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Home My WebLink About07-29-11 (2)COMMONWEALTH OF PENNSYLVANIA •~+~. DEPARTMENT OF REVENUE Pennsylvania . ~ , `1. BUREAU OF INDIVIDUAL TAXES NOTICE OF NONRESIDENT INHERITANCE DEPARTMENT OF REVENUE ~j INHERITANCE TAX DIVISION TAX APPRAISEMENT, ALLOWANCE OR REV-537 EX AFP (12-10) eke Po Box 280601 DISALLOWANCE OF DEDUCTIONS, HARRISBURG PA 171zs-o6a1 AND ASSESSMENT OF TAX DATE 07-25-2011 ~ ESTATE OF CARESTIA LAURA M ti_ ~ c~~ - DATE OF DEATH 08-19-2009 t-~ _ ! .~.,~ ~a ~~ FILE NUMBER 99 11-0470 l~l~ ~ '~-- °~-- ~C~ i COUNTY NON-RESIDEPJT - I~ "~ "~ ~ ~` Fc.~GERA1C~Ig6AN ,: 1 ACN 101 _:_ ~ S~1MAN~J HOGAN BR00 APPEAL DATE: 09-23-2011 t=~ ` ; T~~: W E iJ U E (See reverse side under O~Sjections ) ~" ~`i r ~~ L~ K P ___t ~ •. N Y 14 0 9 4 Amount Remitted ~~ A ~ ~ p L Y.. -- ~ - _. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: - t..~ PA DEPARTMENT OF REVENUE P.D. BOX 28060:1 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE ---------------------- .~ RETAIN LOWER PORTION FOR YOUR RECORDS F~ --------------------------------------------- REV-537 EX AFP (12-10) ----------------------- NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CARESTIA LAURA M FILE N0. 99 11-0470 ACN 101 DATE 07-25-2011 TAX COMPUTATION METHOD ELECTED: ( ) FLAT RATE ( X) 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. Stacks 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 C1) 470,900.00 c2) .00 c3) .00 c4) .00 ~5) 23,957.00 c6) 40,287.00 c7) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. cs) 535, 144.00 c9) 89,625.00 clo) 84,217.00 cll) 173,842.00 (12) 361,302.00 c13) .00 X14) 361,302.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflec t figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 104,777.58 x 045 4,715.00 17. Amount of Line 14 at Sibling rate X17) .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) 4,715.00 TAY !`D CTTTC. , PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED FROM 05-20-2010 TO 08-02-2011 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,715.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. _ 199.95 TOTAL DUE _ 4,914.95 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS 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 FOR INSTRUCTIONS.) REV-1737-2 EX + (6-08J (FI) ~ ` ~ - pennsylvania DEPARTMENT OF REVENUE INHERrrANCE TAX RETURN NONRESIDENT DECEDENT SCNE®tILE A, PA~tT 9 MEAL ESTATE IN PENNSYLVANIA ESTATE OF - FILE NUMBER Laura Mae Carestia Part 1 must include all real property awned by the decedent individually or as a tenant in cDmmon with another party(ies), having its silos 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 ~roilling buyer and a willing seller. neither being compelled to buv or sell and both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUEAT DATE OF DEATH 1. 131 Holly Dr. Mechanicsburg, PA 155,000.00 PART 7 TOTA! 000.00 155 , $ PART 2 IOTA! 900.00 315 (From reverse side.) , $ IOTA! (Also enter on Line 1, Recapitulation) $ 470,900.00 {If more space is needed, use additional sheets of paper of the same size)