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HomeMy WebLinkAbout10-12-79 ACC-84 (8- 77) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' .."\ _ l TO: '. r t7 Ov~ 6::.- / I ') . 'v~ij. ~,f1;' ". I, i\,. "- i . , ~ Ii,~ .I I , if-o C I L,~lJ' V4jJ;J,_k-Y~ ~\^JJJ..LfY~I''1 ".JJltr__'\\ .,~ )n/ -~'Uv U Ch~JJ<lJVI :';<1 ; \ fA... (I 0 Y For County Information pprpo~~sOnIY COUNTY ALE NO: ) 0 -,;/ 0 r:i-S I \ ,1 IlJ DATE L' lj ~ ESTATE o~L,;j \)., ~/ 11r-;fr ( 1 ! i', ,:Lf- ~v/"t;_~. \ -" U -(;' " r...~. C-JU' ~' I _: /,..:,' __ ___-" / ' (^-" .n,:..; I COUNTY OF ''-'"', v"yy ~J,-\I ,"LO,pI, f , l\ ." \. DATE OF DEATH I~WC I rJ_ )q ')C FILE NO. --------------------------------------------------------- ----.....------ Appraised Value of Estate: Real Estate Personal Property Jointly Held Property /Transfers $ - Total Gross Estate $ 55 k' y , '74- ~..2.'?(", ?X d 6' t..Jo 0 u Llf7/~ 96 Clear Value of Estate ..AI '. '~' . ~}l\/) 1(. _ , ,~?v '>~""1-' l,} . \ t , \~\ $ Total Approved Deductions ) " 1..< '79 - Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ tf71. q~ Amount Taxable @ 6% Rate $ tax due $ Amount Taxable @ 15% Rate tf- ? I, q b tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ 7u. ? 9 Less Credits: DATE OF PAYMENT b.../ (.0/19 AMOUNT PAID $ 3bO.OD + DISCOUNT INTEREST TAX CREDIT 3:,/" 0 U $\a U h $ $ = + = + = BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ ~~'9.dl "... V 1f.(lfi , pfMJ. Interest will accrue at the Inheritance tax from rate of six (6) percent per annum on the unpaid balance of to !he ~tel "Of. pnrent.. V ro.>.. . i ~i\-+LA.f1 . ,l \.1 -+- ~ '\ f.....~.,L, . I Assessed by: I \1 . ''\1.,_.'1\. . ~ \ V 1,/.. ~ '_^-... .';j,~~:_I~theCp;:~'t: ~A' / V) \tJo.. --. il'.., 'I i~~\ \ ~, i ic \ -".1 > , , l,i SEE REVERSE SIDE FOR INSTRUCTIONS Dl:n'~Tl::D ,.,.1: 'All' . ,~ "',.,.DV Form RCC.IO OF' CIJMBERLAND COUNTY cJ/ - 7 ~- tf; yo STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS THE '") 8',/0 a () SUM OF ............ $ ...g...............r. ........,.".".. . ~. . tt....I~~..lqrz r fr;. DATE OF FILING APPRAISEMENT ('lAiI r.. 'L,J 1 CJ, ") e,DATE 01" DEATH December 10, 1978 I ( DATI!: NO. O~ NAME OF PAYEE REMARKS AMOUNT VOUCH"''' Register of Wills Filing Supplemental Debts & Dedut $ 3 00 Church of God Home, Carlisle Care of Decedent-last illness 2,832 00 Sharon S. Caruso Notary Public 5 00 TOTAL $2,840 00 - LATE OF AND AGENT OF THE COMMONWEALTH ~ :7 ESTATE OF LESTER L. JARRETT East COMMONWEALTH OF PENNSYLVANIA COUNTY OF Dauphin }..: MAX KISTLER I, HUEIY ClERT1JI'Y, THAT. TO THE IUT OF I"UNERAL II:XPENIEI AND 1EX~.Nla 0.. IECaAlm. AI DEDUCTIONS FOR MY KNOWLEDGE AND IELIEI". THE J1'OREGOINGi II A JUST AND TRU E .rATltNENT ADMINIITRATION IUIMITTED TO THE ESTATE 01" LESTER L. JARRETT INHERITANCE TAX ~URPOllEl. "'A Y OF (L. '.) SHARON CA S, Nota~ Public My Commission Expires October 12. :981 Hanfsbllli.Pa. Daupllill ~oun~ BEFORE THE BOARD OF FINANCE AND REVENUE OF THE COMKONWE.AI..TH or PENNSYLVANIA FILE NUMBER 21.78-690 THE PETITION..~ MAX KISTLEIt RESPECTFUl,LY REPlESENT~: 1. He is the Executor of the Last Will and Testament of Lest.er L. Jarrett, lata of East Pennsboro Township. CUmberland County, Pennsylvania, Who died on December 10, 1978. I Estate as I i 2. The In1\8ri tanc. Tax Appral..r has appraised the follows (County File No. 10-205.5): Personal Property Jointly Held Property Gro.s Estate Total Approved Deductions Clear Value of Estate Subjec.t to Tax $3,189.85 2,398.89 $5,588.74 $2,276.78 $3,311.96 3. The Official Notice of the Appraisement above shows Fil. No. 21-78-690 (5.. copy of Notice attached). 4. Executor has just received a statement from the Church of God Home, Carlisle, Pennsylvania, for $2,832.00 for eare of decedent during his last illness (Copy attached dated 9/18/79 ). 5. Executor has filed a Suppl_ental Statement of Debts and Deductlons with the Relister of Wills of Cumberland County, showing said $2.832.00 as an obligation of the Estate. 6. By reason of said claim, the Probate Estate is insolvent and there 1s only $70.79 due as Inheritance Tax on the Jointly Held Property (see RCC.84 attached dated 10/12/79). ~o~~ 106 rt~~[ ;'/' J8 7. On June 18. 1979. the S\IIl of $360.00 was paid to the said Reaister of Wills on account on the Penaaylvania In- heritance Tax (See copy of Reeeipt at.tached). 8. The said. Estate now beina insolvent., the amount of $289.21 should be refunded, per RCC-84 dated October 12, 1979 attaehed. 9. A copy hereof has been sent to Pennsylvania Depart- ment of Justice and a copy sent to the aesister of Wills of Cumberland County. WHEREFORE, Petitioner-Executor prays that $289.21 of the $360.00 previously paid as aforesaid, be refunded. Respectfully submitted, PROWELL, STONER &: HENDERSON I I I II I \ , .--:".) ./,! dfir~: ~~.,~ Attorney for Petitioner/Executor -2- 106 ;'ALf ",'lO ,~..~ \HI COMMONWULTB OF PENNSYLVANIA COUNTY OF DAUPHIN ) . . ) 8S: 'erponally appeared before me, a Notary Public in and for the sald Commonwealth and County, MAX KISTLER, who, belnl duly sworn accordlng to law, depose. and saY8 that the facts set forth!ln the ~itbln Petltlon are true and correct to the beat of hls knowledge, informatlon and belief. MAffq~ Sworn and subscrlbed to /f'Gday 1979 .:O/.~ 106 rALE It 40