HomeMy WebLinkAbout06-13-08,_~M ~~_~~~~
DATE: COMMONWEALTH OF PENNSYLVANIA
SUBJECT: DOCKETING NONRESIDENT DECEDENT"
FILE INFORMATION
~ C ,, ll~~ .cam ~)
~~~- ~ ' Ct_' ~~x~ COUNTY REGISTER OF WILLS
~-f~ c --~
FROM: r~ Riodrnan c~
~~O
=-~- _.:~;
Specialty Tax/Nonc+esident Unit -~' ~~'
,..-wr-- ~=
Inheritat:oe Tax Divisio® -_ ~%:'--n u..
Bureau of Ir~ividual Taxes ', ~ ~
Department of Revenue
;~~ ;, -~;
. ~ ~ ev
Y, ~
Attaclrod is nonresident decedent file infornratian cancxrning taxable property located m
Yau county.
Please docks and file the attached information so it may be availab
rrfereaoe. le far futurre
Thank you.
Attachment
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NO:TiG~ flF: NONRESIDENT INHERITANCE
INHERITANCE TAX DIVISION TAXI APPRATSEMENT, ALLOWANCE OR
PD Box 2eocB1 DISAL`LOwANCE OF DEDUCTIONS,
HARRISBURG PA 17128-0601 ~ ~ "~ AND ASSESSMENT OF TAX REV-537 IX AFP C06-05)
2~1~r,~ ,,~~l,.a ~ ~ ~~`~ iZ~ ~ { ESTATE OF HOUp3-2008 HELEN G
1
DATE OF DEATH 11-13-2005
L~Eh( (,+r- FILE NUMBER 99 08-0259 Q,--i , (1`7C~
OR!'?t I~l~~~ v;,l~~ij COUNTY NON-RESIDENT
JERRY A WEIGLE C~iR''=; ""~~r" ~~~, A ACN 101
WEIGLE 8~ ASSOCIATES ~~ ".~t1 APPEAL DATE: 08-02-2008
12 6 E K I N G S T (See reverse side under Objections )
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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
ESTATE OF HOUP HELEN G FILE N0. 99 08-0259 ACN 101 DATE 06-03-2008
TAX COMPUTATION METHOD ELECTED: (X) FLAT RATE ( ) PROPORTIONATE
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 102, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) •00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) _ .00 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
8 Total Assets ce) 102,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return I12) 102, 000.00
13. Charitable/Governmental Bequests (Schedule J) C13) .00
14 Net Value of Estate Subject to Tax (14) 102, 000.00
.
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 1 6, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 102,000.00 x 045 = 4,590.00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19) 4,590.00
TAY f QCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-07-2007 CD009049 .00 4,590.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
12-08-2007 TOTAL TAX CREDIT 4,590.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 466.16
TOTAL DUE 466.16 ,r
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. p,°~,
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
SCHEDULE A, PART
REAL ESTATE
IN PENNSYLVANIA
FILE NUMBER
Helen G. Houp
21-d~~ o G 7~
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 beino compelled to buv or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE OF DEATH
1. Real Estate in South Newton Township, Cumberland County - 102,000.00
3.787 acres
PART 1 TOTAL
$ 102,000.00
PART S TOTAL
Proportionate Method Only from reverse side $
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)