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Home My WebLink About09-18-09_ _ _ _ _ _ _ _ DATE: COMMONWEALTH OF PENNSYLVANIA SUBJECT: DOCKETIIVG NONRESIDENT DECEDENT FILE INFORMATION TO: C ,~ COUNTY REGISTER OF WII.LS FROM: ]oln ~~ Speciahy Tax/Neoresideat Unit In6erifance Tax Division Bureau of Individual Taxes Deparm~ of R~veove Attaci~ed is na®rr~sideat decedeat file infonaati~ coocernin8 taxable ProP~y located in your wanly. Please docket and file the attached information so it may be available for fnouzc n[erence. Thank you. Attachment ~' n( r n M •~ ~'~.. BUREAU OF IND~~~_ 1J~J.,:~C~~S; ~~" INHERITANCE TAX DI1/.I `~ PO BOX 280601 ~~tj ~' ~,~'~ ''..;t ~ ~ _ _ HARRISBURG PA 1712 6 1 2fi149 SEP ~ 8 ~~' ~2' S ~ COMMONW~LT}~OF PENNSYLVANIA DEPI~RTMENfi OF REVENUE 'NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ~i~.~RK ~F pRPNA~I'~(C, (~t~1R~t JAMES (,~Jt~~~`ES~"'" PA 354 ALEXANDER SPRING RD SUITE 1 CARLISLE PA 17015 ~~ o~. Ny REV-537 EX AFP CO1-09) DATE 09-15-2009 ESTATE OF PLANTE GENEVIEVE F DATE OF DEATH 06-30-2003 FILE NUMBER 99 09-0405 COUNTY NON-RESIDENT~,~. ACN 101 APPEAL DATE: 11-14-2009 (See reverse side under Objections) Aeount RelBitted ~- 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 ~ ------------------------------------------------------------------------------------------ REV-537 EX AFP CO1-09) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PLANTE GENEVIEVE F FILE N0. 99 09-0405 ACN 101 DATE 09-15-2009 TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE ( ) PROPORTIONATE TAX RETURN WAS: C ) ACCEPTED AS FILED C ~ CHANGED SEE ATTACHED NOTICE 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 (1) •DO NOTE: To insure proper t;2) .00 credit to your account, C3) •0 0 submit the upper portion t:y) .00 of this form with your C5) • 00 tax payment. c6) .00 c7) 93,870.73 cB) 93,870.73 c9) .00 clo) .00 cll) .00 c12) 93,870.73 c13) 32.186.40 c14) - 61.683.93 NOTE: If an assess~ent 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) .DO X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 61,683.93 X 045 = 2,775.78 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .DO 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 a .0 0 19. Principal Tax Due TAX CREnTTC• cly) 2,775.78 A DATE C NUMBER 0 + INTEREST/PEN PAID (-) AMOUNT PAID 05-12-2009 CD011219 164.62- 2,940.40 ,..+~e.n.,~ yr u1~rAlL lnll CKtJ I /YtNAL I Y A$ OF * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 05-13-2009 TOTAL TAX CREDIT 2,775.78 BALANCE OF TAX DUE .00 INTEREST AND PEN. 720.12 TOTAL DUE 720.12 IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. ~~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF' THIS FORM FOR INSTRUCTIONS.) 07/20/2009 KON 12:12 FAX 7172497334 ®016/026 REV•1737.6 EX + (fi•OB) SCHEDULE G Use Schedule G, Part 2, ONLY for ~ = pennsylvania ENTER-VIYOS TRANSFERS & oErnaTMeNroF::EVeNUe proportionate method of tax computation. MISC. NON-PROBATE PROPERTY INHERITAN.E TAX RETURN NONRESSOENT DECEDENT FILE NUMBER ESTATE OF Genevieve Frances Plante 99-09- Part 1 must include all transfers of real estate and tangible personal progeny located :n rennsyivac~~u. Compiete Part 2 ONLY when the proportionate method of tax computation is elected. ._ ..._ ...,....~.,. ,.,~~ .,,~.fo anti the name and relationship of the transferee. This schedule InCtUp m e In u:e uCac.nyuvn vi N~~N~„~ .. .......... ..._ .._..- - -- ust be completed and filed if the answer to questions 1 throug h 4 on the reverse s ide of the covers ee Is yes. .~. ITEM DESCRIPTION OF PROPERTY and the dale of transler , the fe t Include the name of theA~a~eeee eC '( \ALTUE OFD SSET ~INTERESDT S EXCLUSION (1F APPLICABLE TAXABLE VALUE iJUMBER ~ o h estate or rea deed ~ • Real Estate in trust from husbands Estate -situate at Al E. South St., Borough of Carlisle, Cumberland Co, PA (See HUD-1. attached) 93,500.00 100 93,500.OC 2 James W. Wolf, Jr. & Angela C. Wolf, refund of prorated school real estate tax (see HUD-1 attached) 310.73 100 370.7: $ 93,870.7; $ PART 1 TOTAL $ • ITEId OESCRIPTtt)rt OF PROPERTY Include dte name of the Iransleree, the relationship to Decadent and the date of Iransler. ' ALUEOOf ASSET o~INTERE&T'S IFEAPPLISCABLE) TAXABLE VALUE NUMBER eslate. Attach a copy of the deed for real 1. PART 2 TOTAL $ $ $ 0.01 TOTAL (Also enter on tine 7, Recapitulation.} I $ 93,870.73 {If more space is needed, use additional sheets of paper of the same size) COMMONWEALTH OF PENNSYLVANIA ~ - ' REV-1182 EX(11-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAKES OEPT.280801 HARRISBURG. PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1219 HUGHES JAMES D 354 ALEXANDER SPRING RD SUITE 1 CARLISLE, PA 17015 ACN ASSESSMENT AMOUNT CONTROL NUMBER roa ---------- -------- ESTATE INFORMATION: ssN: oo0-00-0000 FILE NUMBER: 2109-0444 DECEDENT NAME: PLANTE GENEVIEVE FRANCES DATE OF PAYMENT: 05/ 12/2009 POSTMARK DATE: 05/12/2009 COUNTY: . CUMBERLAND DATE OF DEATH: 06/30/2003 101 ~ 5 2, 940.40 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY S 2, 940.40 CHECK# 4402 INITIALS: AJW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS