HomeMy WebLinkAbout11-15-05
11-14-2005
TOFFLER
06-27-2003
99 05-0613 ').\-~S - \(J",~
NON-RESIDENT O~,
101
APPEAL DATE: 01-13-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
PA DEPARTMENT OF REVENUE
P.O. BOX 280601
HARRISBURG, PA 17128-0601
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REV-537 EX AFP (03-05) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TOFFLER ROSE M FILE NO. 99 05-0613 ACN 101
TAX COHPUTATION HETHOD 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL )fA~fS,:; c'
INHERITANCE TAX DIVISION' '.'
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF NONRESIDENT INHERITANCE
-TAX APPRAISEMENT, ALLOWANCE OR
, DISALLOWANCE OF DEDUCTIONS,
AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'"if
LL
'f 15
r.:) :!: 55
I"
ROBERT M F.REV
FREY AND T'lLEY
5 S HANOVER STREET
CARLISLE PA
17013
ll)
(2)
(3)
(4)
(5)
(6)
(7)
145,000.00
.00
.00
.00
.00
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage liabilities/liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
REV-537 EX AFP (06-05)
ROSE
M
DATE 11-14-2005
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax payment.
(8)
145,000.00
ll1)
ll2)
ll3)
ll4)
.00
145,000.00
.00
145,000.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of line 14 at Spousal rate
16. Anount of line 14 taxable at lineal/Class A rate
17. Anount of line 14 at Sibling rate
18. Anount of line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
ll5) .00 X 00 .00
ll6) 145,000.00 X 045 = 6,525.00
ll7) .00 X 12 = .00
ll8) .00 X 15 = .00
ll9) 6,525.00
.. ..~... ,,~'" -~. . (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
08-19-2005 NR007433 406.75- 6,942.00
TOTAL TAX CREDIT 6,535.25
BALANCE OF TAX DUE 10.25CR
INTEREST AND PEN. .00
TOTAL DUE 10.25CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
217
REV-1737-2 EX + (9-00)
'-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
ESTATE OF FILE NUMBER
Toffler, Rose Mary
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 which is 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 willino seller neither beino compelled to buv or sell both havina reasonable knowledoe of the relevant facts.
SCHEDULE A, PART 1
REAL ESTATE
IN PENNSYLVANIA
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE OF DEATH
809 Hamilton Street
Carlisle, PA 17013
Single Family Residence held as a rental property.
Acquired by deed from Alan R. Toffler and Rose Mary Toffler to The Toffler Family 1980
Trust dated July 25, 1980, which deed was dated May 15, 2000 and recorded June
12,2000, Cumberland County Deed Book 223, Page 173
Sold to Alan D. Shover. See Settlement Sheet attached
145,000
(Assessed Fair Market Value for 2003: $118,550.00)
(Assessed Fair Market Value for 2003: $118,550.00)
PART 1 TOTAL
$
PART 2 TOTAL
Prooortionate Method Onlv from reverse side $
145,000
o
TOTAL (Also enter on line 1, Recaoitulation' $
(If more space is needed, insert additional sheets of the same size)
145,000
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No. NR007433
RECEIVED FROM:
ROBERT M FREY
FREY AND TILEY
5 S HANOVER ST
CARLISLE PA 17013
ESTATE INFORMATION
FILE NUMBER
99 05-0613
NAME OF DECEDENT (LAST)
TOFFLER
DATE OF PAYMENT
POSTMARK DATE
COUNTY
Non-Resident
DATE OF DEATH
REMARKS
OR
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
(FIRST)
ROSE
(MI)
M
8/23/2005
8/19/2005
6/27/2003
TOTAL AMOUNT PAID
RECEIVED BY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Register
AMOUNT
6,942.00
$6.942.00
John M. Riedman
r---
DATE:
SUBJECT:
TO:
FROM:
...
COMMONWEALTH OF PENNSYLVANIA
DOCKETING NONRESIDENT DECEDENT
FILE INFORMATION
Y\.s <".:.\'l~C"\c, ~Q...'(V\<<-r
c:::..~'o~V'\~ ~ d., COUNTY REGISTER OF WILLS
John Riedman
Specialty TaxlNonresident Unit
Inheritance Tax Division
Bureau of Individual 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