HomeMy WebLinkAbout08-09-06
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COMMO"NWEA1.:m OF pENNSYLVANIA
nocKF.'fING NoNRESIDENT DECa>EN"f
FILE-INFORMATION
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specialtY TalIiNooresident Unit
lnberitallGe 'fax Di~ion
Bureau of Individual i~
neparttnent of Revenue
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08-07-2006
STOCK
01-105-2002
9906-0347
NO~-RESIDENT rt-
10~
APPEAL DA~E: 10-06-2006
( See reverse s~e 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 APPR ISEMEN'r, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT 0 TAX
ESTATE OF STOCK PHYLLIS FILE NO. 99 06-0347 AC~ 101 DATE 08-07-2006
TAX COHPUTATION METHOD ELECTED: ( ) FLAT RATE ( X) PROPORTIONATE
TAX RETURN WAS: ( X) ACCEPTED AS FILED () CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.te (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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BUREAU OF T..a~.. .i'J_TAXES
INHERITANCE ~Ji$~'
PO BOX 280601 '.-\'.1 f) \lr
HARRISBURG PA 171"28-0601 ,\ \~'. c..
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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
r\\;:-~\--,-
\..)\ ~'
ROGER BI~RWIN ESQ
IRWIN & "MCKNIGHT
60 W POMFRET STREET
CARLISLE PA 17013
(ll
(2)
(3)
(4)
(5)
(6)
(7)
38,180.00
.00
.00
.00
.00
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage 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
3q.00
.00
*'
REV-537 EX AFP (06-05)
PHYLLIS
O<r!- d'b \
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forB with your
tax pa~ent.
(8)
38,980.00
Ul)
(12)
(3)
(14)
30.00
38~950.00
.00
38~950.00
NOTE:
If an assessment was issued previously, lines 14, 15 and/pr 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns ass.ssed to date.
ASSESSMENT OF TAX: ----- I
(5) . ( 0 X 00 = .00
(6) 38,950.(0 X 045 = 1,752.75
(7) . ( 0 x 12 = .00
(8) . ( 0 x 15 = .00
(9) 1,,752.75
AMOUNT P D
I" 752'. 75
1,,752.75
.00
300.82
300.82
( IF TOTAL DUE IS LESS THAN $1" 'NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
15. A.ount of Line 14 at Spousal rate
16. A.ount of Line 14 taxable at Lineal/Class A rate
17. A.ount of Line 14 at Sibling rate
18. A.ount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
D T :
+
INTEREST/PEN PAID (-)
.00
DATE
03-30-2006
NUMBER
CD006503
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-31-2006
TOTAL TAX CR.DIT
BALANCE OF TA DUE
INTEREST AND ,PEN.
TOTAL DU
. IF PAID AFTER DATE INDICATED" SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~
HEV-1737-2 EX T (9-0r'~.'"~Q ,_
~
COMMONWEALTH OF PENNSYLVANIA
INHEHIT ANCE TAX RETURN
NONRESIDENT DECEDENT
r\ ('."T\!':: r,_
L) \,n-'$C'HEDULE A, PART 1
REAL ESTATE
IN ENNSYLVANIA
~" ','
ESTATE OF
-,'
FILE NUMBER
STOCK PHYLLIS 21 05 0
Part 1 must include all real Propflrtyowned by the'd~GEldent individually or as a tenant in common with another party(ies), having its
situs in Pennsylvania. PropertxWhich !s jointly-?wned with riQht of survivorship should be disclosed on Schedule F. AU real estate
must be reported at fair market value which IS defined as the pnce at which property would be exchanged between a willing buyer and
a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER DESCRIPTION VALUE A' DATE OF Oi::ATH
1 99 Ridge Road, North Newton Township, Newville, Cumberland County, Pennsylvania 38,980.00
1/2 interest with Lloyd E. Shoemaker, Sr.
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PART 1 TOTAL
$ 38,980.00
PART 2 TOTAL
Proportionate Method Only from reverse side $
TOTAL (Also enter on line 1, Recapitulation) $ 38,980.00
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU CF INDIViDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
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REV-1162 EX( 11.96)
RECEIVED FROM:
1~~\\LVANIA
1G~b ~\Ji}J1=lQRlfAN~E AND ESTATE TAX
j OFFICIAL RECEIPT
12,' 1\'
IRWIN ROGER B
60 WEST POMFRET STREET
CARLISLE, PA 17013
------.- fold
ESTATE INFORMATION: SSN: 189-30-2842
FILE NUMBER: 2106-0284
DECEDENT NAME: STOCK PHYLLIS
DA TE OF PAYMENT: 03/30/2006
POSTMARK DATE: 03/30/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 01/05/2002
NO. CD 006503
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,752.75
I
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I
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I
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TOTAL AMOUNT PAID:
$1,752.75
REMARKS: IRWIN ET AL
CHECK# 022866
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OFWILLS