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Home My WebLink About09-26-08DATE: COMMONWF,AL-TH OF PENNSYLVANIA SUBJECT: DOCKIrTIlVG NONRESIDENT DECEDENT FILE INFORMATION r~ '"~'~^~ ~~~' ~~h COUN7Y REGISTER OF ~I~''~~;, i ~ r~ T ^' I FROM: John Riodtnan .,, , - -~,~ Speciahy Tax/Noanesident Unit '"` ` Inheritancx Tax Division Bateau of Individual Taxes Ikpartment of Revenue ,Attached is nonreside~ deced~ file information concerning taxable property located in your county. Please docket and file the attached information so it may be available for future ~. Thank you. Attachment COMMONWEALTH OF PENNSYLVANIA D#sPARTM,ENT OF REVENUE Y' BUREAU OF INDIVIDUAL. TAXES NOTICE OF NONRESIDENT INHERITANCE: INHERITANCE TAX DIVISION TAX APPRAISEMENT, ALLOWANCE OR Po aox zaocal DISALLOWANCE OF DEDUCTIONS, HARRISBURG PA 17128-0601 -,.~ ~ .AND ASSESSMENT OF TAX REV-537 EX AFP (06-05) :,t_: _:_ ,.: DATE 0'9-22-2008 ESTATE OF TITUS JEAN S ~, -- ~ _ DATE OF DEATH 11-16-2007 ~ I~~ ~ FILE NUMBER 9'9 OS-0241 ~~ Lt COUNTY NON-RESIDENT\_(! GREGG HAMIN ACN 1 iD 1 BOYER 8~ R:[TTER APPEAL DATE: 11-21-2008 PO BOX 831D 0 (See reverse side under Objections) CAMP HILL PA 17001-8300 Amount Remittedl~ MAKE CHECK PAYAB'~LE AND REMIT PAYMENT T0: PA DEPARTMENT OF REVENUE P . 0 . BCIX 280601 HARRISEtURG, PA 17128-0601 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~' REV-537 EX AFP (03-05) NOTICE OF NONRESIDENT INHERITANCE TAX APP'RAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TITUS JEAN S FILE N0. 99 08-0241 AI:N101 DATE 09-22-2008 TAX COMPUTATION METHOD ELECTED: CX) 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) (1) 675, 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) (5) 39',4 80.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (g) 714,480.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .00 10. Debts/Mortg~ege Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions C11) .00 12. Net Value of Tax Return C12) 714,480.00 13. Charitab:Le/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (l4) 714,480.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflec t 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 (16) 714,480.00 X 045 32,152.00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due (ly) 32, 152.00 TAX CRFTITTS. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) gMOUNT F'AID 02-13-2008 NR010454 1,607.60 30,780.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 32,387.60 BALANCE OF TAX DUE 235.60CR INTEREST AN1) PEN. .00 TOTAL DIIE 235.60CR IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REpUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE C , A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) C~J( REV-1737-2 EX + (g-00) f'-'" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RIETURN NONRESIDENT DECEDENT ESTATE OF TITUS, JEAN S SCHEDULE A, PART 1 REAL ESTATE IN PENNSYLVANIA 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 faiir 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 re levant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CONDOMINIUM UNIT 675,000. 521 BRIDGEVIEW LEMOYNE, PA SEE ATTACHED APPRAISAL `~~~~F~-~Gh~ Co PART 1 TOTAL $ 675,000. PART 2 TOTAL Proportionate Method Only from next page $ 0. TOTAL (Also enter on line 1, F;ecapitulation) $ 675, ooo. <T PA0390-005 3, (If more space is needed, insert additional sheets of the same size) REV-X737-4 EX + (9~pp) , SCHEDULE~E, PART 1 COMMONWEALTH OF PENNSYLVANIA M I SC E L LA N E O U S INHERITANCE TAXRE:TURN PERSONAL PROPERTY TE OF FIILE NUMBER TITUS, JEAN S Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples of tangible personal property are jewelry, furniture, paintings, etc. All property jointly-owned with the right of survivorship Imust be disclosed on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is elected. ITEM NUMBER DESCRIPTION VALUE AT DATE OF~DEATH ~• HOUSEHOLD FURNISHINGS - LEMOYNE CONDO e,~ 39,980. SEE ATTACHED APPRAISAL P~-RT 1 TOTAL $ 39,980. P~-RT 2 TOTAL Proportionate Method Only from reverse side $ o, TOTAL (Also enter on line 5, F:ecapitulation) $ 39, 960. ""T pA°"°-009 " (If more space is needed, insert additional sheets of the same: size) c ~ . COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE. BUREAU OF INDIVIDUAL TA)CES INHERITANCE AND ESTATE TAX PO BOX 280601 HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT No. NR010454 RECEIVED FROM: WAYNE B TITUS II 7777 CLUB LANE= SARASOTA FL 34238 ESTATE INFORMATION FILE NUMBER 99 08-0241 NAME OF DECEDENT (LAST) (FIRST) (MI) TI-f US JEAN S DATE OF PAYMENT 3/17/2008 POSTMARK DATE 2/13/2008 COUNTY Non-Resident DATE OF DEATH 11 /16/2007 REMARKS FL I ACN ASSE=SSMENT CONTROL AMOUNT NIJMBER 101 30,780.00 TOTAL AMOUNT PAID $30.780.00 RECEIVED BY John M. Riedman SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Register S