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Home My WebLink About03-03-14 ? pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES IN YOUR REPLY PO BOX 280601 PLEASE REFER TO: HARRISBURG PA 17128-0601 (717) 783-3836 February 4, 2014 CUMBERLAND COUNTY COURTHOUSE REGISTER OF WILLS 1 COURTHOUSE SQUARE ROOM 102 CARLISLE PA 17013 RE: Estate of: Pauline M. Shafer File No.: 2113-0917 County: Carlisle Date of Death: February 27, 2013 Dear Ms. Strasbaugh: The subject decedent at death legally resided outside the state of Pennsylvania; accordingly, you are authorized to close your records for inheritance tax purposes. All other inheritance tax documents filed under your resident inheritance tax number for the subject decedent (if any) should be forwarded to this office at the address shown above. Included should be photocopies of all receipts for colletion of inheritance tax in the subject estate which have been issued by your office. It is not necessary to return Departmental documents forwarded to your office under the nonresident file number as we maintain a file of all documents forwarded for the estates. All matters concerning this estate will be maintained under the Pennyylvania Nonresident File Number 9913-1059. ro Thank you for your cooperation in this matter. CD �C TI Sincerely, m Uj W S7 Elizabeth Bloom � � ��p Tax Examiner o Bureau of Individual Taxes Inheritance Tax Division S-IT: IHN13 Bureau of Individual Taxes I PO Box 280601 1 Harrisburg, PA 17128 1 717.787.8327 1 www.revenue.state.pa..us l 1" DATE: Commonwealth of Pennsylvania SUBJECT DOCKETING NONRESIDENT DECEDENT FILE INFORMATION TO: COUNTY REGISTER OF WILLS FROM: ELIZABETH A BLOOM TAX EXAMINER 2 Inheritance Tax Division Bureau of Individual Taxes Department of Revenue 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 17128-06D1 AND ASSESSMENT OF TAX DATE 02-17-2014 ESTATE OF SHAFER PAULINE M DATE OF DEATH 02-27-2013 I C FILE NUMBER 99 13-1059 COUNTY NON-RESIDENT �C a BLACKARD CARROLL L ACN 101 ROEGIERS GOLDIN C STE 2 APPEAL DATE: 04-18-2014 701 COLORADO AVE (See reverse side under Objections) STUART FL 34994-3008 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 SHAFER PAULINE M FILE NO. 99 13-1059 ACN 101 DATE 02-17-2014 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) 322,000.00 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 S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,100.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 B. Total Assets (g) 324,100.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) CID) .00 il. Total Deductions (11) .00 12. Net Value of Tax Return (12) 324,100.00 13. Charitable/Governmental Requests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 324,100 . 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 (16) 324, 100.00 X 045 = 14,585.00 17. Amount of Line 14 at Sibling rate (17) . 00 X 12 = .00 -c2 18. Amount of Line 14 taxable at Collateral/Class B rate (18) . 00 X 15 = - .DO 19. Principal Tax Due (19) 14,585.0.0- ,:T 11 TAX CREDITS• PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-22-2013 NRO17491 .00 14,585.00 TOTAL TAX CREDIT 14,585.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. ,00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.) COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX DEPT.280601 HARRISBURG,PA 17128-0601 OFFICIAL RECEIPT No. NRO17491 RECEIVED FROM: ACN ASSESSMENT CARROLL L BLACKARD ESQ CONTROL AMOUNT 701 COLORADO AVE NUMBER STUART FL 34994 101 14,585.00 ESTATE INFORMATION FILE NUMBER 9913-1059 NAME OF DECEDENT (LAST) (FIRST) (MI) SHAFER PAULINE M DATE OF PAYMENT 12/5/2013 POSTMARK DATE 11/22/2013 COUNTY Non-Resident DATE OF DEATH 2/27/2013 TOTAL AMOUNT PAID $14,585.00 REMARKS RECEIVED BY Elizabeth Bloom SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Register REV-17372 Ex+(6-08)(Fn y SCHEDULE A. PART 1 &z.' pennsyFvania DEPARTMENT OF REVENUE REAL ESTATE t INHERITANCE TAX RETURN IN PENNSYLVANIA NONRESIDENTOECEDENT - ESTATE OF FILE NUMBER Pauline M. Shafer Part t 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 I. Single Family Residence,43 Green Ridge Road,Mechanicsburg,PA 17050,Value based on appraisal 322,000.00 attached, PART 1 TOTAL $ 322,040.64 PART 3 TOTAL (From reverse side.) $ TOTAL (Also enter on Line 1, Recapitulation) $ 322,000.00 (If more space is needed, use additional sheets of paper of the same size)