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Home My WebLink About04-09-12. ~ Commonwealth of Pennsylvania DATE: SUB7ECT DOCKETING NONRESIDENT DECEDENT FILE INFORMATION TO: ~ e COUNTY REGISTER OF WILLS FROM: ELIZABETH A BLOOM TAX EXAMINER 2 Inheritance Tax Division Bureau of Individual Taxes Department of Revenue . ti BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ANTHONY Y MCBETH 407 N FRONT STREET FIRST FLOOR HARRISBURG PA COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE pennSy~Van~a ~~ NO~~CI~'"~F`.~Ii~O,'~l~ NT INHERITAN CE DEPARTMENT OF REVENUE T -74PP~RA~S~ ALLOWANCE OR REY-537 EX AFP (12-11) S'A-LLOWdNC ~ DEDUCTIONS ~ , AND ASSESSMENT OF TAX ,j{,ij~' hF'R _(~ ~~ {`: ATE 04-09-2012 3yTATE OF SHAMANSKY JR JOSEPH P DATE OF DEATH C~~~ ~~ 11-12-2010 /~, ~ ~ - ~'1r ~ (< " FILE NUMBER ORF~H:~.I~~~S COURT COUNTY 99 12-1201 : _ - NON-RESIDENT Ala . ~~~ r ~~~~~rG.=F h^ , ,~ ~~CN 101 APPEAL DATE: 06-08-2012 (See reverse side under Objections) 17101-1215 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------ REY-537 EX AFP X12-11) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHAMANSKY JR JOSEPH P FILE N0. 99 12-1201 ACN101 DATE 04-09-2012 TAX COMPUTATION METHOD ELECTED: (X) FLAT RATE C ) PROPORTIONATE TAX RETURN WAS: ( ) ACCEPTED AS FILED ( ~ CHANGED $EE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) L0. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax C1) .00 C2) .00 C3) .00 C4) .00 C5) 50.00 C6) .00 C7) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. ~$) 50.00 c9) .00 Clo) .00 C11) .00 C12) 50.00 C13) . 00 C14) 50.00 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. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 50.00 x 045 = 2.25 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due C19) 2.25 TAX CRFnTTSe PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 11-28-2011 CD015259 .02- 1,897.00 TOTAL TAX CREDIT 1,896.98 BALANCE DF TAX DUE 1,894.73CR INTEREST AND PEN. .00 TOTAL DUE 1,894.73CR * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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-1470 Ex (Ot-10) ~~~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME FILE NUMBER SHAMANSKY JR JOSEPH P 9912-1201 REVIEWED BY AGN Elizabeth Bloom 101 SCHEDULE E G H EXPLANATION OF CHANGES Reduced the schedule Reduced the schedule to zero. Intangible personal property located in Pennsylvania, such as bank accounts, stocks, bonds, etc., are not subject to Pennsylvania Nonresident Inheritance Tax and should not be reported. Reduced the schedule to zero Section 9116(b)(2) of the Inheritance and Estate Tax Act of 1991 sets forth the method of computation of Inheritance Tax in the estate of a nonresident decedent. When the tax is calculated by the flat rate method, the only deductions allowed by the statute are any mortgages, liens or taxes that. encumbered the Pennsylvania property which were due and owing as of the decedent's date of death. Row Paae 1 RE1'-1737-a EX - i6-08) ~i Pennsylvania INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE E, PART 1 MISCELLANEOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER SHAMANSKY, JOSEPH P. 21-11-0710 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 ~ CITIZENS BANK ACCOUNT ENDING IN 6118 4,245.00 2 1994 CHEVROLET S-10 TRUCK I 50.00 ~~' ~ PART 1 TOTAL 4,295.00 PART S TOTAL ' (From reverse side.) $ TOTAL (Also enter on Line 5, Recapitulation.) $ 4,2~~.00 ``ti (It more space is needed, use additional sheets of paper of the same size) REV-1737-6 EX } (6-OS) i~ penn~ylvania pcPAFTr4E:V? '= REVENiiE INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & use schedule G, Part 2, ONLY for MISC. NON-PROBATE PROPERTY proportionate method of tax computation. ESTATE OF SHAMANSKY, JOSEPH P. FILE NUMBER 21-11-0710 Part 1 must include all transfers of real estate and tangible personal property located in Pennsylvania- Complete Part 2 ONLY when the proportionate method of tax computation is elected. Include in the description of property the date the transfer was made and the name and relationship of the transferee. This schedule must be completed and filed if the answer to questions 1 through 4 on the reverse side of the REV-1737 cover sheet is yes. DESCRIPTION OF PROPERTY ITEM Include the name of the transferee, the relationship to Decedent and the date of transfer. DATE OF DEATH % OF DECD'S EXCLUSION NUMBER Attach a copy of The deed.for real esta _.__ - VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE ~" -~'€NNSYLVANIA STATE EMPLOYEE RETIREMEf~(T ACCT 42 937 00 .. , . 100 42,937.Oi _._ €U ~~ ~ ~~6 ~ ' j i ~ j _ i PART 1 TOTAL $ $ $ 42,937.00 • DESCRIPTION OF PROPERTY ITEM Include the name of the transferee, the relatlonship to Decedent and the date of transfer. DATE OF DEATH % OF DECD'S EXCLUSION NUMBER Attach a copy of the deed for real estate. VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE 1. PART Z TOTAL $ $ $ 0.00 TOTAL (Also enter on Line 7 Recapitulation) $ 42 937 00 (If more space is needed, use additional sheets of paper of the same size)