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HomeMy WebLinkAbout10-08-10t ~ TH OF P~~V CC~Qr~~~ ~~~G N t j SU~ECT ~ ~,E 1~O~ATl --- ;_-~ ..._.--.-iSTE'~ QF V~TII-ls -- ~~ _~. COL'II~''~ - , -~ ~, ~- ~- .....,- < <:- -, ..~ ~, ~ FRAM ~ lob-n g' T~~ident Unrt Sp°~ Tsx Eton Burry ~ ~~ e~ ~~c~ °`~~~ ~bk ply locate w i~t dcccd~ {plc iaforn~'OII Amu~~ ~ nO~ ,~~blc fprr fuNn y~ ~~~ inf~,~;a"n so n maY be a dockd ~` filc ~ ~ Plt~ nf~~- 'i'ha~ you- p~,meat COMMONWEALTH OF PENNSYLVANIA - .a-,~ DEPARTMENT OF REVENUE [Je11~1S~/~VaI1~a ~~~ ~ ~~~` _ _, .,~ DEPAI~TMENT OF REVENUE BUREAU -O F= `TNDIVI~WAL Tk)CES` NOTICE OF NONRESIlDENT INHERITANCE INHERITANCE'TAX DIVISION V TAX APPRAISEMENT, ALLOWANCE OR REV -537 EX AFP (12-09) Po sox 2sg6D~ ; .. DISALLOWANCE OF DEDUCTIONS, HARRISBURG t'A~-17128`-06fi1 AND ASSESSMENT OF TAX TOTAL TAX CREDIT •00 BALANCE OF TAX DUE •00 INTEREST AND PEN. •00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT :[S REQUIRED. FOR CALCULATION OF ADDiTiONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM F=OR INSTRUCTIONS.) ~? - DATE 10-04-2010 ~~ ,~ ~ ~~,, , ~, k ', ~ ~ ~~ ~ ~'~ `' }~ ~ ~ ~' ESTATE OF CUCCARESE JOSEPH A DATE OF DEATH O1-1b-2010 ~i ~'~` ~ _ ,~' ~ `~~ 1 ~,, ("s - ' FILE NUMBER 99 10-0543 ~~ '. C'rv , _'.' '~ COUNTY NON-RESIDENT ~ ;~'" h~A~'tTC K ' E M 1=52 Y ~' °"' ACN 101 4: ~,...~ , ,. .. - 410 N SECOND ST APPEAL DATE: 12-03-2010 H A R R I S B U R G P A 17101 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REhIIT PAYMENT T0: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE AIN LOWER PORTION FOR YOUR RECORDS ~ _ ~ RET _ REV-537 EX AFP C12-09~ _ _ NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CUCCARESE JOSEPH A FILE N0. 99 10-0543 ACN 101 DATE 10-04-2010 TAX COMPUTATION METHDD ELECTED: (X) FLAT RATE C ) PROPORTIONATE TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED 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 (1) 164, 000.00 C2) .00 C3) .00 C4) .00 (5) 1,000.00 (6) .00 (~) .00 c8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 165,000.00 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 122,993.76 C11) 122,993.76 11. Total Deductions _ C12) 42, 006.24 12. Net Value of Tax Return _ 13. Charitable/Governmental Bequests (Schedule J) (13) _ .0 0 14. Net Value of Estate Subject to Tax (14) _ 42, 006 .24 NOTE: If an assessment was issued previously, l ines 14, 15 and/or 1 6, 17, 18 and 19 will reflect figures that include the total of ALL returns assesse d to date. ASSESSMENT OF TAX: 42, 006.24 X 00 = . 00 15. Amount of Line 14 at Spousal rate Cis) •0 0 x 0 4 5 .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) = .0 0 X 12 = .0 0 17. Amount of Line 14 at Sibling rate (17) •0 0 X 15 .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) = .0 0 19. Principal Tax Due C19)_ I N A V n G L i I J PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID ~~ pennsylvania • DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF JOSEPH A. CUCCARESE SCHEDULE A, PART REAL ESTATE IN PENN'SYLI~ANIA FILE NUMBER 2010-00591 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 DESCRIPTION VALUE AT DATE OF DEATH 1. 4085 Darius Drive, Enola PA, 17025. Tax parcel number 10-14-0837-103. Decedent took title by deed 164,000.00 dated May 11, 2004, recorded on May 18, 2004 at Book 263, Page 283 in the Recorder of Deeds Office in and for Cumberland County. Agreement of Sale, not yet concluded, attached hereto. PART 1 TOTAL ~ 164,000.00 PART S TOTAL (From reverse side.) 0.00 $ TOTAL (Also enter on Line 1, Recapitulation) $ 164,000.00 (lf more space is needed, use additional sheets of paper of the same size)