HomeMy WebLinkAbout09-18-09DATE:
SUBJECT
TO
FROM:
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COMMONVVEALT'EI OF PENNSYLVANIA
DOCK>r'TING NONRESIDENT DECEDENT
FILE INFORMATION
C,v a COUNTY REGISTER OF WILLS
]ohn Riedinaa
Spociahy Tax/Naaresidmt Unit
Inheritance Tax Division
Bur+ea~e of Individual Taxes
Department of Revenue
Attached is idertt decodent file information concerning taxable property located in
)roar county.
Please docket and file the attached information so it may be available for future
reference.
Thadc yau.
Attachment
COMMONWEALTH OF PENNSYLVANIA
DE'~ARfiI~'LRT OF REVENUE
BuREau of INDIVIDUAL TAXES NOTICE OF NONRESIDENT INHERITANCE
INHERITANCE TAX DIVISION TAX APPRAISEMENT, ALLOWANCE OR
Po BOX 280601 DISALLOWANCE OF DEDUCTIONS,
FUIRRISBURG PA 17126-0601 AND ASSESSMENT OF TAX REV-537 EX AFP (O1-09)
DATE 09-15-2009
ESTATE OF PLANTE ARCADE J
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-, DATE OF DEATH 07-30-2000 21_v~ _~
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~ FILE NUMBER 99 09-0406
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~ 11-14-2009
APPEAL DATE:
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F~.`~ o p~ PA DEPARTMENT OF REVENUE
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BOX 280601
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HARRISBURG, PA 17128-0601
CUT ALONG THIS LINE ~..- RETAIN
------------------------------------ LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------
REV-537 EX AFP CO1-09~ NOTICE OF NON ----------------
RESIDENT INHERITANCE TAX APPRAISEME'NT, ALLOWANCE OR
DISALLOWANCE O F DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PLANTE ARCADE J FILE N0. 99 09-0406 ACN 101 DATE 09-15-2009
TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE ( ) PROPORTIONATE
TAX RETURN WAS: ( ) ACCEPTED AS FILED C ~ CHANGED $EE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stooks 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
~1) 93,500.00 NOTE: To insure proper
~2) .00 credit to your account,
c3) .00 submit the upper portion
C4) .00 of this form with your
c5) .00 tax payment.
c6) .00
c7) .00
cg) 93,500.00
c9) .00
clo) .00
cll) .00
c12) 93.500.00
c13) 93.500.00
c14) .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) .00 x 045 = .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 (18) .00 X 15 = .00
19. Principal Tax Due ~lg) .00
TAY CQ~i1TTS.
A M N R T O N C+ AMOUNT PAID
DATE HUMBER INTEREST/PEN PAID C-)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1170 Ex (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
PLANTE ARCADE J
John Riedman
.~ ..
INHERITANCE TAX
EXPLANATION
OF CHANGES
9909-0406
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H I I Reduced to zero
Page 1
07/20/2009 MON 12:10 FAX 7172497334
REV-1737-2 EX + (6-OBj (>•q
•,.
~ pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE 7AX RETURN
NONRESIDENT DECEDENT
.~.
SCHEDULE A, PART 1
REAL ESTATE
iN PENNSYLYANIA
r~loaa/a26
F{~~ NUMBER
ESTATE OF
ARCADE J. PLANTE 99-09
Part t must include all real property owned by the decedent ind'+vidually 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. Alf real estate must be
reported at fair market value, which is defined as the price at which property would be exchanged between a witting buyer and a
willing seller, neither being compelled to buy or sell and both having reasonable knowledge of the relevant facts,
ITEM DESCRIPTION VALUE AT DATE OF DEATH
NUMBER
~. Real Estate situate at 41 E. South Sireei, Borough of Carlisle, Cumberland County, Pennsylvania (See
93,500.00
HUD-1 attached)
PART ti 'TOTAL
(From reverse side.) $
TOTAL (Also enter on Line 1, Recapitulation) S
(1t more space is needed, use additional sheets of paper of the same size)
93, 500.00
93,500.00