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Home My WebLink About05-17-10COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE ~'11nS~~'Va11'ic~ . ~'~ ~~~j ~~~ ~.. ~"'..~:-~~°'~ `-~`' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ,.,,.~. ~~_ ~ ~~ OF NONRESIDENT INHERITANCE INHERITANCE TAX DIVISION t"f~~~ t,r+ -`~-ppRAISENENT, ALLOWANCE OR REV-537 Ex AFP c12-o9) Po Boot 2Baao1 DISALLOWANCE OF DEDUCTIONS, HARRISBURG PA 17128-0601 ASSESSMENT OF TAX ~~~~ ~~~ ~ 7 P~ ~+ ~ DATE 05-17 - 2010 ESTATE OF PATTERSON SR GEORGE F ~~, DATE OF DEATH 01-29-2009 ~ I_ ~~ _-1~a. ~~~P~~ ~~ ~ FILE NUMBER 99 09-0794 ~L ( ;jj ~~~~ ~~~~ COUNTY NON-RESIDENT DANIEL K CAFES E~~~ ACN 101 4001 TAMIAMI TR N APPEAL DATE: 07-16-2010 DUNWOODY ETAL STE 200 (See reverse side under Objections) NAPLES FL 34103 Auount R®uitted ~ -~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONC THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-537 EX AFP C12-09~ NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PATTERSflN SR GEORGE F FILE N0. 99 09-0794 ACN 101 DATE 05-17-2010 TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE C ) PROPORTIONATE TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED on.n.~.r^ir.rr.^ma RESERYATIQ?N CCNCEIIN6 FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF' RETURN BASED 0N: ORIGINAL RETURN 1. Real Estate CScheduls A) Cl) 205, 000.00 NOTE: To insure proper 2. Stocks and Bonds CScheduls B) (2) •0 0 credit to your account, 3. Closely Held Stock/Partnership Interest CScheduls C) C3) •00 submit the upRSr portion 4. NortBaBss/Notes Receivable CSchsdule D) C4) •Ofl of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 25,7 7 7.0 0 tax payment. 6. Jointly Owned Property CSchsdule F) C6) .0 0 7. Transfers CSchodule G) C7) .0 0 8. Total Assets C8) 230, 777.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expsnsss/Adm. Coats/Misc. Expsnsss (Schedule H) C9) .0 0 10. Debts/Mortpape Liabilities/Liens CSchsdule I) C10) .0__ 11. Total Deductions C11) .0 0 12. Nst Value of Tax Return C12) 230,777.00 13. Charitable/Governmental Bequests CScheduls J) C1S) .OD 14. Met Value of Estate Subject to Tax C14) 230;~77~. 7 NOTE: If an asssss~ent was issued previously, lines 14, 15 and/or 1 6, 17, 18 and 19 will reflect figures that ineiude the total of ~as. returns assesse d to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rats C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 230,777.00 X 045 = 10,384.97 17. Aaount of Line 14 at Sib13nB rate C17) .0 0 X 12 = .0 0 la. Amount of Lino 14 taxable at Collateral/Class B ra ts C18) .0 0 X 15 = .0 0 19. Principal Tax Duo TAY r*oen*TC-, C19) 10, 384.97 DATE NUMBER + INTEREST/PEN PAID C-) AMOUNT PAID 10-29-2009 NR012527 .00 11,000.00 TOTAL TAX CREDIT 11,000.00 BALANCE OF TAX DUE 615.Q3CR INTEREST AND PEN. .00 TOTAL DUE 615.03CR * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~~~ REV-1737-2 IX +{6-OS) (Fl) Pennsylvania DEPARTMENT OF REVENUE ~' '`'r- INHERITANCE TAX RENRN NONRESIDENT DECEDENT' SCN®o~liE Ai PART 1 REAL. ~liTA'1~' IN PENNlYL~ANIA 1 -___ - - ESTATE OF -FILE NUMBER.. George; F. Patterson, Sr. Part 1 must include ail real owned by the decedent individually or as a tenant in common with arxrther party(ies), having its §itus in . Penns)rivania. ~~~ j~ir-owned witfi right of survivor~t~ should be diack~sed on Schedule F. Ali real estate must be rted at fair marl~etP~~which is dined as -the . ~ which would be exch between a w~lin bu er and a ~ wining shier, nether being welled to buy ~ and r g reasonable k of the relevant facts. pf more space is needed, use additional sheets of paper of the same siz®) ,~E1i~173i~4 D(+ (~) pennsylvarria .DEPARTMENT OF REVENUE INHERITANCE TAX RETURN _ NONE SClf~pt~LE B, RAFT ~ 1 . ~~sc~«~o~s PERBOHAL PR4P~~TY ESTATE OF FILE Nt~MBER George F. Patterson, Sr. s Part 1 must include all tangible personal property having its sites in Pennsylvania. ~Exampies of tangle personal property are jewelry, furniture, paint~+gs, etc. AN property 1~Y-~d with the right of suryhra~ship nwst bs discbsed on Schedule F. Cornplelos Part 2 on renrsrss side ONLY when the proportionate rr~sthod of tax oomputaetion is elected. i~ €_ F a -~_~ PlART 1 T01fAL _ 25,777.00 ~ ,;:_~ . S TOTAL 0.00 (From reverse side.) ~ ; , ,, TOTAL .(Also enter on Line 5. Recapitulation.) S 25,777.00 (If mare space is needed, use additional sheets of paper of the same size) COMMONWEALTH OF PENNSYLVANIA PENN:~'iYLVANlA DEPARTMENT OF REVENUE BUREAU OF INDMD~JAL TAXES INHERITANCE AND STATE TAX HARRISB80601PA 17128-0601 ~~~ii'C'AL RE~E1I~ r r No. NR012527 RECEIVED FROM: ACN ASSESSMENT DUNWODY WHITE & LANDON PA CONTROL AMOUNT NUMBER DANIEL CAPES 4001 TAMIAMI TRAIL NORTH QUITE 200 NAPLES FL 34103 101 11,000.00 ESTATE INFORMATION FILE NUMBER 99 09-0794 NAME OF DECEDENT (LAST) (FIRST) (Mq PATTER30N SR ~EORGE~ F DATE OF PAYMENT 11/20/2009 POSTMARK DATE 10/28/2009 coUNTY Non-Resident DATE OF DEATH 1129/2009 REMARKS SEAL COMMO1111AAt'AL.TH OFj PtNNAY1.VAN1A DIEPARTMEIVT Of= REVENVE TOTAL AMOUNT PAID X11,000.00 RECEIVED BY John M. Riedman Register