HomeMy WebLinkAbout08-23-79
RCC.B4
(8.77)
COMMONWEALTH OF PENNSYLVANIA
"tlP;i;RTMENT OF REVENUE
, ,'Ji.'IERITANCE TAX DIVISION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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TO:
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DATE
,
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,
ESTATE OF
FILE NO.
For County Information purposes only
COUNTY FILE NO: ) . ,.,) / j /
COUNTY OF .
DATE OF DEATH
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property/Transfers
$
J
I'
Total Gross Estate
$
Total Approved Deductions
Clear Value of Estate
$ ./
d
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less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
Amount Taxable @ 6% Rate
$
tax due
$
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$ .
less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
$
+ $
$
$
+
+
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$ c'
,I."
rnterest will accrue at the
Inheritance tax from
rate of six (6) percent per annum on the unpaid balance of
to the date of payment.
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Assessed by: 7,.), ~
.4rtQ8n~ fortha donimo~wealth
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SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF WILL'S COPY
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COM.MONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
J- I - '7 ~ - I "3 "2_
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS
*'
G/n/I,
RCC,-103 \3-731
COUNTY OF
CUMBERLAND
Wif['
~.No.
This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine
months after dote of death, unless on extension is granted by the Secretory of Revenue.
~,
being duly sworn according to law, deposes and says that he is the
(NAME)
Box 35, R.D.5,
of Wedgewood Dr. ,Carlisle, PA
IADDRESSI 17013
19~ I,
Robert T. Mehring
of the estate of
SARA E. MEHRING
Executor
(EXEC" ADM., LEGATEE, ET~-
late of South MiddlPtonJown~hip
(CITY, BOROUGH, OR TOWNSHIP)
February 22, 1978
(DATE)
deceased, and that the whole of the estate of said decedent, who died on
consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and
no Pehnsylvania Transfer Inheritance Tax is due.
Type of As t:
Reo I E.stote, er.s.
Property, Jointly
He ld Prop. or
Tron.sfers
JA., (ommis~itJn
'aT\i~te, FA
o ocL'C
o ~ ,'y\",
hp\lc~ \ ~ ((Jull"l
r r:lbe: anu
..U', ASSETS
!1IJ t fhd!.
o <~ I /11 ""1
/ (SIGNATURE)
Executor
(TI TLE)
Sworn ond ,subscribed before me
19-ZL
(Attocn additioncd sheets if necessary)
Description of Asset
Estimated
Market
Value
De pc rtmen t
Valuation
CAUTION
(Do not write
in thi.. ce)
Pers. Prop.
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1967 Ford 2-dr. Sdn.
The Gettysburg Natl. Bk., Ck. Acct.
No. 0-61-053-5, balance
Distributive Share, Est. of Eva Sanders
Refund, Lane Bryant
Refund, Nationwide Auto. Ins.
100.00
" "
" "
642.89-
2,398.68
19.08c
63.40--
c-'-'
Jointly Held Sara E. or Robert T.Mehring
Natl. Permanent Fed. Sav. & Loan
Acct. No. 949-1783
5000.00 Sav. Ctf. dtd 12/22/77, trf.
from prior joint acct. opened 12/22/73
Int. 12/22/77-2/22/78 @ 7 3/4%
2,500.0lr'
33.00/
TOTALS
5,757.05
S '"1S"1.D5
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing s edule at the values :ef forth opposite each item in
the lasy90lumn to the ri~!I~~, {,. L ' ~-rLx-
Dat~ll{(( (lo,it-:; I' (INHERITANCE TAX A PRAISER)
,
Name of Payee
DEBTS AND DEDUCTIONS
Nature of C!oim
Amount
Claimed
Amount Approved
by Register
Register of Wills
Registerof Wills
The Sentinel
Cumbo Law Journal
Monahan Funeral Home,
E. F. Redding, Hanove
Doctors Hosp. Washing
Doctors Carter, Sjogr
Chevy Cnase Pharmacy
Pa. Dept. of Revenue
J. J. Swanson, DDS
Reserved for closing
James R. Humr
Letters Test. & 2 sh. ctf.
Filing RCC
Adv. Letters
Adv. Letters
Gettysburg, Services
Memorial
on, Last illness
n et aI, Wash., Last illness
Prescriptions
1977 Income Tax
Professional services
state
ttorney fee
15.00
3.00
16.65
18.00
2,079.70
80.00
22,473.00
1,027.50
285.05
13.90
50.00
100.00
300.00
TOTALS
26,461.80
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount
in the last column to ~~e right, wh"ch greater or lesser amount repres;"-t." J~ sum allowed as r:.~ductjOn"
Date of Approval: . -x. "3. '7 l4;(~"twJ P. ~ Y1.dOr\o t,Y\, .p;~
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THE GETTYSBURG NATIONAL BANK
GETTYSBURG, PENNSYLVANIA 17325
April 25, 1979
Mr. James R. Humer
Attorney-at-Law
Farmers Trust Building
] West High street
Carlisle, Pa. 17013
Dear Mr. Humer:
Re: Sara E. Mehring Estate
Please be advise that Ms. Mehring maintalned a chec!dng
account #0-61-053-5 with us in her name only and the balance
as of the date of her death (2/2?/78) was $ 642.89.
As per your request I have enclosed a COEr of the safety
deposit box inventory.
If I may be of further assistance, please advlse.
Very ~lY yours,
If('z{-!i,<-;Z:;f:;~i~
,Harold L. Ecker
Vice President
EnC'.
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FEDERAIt. SA Vf!\GS:A!'iD .LOAN ;t\-ssopA. TION
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ISSUED FOR
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>,'I.02nSystcm,to the.'bws :.of. the Umte({,Sbta 'of,Amenca,:.and '.tlLtl!r'.niJes ).e$t:l:bWhed,.:bY,:;,->-~,;'
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its' .board of dir<<torS.for this dr~it classi6C2tion.i'his. sum' .has. br~ 'de~ikd': roi:'.ibe>~~::
"term ending P.~.~.~..,..1?~.~.....~,....L.~.}.,gl7ha1lbar intcr~t ,at the r.u~"of7.~~.~:~.$-~:~.:
per 2l1Jlum, payablr onQ.e.C.emher.....3.'O'..~..1:9.7..3an'd quanuly' theiUftci,-.:prOVided .:_
the .account is not.n:ducrd .bclowthc'minimum>amount atabJishrd by,the:.:AssociatiOQ-'"tO-<-;:~-:
be ~d.igible ~to {ucive:thc stated .rate. .:-... _ _.::...:___<_ _' . " : __..~. . ':,;""__..'.: -:_'--=-:\ ','
: Th~s~.~~t~,<O:f-"depOsit.s~all.'}l~,'.aut~zy.tiC2.!li'-~rmewrd:~ ~~~ .ioQclus.ionn( .its ~~ri&in~..'~:.?~
-tum-~r ',;l!y,~'rCnewaf ~riO(r for: ~,ess.h~.pui~ of__...::..4:6...;"w:q~.t__h,s,~:.~:;'.~~:.::_.;;;~.:~::.;:~':'
~.( . unJcss_J?~ented for_ 2 ~thdra,.al 'not...at..~han..rO .,.~ .aka, '.. maturity ~dafe~ ucept:;--that~,;:~:::: /.)
''It'l~t:.-lOI.days .prior :to thJ.mCtu~Q',~dat~'J!ll.l--asodltion:may :l9'l-wriucli:":I}o:ti<<--._, to. ,the ~.~.
'. aep05itoi~thatthiscertiEcate.. will, DOt-be rmewed at :tl1'~ :J.tAted.nte.'2riawill.thrieaftq..cmi -:-:.~
- ',interest >.at ~ dHferent --rate or-will,tt\'.~.~to' ,the ::-stanu;Of,~:.rrguI.r:.uvingii':~e~it.:ari.d"ear:D ...:;~ ":_
. ..:'~. .~tc~~ ~~~' ~~_ .~~~e~,:-pajd. ~~ .r~iU!a!. ~a~inf':~e~i~.-..:(~:".~-:~':'~:',~, ~,'.~_.._ _::;';:'_:'=::.':':"J':':"'_~:'':''''';::'
. In the event of any withdra~1 froru this ac.c,",unt-~>Jfing uIe lirs(three months (90 days) of
the term, no earnings shall_ be paid ~n th. amoun' wilhdrawn. In the event of any
withdrawal thereafter, priot-to the" conduston. 0' the tel'm, elf'rnings on the amount
withdrawn shall be paid at ttte the"n currenf' rate tln regu'a,.~cl!dLfJts for the. period since
issuance or renewal of the account, less three months. To the extent necessary to comply
with these requirements, deductions shall be made from the amount withdrawn.
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REV-5IB (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Investigation Division
NOTICE OF FILING OF APPRAISEMENT
Robert T. Mehring
100 Garfield Drive
Carlisle, PA 17013
(Executor or Administrator)
In Re: Estate ot
Sara E. Mehring
Cumberland
County - File No. 21 -78-01 ,2
Dear Mr. Mehring:
You are hereby notified that the ;n.ol "pnt
appraisement in the estate of Sara E. Mehrinq
has been filed in the office of the Register of Wills of Cumberl and
County on Auqus t 21 ,19L9-. Said appraisement reflects the following valuations:
Real Estate
Personal Property
T ransters
Jointly Owned
Total
nnnp.
,.n4.0~
nnn~
1,53300
~.7~7 05
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22,1965 to June 16,1971, inclusive; and twelve months
when death occurred prior to December 22,1965) from date of death, interest at the rate of six
(6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. S. 2485-1001, P. L. 373.
AU9ust 21, 1979
Signed
~. Y1 ~0cL ,A~/fx
Date
Title Administrative Officer
NOTE: This is not a bill.