The URL can be used to link to this page

Home My WebLink About03-19-10-~~ - c~F" ~ I~'~, DATE: COMMONWEAi,TH OF PENNSYLVANIA SUBJECT: DOCKE'I'II~tG NONRESIDENT DECEDENT FILE INFORMATION TO `~-`' <`~'", ~~,- ~<-tv~ <~ COUNTY REGISTER Of WILLS - r ..~ ~--, FROM: ]oha Riedcuan -~~' ~--' ~_-~ Specialty Tax/Noaresident Unit - laheritancz Tax Division -- -.. Bureau of Individual Taxes '~`=' Deparmteat of Revenue -,-. i' _.__. _ .. Awc6ed is nonresident decedent Sle information ~ { ~.` y~ ~'- concerning taxable property locafe~ in Please docket and file the attached information so it may be available for future neferenoc. Tbaok y«r. Attachment COMMONWEALTH OF PENNSYLVANIA '~' DEPARTMENT OF REVENUE petltlS~/LVal11a r ~~ ~~~~ __ DEPARTMENT OF REVENUE ~,~NOTICE OF NONRESIDENT INHERITANCE REV-537 IX AFP nz-o9~ BUREAU OF INDIVIDUAL TAXES ~ TAX APPRAISEMENT, ALLOWANCE OR INHERITANCE TAX DIVISION,, Po sox zao6ol - ~ DISALLOWANCE OF DEDUCTIONS, HARRISBURG PA I~lza-o6ol AND ASSESSMENT OF TAX ,~ ~a ~; `i~ DATE 03-22-2010 4"~ ESTATE OF KELLER SARA H __ DATE OF DEATH 10-01-2007 '•~~'~ _ FILE NUMBER 99 09-0896 _ '`' COUNTY NON-RESIDENTN~ EILEEN htD~CARTNY BORN ACN 101 APPEAL DATE: 05-21-2010 DOLAN & DOLAN PA PO BOX D (See reverse side under Objections) NEWTON NJ 07860 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----___ _ _ _ ALLOWANCE OR REV-537 EX AFP C12-09,DISALLOWANCEOOFEDEDUCTIONSEANDAASSESSMENTPOFITAXENT, ESTATE OF KELLER SARA H FILE N0. 99 09-0896 ACN 101 DATE 03-22-2010 TAX COAXURETURN WASHOD X)EACCEPTED ASFFILEDATE I ) CHANGEDORTIONATE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I1) 475,494.00 NOTE: To insure proper 1. Real Estate (Schedule A) (2) 207,699.00 credit to your account, 2. Stocks and Bonds (Schedule B) .00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (4) 2$1,123.00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) 90,243.00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) ,00 6. Jointly Owned Property (Schedule F) C7) .00 7. Transfers (Schedule G) C8) 1,054,559.00 g. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedul 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 NOTE: If an assessment was issued previously, reflect figures that include the total ASSESSMENT OF TAX: e H) c9) 47,025.00_ clo) 341,253.00_ 388,278.00 C11) clz) 666,281.00 c13) . 00 c14) 666,281.00 lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS' RECEIPT DISCOUNT (+) PAYMENT INTEREST/PEN PAID C-) DATE NUMBER .00 12-10-2009 NR012625 545.06- 12-10-2009 NR012626 •00 X (15) 153,245.00 x c16) .00 X c17) .00 x (18) AMOUNT PAID 6,896.00 545.06 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-11-2009 00 - .00 045 = 6,896.00 12 = .00 15 = .00 6,896.00 c19) TOTAL TAX CREDIT 6,896.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. 22.23 TOTAL DUE 22.23 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE I IF TOTAL DUE IS REFLECTED AS~AN0'CREDIT"TCCR)RE~OURMAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1737-2 EX + (6-OB) (FI) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE A, PART ' REAL ESTATE IN PENNSYLVANIA FILE NUMBER ESTATE OF KELLER, SARA H. 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 t DESCRIPTION ownhouse, 1092 Bent Creek Blvd1., Silver Spring Township, Mechanicsburg, PA VALUE AT DATE OF DEATH (From reverse side TOTAL (Also enter on Line 1, Recapitulation (If more space is needed, use additional sheets of paper of the same size) ~'. 236,719.00 $ t 475,494.00 PART 1 TOTAL I ~ 238,775.00 COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE AX PO BOX 280601 QFFICIAL RECEIPT HARRISBURG, PA 17128-0601 No. NR012625 RECEIVED FROM: EILEEN MCCARTHY BORN PO BOX D NEWTON NJ 07860 ESTATE INFORMATION FILE NUMBER 99 09-0896 NAME OF DECEDENT (LAST) (FIRST) (MI) KELLER SARA H DATE OF PAYMENT 12/21/2009 POSTMARK DATE 12/10/2009 COUNTY Non-Resident DATE OF DEATH 10/1/2007 REMARKS NJ SEAL +~`~' ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 6,896.00 TOTAL AMOUNT PAID $6,896.00 RECEIVED BY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE John M. Riedman Register COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE AX PO BOX 280601 QFFICIAL RECEIPT HARRISBURG, PA 17128-0601 No. NR012626 RECEIVED FROM: EILEEN MCCARTHY BORN PO BOX D NEWTON NJ 07860 HI.IV ASSESSMENT CONTROL NUMBER 101 AMOUNT 545.06 ESTATE INFORMA I lurv FILE NUMBER 99 09-0896 NAME OF DECEDENT (LAST; KELLER DATE OF PAYMENT PnSTMARK DATE NN Non-Resident E OF DEATH REMARKS NJ SARA 12121 12/10/2009 10/112007 (MI) H TOTAL AMOUNT PAID $545.06 RECEIVED BY SEAL COMMONN/EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE John M. Riedman Register