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Home My WebLink About05-05-14 DATE: Commonwealth of Pennsylvania SUB]ECT DOCKETING NONRESIDENT DECEDENT FILE INFORMATION TO: ra u COUNTY REGISTER OF Wlt.l�§ -� rn m FROM: ELIZABETH A BLOOM M r.) C() a TAX EXAMINER 2 r x nj m Inheritance Tax Division Bureau of Individual Taxes n -o -° � n � Department of Revenue sa �- M c'' U> COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF REVENUE , pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF NONRESIDENT INHERITANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION TAX APPRAISEMENT, ALLOWANCE OR REV-537 EX AFP (12-13) PO BOX 280601 DISALLOWANCE OF DEDUCTIONS, HARRISBURG PA 17128-0601 AND ASSESSMENT OF TAX DATE 05-05-2014 ESTATE OF FREEDMAN SALLY P DATE OF DEATH 03-20-2011 FILE NUMBER COUNTY NON-RESIDENT (1� BANGS MICHAEL L ACN 101 429 S 18TH ST APPEAL DATE: 07-04-2014 CAMP HILL PA 17011-5902 (See reverse side under Objections) 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 +_ REV-537 EX AFP (12-13) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FREEDMAN SALLY P FILE NO. 99 14-0182 ACN 101 DATE 05-05-2014 TAX COMPUTATION METHOD ELECTED: (X ) FLAT RATE ( ) PROPORTIONATE TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 665,975. 00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) . 00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . 00 tax payment. 6. Jointly Owned Property (Schedule F) (6) . 00 7. Transfers (Schedule G) (7) . 00 8. Total Assets (8) 665,975.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) 665,975.00 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 665,975.00 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 DO = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 665,975.00 X 045 = 29,968.88 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19) 29,968.88 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE I NUMBER INTEREST/PEN PAID (-) 02-06-2014 NRO17807 .00 29,968.88 BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-07-2014 TOTAL TAX CREDIT 29,968.88 BALANCE OF TAX DUE . 00 INTEREST AND PEN. 1,914.35 TOTAL DUE 1,914.35 IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 01, 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.) /1\/\"S�_1 REV-1737-2 Ex+(GOB) .- j SCHEDULE A, PART 1 pennsylvania Cs7 DEPARTMENT OF REVENUE REAL ESTATE INHERCEANCE TAX RETURN IN PENNSYLVANIA NONRESIDENT DECEDENT ESTATE OF - FILE NUMBER Freedman, Sally P. 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 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 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. 501 interest in Boiling Springs, PA grocery store . 2 . 22 94 , 775 . 00 acres Tract of Land, Lot no. 2A Forge Road, Boiling Springs, PA. 2 . 50% interest in 413 Forge Road, Boiling Springs, PA. 571 , 200 . 00 PART 1 TOTAL $ 665, 975 . 00 PART 2 TOTAL (From reverse side.) $ TOTAL (Also enter on Line 1, Recapitulation) $ 665 , 975 . 00 STF BMBC1001.5 (If more space is needed, use additional sheets of paper of the same size) COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX DEPT.280601 HARRISBURG,PA 17128-0601 OFFICIAL RECEIPT a No. NRO17807 RECEIVED FROM: ACN ASSESSMENT JULIA L OBRIEN PR CONTROL AMOUNT NUMBER STE1100 8401 CONNECTICUT AVE 101 29,968.88 CHEVY CHASE MD 20815 ESTATE INFORMATION FILE NUMBER 9914-0182 NAME OF DECEDENT (LAST) (FIRST) (MI) FREEDMAN SALLY P DATE OF PAYMENT 2/26/2014 POSTMARK DATE 216/2014 COUNTY Non-Resident DATE OF DEATH 3120/2011 TOTAL AMOUNT PAID $29,968.88 REMARKS RECEIVED BY Elizabeth Bloom SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Register