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