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Home My WebLink About11-19-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT IVO V OTTO II I MARTSON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-05-2007 HALDEMAN 07-16-2006 99 07-0396 NON-RESIDENT 101 ESQ Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1607 EX AFP (03-05) RICHARD W CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS +- NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF HALDEMAN RICHARD W FILE NO. 99 07 - 0396 ACN 101 DATE 11- 05-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-29-2007 PRINCIPAL TAX DUE: 9,208.25 PAYMENTS (TAX CREDITS): PAYMENT DATE 06-25-2007 RECEIPT NUMBER CD008332 DISCOUNT (+) INTEREST/PEN PAID (-) .00 5,000.00 AMOUNT PAID INTEREST IS CHARGED THROUGH 11-20-2007 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE ( 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. ) r--.:l = = --J :z o -< \..0 -0 :::J: '""c.-' ca (J'1 c...> 5,000.00 4,208.25 277.56 4,485.81 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 11- 05-2007 HALDEMAN 07-16-2006 99 07-0396 NON-RESIDENT 101 APPEAL DATE: 01-04-2008 ( See reverse side under Objections) Amount Remitted I ~ I :CJ MAKE CHECK PAYABLE AND ~MIT PAYtIINT LQ,.F~' PA DEPARTMENTf::.Af; REVeNUE \> i;,; P.O. BOX 2806CH"26 ~ ,'" ,,"~I . -0- ' \~\ HARRISBURG, PA~~~8-M01,_S:' CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- 'j)~ i./ \"'f; REY:S37 - EX - AFP - (03: 05) - NOTitE - OF - NONREsiDENT - iNHERiTANtE - TAX -APPRAisEMEN-t?g""Q;wAKtt - OR~?(B DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX?,::: c...) '~~ ~) RICHARD W FILE NO. 99 07-0396 ACN 101 >"DJ(tE 11-'ri"'-20ir7'>\, '"U ,,,.- Y c...) 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) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 IVO V OTTO II I MARTSON ETAL 10 E HIGH ST CARLISLE ESQ PA 17013 ESTATE OF HALDEMAN 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) 205,405.80 .00 .00 .00 .00 .00 .00 '* REV-537 EX AFP (06-05) RICHARD w (9) (10) .00 778.10 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 205,405.80 ( 11) (12) (13) (14) 778.10 204,627.70 .00 204,627.70 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 Ahh returns assessed to date. ASSESSMENT OF TAX: 15.. 16.. 17.. 18.. 19. Principal Tax Due Amount of Line 14 at Spousal rate (15) .00 X 00 Amount of Line 14 taxable at Lineal/Class A rate (16) 204,627.70 X 045 Amount of Line 14 at Sibling rate (17) .00 X 12 Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 TAX CREDTTS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED FROM 04-17-2007 TO 11-13-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 9,208.25 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 425.50 TOTAL DUE 9,633.75 (19) .00 9,208.25 .00 .00 9,208.25 * 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.) REV.1737.2 EX + (9-00~_ ~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF Richard W. Haldeman SCHEDULE A, PART 1 REAL ESTATE IN PENNSYLVANIA FILE NUMBER 99-06-00738 Part 1 must include all real property owned by the decedent individually or as a tenant in common with another party(ies), having its situs in Pennsylvania. Property which is jointly-owned with right of survivorship should be disclosed on Schedule F. All real estate must be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 51.1 acres with improvements thereon located in North Middleton Township, Cumberland County, P A, 1910wnas Tax Parcel No. 29-05-0427- 139, being described in Deed dated May 14, 1975, and recorded in Cumberland County, P A, Deed Book "B", Volume 26, Page 116, and being conveyed to Richard W. Haldeman. Value is assessed value x common level ratio of 1.14. 2. .32 acres located in South Middleton Township, Cumberland County, P A known as Tax Parcel no. 40-22-0485-022B, being described in Deed dated May 14, 1975, and recorded in Cumberland County, PA, Deed Book "B", Volume 26, Page 126, and being conveyed to Richard W. Haldeman. Value is assessed value x common level ratio of 1.14. ("") C:::;O -:0 :J =~ ~r us-" ,S2r ."../ ' .j'3J - -i ~ PART 1 TOTAL $ 188,989.20 $ 16,416.60 r-..;, = = -.) % o -< \.D -0 :J: W .. c") -~i'~t ("") 'n Ul W $ 205 405.80 PART 2 TOTAL Proportionate Method Only from reverse side $ TOTAL (Also enter on line 1, Recapitulation) $ 205,405.80 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAJ OF INDIVIDUAL TAXES DEPT. :za060.1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HALDEMAN JEFFREY 555 BELLERIVE ACRES SAINT LOUIS, MO 63121 -------- fold ESTATE INFORMATION: SSN: 184-12-3348 FILE NUMBER: 2106-0738 DECEDENT NAME: HALDEMAN RICHARD W DATE OF PAYMENT: 06/25/2007 POSTMARK DATE: 06/25/2007 COUNTY: CUMBERLAND DATE OF DEATH: 07/16/2006 REV-1162 EX( 11-96) NO. CD 008332 NON - ~ffilCENT No, yC\- OI-03Q6 ACN ASSESSMENT CONTROL NUMBER TOTAL AMOUNT PAID: REMARKS: GAVE RECEIPT TO ATTY CHECK#1016 SEAL INITIALS: WZ RECEIVED BY: DEPARTMENT OF REVENUE AMOUNT 101 $5,000.00 $5,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS DATE: SUBJECT: TO: FROM: COMMONWEAL 111 OF PENNSYLVANIA O(P - r(~c:( DOCKETING NONRESIDENT DECEDENT FILE INFORMA nON 0\5 G\ ~Y\~ ~~'l (\QV "~~I& \ .......J\ COUNlY REGISTER OF WILLS John Riedman Specialty TaxlNonresident Unit Inheritance Tax Division Bl1RW1 of Individual Taxes Department of Revenue Attached is nonresident decedent file information concerning taxable property located in your COUDty. Please docket and file the attached information so it may be available for future reference. Thank you. Attachment o .::;0 . .:J.J '-'J ';:LO ~ ~d ~x~ j;; "'-: :::D C/):;::><:;. C)Q o-'t1 c: ~ '0 ";-..> 1'--::> <= <::;:) --.I :z o -< \.D -0 :x ca U1 w f. 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