HomeMy WebLinkAbout06-26-85
J
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAM!NATlON
P.O. BOX 8327
HARRISBURG, PA 17105
*
~
REV. 1547EX (11-84)
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX
ACN
101
ESTATE OF ELLENBERGER
DATE OF DEATH 10-14-84
NOTE: TO INSURE PROPER CREDIT TO
PAYMENT TO THE REGISTER OF
AGENT II .
JOHN
DATE
FILE NO. 21 78-0619
COUNTY CUMBERLAND
YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR
WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF
TAX
WILLS,
JOHN A ROE ESQ
101 N FRONT ST
HBG
PA 17101
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS _
----------------------------------------------------------------------.
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV. 1547EX (11-84)
ESTATE OF ELLENBERGER JOHN
ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FILE NO.21 78-0619
ACN 101
DATE 06-24-85
TAX RETURN WAS: ( ) ACCEPTED AS FILED
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 Stoek/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
(X ) CHANGED - SEE ATTACHED NOTICE
,'.\
05
\Jl
:n::U
r:':1~
(:.:~g
---, ,~.)
-~
(1)
( 2)
( 3)
( 4)
( 5)
( 6)
( 7)
.00
.DO
.00
.00
148,365.83
.00
.00
::r-.
--~
-..;-,
( 8) 148,365.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses! Administrative Costs/Miscellaneous
Expenses (Schedule H) ( 9) 13,624.09
1 D. Debts/Mortgage Liabilities/liens (Schedule I) (1 Q) .00
, 1. Total Deductions (, 1)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 Will
reflect figures that include the total of -Ul returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
13,624.09
134,741.74
.DO
134,741. 74
(15)
(16)
.00
134,741.74
X.06=
X.15=
(17)
.00
20,211. 26
20,211. 26
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE # INTEREST (-)
04-22-85 121071 .00 21,146.73
TOTAL TAX CREDIT 2] 141';.73
6ALANCE OF TAX DUE 935.47CR
INTEREST .00
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE 935.47CR
OF ADDITIONAL INTEREST
!IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDlr' (CRl. NO PAYMENT IS REQUIRED)
KEV-1470 EX (~-ti4'
C.OMIt'IONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF .EXAMINATION *
P. O. BOX B327 . . .
HARRISBURG, PA 17105
INHERITANCE TAX
EXPLANATION OF CHANGES
PEc:EDEI'-lJ:S NAME
-r'p
/~.-
,I.
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
E
1
<
.
FILE NO..
ACN
~~,~ A2'
.;;:" ,~"o" .............~~
. "....
~,
.''':0.:3
01
~"C~
,.""
l~(""":
:7;::6 -
S:~~
-=-..::;:;:
~.
-=-F;
-:;;J ~~.,-
,;~
;-.'-.
0-
'.:J
.._~--_..._..._....- ".. -----.'-------.."".-
--"~"-'-----+'--'-'-"""'-"'''''''-'-'-'---''----''' -- -'"-_.._.._'"._------------~_....__..."
V /
TAX EXAMINER: l S;-r-//{,h' /
I
(-"p
-
PAGE
I