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Home My WebLink About10-24-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2007 VOVAKIS 05-20-2006 99 07-0309 NON-RESIDENT '1c 101 APPEAL DATE: 12-21-2007 ( See reverse side under Objections) Amount Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------ REV-537 EX AFP C03-05J NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LEWIS H FILE NO. 99 07-0309 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 J SPERLING MARTIN 207 RIVERVIEW RD STEVENSVILLE MD 21666 ESTATE OF VOVAKIS DATE 10-22-2007 REV-537 EX AFP (06-05) LEWIS H TAX COMPUTATION METHOD ELECTED: (X) FLAT RATE () PROPORTIONATE TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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. 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .0,0, 85,340. off. .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your 1'". "j tax paW.l!!nt. (8) "'"85,340.00 I.... (9) (10) .00 .00 -.1-1 (ll) (12) (13) (14) .. .00 c,s5,340.00 C) .00 85,340.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 14 at Spousal rate (15) 14 taxable at Lineal/Class A rate (16) 14 at Sibling rate (17) 14 taxable at Collateral/Class B rate (18) 15. Amount of Line 16. Amount of Line 17. Amount of Line 18. Amount of Line 19. Principal Tax Due TAX CREDITS' .00 X 00 .00 .00 X 045 .00 85,340.00 X 12 10,241.00 .00 X 15 .00 (19) 10,241.00 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-17-2007 NR009484 .00 10,241.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-18-2007 TOTAL TAX CREDIT 10,241.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. 125.60 TOTAL DUE 125.60 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RE;V-1737-5 EX + (9-00) . *' ,,__ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHIDULE F, PART 1 JOINTLY.OWNED PROPERTY FILE NUMBER \J;::W\ ~ t-L VovAv( t~ Part 1 must include jointly-owned real estate and tangible personal property located in Pennsylvania. Complete Part 2. on reverse side to Include all other Jointly held property whenever located ONLY WHEN THE PROPORTIONATE METHOD OF TAX COMPUTATION IS ELECTED. If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. ':JA "^~~ VOv'~)I(\ ~ ADDRESS RELATIONSHIP TO DECEDENT ~ \ Z. VJ . souTH ~T CAR- Ll c;. vb-- ~A l =t 0' 3 "" ~ea~ B. C. PART 1 - JOINTLY OWNED PROPERTY LOCATED IN PENNSYLVANIA lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for jointlv-held real estate. VALUE OF ASSET INTEREST DECEDENl'S INTEREST 1. A. f)A/.2.4. L D"r 11::- ~ '"2- PLA/.:) ~o?l,( 1- ~r=t-D)6g0 bOfo 195: g~'D lCit:{'J ~A~6\ 'I \ tv-. DR.OI" tb-.. LDt A1\J b \--IDU ~ PART 1 TOTAL $ ~s-J34D PART 2 TOTAL Proportionate Method Only from reverse side $ 0 TOTAL (Also enter on line 6, Recapitulation) $O~340 (If more space is needed, insert additional sheets of the same size) IN RE: EST ATE OF IN THE COURT OF COMMON PLEAS OF HARRIETT H. VIJ\T~KISP-(~!C' I., _ CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION (, - .....,-.. -- J~'~~~DS . V~' f\;_ DECEASED ..~ r\ L. ,~\ : , .: U N T y. , ,\. ; ('. ') jOrJD 2 q 11:\ .:. r:: r; 03 t '1 U NO. 21-90-657 DECREE AWARDING REAL EST A TE AND NOW, this ,;.( 9' tJ....day of ~ , 1992, at J /, o'cloCk,/).. .M., it appearing that the First and Final Account and Proposed Schedule of Distribution of James Vovakis and Lewis H. Vovakis, Executors of the Last Will and Testament of Harriett H. Vovakis, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, have been filed and advertised in accordance with law and Rules of Court and the same having been confirmed absolutely by the Orphans' Court Division of the Cumberland County Court of Common Pleas on April 28, , 1992; and it appearing that the said Executors in their Proposed Schedule of Distribution claim distribution to themselves of the hereinafter-described tract of land in conformity with decedent's Last Will and Testament recorded in Cumberland County Will Book 115, Page 545, Estate No. 21-90-657, it is ordered, adjudged and decreed: THA TALL THAT CERTAIN house and lot of ground situate in the Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: BOUNDED on the North by 6O-feet wide West South Street; on the West by property now or formerly of Mrs. Elmer C. Herber, known as 416 West South Street; on the South by a 16 feel wide alley; and on the East by property formerly of Donald D. Stoner and now of James D. Flower, Esquire. known as 404 West SOllth Street. THE ABOVE-described tract of land contains a frontage of 40 feet along the southern line of 60 feet wide West South Street and extends southwardly therefrom at an even width a distance of 160 feet to the northern line of the aforesaid 16 feet wide alley, and has thereon erected a two and one-half story brick dwelling house known as and numbered 412 West South Street, Carlisle, Pennsylvania 17013, and is all of Lot No. 82 as shown on Plan of Lots laid out and adopted by Buchanan and Hutton, trading as Mooreland Land Company, which Plan of Lots is recorded in the hereinafter named Recorder's Office in Plan Book No.1, Page 61. THE ABOVE-described property is all of the property which Helen S. Barnhart and husband by deed dated September 12, 1956, and recorded September 13, 1956, in the Office of the Recorder of Deeds in and for Cumberland County at Carlisle, Pennsylvania, in Deed Book "K", Volume 17, Page 23, granted and conveyed to Harry D. Vovakis and Harriet H. Vovakis, husband and wife, as tenants by the entirety. ..... ~ r............ ;:'~,-: :'!, , I 11 jj , THE SAID Harry D. Vovakis having died on June 5, 1984, title to the above-described property remained vested by operation of law solely in his surviving spouse, Harriet H. Vovakis. THE GIVEN name of Harriett H. Vovakis was sometimes written Harriet and were one and the same person. 60QK ~~ PACE 279 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No. NR009484 RECEIVED FROM: ACN ASSESSMENT J. SPERLING MARTIN PR CONTROL AMOUNT 207 RIVERVIEW RD NUMBER STEVENSVlllE MD 21666 101 10,241.00 ESTATE INFORMATION I FILE NUMBER 99 07-0309 NAME OF DECEDENT (LAST) (FIRSn (MI) VOVAKIS LEWIS H DATE OF PAYMENT 4/17/2007 POSTMARK DATE 4/17/2007 COUNTY Non-Resident DATE OF DEATH 5/20/2006 TOTAL AMOUNT PAID $10.241.00 REMARKS DC RECEIVED BY John M. Riedman SEAL ~-._.l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE i" ) -""1 --1 c..) o Register DATE: COMMONWEALTH OF PENNSYLV ANlA SUBJECT: DOCKETING NONRESIDENT DECEDENT FILE INFORMATION TO: ~S <;":)\"''C'\~ ~c...'fV)~'<' "'~"",~~~d, COUNTY REGISTER OF WILLS FROM: John Riedman Specialty TaxlNonresident Unit Inheritance Tax Division Bureau of Individual Taxes Department of Revenue Attached is nonresident decedent file information concerning taxable property located in your county. Please docket and file the attached infonnation so it may be available for future reference. Thank you. Attachment Cv ~ :I .... ..4 n n ..... .... 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