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Home My WebLink About09-12-08:~~- o~-I I~~ DATE: COMMONWEALTH OF PENNSYLVANIA SUBJECT: DOCICti'TEVG NONRESIDENT DECEDENT ~, fFILE INFOR4MATION TO: \"~ C,ter~ ~r~ ~,~ e~ ~~ w COUNTY REGISTER OF WILLS ~ ~ ~ - ~ ~ FROM: john Rodman `~' ~ Speciahy Tax/Nom+esident Unit -= ~ ~, _.; Inheritance Tax Division '' ~' ~ - ~ - - - . ~ ="~ Bureau of Individual Taxes =,~, _, ~_. Department of Revenue ~ `_v _..- - . ~., .. _~ ~ ra Attachod is nonresident decent file inforn~aiion concerning taxable property located in your county. Please docket and file the attached information so it may be available for future reference. Thank you. - AZiac~nt COMMONWEAL-TH OFT PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ ,'t . ~' ~.-' WO~ICE-OF NONRESIDENT INHERITANCE INHERITANCE TAX Drv1s1oN FqX ~APPRAISEMENT, ALLOWANCE OR Po eox zao6ol ^'-~ ~ -'~~ ~' "bISALLOWANCE OF DEDUCTIONS, HARRISBURG PA 171za-o6o1 AND ASSESSMENT OF TAX C15) }~~~ ~~'~ ~ ~ ~l~: rj~ DATE 09-15-2008 OR~Ia '' f r-},-If'tf `~. nr+ JEFFREY S HOFFM~~I''' 821 FIFTH AVE SOUTH SUITE 201 NAPLES FL 34102 ESTATE OF ERICKSON GORDON DATE OF DEATH 02-26-2007 FILE NUMBER 99 07-0887 COUNTY NON-RESIDENT F~-- ACN 101 APPEAL DATE: 11-14-2008 (See reverse side under Objections) Amount Remitted( MAKE CHECK PAYABLE AND REMIT PAYMENT TD: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 A CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------ REV-537 EX AFP (03-05) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ERICKSON GORDON A FILE N0. 99 07-0887 ACN 101 DATE 09-15-2008 TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE ( ) PROPORTIONATE TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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 C1) 192,000.00 c2) .00 c3) .00 c4) .00 c5) .00 c6) .00 c7) .00 cs) REV-537 EX AFP (06-05) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 192,000.00 c9) 1,694.00 clo) .00 cll) 1,694.00 c12) 190,306.00 c13) .00 c14) 190,306.00 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: 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 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due rwv rnrnrrc. .00 x 00 = .00 045 8,564.00 12 .00 15 = .00 c19) 8,564.00 c16) 190,306.00 x cl7) .00 x cls) ..00 x PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 11-26-2007 NR010115 .00 8,100.00 06-10-2008 NR010821 14.00- 478.00 09-08-2008 SBADJUST .00 3.99 TOTAL TAX CREDIT 8,564.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.) REV-1737-2 EX + (9-00) C SCHEDULE A, PART 1 COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN IN PENNSYLVANIA ESTATE OF Erickson, Gordon A FILE NUMBER 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 comoelled to buv or sell. both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Real property located at 3964 Brookridge Drive, Mechanicsburg, 192,00 . 0 PA, and legally described as: All that certain tract of land s ituated in the Township of Hampden, Cumberland County, Pennsylvania, b , ounded and described as follows, to wit: Beginning at a point on the Western right-of way line of Brookridge Drive at the dividing line bet een Lots No. 105 and No. 106, said point also being located a distance of 18.70'nor h of the southern right of way, line of Cherylbrook Drive extended thence by the dividing line between Lots No. 105 and No. 106, North 72 degrees 15 minutes 00 s.=_co s West a distance of 215.97' to a point at lands now or formerly of James E. Grando Sr., thence by the same North 12 degrees, 02 minutes 00 seconds east a di;sta ce of 97.83'to a point; thence by the same, North 02 degrees 12 minutes 00 seconds Wes a distance of 2.83'to a point at the dividing line between Lots No. 104 and o. 105; thence by said dividing line, South 72 degrees 15 minutes 00 s conds East a distance of 226.67 feet to a point on the Western right of-way line of Brookridge Drive; thence by the same, South 17 degrees 45 inutes 00 seconds west a distance of 100.00 feet to a point, the place of beginning. Being Lot No. 105 as shown on Plan No. 7, Ridgeland, recorded in Plan Book 20, Page 13. Value based upon appraisal, a copy of which is attached to this return. PART 1 TOTAL g 192,000 PART 2 TOTAL Pro ortionate Method Onl from reverse side $ TOTAL (Also enter on line 1, Recapitulation g 192, 000 swase7,.oo0 (If more space is r fed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX PO BOX 280601 HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT No. NR010115 RECEIVED FROM: SHEILA D OGDEN 821 FIFTH AVENUE SOUTH SUITE 201 NAPLES FLORIDA 34102 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 8,100.00 ESTATE INFORMATION FILE NUMBER 99 07-0887 NAME OF DECEDENT (LAST) (FIRST) (MI) ERICKSON GORDON A DATE OF PAYMENT 1/3/2008 POSTMARK DATE 11/26/2007 COUNTY Non-Resident DATE OF DEATH 2/26/2007 TOTAL AMOUNT PAID $8.100.00 REMARKS FL RECEIVED BY John M. Riedman SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Register COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX PO BOX 280601 HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT No. NR010821 ACN SSMENT )NTROL AMOUNT UMBER '101 478.00 L AMOUNT PAID $478.00 :IVED BY John M. Riedman SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Register