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Home My WebLink About02-28-08 COMMONWE~LTH rF 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 02-26-2008 FELTON 09-01-2006 99 07-0663 NON-RESIDENT \'\... 101 APPEAL DATE: 04-26-2008 ( 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 (03-05) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MIRIAM L FILE NO. 99 07-0663 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 JOSEPH K GOLDBERG 2080 LINGLESTOWN RD SUITE 106 HARRISBURG PA 17110 ESTATE OF FEL TON DATE 02-26-2008 REV-537 EX AFP (06-05) MIRIAM L OlD- lOSe) TAX COMPUTATION METHOD ELECTED: (X) FLAT RATE () PROPORTIONATE TAX RETURN WAS: ( ) ACCEPTED AS FILED (Xl CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (S~hedule B) 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FJ 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 (lJ (2) (3) (4) (5) (6) (7) 181,859.00 .00 .00 .00 200.00 . DO ", .00-"- NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 18,2,059. DO CJ (8) 1"'" (9) (10) .00 73,277.00 co (1lJ (12) (13)" (4) 13,277.0D. 1I11!, 782.00 ' () .00 ' 168,782.00 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 Ahh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal 16. Amount of Line 14 taxable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS: rate (15) .00 X 00 .00 Lineal/Class A rate (16) 108,782.00 X 045 4,895.19 rate (17) .00 X 12 .00 Collateral/Class B rate (1B) . DO X 15 .00 (19J 4,895.19 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID IIATE NUMBER INTEREST/PEN PAID (-) 06-04-2007 CD008242 3.22- 5,750.00 TOTAL TAX CREDIT 5,746.78 BALANCE OF TAX DUE 851.59CR INTEREST AND PEN. .00 TOTAL DUE 851.59CR * 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.1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPA.RTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER FELTON MIRIAM L REVIEWED BY ACN 9907 -0663 101 John Riedman liTEM SCHEDULE NO. EXPLANATION OF CHANGES H Reduced to zero Schedule H deductions are not allowed under the flat rate method calculation. Page 1 REV-1737-2 EX + (9'0. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHEDULE A, PART 1 REAL ESTATE IN PENNSYLVANIA FILE NUMBER MIRIAM IL. FELTON 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. 501 Gale Road, Camp Hill, PA 17011 including credits for taxes & sewer (See Attached Settlement Sheet) 181,859.00 PART 1 TOTAL 181,859.00 $ PART 2 TOTAL 0.00 Proportionate Method Only from reverse side $ TOTAL (Also enter on line 1, Recapitulation) $ 181,859.00 (If more space is needed, insert additional sheets of the same size) r~ -- I I -- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 l-lARF:ISBURO, PA 17128-<l601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GOLDBERG JOSEPH K 2080 L1NGLESTOWN ROAD SUITE 106 HARRISBURG, PA 17110 ______u 104d ! i ~ ~ , ESTATE INFORMATION: SSN: 206-30-8014 FILE NUMBER: 2106-1059 DECEDENT NAME: FEL TON MIRIAM L DATE OF PAYMENT: 06/05/2007 I 06/04/2007 I ~rMARK DATE: ~COUNTY: CUMBERLAND DATE OF DEATH: 09/01/2006 NO. CD 008242 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,750.00 I I I I I I I I I I TOTAL AMOUNT PAID: $5,750.00 REMARKS: MAILED TO ATTY CHECK#1363 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS 1 GLENDA FARNER S1RASBAUGH REGISTER OF WILLS