HomeMy WebLinkAbout05-04-09~~-v~-v39a
DATE:
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COMMONWEALTH OF PENNSYLVANIA
SUBJECT: DOCKIr"TIIVG NONRESIDENT DECEDENT
FILE INFORMATION
TO:
v -t COUNTY REGISTER OF WILLS
FROM: John Riodrnan
Speciahy Tax/Nonresideat Unit
inherizaace Tax Division
Bureau of Individual Taxes
Department of Revenue
Attached is nonresident decedent file informati~ concerning taxable property loc.~tod in
Y~ ~~?'-
Please docket and file the attached information so it may be available for future
reference.
Tbaak y«~.
Attachment
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEN r OF REVENUE
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BUREAU OF INDIVIDUAL ~AxES ' NOTICE OF NONRESIDENT INHERITANCE
INHERITANCE Tax Drv1s1oN -, ~ TAX APPRAISEMENT, ALLOWANCE OR
Po eox 2eo6o1 'i'~'~~' . - ~ ' '' DISALLOWANCE OF DEDUCTIONS,
HARRISBURG PA 171zs-oeol AND ASSESSMENT OF TAX
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JERRY R DUF~~~r !``~ F~,
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043-0109
~1) 4,996.33
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-537 EX AFP CO1-09) NDTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT IDF TAX
ESTATE OF COLLINS PATRICIA A FILE N0. 99 09-0030 ACN 101 DATE 04-27-2009
TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE C ) 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
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
REV-537 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
4,996.33
C9) .00
Clo) .00
C11) . 00
C12) 4,996.33
Cla) .00
C14) 4,996.33
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 C15) ..00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 4,996..33 X 045 = 224.83
17. Amount of Line 14 at Sibling rate C17) ..00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .•0 0 X 15 = .00
19. Principal Tax Due (19) 224.83
TAY f QCTITTC.
PAYMENT
DATE RECEI T
NUMBER DISCOUN C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-23-2008 NR011649 7.17- 232.00
04-20-2009 SBADJUST .00 .56
DATE 04-27-2009
ESTATE OF COLLINS PATRICIA A
DATE OF DEATH 09-27-2007
FILE NUMBER 99 09-0030
COUNTY NON-RESIDENT
ACN 101
APPEAL DATE: 06-26-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
PA DEPARTMENT OF REVENUE
P.O. BOX 280601
HARRISBURG, PA 17128-0601
TOTAL TAX CREDIT 224.83
BALANCE OF TAX DUE .00
INTEREST ANA PEN. .00
TOTAL DIJE .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 FOR INSTRUCTIONS.)
REV-1`/37-2 EX + (9-00) ~ _
C
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
SCHEDULE A; PART 1
REAL ESTATE
IN PENNSYLVANIA
ESTATE OF
COLLINS, PATRICIA 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 compelled to buy or sell, both having reasonable knowledi3e of the relevant facts.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF DEATH
1. VACANT LAND - .022321 PERCENT INTEREST IN VACANT LAND LOCATED IN SILVER SPRING
TOWNSHIP, CUMBERLAND COUNTY, PA. (MAP N0.38-08-0569-016)
2007 FAIR MARKET VALUE -PER CUMBERLAND COUNTY ASSESSOR'S OFFICE
$223,840,00 -DECEDENT'S INTEREST. 4,996.33
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PART A TOTAL
4,996.33
PART S TOTAL
Proportionate Method Only from reverse side 0.00
$
TOTAL (Also enter on line 1, Recapitulation) $ 4,996.33
(If more space is needed, insert additional sheets of the same sire)
...
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. NR011649
RECEIVED FROM: ACN
ASSESSMENT
JERRY R DUFFIE ATTY COPJTROL AMOUNT
301 MARKET ST NUMBER
PO BOX 109 '101 232.00
LEMOYNE PA 17043-0109
ESTATE INFORMATION
FILE NUMBER
99 09-0030
NAME OF DECEDENT (LAST) (FIRST) (MI)
COLLINS PATRICIA A
DATE OF PAYMENT
1/22/2009
POSTMARK DATE
12/23/2008
COUNTY
Non-Resident
DATE OF DEATH
9127/2007
TOTAL ,AMOUNT PAID $232.00
REMARKS
CA
SEAL
COMMONWEALTH OF PENNSrYLVANIA
DEPARTMENT OF REVENUE
RECEIVED BY
John M. Riedman
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