HomeMy WebLinkAbout09-17-13 DATE: . , Commonweaith af Pennsyivania
SUB]ECT DOCKETING NONRESIDENT DECED€NT
FI�E INFORMATION
TO:
COUINTY REGISTER 4F WII.LS
FROM: EL22ABETM A BIOOM
TAX EXAMYNER 2
Inherttance Tax Divisian
Sureau ot Individusl Taxes
Departmant ot Reve�ue
COMMONWEALTH OF PENNSYLVANIA � �
DEPARTMENT OF REVENUE � pennsylvania
BUREAU OF TNDIVIDUAL TAXES NOTICE OF NONRESIDENT INHERITANCE DEPARTMENTOFREVENl1E
idHeeiTnNCe Taz orvistoN TAX APPRAISEMENT, ALLOWANCE OR REV-537 IX AFP uz-iz�
Po eox zsocoi DISALLOWANCE OF DEDUCTIONS,
HARRISBURG PA i�iza-osni pND ASSESSMENT OF TAX
DATE 09-16-2013
ESTATE OF LAI SZMON
DATE OF DEATH 06-18-2011
FILE NUMBER 99 13-0681
COUNTY NON-RESIDENT NI.S '�-�
BENJAMIN J BUTLER ACN 101 �
BUTLER LAW APPEAL DATE: 11-15-2013
lOD7 MUMMA RD STE101 (SeereversesideunderObjections)
LEMOYNE PA 17043 qmount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
PA DEPARTMENT OF REVENUE
P . O . BOX 280601
HARRISBURG, PA 17128-0601
CUT ALON6 THIS LINE RETAIN LOWER PORTION FOR YOUR RECDRDS __ � _
---'--'------'---'-"-`'-- - --"---"--'--'-
REV-537 EX AFP C12-12� NOT E OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF LAI SIMON FILE N0. 99 13-0681 ACN101 DATE 09-16-2013
TAX COMPUTATZ�N METHOD ELECTED: (X ) FLAT RATE O PROPORTIONATE
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGEO
RESERVATION CONCERNIN6 FUTURE INTEREST - SEE REVERSE �
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN �
1. Real Estata CSChedule A) �y� 637,892. 17 NOTE: To insure prooer
2. Stocks antl Bonds (Schetlula 8) ' (Z) .00 eredit to your aecount,
3. Closely He1E Stoek/Partnership Intarest (SChedule C) (3) .�0 submit the upper portion
4. Mortga9es/Notas Re<eivable CSChetlule D) (4) •�0 of }his form with your
5. Cash/Bank Deposits/Mise. Personal Proparky (SChedule E) (5) G7 0� tax;:pAYmentr�:.r
6. Jointly Owned Proparty� (SChedule F) (6)� -` ,�
7. Transfers (Schetlula G) (7) W ��
b. iotal Assats � �� '' 637,$92.17
i" ,.. m
APPROVED DEDUCTIONS AND EXEMPTIONS: S.* V� �-- .�
9. Funeral Expenses/Adm. CosYS/Misc. Expenses CSChetlule H) (9)�� ` z ;
10. Debts/Mortgage LSaCilikies/LSens (Sehatlule I) (10) . � e- _,
11. Total Deduetions :n �1��� �., �"-. ,� . .00
72. Net Value of Tax Return � (y�Z) �� 6���•.�'�2. 1�
13. Charitable/6overnmental Bequesks CSehetlule J) h (1;) C.n �''� �" ,00
14. Net Value of Estaie Subiect to Tax �y4) 637�892. 17
NOTE: If an assessnent Was issued previously, lines 14, 15 and/or 16, 17. 18 and 19 will
refleet figures that include the total of ALL returns assessed to date. �
ASSESSMENT OF TAX:
15. Amount of Line 14 aY Spousal rate �lg� 637.$92. 17 X 00 = .00
16. Amount of Line 14 kaxable at Linaal/Class A rate (36) • �0 x 045 = .00
___._.__._ _. . . _____ ._ .. _ . . ._ _____..._
17. Amount of Line 14 at Sihling reTe (17) . 00 X 12 = � �� .00
18. AmounY of Llne 14 taxahle at Collataral/Class B raYa (18) . �0 X 15 = .00
19. PrincSpal Tax Oue �lg� .0�
T ITS:
PA MENT REC LSC�UNT (+) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT . 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. TOTAL DUE . 00
t IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LE55 THAN 61, NO PAVMENT IS REpUIRED. `^�
FOR LALLULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTEO AS A ^CREDIT^ CCR7, YO❑ MAY BE DUE t4N�
A REFUND. SEE 2EVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \J
V-1737-2 EX+(6-O8j
� • , SCHEDULE A, PART 1
y, � . pennsylvania REAL ESTATE
�1�iI�� �EPARTMENTOFREVENUE '
iNHewTnNCEr��ruRN IN PENNSYLVANIA
NONRESIDENT DECEDEM
STATE OF � FILE NUMBER
ai Simon 22 13 0423
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 jointfy-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 �
. 1/3 tenants in common interest in properiy az 227 N 2nd St,City of Harrisburg,Dauphin County,Harrisburg,PA 67,402.67 '�
Value=(Common Level Rario)(Assessed Value)/3; $67,402.67=(1.42)($142,400.00)/3
. 1/3 tenants in common interest in property at 1720 Loucks Rd,West MancLester Twp,York County,York,PA � '�279,670.83 �
Value=(Common Level Ratio)(Assessed Value)/3; $279,670.83 =(125)($671,210.00)/3 � ,
,�v' ,
. ✓ 1/3 tenents in common interes[in proper[y at 149 N Hanover St,Borough of Carlislq Cumbedend County,Cerlisle,PA '/ �6,966.67
Value=(Common Level Ratio)(Assessed Value)/3; $76,966.67=(1.00)($230,900.00)/3
�. 1/3 tenants in common interes[in property at 1311 E Chocolate Ave,Derry Twp,Dauphin CounTy,Hershey,PA �213,852.00
Value=(Common Level Ratio)(Assessed Value)/3; $213,852.00=(1.42)($451,800.00)/3
� PART 7 TOTAL
$ 637,892.17
� PART 2 TOTAL
(From reverse side.)
TOTAL (Also enter on Line 1, Recapitulation) $ 637 892.17
(If more space is needed, use additional sheets of paper of the same size)