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HomeMy WebLinkAbout01-25-05 DATE: SUBJECT: TO: FROM: COMMONWEALTH OF PENNSYLVANIA DOCKETING NONRESIDENT DECEDENT FILE INFORMATION YI:s. . '-,\(~H\c ~Q'(Y'K{, "-'-'''''\.-w\<>v,\ COUNTY REGISTER OF WILLS John Riedman Specialty Tax/Nonresident Unit Inheritance Tax Division Bureau ofIndividual Taxes Department of Revenue Attached is nonresident decedent file information concerning taxable property located in your county. Please docket and file the attached information so it may be available for future reference. Thank you. Attachment NOTICE OF NONRESIOENT INHERITANCE TAXTr,,.:l)l,CQJl~E OR DIS tt; . m:E'OF'lllEl>lIeTiONS, A~= .iijissil~ifT ".i!l1'~X DATE 2005 JAN I 0 fA~f~~~EATH FILE NUMBER CLERK ~OUNTY ORPHAN'S <AtONRT CUMBi=pt /r{) (:0. pi\, I AOIount Rem; tted 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 ... iiE'Y=S3rEiCAFi>Tiir:'-03j--Niii'rcnr"-NONRESiDEiWi:iiHERi:YAiiCri"A-i-Ai'-PRAi"SEMENT:--KiI.oWANCE"-oiC-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOGAN SR JOHN W FILE NO. 99 04-0776 ACN 101 TAX CORPUTATION RETHOD ELECTED: (X J FLAT RATE (J PROPORTIONATE TAX RETURN WAS: (XJ ACCEPTED AS FILED (J CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.te {Schedule AJ 2. Stocks end Bonds (Schedule 81 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule f) 7. Transfers ISchedule G) 8. Total Assets 01-10-2005 LOGAN SR 11-16-2000 99 04-0776 NON-RESIDENT \"II::) 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z806Dl HARRISBURG PA 171Z8-0601 GERALD J SHEKLETSKI 414 BRIDGE STREET PO BOX E NEW CUMBERLAND *~e REV-557 EX UP 112-0~l JOHN W PA 17070 UJ (2J (3J (4J (SJ (6J (7J .00 .00 .00 .00 .00 .00 180,000.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Expenses/Adm. Costs/MIsc. Expenses (Schedule H) (9) 10. Debts/Mortgage llabIlitie$/liens (Schedule I) (10) 11_ Total Deductions 12. Net Value of Tax Return 13. Charitable/Governaent.! Bequests (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 DATE 01-10-2005 NOTE: To insure proper credit to your account, submit the upper portion of this for~ with your tax pay.ent. (8J 180,000.00 UIJ [12J U3J U4J .00 180.000.00 180,000.00 .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 ~ returns assessed to date. ASSESSMENT OF TAX: ~AX -CREDiTS. . DATE NURBER l>' AROUNT PAID INTEREST/PEN PAID (-J TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 15. Amount of Line l~ at Spousal rate 16. Amount of line 14 taxable at lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of line 14 taxable at Collateral/Class B rate 19 Principal rax Due USJ .00 X 00 = U6J .00 X 045 = U7J .00 X 12 = U8J .00 X 15 = . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (9) .00 .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'. (CRJ, YOU RAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.J REV.1737.6 EX + (9.00) . ~ <::;:.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF LOGAN, JOHN W., SR. sa oQI:'G INTER-VIVOS TRANSFERS & MSC NON I 'I1l0emE t"KUI1:K'" Use Schedule G, Part 2, ONLY for proportionate method of tax computation. FILE NUMBER 99- Part 1 must include all transfers of real estate and intangible personal property located in Pennsylvania. Complete Part 2 ONLY WHEN THE PROPORTIONATE METHOD OF TAX COMPUTATION IS ELECTED. Include in the description of property Ihe date the transfer was made and the name and relationship of the transferee, This schedule must be completed and filed jf the answer to questions 1 through 4 on the reverse side of the REV-1737 cover sheet is yes. RARr 1 - PROPERTY OR TANGIBLE PERSONAL PROPERTY LOCATED IN PENNSYLVANIA THAT WAS TRANSFERRED 1, DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to Decedent and the date of transfer Attach a copy of the deed for real estate, House and lot iliocated at 514 Lamp Post Lane, Camp Hill (Hampden Township) Cumberland County, PA sold to William Craig and Susan Turner on June 28, 2002 Copies of deed and settlemetn sheet attached. DATE OF DEATH VALUE OF ASSET $180,000.00 % OF DECD'S INTEREST 100% EXCLUSION (IF APPLICABLE) TAXABLE VALUE 180,000.00 ITEM NUMBER o :;;0 (n;g -'.,',:ro _D )>. r- c;Zm ";~C05? "_../~)O r--.,c"-- ,>_<, c! -71 .> ::5 "''1-1 >' F-g C~ C-.) ~:'~~: tr'j '_J ,---) ~--l .::::cJ (-:) r-n o --n FWlI" 1 1CIJ\L $ $ $ RARr .2 - ALL OTHER TRANSFERS . DESCRIPTION OF PROPERTY %OF ITEM Include the name of the transferee, their relationship to Decedent and the date of DATE OF DEATH DEeD'S EXCLUSION .. NUMBER transfer. Attach a copy of the deed for real estate. VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE e_ 1, . - $ - FWlI" :z 1CIJ\L $ $ .. - .. "R:JDU... (Also enter on iine 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size)