by this action may within sixty (60) days after the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. -m.,,,,... 18.77) oemiUlIIWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAl(. ASSESSMENT . TO: Me th""li ~ UJ. liJ,-,lkf' [,0' Dd~';l'", / )oc~j 1:.?c,,,J ;1../3 Jlhl";cc I- + t/eV/', :: fIU'I' r'd 1/ f I, ( t [-(fO',- f r;,[,j fU , DATE ESTATE OF t1~d(l( (/... IJIc../ud z/- '/1-(111 6-2"'-;'7 1'//(1 FILE NO, COUNTY OF (Lfll bf', j" "I / For County Information purposes only COUNTY FILE NO: / C - 1'11/ - is DATE OF DEATH 1-).'/-71 ---------------------------------------- ------------------ ----- ---- --- \ Appraised Value of Estate: Real Estate Personal Property Jointly Held Property fTransfers LeiS: Approved Charitable Exemptions . leo, occ, 00 '116: , 13/ .2 7 :i, /11. ,00 . _f2/, tS 3,27 fJ I "-7 n2C 't 7 ... J I _" . $ J7'/, 17,2, ?7 I 2 ,I<I,CO . ,'/I 1,1' 37 - , . '] '7/, 'fIr. 31 tax due cl.19 1- 0' Total Gross Estate Total Approved Deductions Clear Value of Estate Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate . 22,3("'/ 10 Amount Taxable @ 16% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE .22.3(7', Ie Less Credits: DATE OF PAYMENT s{-2~-?~ t{) - 21- 7<l /&,- Ii - ?9 AMOUNT PAID DISCOUNT . I 7. /CO.CO "t1'J + . lnCX) , 316::J~ '1<1 + 3'13,32 + INTEREST TAX CREDIT $ = . (i, (;('() CO 3. '7h~ 71' 33c.5)- = /2.77 = BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE . /2.,17 Jnterest will accrue 8t the Inheritance tax from rate of six (6) percent per b -//- 79 annum on the unpaid balance of to the date of payment. Assessedby:U't (,--",-tlu,,,") ~ Agent for the Commonw",.II/1, f) , :'( .7/ 1( c SEE REVERSE SIDE FOR INSTRUCTIONS REGISTER OF WILL'S COPY ---- ...-- ,--.-- -----_. .,-._- --_.- ~- - - -----. - '_"_ _~ ._._ n."___ __ __._ __. _ _____ ___