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Home My WebLink About11-23-09DATE: COMMONWEALTH OF PENNSYLVANIA SUBJECT: DOCKIr'TIIVG NONRESIDENT DECEDENT FILE INFORMATION ~.., TO: _ -w, ~.~ `.~ ~ - ~,- ~.Y`~c; COUNTY REGISTER OF WILLS ~ >> ~ ~~ FROM: John Riedman - ~ rs Speciahy Tax/Noaresideat Unit T ` c Inheritancx Tax Division ~ ~ _~ ` ' -~- ~- Bureau of Individual Taxes - Dcparanent of Revenue -, - ,' ---- r., Attached is nonresideai decedent file information concerning taxable property locatod in y~ ~~ Please docket and file the attached information so it may be available for future rtfcreacc. Thank you. Attachment COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF' INDIVIDUAL TAxES :. NO`TI'CE OF NONRESIDENT INHERITANCE ~ ?~ ~~i ~~i ~ INHERITANCE: TAX Drv1S1oN a - TAX ~ARPRAISEMENT, ALLOWANCE OR Po eox zas6ol HARRISBURG PA 17128-0601 ~ DISALLOWANCE OF DEDUCTIONS, REV-537 EX AFP (01-09) AND ASSESSMENT OF TAX ~~n~ny ~~~~~ ~~ t ~ )~ 2 ~ DATE 11-16-2009 ESTATE OF FIGARI ALICE I ~~ ~'_~?„ ~`;` DATE OF DEATH 01-06-2009 C~"' '~' "` \;I ? FILE NUMBER 99 09-0579 („ ". ?~ COUNTY NON-RESIDENT ~~, ~ DALE F SHUGHART JK ACN 101 ].0 WEST HIGH ST APPEAL DATE: 01-15-2010 CARL I SL E PA 17 013 (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 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 FIGARI ALICE I FILE N0. 99 09-0579 ACN 101 DATE 11-16-2009 TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE C ) PROPORTIONATE TAX RETURN WAS: C 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. INortgages/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. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. ])ebts/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 C1) 174,963.60 NOTE: To insure proper (2) •00 credit to your account, (3) •00 submit the upper portion (4) 00 of this form with your C5) 825.00 tax payment. (6) .00 (7) .00 (B) 175, 788.60 c9) .00 clo) .00 cll) .00 c12) 175,788.60 (13) . 00 (14) 175,788.60 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. lamount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 175, 788.60 x 045 = 7, 910 .49 17. lamount 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 C19) 7,910.49 rHxmtni Ktctiri u1s(:ouNi (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 08-07-2009 NR012242 .00 7,910.49 TOTAL TAX CREDIT 7,910.49 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE {^ r A REFUND. SEE REVERSE SIDE OF THiS FnaM Fna rucTaurTrnuc i ~d REV-1737-2 E.X + (6-OS) (FI) Pennsylvania DEPARTMENT OF REVENUE INHERRANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE A, PART 1 REAL ESTATE IN PENNSYLVANIA ESTATE OF FIGARI, ALICE I. FILE NUMBER Part 1I 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 t. Lot and home located at 1301 Asper Drive, Boiling Springs (South Middleton Township), Cumberland 174,963.60 County, Pennsylvania 17007 (Prior Deed reference: Deed Book "F", Volume 35, Page 889); Cumberland County Tax Parcel #22-33-043-018. Value based upon date of death assessed value, $138,860 times the applicable common level ratio 1.26 equals PART 1 TOTAL PART S TOTAL (From reverse side.) $ TOTAL (Also enter on Line 1, Recapitulation) $ (If more space is needed, use additional sheets of paper of the same size) REV-1737-4 EX + (6-08) j ~ Pennsylvania Cyr DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE E, PART 1 MISCELLANEOUS PERSONAL PROPERTY ESTATE OF FIGARI, ALICE I. FILE NUMBER Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples of tangible personal property are jewelry, furniture, paintings, etc. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is elected. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~ Household goods, furniture antl furnishings located at 1301 Asper Drive, Boiling Springs, PA. Value 825.00 based upon attached appraisal of Alyssa Loney, IBIS Appraisal Services. PART 1 TOTAL 825.00 PART Z TOTAL (From reverse side.) $ TOTAL (Also enter on Line 5, Recapitulation.) 825.00 $ (If more space is needed, use additional sheets of paper of the same size) COMMONWt ALI H OF E'tNNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX PO BOX 280601 ~ {~ ~ '; HARRISBURG. PA 17128-0601 OFFICIAL RECEIPT ~ ~ '. ` ~, No. NR012242 R CI~CIVCIJ rRVIVI. DALE F' SHUGHART JR 10 WEST HIGH ST CARLISLE PA 17013 ESTATE INFORMATION FILE NUMBER 99 09-0579 NAME OF DE=CEDENT (LAST) (FIRST) (MI) FIGARI ALICE I DATE OF PAYMENT 9/11/2009 POSTMARK DATE 8/7/2009 COUNTY Non-Resident DATE OF DEATH 1 /6/2009 REMARKS MD SEAL ACN ASSESSMENT CONTROL NUMBER 101 AMOUNT 7,910.49 TOTAL AMOUNT PAID $7,910.49 RECEIVED BY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE John M. Riedman Register