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HomeMy WebLinkAbout10-18-88 REV-1547 EX (12-87) COMMONWEALTH OF PENNSYLVANIA .~ I NOTICE OF INHERITANCE TAX IACN 101 DEPARTMENT OF REVENUE ('~ W IS L BUREAU OF INDIVICUAl TAXES :iIf-- APPRAISEMENT, ALLO ANCE OR D A LDWANCE P.O. BOX 8327 > . - I OF DEDUCTIONS, AND ASSESSMENT OF TAX HARRISBURG, 4;> A 17105-8327 DATE 10-18-88 ESTATE OF BERLIN STELLA A FILE NO. 21 78-0665 DATE OF DEATH 11-16-87 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". FARMERS TRUST COMPANY PO BOX 220 CARLISLE PA 17013 CUT ALONG THIS LINE REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 . HOUSE Amount Remitted ~ RETAIN LOWER PORTION FOR YOUR RECORDS -- ----------------------------------------------------------------------. ESTATE OF BERLIN REV-1547 EX (12-87) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STELLA A FILE NO. 21 78-0665 DATE 10-18-88 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 Stock/Parmership Interest (Schedule C) 4. MortgageslNotes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXE~PTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10. Debts/Mortgage Liabilitle...'Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Goveonme,tai Bequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL 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 ACN 101 (X ) CHANGED - SEE ATT~~HED ~TICE '.:: :_j -~:-.r~ (1) ( 2) ( 3) ( 4) ( 5) ( 6) ( 7) .00 149,343.06 .00 .00 87,748.10 .00 .00 ( 8) 237,091.16 ( 9) 12,742.63 (10) 5,019.60 (1 1) (12) ( 13) (14) 17,762.23 219,328.93 1,000.00 218,328.93 14, 15 and/or 16 and 17 will returns assessed to date. (15) .00 (16) 218,328.93 X.06= X.15= ( 17) .00 32,749.34 32,749.34 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 02-11-88 344744 1,368.42 26,000.00 08-10-88 401835 .00 4,480.92 INTEREST IS CHARGED FROM 08-17-88 TO 11-02-88 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN $1 OR IS TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE REFLECTED AS A "CREDIT" (CR). 31, 849.34 900.00 21.13 921.13 NO PAYMENT IS REQUIRED) ~^''''-''Ol I COMMO.NWEAI.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE I N HER ITANCE TAX BUREAU OF INDIVIDUAL TAXES.- P. O. BOX 8327 EXPLANATION OF CHANGES HARRISBURG, PA }7105-8327 . I DECEDENT'S NAME Stella A. Berl l.n FILE NO. 21-78-0665 ACN 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H Bl The deduction for personal representat l.ve commissions have been reduced ---rr om $ 17;U4q.-:-28-to-$ n-;O-4'4-:-28:~~o--nffor-iiiaTiorf'was--subiiiiEtea.--to-TiiaicaEe'- ~-- ....._._-~ : the demand for extraordinary services . 1--- -'.~._^---'_'_'__~._'~_~~"""~_'~~~__,',,"_'~vm__~~~"-'___~_.....__w.~_,____~~~.._...__."...._.'.._.__,~.._..W^~ ^--- --~.~~---~--._~-~-----_..^-_._-~..-..._--~_.._~~._,...-..-.,,'-'.~'-'-- f-- _~~,__~'~'_ ~~____.V_~~~A__'____~__'_"~'__~__~_____._^._,.._..~.._._..__"._'._,_"___,"~._._ - _'_~M____~'_,",__ '~-'~--"~--'-'-'.'._~._<.~_.~- - ,.",___~_.N___.~~.~.^~~,~~__~~~^.____~_".,_,.."_...,,.___~.~__'.~_.~_",,,,,,,,_ .~"-~~~-,- _._--,., -.-----~~---.-_.,-,~--------~~-~___.,..~~~~~~~___""..",.~_<<.~_._,,~_..._..__...,_....,__.~."N._^~'^~,~.,,__~_,,_.___.~___N.._._'.A"___...~_,_,.".._"....__~ ~__'w.__~__..~~~_.N_~_...~.~~_,.__._.,_..."....,,___~ _.<-----~.,. ~- ....--'------~~._~_"'^..~___.~'~.~~_A_~__ _.____N_______... _._--~ _.~-,.,~-- ----,-- - " 0:) " ~--~'''~ --^-_._,..~.,---_._-------'''~.._-~.,...~--------~~~,_.__.,-~---~,---- - -~--A--~__-~--"-_._.._~.~~N'~_~'.___.,.,_,._~____r_------~"__.~,_"".__._~" - _____'_..__v~.__~.__'_.._~________,~.,.__..__ -' --~~- ---____.~_.__,.._____,_,..~_'__k__~.,_~.....,__",._____~~____________~_. ^---~--- __.___..~^'.._^__..._w~.._~"'_,.,.^..,,_~__~__~~_~.___~___~_~_____._"..___.~v__~ -~--~_.---~---~~._--~~- '.^'N.__^'_'__N~.~__~~.~_.____~~~_'o_~,___"". -'^___"...___.___,_____v__.^_.,'____.___'.~,._~___,,~..~_~'^ -~-~,~---_._.^'.,,-~--~~~-_.._~,_._.._---~--,,--~_.,---,-._.__._-,._,.,.~-~......._"._.~.....--- ... -'~'^'~~~..~-~.._--_._~~---~,,-,.~.~~--~_._-,.,..__.__...,----.-,.,-.- ~'^-"---'._~-~... y~-~. I I Frances Kri 11 PAGE TAX EXAMINER: /3-t?tS- /3 _ ~,l NOTICE OF INHERITANCE TAX . ,:,11 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN I OF DEDUCTIONS, AND ASSESSMENT OF TAX I IDATE 10-18-88 STELLA A FILE NO. 21 78-0665 COUNTY CUMBERLAND TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". ,.'t REV-1547 EX (12-87) ~ " COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES P.O. BOX 8327 HARRIS8URG. PA 17105 - 832 7 ...: ESTATE OF BERLIN DATE OF DEATH 11-16-87 NOTE: TO INSURE PROPER CREDIT PAYMENT TO THE REGISTER FARMERS TRUST COMPANY PO BOX 220 CARLISLE PA 17013 CUT ALONG THIS LINE 101 YOUR TAX REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 I HOUSE Amount Remitted ~ RETAIN LOWER PORTION FOR YOUR RECORDS -c: ----------------------------------------------------------------------. ESTATE OF BERLIN REV-1547 EX (12-87) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STELLA A FILE NO.21 78-0665 DATE 10-18-88 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 Stock/Partnership Interest (Schedule C) 4. h,1ortgages/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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funecal Expenses/Administrative Costs/Miscellaneous !::xpe'lses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 1 1. T etal Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL 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 ACN 101 (X ) CHANGED - SEE ATTACHED NOTICE ::--5 :::::-J (1) ( 2) ( 3) ( 4) ( 5) ( 6) ( 7) .00 149,343.06 .00 .00 87,748.10 .00 .00 ( 8) 237,091.15 ( 9) 12,742.63 (10) 5,019.60 ( 11) (12) (13) (14) 17,762.23 219,328.93 1,000.00 218,328.93 14, 15 and/or 16 and 17 wi 11 returns assessed to date. (15) .00 (16) 218,328.93 X.06= X.15= (17) .00 32,749.34 32,749.34 TAX CREDITS: PAYMENT RE:CEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 02-11-88 344744 1,368.42 26,000.00 08-10-88 401835 .00 4,480.92 INTEREST IS CHARGED FROM 08-17-88 TO 11-02-88 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 1 OR IS TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE REFLECTED AS A "CREDIT" (CRl. 31,849.34 900.00 21.13 921.13 NO PAYMENT IS REQUIRED) ,- ',5 ~ - - " -'''''l REV.1470 EX (2.86) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES*' P. O. BOX 8327 HARRISBURG, PA 17105-832} . INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME Stella A. Berlin FILE NO. 21-78-0665 ACN 10 1 , < 1 j .~ ~ SCHEDULE ITEM NO. EXPLANATION OF CHANGES H fil The deduction for personal representative commissions have been reduced from $17;044;28 to $11;0'44;28; No infOrmation wassubfuinedt6 indicate the demand tor extraordinary services. TAX EXAMINER: Frances Krill PAGE