Loading...
HomeMy WebLinkAbout05-04-09~~-v~-v39a DATE: ..~ 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 ., ri•.__,.. 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 Z0~9 ~~Y -~+ P1'i «~ 3 c~ ~ < <,~ ~~~taf~ ~ ~^;~~T JERRY R DUF~~~r !``~ F~, JOHNSON ETAL PO BOX 109 LEMOYNE PA 17043-0109 ~1) 4,996.33 C2) .00 Cs) .00 C4) .00 C5) .00 C6) .00 c7) .00 C8) CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------ 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 O `a -z~ ~ . - ;-~ x~ __.,- !~ ~ ~ _ . _, _, _ ' "'O ,__, . ~ ~ , , .~ ..; .. ~='-. ~. _ 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 n rv o C~ ~ ~-% `.° , - ~ ~ - ~T~) -~[ r -, t-~ - ` Q c~ W >' Register