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
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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)