Document 5kXa1k0VYrm8ZL2yb8KMr9KQN

Memorandum Date: December 14, 1976 / To: From: Donald K. Pelter Sharon L. Oberman Unit: Unit: Tax Department OGC-OCS (New York) Subject- John T. Lewis and Brothers Co. Merger into National Lead Company The attached forms were sent to `me from the State of Pennsylvania,, They require corporate tax reports for John T. Lewis from January 1, 1950 through November 8, 1976. Please send me copies of the required tax reports and complete a form for the current period, ending November 8, 1976. Thank you. I SLO:fb Attachments c: J. T. Rafferty ML 000041921 I RCT-tOt 0 2.74) COMMONWEALTH OF PENNSYLVANIA A CAPITAL STOCK - LOANS - CORPORATE NET INCOME TAX REPORT For Use by Domestic Corporations, Limited Partnerships, Joint-Stock Associations, etc. For Calendar Year 19_ ,or Fiscal Year begun * _19_ _ended_ 19_ Page 1 (PRINT OR TYPE PLAIHLY BELOW BUSINESS NAME) COMPUTATION OF CAPITAL STOCK TAX BY TAXPAYER Proportion of Toxoijlo Assets (From Ensort Sfeoofi Apporticomsnt Computation below, ar ----- Monufccturinp Exompticn Schedule) Value of Capital Stacie as Appraised by Officers of Company __--------- ....................................... -- x$------------------------------------------------------------------------ = $ Tax at Rate of ten (10) mills .......................................................... *............................ .. Penalty (See Instruction Sheet) ...................................................................................................... TOTAL TAX AND PENALTY.. * COMPUTATION OF LOANS TAX BY TAXPAYER $ + Taxable Indebtedness (Page 3).. --........... ................................. ............................................................ $ Tax at'4 mills........................*.............. $ Deduct treasurers eommissiots (See page 3) .................................. *.............. .. -- a.TTax less commission. rnTTi................ ..................................... $ b. - Penalty {See Instruction Sheet) ............... ....................................................... . + TOTAL TAX ..................... -- .................................................... $ 7VX COMPUTATION OF CORPORATE NET INCOME TAX BY TAXPAYER 1. Income (frpm line 28 of copy, of Federal Form 11ZS - MUST BE ATTACHED)............ $ Z (a) Corporate Dividends'received ................. .. $ (b)- Interest on United States Securities.. ............. $ __ - {c}.- Other allowable deductions (Submit Schedule)........... $_____________ ___________________ $ 3. Lir.o 1 less Lin 2...................... .............. ......................................................................................- 4. Tax Preference Items (Per instructions - Federal Form 4626 must be attached).................... $ 5. If entire business is transacted in Pennsylvania reflect Pennsylvania Corporate Ne+ income Tax. (See instructions) .................................... -.......... .............. * * ......................$ 6. .Taxable income (Lino if3 plus Lines 4 and 5) ................................................................................. $ 7. TkxtiM* of Line *......... ............................... ..............................................*.......... .......................'$ 8. If entire business is net transacted in Pennsylvania continue the computation below. (Omit Lines 4, S; 6 and 7) ." 9. Tax Preference Items (Per Instructions - Federal Form 4626 must be attached)......................$ 10. Add Lines 3 and 9B................................................. .. -- *.......................................... $ 11. Total Non-Business Income (or Less) (Table 4, Tote! of Column 3)............................................$ 12. Income to be apportioned (Line 10 plus Loss or Minus income Reflected on Line 11.)........... $ 13. Apportionment Percentage (From Computation Below) ................................................................. 14. Income apportioned to Pennsylvania (Line 12 multiplied by Line 13)............................ .......... $ 15. Nan-Business fncon? Allocated to Pennsylvania (Table 4, Total of Column 1)................. $ 16. Add Income oi Deduct loss reflected on Line 15 to or from Line 14............ ...................... $ 17. Pennsylvania Corporate Net Income Tox (See Instructions)...........................................................$ 18. Pennsylvania Taxable income (Line #16 plus Lin #17)................. $ 19. (a) Tax 9)6% of Lin* #18..................................... ............................. '.................... $ (b) Penalty (See Instructions) ......................................................................................................... + $ 20. Total T(OX and Penalty...... i*. * -........................................................................ _______; . I____________________________ ___ $ Taxable Va lue of Capital Stock .4 4 4 ........ Divide (A) by (B) To Obtain Decimal .Carry Out Decimal Six Pisces,, . APPORTIONMENT PERCENTAGES CAPITAL STOCK TAX C.N.i. TAX l(A)Avg value of Tongible Prop, in Po (BlAvg. volue of all Tangible Properly $___________ 2.(A)Wages, Salaries, etc. assignable to Pa. $ (B)TotoI Wages, Salaries, etc. 3(A)Sales Assignable to Pa. $ (B)Toto! Sales Everywhere =: = = 5 I5 $ 4. Total fltems 1, 2 and 3 . Divide by *Three .. ,,. *3)............................................................... .......... ........................................ * 5. Taxable Proportion {Express tn Decimal)........ __________ *lf only two of the above proportions apply, divide by 2; If only one of the above proportions applies, divide by 1, I hereby affirm under penalties prescribed by law that this report (including any accompanying schedules and statements), has been examined by me and to the best of my knowledge and belief is a true, correct and complete report. If prepored by o person other than taxpayer his declaration is based on all information of which he has ony knowledge. 7' ________________ Dote ____________ : Signature of Officer ML 000041322 Title Date Individual or Finn Signature of Preporer Address N 27488.01 r\l Corporation's books are located at--------- ------Commercial Domicile (Principal place from which the trade or business of the taxpayer is directed or managed) Page 2 What basis of accounting is used?------------ ---------------- ;---------------------------------------------------------- ------ ------------------- ------------------------ For Federal Tax purposes?----------;----------------------------------------------------------------------------------------------- ;----------------------------- -- Has the Federal Government changed the net income os originally reported for any prior year for which Reports of Change in Corporate Net Income have not been filed with Penna,?___ t--------- If yes, indicate the year (s)------- -------------------------- (f all or a majority of the stock of this corporation is owned by another corporation, give name of such corporation; indicate if it fifes in Pennsylvama oneI, if so, give Box Humber_______________________ --_------------------------------------------- ----------- |f the reporting corporation owns c'i or a majority of the stock of any other corporations, list the names of such corporations; indicate which of these file reports in Pennsylvania (also list appropriate Box Numbers). (Submit Balance Sheets and Income Statements of Subsidiaries not filing in Penna,) SCHEDULE A TITLE President yi ce-Pres ident NAME AND ADDRESS OF CORPORATION'S OFFICERS NAME ADDRESS -- Secretary Treasurer STREET ADDRESS LOCATION OF BUILDINGS AND LAND (TITLED IN THE CORPORATION'S NAME WITHIN PENNSYLVANIA) CITY COUNTY SCHEDULE C CLASS PAH PER SHARE Conin)ffi].e, .......... $ Preferred. '. CAPITAL STOCK (Must be completed) *N0.SHARES OUTSTANDING SELLING PRICE DURING YEAR HIGHEST LOWEST AVERAGE S S$ IS THIS A MEAN OR WEIGHED AVERAGE? NO. OF SHARES TRADED Amount Paid In on Said Stock: Sn Cash $ En Property $ Total $ Date and Amount of ony issue since lost Report___________________________________________ Dote ond Amount of any retirement of Stock since lost Report ____________________________ _______________________________ On which exchange (s) is this stock listed?___________________________ ;_________________________________________________ * This means shores issued ond not held by the company in treasury. SCHEDULE D HISTORY OF EARNINGS AND DIVIDENDS (Must be completed) CONSECUTIVE 5 YEAR PERIOD 39.......... ,,.............. BOOK NET INCOME AFTER FEDERAL TAXES (INDICATE LOSS) s 19........................ 19...................... .. S IN CASH 19................... .. 19....................... *.* TOTAL AVERAGE s 5 s s Give descriptions. * This year must be identical with the year for which this report was filed. DIVIDENDS IN KIND * S 5 $ IN STOCK * S S 5 ML 000041323 .3 . f C': Page 3 LOANS TAX - SCHEDULE OF INDEBTEDNESS t. This schedule must show oil items of indebtedness of whatever nature outstanding during all or any fractional preceding calendar or fiscol year. Z AH figures required must be filled in. V/here space is insufficient, submit schedule. 3. All questions on this page must be completely and properly answered. 4, Name and Address of Fiscal Officer performing his official duties in Pennsylvania----------------------------------------- NAME OF HOLDER OF LOAN Individual Residents of Pennsylvania or Partnerships Residence (State) State whether indebtedness was hsld{a)ln own right (b) As Trustee(c) As Agent ifr(b) or (c) indicate for whom held Date Issued or Incurred Amount of indebtedness at beginning of period covered by this report * Amount of Indebtedness at end of period | covered by this report * Statement of , Interest Paid (| Write <Hone` if indebtedness Is not interest bearing) Rate ^ of Interest Amount of Interest Paid Taxable Indebtedness Bank and Trust Companies Domestic Corporations Foreign Corporations aa^ Non-Resident individuals TOTALS Tefal of interest on above indebtedness shown as expense for the period covered by this report $____________________________ Interest actually paid on above indebtedness during the some period 8f difference, attach rider explaining the difference,, ........... ...................... $ Has interest been paid during the period covered by this report that was due and payable for prior years? ** I'YfeS OR NO) If Yes, state the amount (s) on which such interest was paid and the periods covered by such payments; and the names and addresses of th holders ? such obligation at the time that the interest payment fell due during such periods, {Attach rider if necessary on any of the above) * If interest is paid at fixed interest-paying periods, use these columns to designate the amount of indebtedness at the end of the first interest period and the amount at the end of the second interest period, ** Under the Act of July 15, 1919, P,L, 954, whenever interest Is paid for a prior period, the Treasurer of the corporation is required to report the names end locations of the holders thereof during such prior periods. Treasurer's Commission is 5% on first $1,000 of tax or fractional part thereof; 1% on amount of tax over $1,000 but not over $2,000; Vi of \% on amount of tax over $2,000. (See Computation of Loans Tax, page 1). NL 000041924 PENNSYLVANIA CAPITAL STOCK, LOANS AND CORPORATE NET INCOME TAX REPORT Record Extensions here: Received , Calculated... MAILING INSTRUCTIONS Mall settlement oii account of this -report to: -a'Z: a. > Name - -A Copy mailed Page 4 (Affix below the printed adhesive label which has been supplied by the Bureau of Corporation Taxes.. If this report is prepared by any party Other than the taxpayer, please furnish the preparer with the labels which reflect the name, address ond box number of this corporate account-) j_ >, Street- --' " 1 CITY STATE DO NOT WRITE BELOW THIS LINE Par the . Proportion of Taxable Assets -X $ . year ended . Value of Capita! Stock as appraised by Department of Revenue Taxable Value of Capita! Stock = $. TYPE OF TAX 01 : SELF-ASSESSED TAX TAX DEBITOR CREDIT 15 H2 ** Total of Proportions _ 1 -------- = ______ Tax at rate of 10 mills*.,..............*< Penalty (For failure to file report within time limit prescribed by law). Amount of this settlement ......... Wm PENALTY DEBIT 201 Tax on Scrip, Bonds .and Other Indebtedness ?or_ ended 19 Amount of Taxable Indebtedness ... LU ^ Tax at rate of 4 mills....... Treasurer's Commission...... ... $... $_ ... S U2 t" tn j /j Z < O Tax less Commission.... Penalty (For failure to file report within time limit prescribed by law). Amount of this settlement................ ........................ .. ............ .. For the $__ _ $ $ $ year ended ,, 5_____ __ $ P Income to be apportioned ................................. S. Amount of income apportioned to Pennsylvania ............... $ _ Ms .Add; Non Business Income Allocated to Pennsylvania ............. $_ Pennsylvania Corporate Net Income Tax..,,................. $_ Total taxable income in Pennsylvania....................... $ Tax at rate of 9Yz per cent..................................... Total of percentages Apportionment percentage Penalty (For failure to file report within time limit prescribed by law. Amount of this settlement TYPE OF TAX 03 : SELF-ASSESSED TAX TAX DEBIT OR CREDIT PENALTY DEBIT 203 TYPE OF TAX 04 SELF-ASSESSED TAX TAX DEBIT OR CREDIT PENALTY DEBIT 204 DEPARTMENT OF REVENUE CAPITAL STOCK TAX - LOANS AND CORPORATE NET INCOME TAX SETTLED AND DELIVERED TO THE AUDITOR CENERAL Date (FOR THE SECRETARY OF REVENUES DEPARTMENT OF THE AUDITOR GENERAL CAPITAL STOCK TAX- LOANS AND APPROVED CORPORATE NET INCOME TAX AUDITED AND DISAPPROVED Dote . 19- ' FOR THE AUDITOR GENERAL! ML 000041925