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Home My WebLink About03-16-79 ... ,- / ,-:::' '7) COMMONWEAL. TH OF PENNSYL. VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COL.L.ECTlONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT EST A TES ONLY OF RESIDENT DECEDENTS . - ..# RCC-'03 (3-73) ... COUNTY OF CUMBERLAND 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 date of death, unless an extension is granted by the Secretary of Revenue. (NAME) 506 Indlana Avenue of Lemoyne, Pennsylvania 17043 I ADDR ESSJ ~i l];'~ ,;I / - /8,,) (/ 0 ~. No. 19_ I, PAULINE EDNA BETZ ~. Soo being duly sworn according to law, deposes and says that !:II: is the Executrix (EXEC., ADM., LEGATEE, ETC.) of the estate of JOHN A. BETZ late of Roroll~h of Lemo*ne (CITY, 80 OUGH, OR TOWNS IP) deceased, and that the whole of the estate of said decedent, who died on May 24, 1978 (DATE) consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscr; bed before me the l')~~,l daYoff::t~~......~l~-2L [').' ~ ,~ ,~~,~~-- 'lio. ~~ 2kIdir~ lSIGNATUR'EJ~ Pauline Edna Betz ( TITLEI Executrix Ty~ of Ass_<l;T: . ""J..' Rea l'4:.')SGem"'''OI1 Ex ires Dec. 21, 1981 P ~11il.\.~ifl::l.~ C wnberland County HVf~"~' or Transfers ASSETS (Attach additional sheets if necessary) Description of Asset Estimated Market Value Deportment Va luation CAUTION (Do not write in this sDOce) Personal Property 4 - American Express Travelers Cheques - $20.00 each ------, 80. (((( Yo lJ 0 1 unit - Series H Municipal Investment Trust Fund - United States Trust Company ",-" ~ .,/ 748.75 7 L/ I )~::; TOTALS 828.75 J;!p;.J<- ../ 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 foregoin1 schedule at the values set forth opposite each item in the las t co umn to the right. \..- "'\ ~. Dated: (INHERITANCE TAX APP I ERl Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register Musselman Funeral Home Funeral Expenses 2,618.53 Pauline E. Betz Family Exemption 2,000.00 TOTALS 4,618.53 l/-~ ~3 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 t~the right, which greater or lesser amount represents th~ sum allowed as a de~,~tion. Da" of App""al YnOlA... 1& 1~'7r rFfdI(J.Jf:-. l~,~ f'=~ ( 0 '- ) ~Y'9 - ~ t"itU::s: (j (j t"'" >~ CD . ~ 0 0 l>O 0.. _. El CD 3 I: ; @. :::: ::I 001i 3 -< 0 is: ::I ~. en 0 ..., ):- ;;0 ::s 0 '" ::s ~ ttl ~ ..... m ..., .., CDttl ." ('l 0 ~ l>O l>O ..... .. o ::s: 0 Ii [T] o' ~~ ;;0 S- O 0 :Xl ::I tU CD .... 0 ~ ~ 0 ~ CD I-' Ii )> ..., fr fT] 'T] ::s Nen Z "0 P" Ul ::s Ul" 0 ('l CD ~ 0 ~ en ::s Ii 0 ):- ." :r:: z )> ::s I<: I-zj '" I-' Hl ~ -I fT] -I zi I-' I-' ." ';:.. ~ [T] :J: :J: <: 0 ." -<: '::S t"i m ):- m ~ ~ ~ ;;0 l" 0. CD 0 ""0 ::s CD ~ ::. El 'T] ""0 1-" Ii V> l" 0 :Xl ~ )> ):- r- - - R'> ::s 0 Ul I-' CD tT1 [T] -....J ~ 0 E: tT1 0 0 )> [T] >< ,j::, P" <f> :z: ('l w ::s tT1 ~ l" en 12 .., 0 ::s .. .. R E v-St8 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO *' Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Pauline Edna Betz 506 Indiana Ave. Lemeync, p~ 17043 (Executor or Adm ini strator) In Re: Estate of John A. Bctz Cumberland County - Fi Ie No. 2]-78-0')40 Dear You are hereby notified that the Insolvent appraisement in the estate of John A. Betz has been filed in the offi ce of the Reg i ster of Will s of Cumberland County on 14 March , 19-1..9..-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 828.75 None None $828.75 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. Date 14 MRTC'h 1 q79 Signed L0-:J ~~--:.=o ) Title Administrative Officer Note: This is not a bill. "EV-483 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA EST ATE TAX DATE: I - 23 ,-?O ESTATE OF: 10 n JJ A. lSe.J-;z...... FILE NO: ~:J- }- 7 g- ,riD COUNTY OF: {lA.LA#/ ~..;LLc:...-.....-c:L ------------------------------------------~~~~~~-~~~~~~--~:~-~-~_?~------------------- 1-. DETERMINATION: 1. Taxable estate ba sed upon: The United States Estate Tax Return (Form 706) ~Jt€ communication from the Federal Government confirming the acceptance of or changes to the Federal Estate Tax Return ~. Amount of credit for State death taxes (as verified) 3. Pennsylvania inheritance tax assessed (excluding any discount and/or interest) 4. Normal inheritance tax paid to other Stotes or Territories of the United States (excluding any discount and/or interest) h. Total inheritance tax credits (line item 3 plus line item 4) '. Total liability for Pennsylvania estate tax (line item 2 minus line item 5) TO: $ $ fJ t6'l;).;;; -6- $LN5(l/v~ 1 $ .... ;-0\- $ - ~~. -_. ~ - $ NOTE: Complete line items 7 and 8 ONLY when determination is based on Federal Closing Letter Amount of Pennsylvania estate tax assessed on determination dated Addition (reduction) to Pennsylvania estate tax (line item 6 minus line item 7) $ -"7':... c'J.- ( Determination prepared b~ Dote: ,/ "7 '7 /c~L P' '-- ~.. :5'- " '. ----~~------------------------------------------ --------------------------~--------------- B. ASSESSMENT: l. Pennsylvania Estate Tax reflected on: line item A (6) line item A (8) $ 2. Less credits: DATE OF PAYMENT AMOUIH PAID INTEREST ($ ) ($ ) ($ ) CREDIT = = = 3. Balance of Pennsylvania estate tax due $ Interest is due ot the rate of si x (6) percent per annum from to the date of payment. Assessment prepared by: AGENT FOR THE COMMONWEAL TH Date: SEE REVERSE SIDE FOR INSTRUCTIONS INSTRUCTIONS To insure proper credit to your account, the name of the estate and file number should be clearly printed on the check or money order. This determination and assessment is made in accordance with Section 421 and Section 732 of the Inheritance and Estate Tax Act of 1961, 72 P.S. 2485-421,732. The estate tax imposed by Section 421 is due at the date of the decedent's death but shall not become delinquent until the expiration of eighteen (18) months after decedent's death provided that any estate tax occasioned by a final change in the Federal return or of the tax due thereon shall not become delinquent until the expiration of one (1) month after the person liable to pay the tax receives final notice of the increase. Calculate interest from the delinquent date shown on the face of this form to the date of payment using the foqowing interest tab'e: ---------------------------------------------------------------------------------- 1 mo n th .005 4 month s .020 7 months .035 10 months .050 2 months .0lD 5 months .025 8 months .040 11 months .055 3 months .()U 6 months .030 9 months .045 12 months .060 1 doy .00017 11 doys .00186 21 days .00352 2 doys .00034 12 days .00203 22 days .00369 3 doys .00051 13 doys .00220 23 day s .00386 4 doys .00068 14 days .00237 24 da y s . m040 3 5 days .00085 15 days .00250 25 days .00420 6 doys .00101 16 days .00267 26 day s .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 .---------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessmentmay object thereto within sixty (60) days after receipt of this notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485-1001) Make check or money order payable to: "Register of Wills, Agent" Moil to the address listed below: REV-483 (8-78) COt.WoONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX /O-/~9-& . DATE: tff/ -1- 79 ESTATE OF: .J(.) 7.....1 JI. l3e.T:z.-- FILE NO: ~~/- 7,P -S"/O COU N TY 0 F: {!.v J1113e> /? L 6'.-.1.. c:.L DATE OF DEATH: /J1CL.qd'b 7[" ---~-------------------------------------------------------------------------------------- A. DETERMINATION: 1. Taxable estate based upon: L~nited States Estate Tax Return (Form 706) The communication from the Federal Government confirming the acceptance of or changes to the Federal Estate Tax Return 2. Amount of credit for State death taxes (as verified) 3. Pennsylvania inheritance tax assessed (excluding any discount and/or interest) 4. Normal inheritance tax paid to other States or Territories of the United States (excluding any discount and/or interest) 5. Total inheritance tax credits (line item 3 plus line item 4) 6. Total liability for Pennsylvania estate tax (line item 2 minus line item 5) TO: $ $ ~fft7,d-7 <.-c.::.>-. $ rA\ 50 \ \Je_~ T $ -...z..., - $ -- (,,! ,- $ - ~ ---- NOTE: Complete line items 7 and 8 ONLY when determination is based on Federal Closing Letter 7. Amount of Pennsylvania estate tax assessed on determination dated Addition (reduction) to Pennsylvonia estate tax (line item 6 minus line item 7) $ B. ~~~ $ Detem;..ti.. p,.p....! .:; V~~ Date: /- / - 't:7 /' --------------------------------------------------------------------------~--------------- B. ASSESSMENT: 1. Pennsylvania Estate Tax reflected on: I ine item A (6) line item A (8) 2. Less credits: DATE OF PAYMENT $ AMOUNT PAID INTEREST ($ ) ($ ) ($ ) CREDIT = = = 3. Balance of Pennsylvania estate tax due $ Interest is due ot the rate of six (6) percent per annum from to the date of payment. Assessment prepared by: AGENT FOR THE COMMONWEAI.TH Date: SEE REVERSE SIDE FOR INSTRUCTIONS INSTRUCTIONS To insure proper credit to your account, the name of the estate and file number should be clearly printed on the check or money order. This determination and assessment is made in accordance with Section 421 and Section 732 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-421,732. The estate tax imposed by Section 421 is due at the date of the decedent's death but shall not become delinquent until the expiration of eighteen (18) months after decedent's death provided that any estate tax occasioned by a final change in the Federal return or of the tax due thereon shall not become delinquent until the expiration of one (1) month after the person liable to pay the tax receives final notice of the increase. Calculate interest from the delinquent date shown on the face of this form to the date of payment using the following interest table: ---------------------------------------------------------------------------------- 1 mo n th .005 4 month s .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 mon ths .()15 6 months .030 9 months .045 12 months .060 1 day .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 ]4 days .00237 24 do y s .00403 5 days .00085 15 days .00250 25 days .00420 6 doys .00101 16 days .00267 26 day s .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 do ys .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 ,--~------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485-1001) Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: