The URL can be used to link to this page

Home My WebLink About06-01-09~... _... i -T -_ h. DATE: COMMONWEALTH OF PENNSYLVANIA SUBJECT: DOCICFTING NONRESIDENT DECEDENT Fa.E INFORMATION TO: v'~" ~ a COUNTY REGISTER OF WI1.L,S FROM: loon Riedaman Spociahy Tax/Noonsidmt Unit Inheritance Tax Division Bureau of Individual Taxes Departrneat of Revenue Attached is nonresident ~decodeat file information coocxrming taxable property located in your county. Please docket and file the attachCd information so it may be available for fi~ refieremce. Thaoic you. Attachment COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE n BUREAU of'-r-ro~sYlr3uhL TAkES NOTICE OF NONRESIDENT INHERITANCE INHERITANCE'TgX D~V'~SIpN TAX APPRAISEMENT, ALLOWANCE OR Po cox zeodd>r'~u - ~~ ~ ~-' DISALLOWANCE OF DEDUCTIONS, WIRRISBURG PA 171za-o6o1 AND ASSESSMENT OF TAX REV-537 EX AFP col-o9) ZQQ~,~~ - f (~~! t2~ Z~ DATE 05-25-2009 ESTATE OF BOUKIS MICHAEL A ~! ~~~~ rF DATE OF DEATH 10-27-2008 /~ ~/ 0~~~~~p,`~~ r:r%»~T FILE NUMBER 99 09-0140 `~`~ _/~- ~~Q l -r,~ ~~ ~ , ~~~ ~P COUNTY NON-RESIDENT F~ ~~t,~~~~....... ~++U,~--` B~~I~ ~ R ~Sq ACN 101 RHOADS &~ SINON APPEAL DATE: 07-24-2009 PO BOX 1146 (See reverse side under Ob,~ections) HARRISBURG PA 17108-1146 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 F" ------------------------------------------------------------------------------------------ REV-537 EX AFP CO1-09) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOUKIS MICHAEL A FILE N0. 99 09-0140 ACN 101 DATE 05-25-2009 TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE C ) PROPORTIONATE TAX RETURN WAS: C 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 Yalue of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax C1) 550, 000.00 NOTE: To insure proper C2) •00 credit to your account, (3) •00 submit the upper portion C4) .00 of this form with your C5) .00 tax payment. Cs) .00 C7) .00 cB) 550, 000.00 C9) .00 Clo) .00 C11) .00 C12) 550,000.00 C13) .00 C14) 550 , 000.00 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 C15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 550,000.00 X 045 = 24,750.00 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 Cly) 24,750.00 TAY rD Fi1TTS. A DATE C NUMBER CO + INTEREST/PEN PAID C-) AMOUNT PAID 01-26-2009 NR011721 1,237.47 23,512.00 05-18-2009 SBADJUST .00 .53 TOTAL TAX CREDIT 24,750.00 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 tl, NO PAYMENT 'IS REpUIRED. 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-1737-2 EX + (6-08) ~ Pennsylvania C DEPARTMENT OF REVENUE `, INHERITANCE TAX RETURN NONRESIDENT DECEDENT c SCHEDULE A, PART 1 REAL ESTATE• IN PENNSYLVANIA ESTATE OF FILE NUMBER Boukis, Michael A 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 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 and both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~• 4517 Linden Ave, Mechanicsburg, Cumberland County, PA 275,000 SEE ATTACHED APPRAISAL 2. 4516 Florence Ave, Mechanicsburg, Cumberland County, PA I 275,000 SEE ATTACHED APPRAISAL PART 1 TOT_ AL $ 550,000.00 PART Z TOTAL (From reverse side.) $ TOTAL (Also enter on Line 1, Recapitulation) $ 5 5 0 , 0 0 0 . 0 sTF eMec~oo~.s (If more space is needed, use additional sheets of paper of the same size) COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX PO BOX 260601 /~ HARRISBURG, PA 17128-0601 OFFIVIAL RECEIPT No. NR011721 RECEIVED FROM: JOSHUA BEISKER ESQ PO BOX 1146 HARRISBURG PA 17108-1146 ESTATE INFORMATION FILE NUMBER 99 09-0140 NAME OF DECEDENT (LAST) (FIRST) (MI) BOUKIS MICHAEL A DATE OF PAYMENT 2/6/2009 POSTMARK DATE 1/26/2009 COUNTY Non-Resident DATE OF DEATH 10/27/2008 REMARKS FL SEAL COMMOMA/EALTFI OF PENNSYLVANIA DEPARTMENT OF REVENUE ACN ASSESSMENT CONTROL NUMBER 101 AMOUNT 23,512.00 TOTAL AMOUNT PAID 523.512.00 RECEIVED BY John M. Riedman Register