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HomeMy WebLinkAbout05-15-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE STEPHANIE E SANDERSONBRAE 2600 ONE COMMERCE SQ PHILADELPHIA PA 19103-7098 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 REV-537 EX AFP (06-05) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 04-28-2008 THURNER JR 08-05-2006 99 08-0189 NON-RESIDENT 101 APPEAL DATE: 06-27-2008 ( See reverse side under Objections) Amount Remittedl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 ~~~ _~~~~~ _~~~~ _ ~~~~ _ _ _ _ _ ~_ _ _~~~~I..t! _l:.C!.\t!~~ J:C!.~~I_C!.t! _':.C!.~ _~C!.~~ _~~~C!.~~~ _ _ _~ _ _ _ _ _ _ _ _ _ _ __ _ _ _ __ REV-537 EX AFP C03-05) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GEORGE E FILE NO. 99 08-0189 ACN 101 GEORGE E ~ \ - 61-0~L- tt_ ESTATE OF THURNER JR DATE 04-28-2008 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 CI) (2) (3) 6,990,000.00 .00 .00 .00 .00 .00 .00 ("") ~ (B) ~556, 990 ~o. o_~; J~~ ~ ,~'-: ,,,,035? U1 __,j CllJ '/C') r, . ,ao-:) (12",2 id in 990:]; 0 0 . o~ =t' (13i ~ _ .1ft! ,~:-) '"'tV -. I' .-- ' " (14 y>: 6 , 9 91}.~0 0 0 .,0-0 . ) 14, 15 and/or 16, 17, 18 an~19 Will' returns assessed to date. NOTE: To insure proper credit to your account. submit the upper portion (4) (5) of this form with your tax payment. (6) (7) 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 (9) (10) .00 .00 NOTE: If an assessment was issued previouslY, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lB. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due CIS) 6,990,000.00 X 00 .00 (16) .00 X 045 .00 (17) .00 X 12 .00 CIB) .00 X 15 .00 CI9) .00 TAX CREDITS: "''''1"1<::1'1 ,~~ l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) TOTAL TAX CREDn .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * 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.) \ q REV-1737-2 EX + (9-00) CCIUtoDfflEAl.TH ~ PENNSYUlANL6. INHERITANCE TAX RETURN NONRESIlENT DECEDENT ESTATE OF SCHEDULE A, PART 1 REAL ESTATE IN PENNSYLVANIA FILE NUMBER Estate of George E. Thurner, Jr. 21-07-00442 Part 1 must include all real~ro arty owned by the decedent individually or as a tenant in common with another party(les), having its situs in Pennsylvania. Pro ' which Is jointly-owned with right of suivlvorship should be disclosed on Schedule F. All real estate must be reported at fair ma at value which Is defined as the price at which property would be exchanged between a willing buyer and a willlna seller. neither belno comoelled to buy or sell. both havina reasonable knowledge Of the relevant facts. ITEM NUMBER DESCRIPTION \/ALUE AT o.e;re OF lVJli 1. REAL PROPERTY LOCATED AT 1627 RITNER HIGWAY, CARLISLE, PENNSYLVANIA 6,990,000.00 PART 1 TOTAL $ 6,990 000.00 PART 2 TOTAL Proportionate Method Only from reverse &Ide $ TOTAL (Also enter on line 1. RecaDitulation) S 6.990.000.00 (If more space is needed. insert additional sheets of the same size) S1FPM2D25F.5 ~ ~~ r~' ') -~".a;: , ..", ~...: .,~~'" ,";.1").",,,. . .,'....,...... ,'-~';' f: ""~I ,,' ~ ,-: ~'l ..,',' :~ \I'd U i :._lii .... .; ~, f..~r~n, ltln08 S,'N:;H'dl:Jn ., :10 )11:1318 "H;"I!,h~r C:.i" 92 : II WV S I xf~iBWJt~ "0 " I",... 0,;. 0 ~". 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