HomeMy WebLinkAbout96-00785
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COH"OHWIAITIl or IllHHSVtVAHIA
DIPAI""IH' 01 NlvtHUI
IUIUAU 01 IHDIVIOUAl IAXI5
DIP," laObOI
IIARNI5IUNG. IIA IIlla-OttOI
I
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- / ~"'I' I - /)
No.21 ~9c..-r}'i!S
961ft3ftl6
09-14-96
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
I" .1"1 .. ~If II "I
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
[X] CERTIf.
EST. OF ~ARoLD R SNYDER
5.5. NO. 049-07-6900
DATE OF DEATH 06-14-96
COUNTY CUMBERLAND
'~~IHARoLD R SNYDER
,,11509 SIMPSot1:;FERRY RD
NEW CUMBERLAND PA 17070
REHIT PAYHENT AHO fORHS TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
40,550.81
16.667
6,758.60
.06
405.52
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
Account B.bnc.
P.rc.nt T.x.bl.
Anount Subj.ct to
T.x R.t.
Potenti.l T.x Due
Tox
PNC BANK has provided the Depart..ent with the Infar..atlan Ihhd helaw which hili bun used In calculating the
potential taM due. Their racards Indicate that at the d~ath of the ftbove decedent, you wer. a joint owner/beneficiary of thl. account.
If you feel thll Infar.atlan II Incorrect, pleue obtain written correction fro. the financial Institution, attach a COpy to thlt fora
,"01'1 r"tllrn It t", Ih. ...~... .lil'lr"~." thh ,.,.-."IlInl h t",_,.hle In "'rccrct"nr- "It~ t~.. InI1arlt~nc:e taM l,..! c' t"e C".aanwltalth nf P/lnn,ylvanla.
Questions ..ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE
Account No. 31700028155 Ooto
Establish.d
PART
[!]
REVERSE SIDE FOR
02-26-96
FILING AND PAYMENT INSTRUCTIONS
to Insure prop.r credit to your account, two
12) capl.. of this notice aust acca.pany your
pay.ent to the A.gi.ter of Will.. "ake check
payable to: "A.gi.ter of Will., Ag.nt".
K
NQtE: If taM pay..ant. ara ..ade within three
13) ..onth. of the deced.nt.. date of d.ath,
you ..ay d.duct a 51. dl.count of tha taM due.
Any Inh.rltanc. taM due will beco.. d.llnqu.nt
nln. (9) ..onth. aft.r the data of death.
K
A. ~ Th. abov. lnfor.atlon and taM due I. corr.ct.
1. You aay chaos. to r..lt pay..ent to the Regl.ter of will. with two copies of thl. notice to obtain
a dl.count or avoid Int.re.t, or YDU aay ch.ck bOM "Aft and return this notlc. to the Register of
Will. and an official a.......nt will be l.sued by the PA Dopart.ont of Rev.nu..
[CHECK ]
ONE
BLOCK
ONLY
a. c=J The abova a.sat ha. b.an or will be report.d and taM paid with the P.nn.ylvanla Jnhorltance faM r.turn
to bo flIed by the d.c.dent.s r.pre.entative.
C. c=J The above infor..atlon I. Incorrect and/or debt. and deduction. w.re paid by you.
You aust co.pl.t. PART [!] and/or PART [!] b.low.
If you indic.t. a different tax rate, pl..se state your
r.lationship to decedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
Under pen.lti.. of perjury, 1 decl.re th.t the
CO.Pfj;;))O i/ 1;k'};lo~, ond boll of.
TAXPA SIGNATURE
PART
~
TM"
LINE
rili Tui1I' " c.unr-u f M l H,,.~
1. Dot. Estob11shod
2. Account B.lanc8
3. Perc.nt T.xabl.
4. Anount Subject to T.x
S. Debt. and Deductions
6. Anount Tax.ble
7. T.x Rd.
8. T.x Du.
PART
[!]
DATE
PAID
PAYEE
uF "iAX UN Jui"l, IKUS', M,",,'UUi't I ~
1
2
3
4
5
&
7 X
8
I"AlJ
1
2
3
4
5
6
7
8
CLAIMED
K
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
I
I
I
I
TOTAL (Enter on Line 5 of Tax Co~put.tion)
I
I
$
fects 1 h.v. report.d above are true, correct
HOME (7/7) 77t1-Z.YJ7
WORK ( )
TELEPHONE NUMBER
ond
6;.fid -%
GENERAL INFORMAl ION
1. fAILURE TO R[SPOND will R[SULT IN AN orrtcUl TAM ASS[SSHlHT wllh 11....11'-"111. Inh'.., 1I",ull 11I.1111",..,,111111
1,,1I_ltt." II., Ifl. '111,,111:1..1 In,'IIII11111l.
t. Inll.,ttllnt. 11'I. 11.,".., 1I.llnl'".'" nln. '11I""" ",t., Itl. 1I.,.II.n", 11..1. u, lhll,l".
S. " Join' lIItea"nl I. 11I./lIII. .".n lhullIJh Ill. 118llll11_n", 111'1.. "It, "illl.d It, " 1II/1lt.t III (_1111".,,1.11".,
ill. Ac(ou"" 'I"cludlll" thQ,. h_I., II_I....." hUlhltml "fill wl'.1 ..lIllt! Ill. cI.e8118nl III.t I" julnl nn.., wlthl" 111'8 __.," I" 111I III
de"lh ",. 'ullv tlll/lbl_ It' Ifll",f.n.
~. Account. ."!lIIII_lIed Jointly h.h,.." ",,,hlt'lll 'Hid ..I'" _01. tlllm on8 ".lIf Ilrlm 10 1I."lh It'. lint '".nllle.
fl. Accounh ,.._Id by " d8[8d.nt "I" l'ult 10'"' "nother or olh.,. arM tnuhlu 'ull.,.
REPORTING INSTRUCTIONS
PART
TAXPAVER RESPONSE
I. BLOCK' - If the Infor..tlon and co.putatlon In th. notlc. ttr. correct nnd d.ductlons "'. not 1I.ln.., clal..d, plac. an "II"
In block ..,.. 0' Plllrt I 0' the "Ta_p"".r Ne,pon"," ,.ctlnn. Sign tllolO cOllhu .lnd \\lIJlllt th.. IIoIlth your chec" for the II.ounl of
IIUI to the Reghler 0' Wills of Ih. county Indlcllt.d. Th. PA D.part..nt 0' ".v.nu. 110I111 luu. nn oUltI,,1 au....ent
(ror. R[V-I~48 [XI upon racelpt 0' the r.turn fro. th. N.glst.r 0' Will'.
l. BLOCK B . If the a"et specified on this notice ha. b..n or 110I111 b. r.ported nnd tnx Pllld IIoIlth th. P.nnsylv"nln Inherllanc.
Ta. Relurn fll.d by Ihe d.C.d.nl'S rapr...nlallv., plae. an "II" In block "B" of Pllrt I of the "TnxPltyer R.spon.... soctlon. Sign one
copy and r.turn 10 the PA O.p.rt..rlt of R.v.nu., Bureau of IndlvldUll1 Taus, D.pt ;'1I0bOI, 11nrrl.burg, PA Illlll-0bOI In the
.nvelop. provided.
3. BLOCK C - If the not Ie. Infor.atlon Is Incorr.ct nnd/or dgductlons ar. b.lng clni.ed, chock hlock "COO IInd co.pt.t. Parts Z and]
:.::;r:Hr:; ~:: t!".; l:-.;tr...;tl:;:"!.: ~:!=..;. !:1::!'" t..: ::;:"i~" ~.... ~,,~..I, ...:;- .!t.. :::;'.,;" :..,~I '.,. ~...: :I"'':'~' .., .~.. :-!:.~I.. ... ....0.:'......
of Will. of the county Indlcat.d. Th. PA Dop.rt..nt of R.v.nu. will Issue nn offlclnl .ssess.ont IFor. R[V'I~411 [X) upon rge.lpt
of th. r.turn fr.. the Roglster of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Enter
NOTE:
the date tho account originallY lIoIas established or tltlod In tho .annor ..I.tlng at date 0' doath.
For. docedont dying aftor Il/llllIl: Accounts IIoIhlch the dec.dont put In Joint nn..s IIoIlthln on. II) yg.r of death ar.
ta.abl. fully as transfers. 1I0llolever, thore Is an e.cluslon not to o.coed $3,000 por transf.r.. r.gardloss of th. valuo of
tho account or tho nu.ber of accounts held.
I' a double a.terlsk (..) appear. be'or. your first na.o In the address portion of this notice, the $],000 ..cluslon
already has beon doducted fro. tho account balance as r.portod by tho financial Institution.
l. Enter the total balance of the account Including interost accrued to the datg of death.
3. Th. porcont of tho account that Is ta.abl. for each survivor I, doter.lned as follollol':
A. The percont taxablo for Joint a.set, .stabll,hed 80re than one yoar prior to tho decedont', death:
I DIVIDED BY TOTAL HUHBER OF
JOINT OWNERS
Exueplo: 'Joint ass.t registered
DIVIDED BY TOTAL HUHBER OF X 100 . PERCENT TAIIABLE
SURVIVING JOINT OWNERS
In the na.. of the docodent and two othor porsons.
I DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .161 X 100
16.7% (TAXABLE FOR EACH SURVIVOR)
B. Tho perc.nt taxable for assets cr.ated IIoIlthln one year of the docedent's doath or account, ownod by tho decodont but hold
In trust for anoth.r Indlvldual(.) (trust bgneflclarlosJ:
I DIVIDED BY TOTAL NUHBER OF SURVIVING JOINT
OWNERS OR tRUST BENEFICIARI[S
X 100 . PERCENT TAXABLE
Exa.plo: Joint account r.glstgred
the docodont.
I DIVIDED BY Z (SURVIVORS) . .50
In the na.. of the decgdont and tllolO other person, and ostablished within one year of death by
X 100
50% (TAXABLE FOR EACH SURVIVOR)
,. The a.ount subJect to tax (1In. 4) i. deter.lned by .ultlplylng the account balanco (1lno l) by tho parcont ta.ablo (line 3).
5. Entor the total 0' the dobts and doduetlons II.ted in Part 3.
6. Tho a.ount taxable (line bJ Is dotoraln.d by subtracting tho dabt. and deductions \lln. ~I tro. tn. a.ount subj.ct to ta. llln. ~j.
7. Enter the appropriate tax rato (1lno 1) as doter.ined below.
A. For dat.. of doath occurring after 6/30/94, tho ta. ratas for transf.rs to spouses aro as follollols:
I. Date. of death on or after 7/1/9' and blfore 1/1/95 tho rate Is 3%.
Z. Dates of dgath on or aft.r 1/1/95 transfors to spouse. 110I111 be taxed at 0% tax rate.
Hate: For dat.. of death prior to 7/1/94 transfors to spou.es are ta.abl. at 6%.
B. Tran.fers to lineal d.se.ndants Including father, .othor, son, daughtor, grandchildren, son.ln.la~,
daughtor.ln.law, stepchild and thoir I.sue are taxable at six percent 16%).
C. Transfor, to all others Including brothor, slstor, uncle, aunt, ngphellol and nioce are ta.able at flft..n p.rcent (I~%).
O. If you change the ta. rate, plgaso spoel'y your rolatlonshlp to the d.cedant In tho araa provldod.
B. The ..ount of t.x duo (1lno II) Is deter.lnod by .ultlplying the aeount taxable Illne 6) by tho ta. rate (1lno 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable dabts and deductions are detor.lnod as follows:
A. You legally aro rosponsible for pay..nt, or the astate subject to ad.lnlstratlon by a porsonal roproson'atlva is insufficient
to pay tho doductlblo Ito.s.
B. You actually paid the dabts aftgr doath of the dacadont and can furnish proof of pay..nt.
C. Debts bolng clal.ed .ust be it..iz.d fully In Part]. If additional space Is noodod. uso plain paper II I/~" . II". Proof of
pay.ent .ay be requested by the PA Depart.ent of Revenue.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
PNC BANK hn prol/lded the Depart.ent with the Infor8llUon listed below which hu b..n uUd In calculntlng the
potential tax due. Their record, indicate that at the de.th of tha abova decedent, yoU war. " joint owner/beneficiary of thl, account.
If you feel thll Infor.atlon il Incorrect, please obtain written corrlllctlon fro. the financial institution, attnch " copy to thl, for.
:~:l ~:..'..:;"~ I' te V'C!' .h...... .tltI..... thh """"'Int h ."."hl. In Itccnrd"nr. ...lth thll Inheritance Tax law' of Un. Co..onweallh of Ponn,ylvanln.
Que,tlonl .ay be an.wered by calling (1111 161-6S21.
COMPLETE PART 1 BELOW . . . SEE
Account No. 21001027192 Doh
Established
42,734.23
16.667
7,122.51
.06
427.35
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
COMMONW[AllIl or IllNH5YI VANIA
Dl.PARIHI.NT or RIVINU[
BURl AU 01 IHDIVIDUAI tAlC! S
DI'PT. ;'lIDbDI
tlARMISBURC, PA l/l;'lI'DbOI
*
1I,.lhl U'" onl
HAROLD R SNYDER
150tlSIMPSON FERRY RD
NEWC~UMBERLAND PA 17070
,
'.
~
\- .'
Account Balance
Percent Taxable
A~ount Subject to
Ta)( Rate
Potential Tex Due
x
Tox
x
PART
IT]
INFORMATION NOTICE
ANO
TAXPAYER RESPONSE
NO.21 (},)
9611,3417
09-li,-96
"""
QJ
FILE
ACN
DATE
TYPE OF ACCOUNT
[J SAVINGS
[J CItECK ING
[] TRUST
[X] CERTlf .
I:ST. OF ItAROLD R SNYDER
S.S, NO. 049-07-6900
DIITI: OF DI:IITIl 06-li,-96
COUNTY CUMBERLAND
/
RENIT PAYNENT AND fORNS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT 1l0USE
CARLISLE. PA 17013
REVERSE SIDE FOR
09-07-90
FILING AND PAYMENT INSTRUCTIONS
To in.ura proper cradit to your account, two
12) caples of this nollce .ust acco.pany your
plly.ent to the Reghter of wiI h. Hilke ch.ck
peyeble to: "Regl,ter of Will', Agant".
HaTE: If ta. plly.ent, lire aada within three
eSI aonth. of the decedent', date of death,
you .ay deduct a S~ dilcount of the tax du..
Any Inheritance tax due will beco.e delinquent
nine (9) _onth. aft.r the date of d.ath.
A. ~ The abol/e Inforaallon and tax due II correct.
I. You .ay choos. to re.it Plly.ent to the Regllter of Will, with two (opl.s of thl, notice to obtnln
a dllcount or aI/old Inter.st, or you aay check box "A" and return thll notice to the Regilter of
Willi and an official a..als.ent will ba Is.ued by the PA Depart_ent of Revenu..
[CHECK ]
ONE
BLOCK
ONLY
B. c=J Th. abol/e als.t hes been or wIll be reported IInd tax Pllld with the Pennlylvllnla Inheritance Tax return
to be flied by the decedent', representatil/e.
c. c:J The above Infor.atlon I. Incorrect and/or debt, and deduction' were paid by you.
'tou .ust co.plete PART 0 and/or PART ~ below.
If you indicate a different tax rate, please st.te your
relationship to decedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
TAA UN JuINT,TRUST ACCuUnTS
I
I
I
TOTAL (Enter on Line S of Tax Conputat1on)
declare that the facts I
belief.
PART
~
TAA k~TURN . ~Uri~UrAI1U"
LINE 1. Dot. Establlshod
2. Account Balance
3. Percent Taxeble
4. A~ount Subject to Tax
S. Debts and Deductions
6. A~ount Taxabl.
7. Ta)( Ret.
8. Tax Due
uF
1
2
3
4
5
6
7 X
8
X
PART
~
DATE
PAID
PAYEE
DEBTS AND DEDUCTIONS
foilli
1
2
3
4
5
6
7
8
CLAIMED
DESCRIPTION
AMOUNT PAID
I
I
I
I
t
heve reported above are true, correct
) "77'f~ 7. <{?f
)
N NUM
and
HOME
WORK
t 7/7
(
'1-.10 - f(.
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT IoIlth IIppllcnbl. Intor..t baud on Inlor.8t10"
lub.ltlad by the financial 1n.II'ullon.
Z. Inherltanca t.~ baea... delinquent nlna aonlhs a't.r the dacadant', data 01 death.
J. , Joint account I, tawabl. avan though Ihe dacadanl', nil.. loins lidded .. II ..tt.r of convenlenca.
~. Account. (Including tho.. hald betwe.n husband and wlfal which Ihe dacadant put In Joint nn... within on. ya"r prior to
d.ath ar. fully '..able a. transf.r.,
S. Account. a.tabll,had Jolntlv betwe.n husband IInd wlf. aor. than ana y..r prior to d.ath ar. nol 'a.able.
6. Account, hald by " dacadant ~Jn trult for" another or othar. ar. t.."bl. fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If the Infor.atlon and co,putatlon In thl notlc. are correct and d.ductlon. are not being clal..d, place an "MOO
In block "A" of Part I of the "TaMpaYQr Ae.pon.." ..ctlon. Slon two caple. and .ub.lt th.. with your ch.ck for the alount 0'
tax to the Rlgl.tet of Will. of the county IndlcatQd. Th. PA Dlpart..nt of R.vlnul will I..u. an o'flclal a.I.....nt
(ror. REV-15~8 EX) upon r.Cllpt of the r.turn frol tho Rlgl.ter of Will..
Z. BLOCK B - If the a...t 'Plclfled on thl. notice has b.en or will b. r.port.d and tax paid with tho Penn.ylvanla Inh.rltanc.
Tax Alturn filed by thl decedent'. reprlllntativl, plac. an "X" In block "BOO of Part 1 of the "Ta~payer R..ponll" .ectlon. Sign on.
copY' and rlturn to thl PA Clparto.nt of R.v.nuI, Bureau 0' Individual ln~.., Dopt Z8060l, Ilarr!sburg, PA 171Z8-0601 In tho
.nv.lop. provld.d,
J. BLOCK C - If the notlc. Infor.atlon I. Incorrect and/or d.ductlonl are b.lng clal..d, check block "COO and coopl.te Part. Z and 5
:::::'::~., t: t:-; :,':~i"~c~f,;::,.: t:~.:ioo. ::~.~ t..::: :::..~1:..: :....; "..:"=:t .1.... .:t:. )..... ........... I... ,.,,, .....U\l.~. uf ,... ~a.,aUi.liI 10 tn.. ....Wll\.r
of wllh of tho county Indlcat.d. Th. PA O.part..nt of Rev.nu. will hlu. an official U......nt CFor. REV'1548 EX) upon r'Cllpt
0' the r.turn froe the R.gI.tlr of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r thl date the account originally wa. e.tablllhld or titled In the .ann.r eMI.tlng at date of dlath.
HOTE: Fat. d.ced.nt dying aft.r IZ/IZ/aZ: Account. which thl d.cedent put In Joint n.... within on. (II yo.r of d.ath ar.
ta.able fully a. tran.fer.. Howlver, thlre I. an ..clullon not to eMco.d 15,000 p.r tran.f.reo rlgardlel' of thl value of
th. account or the nUlber of account. held.
If a double a.t.rl.k (..) appear. b.fore your flr.t nae. In the addr"1 portion of thl. notlc., the S3,000 e.clu.lon
alr.adY hat b..n deduct.d fro. tho account balanCI a. r.ported by the financial In.tltutlon.
Z. Ent.r the total balance of tho account Including Int.r'lt accrued to the date 0' d.ath.
J. Thl p.rc.nt of tho account that I. ta.abl. for .ach .urvlvor I. d.tereln.d a. follow.:
A. Th. p.rcent ta.abl. for Joint a...t. ..tablllhed .orl than on. Ylar prior to the d.ced.nt'. dlath:
DIVIDED BV TOTAL HUHBER OF
JOINT OWNERS
Exalple: A joint e.l.t r.glltered
DIVIDED BY TOTAL NUH!lER OF X 100 . PERCENT TUUlE
SURVIVINC JOINT OWNERS
In thl na.. of thl d,c'd.nt and two othlr p.r.on..
1 DIVIDED IV 5 (JOINT OWNERS) DIVIDED BV Z (SURVIVORS) . .167 X 100
16.7% (TAXABLE FOR [IClt SURVIVOR)
B. The percent taxable for a..et. cr.ated within one y.ar of the decedent'. death or accountl owned by the decedent but held
In tru.t for anoth.r Indlvldual(.) (tru.t b.nlflclarll.J:
I DIVIDED BV TOTAL HUHBEA OF SURVIVIHG JOINT
OWNEAS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
Exaapla: Joint account r.gl.t.red in
the dec.dlnt.
1 DIVIDED BV Z (SURVIVORS) . .50 X
the na.1 of thl dlcedlnt and two oth.r personl and Iltablllh.d within one y..r of dlath by
100 50% (TAXABLE FOR EACH SURVIVOR)
~, Th. a.ount subjlct to tax (line ~1 I. dltlr.lnod by eultlplYing the account balance (11nl Z) by the p.rcent ta.abl. (11nl 51.
5. E~tlr thl to~al of tho dabt. and dlductJon. ll.ted I~ P4~t 3.
6. The a.ount taxable (line 6) I. d.ter.ln.d by .ubtractlng thl dabt. and dlductlon. (1In. 5J fro. the aeount ,ubJlct to tax (line ~).
7. Entar thl appropriate taM rato (line 7) a. d.tlr.lnad bllow.
A. For dat.. of death occurring aft.r 6/JD/9~, tho taM rate. for tranlf.r. to ,pou.el are a. follow.:
1. Oat.. of d.ath on or aft.r 7/1/9~ and b.for. 1/1/9S tho rat. I. 5%.
Z. Oat.. of daath on or aft.r 1/1/95 tran.fer. to spou.a. will b. ta.ed at 0% tax rat..
Not'l For date. of do.th prior to 7/1/9~ tran.far. to .poules ara taMable at 6%.
B. Tran.f.r. to Iln.al da.cendant. Including fathlr, oother, son, daughter, grandchildren, Ion-In-law.
daughter.ln.law, .tepchlld and th.lr I..u. ar. taMable at six perClnt (6%).
C. Tran.f.r. to all oth.r. Including broth.r, .I.t,r, unci., aunt, nephew and nllc, arl ta.abl. at flft.en p.rcent (15%).
O. If YOU change tho tax ratl. pllale sp.clfy your ralatlonlhlp to the decedant In tho arIa provldad.
I. Th. aeount of tax due {lln. aJ I. dltar.ln.d by .ultlplYlng thl a.ount ta.abl. (1In. 61 by the tax rate (line 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dlbts and dlductlonl are dlt.r.ln.d a. follow.:
A. You Ilgally arl r,.pon.lbl. for pay..nt. or the ..tat. .ubJlct to ad.lnt.tratlon by a p.rlonal rapr'lantatlvl I. Inlufflcllnt
to pay the d.ductlbl. It....
.. You actually paid the debt. aft.r dlath of the dec.dent and can furnllh proof of pay..nt.
C. Debt. being claieed eUlt b. It..lzad fully In Part S. If additional ,pac. Is nelded, u.. plain pap.r a Ilt- . 11-. Proof of
pay.ant .ay ba reque.ted by the PA D.partoent of Rev.nuI.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
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Uw.n62IJ1I-"AI
146794 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
"k
DNO.AA
RECEIVED FROM:
i
ACN
ASSESSMENT r:"
CONTROL iii
NUMBER
AMOUNT
HAROLD R SNVDER JR
'ft:J!....:I"t16
....v~.;J2
1509 5HIPSON FERRY ROAD
NEW CUMBERLAND. PA t7070
ESTATE INFORMATION:
Et FilE NUMBER
~ 21-1996-0785
Et NAME OF DECEDENT (lAST)
~ SNYDER HAROLD R
II DATE OF PAYMENT
EJ POSTMARK DATE
COUNTY
5SN 0'19-07-6900
(FIRST) IMI)
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
"405.52
PB
REMARKS
HAROLD SNYDER JR
REGISTER OF WILLS
SEAL CHECK II 1622
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146797 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
OFFICIAL RECEIPI' · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
DNo.AA
RECEIVED fROM:
i
ACN
ASSESSMENT P:'
CONTROL Ii.I
NUMBER
AMOUNT
HAROLD R SNYDER JR
'10141l417
$4e'1.3:5
1509 SIMPSON FERRY
NEw CUMBERLAND, PA
ROAD
17070
ESTATE INFORMATION:
~ FilE NUMBER
~ 21-1996-0785
~ NAME OF DECEDENT (LAST)
~ SNYDER HAROLD R
m DATE OF PAYME~T
EJ POSTMARK DATE
COUNTY
I()(OHUf
SSN 049-07-6900
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
06/14/96
REMARKS
HAROLD SNYDER JR
m TOTAL AMOUNT PAID
REGISTER OF WILLS
(\ .
1./: ') y .
RECEIVED BY' I? ((1jl(~ r... ':{ I), Ii., /1:)./ V '
'I IONAlU", " "-t
i.' I,'"'., t; II
MARY C. LEWI'S ~u /'(/",/1"'/ ,
REGISTER OF WILLS .
$427.35
PB
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SEAL
CHECKII 1623
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
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BUREAU OF INDIVIDUAL TA~ES
INtIl Rt UH([ IAIl DIVISION
DlP1. 1'0601
HARRIUwtC, PA 1111.-altOI
NOTICe or INlleRITANCe TA~
APPRAISE"ENT, ALLOWANCE OR DISALLOWANce
or DEDUCTIONS, AND ASSESS"eNT OF TAX ON
JOINTLY IICLO OR TRUST ASSCTS
"'.11" II "'111-'"
HAROLD R SNYDER JR
1509 SIMPSON FERRY RD
NEW CUMBERLAND PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-17-97
SNYDER
06-14-96
21 96-07B5
CUMBERLAND
049-07-6900
96143416
AIlDunt Re"ltt.d
HAROLD
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:isiis-Eif-AFji-ti-i:96i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-17-97
ESTATE OF SNYDER
HAROLD
R DATE OF DEATH 06-14-96
COUNTY
CUMBERLAND
FILE NO. 21 96-0785
TAX RETURN WAS:
S.S/D.C. NO. 049-07-6900
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96143416
FINANCIAL INSTITUTION. PNC BANK
ACCOUNT NO.
31700028155
TYPE OF ACCOUNT. t) SAVINGS ( ) CHECKING t ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 02-26-96
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
40.550.81
0.166
6,758.60
.00
6,758.60
.06
405.52
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
09-30-96
DISCOUNT (+)
INTEREST (-)
.00
AMOUNT PAID
405.52
RECEIPT
NUMBER
AA146794
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER TillS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE 15 LESS THAN tI, NO PAynENT 15 REQUIRED.
IF TOTAL DUE 15 REFLECTED AS A "CREDIT" I CRI, YOU nAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORn FOR INSTRUCTIONS. I
405.52
.00
.00
.00
PURPOSE OF
NOTICEI
PAVttEHh
AEfUND ICRh
M ,.'
" ..
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O'J
-
en
u.
110:. r- ..:
p' 2:J
CC (.)U
To fulfill the requlre.ent. of Section ll~O of the Inh.rltanc. and E.tate 'ax Act, Act II of 1991. (ll P.S.
Section l1'lO).
O.tec:h the top portion of thl. Notice and .ub.lt with your pa.,..nt to th Aeglster of Wills printed on the
r.v".. .Id..
u Hak. check ot eOfWY ord.r payabl. tal REGISTER OF WILLS, ACENT.
All pay.~t. recalved .halI flr.t be applIed to anv Intar..t which .IV be due. with any ra.alndar appllad to the ta..
A rafund of a tax credit. which wa. not r.qu..tad on the ta. raturn, .ay ba raqua.tad by co.platlng en "Appllcat!on
for Refund of Pam.ylvanla Inh.rltBnCa and E.tata Tax" (REV-UUl. Application. ara avallabl. at the Dfflca of
th. A.gI.t.r of WIll., any of the II Rav~' DI.trlct Dfflc.. or by c.IIlng the .pacIaI Z4-hour an.w.rlng ..rvlc.
ntIIIbars for fora. ord"lngl In PannlYlvanl. 1-IOO-36Z-Z050, outsld. Pam.ylv,,"la and within 10cIIl
Hllrrl.bUrg IIr'lI (717l 7.7-1094, TOO' (717l 77Z-ZZ5l (H.arlng I.palr.d Only).
aBJECTIONS I Any p.rty In Int.r..t not .atl.fl.d with the appral...ant, .llowanc. or dl.allowanc. of d.ductlon. or .......ant
of t.. (Including dl.count or Int.ra.t) a. .hown on thl. Hotlce ..y abJ.ct within .Ixty (60l day. of rac.lpt of
thlt Notice bYI
--written prota.t to the PA Oap.rt..nt of R.v~, Board of AppaaI., Dept. ZII0Zl, Harrl.burg. PA 171ZI-IOZI, OR
--electing to have the lattar d.t".lned at thl audit of the accOU"lt of the p."onal rapr..entativ.. OR
--applaI to the Orphan.' Court
AOHIN-
ISTRATlVE
CORRECTIONS:
DISCOUNT.
PENal TV:
INTEREST.
Factual .rror. dl.cov.r.d on thl. a......ant .hould be addre...d In writing to: PA D.part.ent of R.vlnue,
Bur.au of Indlvldulll Taxa.. ATTN. Po.t A......ant R.vIlw unIt, DEPT. Z1060I, Harrl.burg. PA I71ZI-060I
Phone (7Ill 717-6505. s.. page 5 of the bookl.t "In.tructlonl for Inh.rltanc. Tax A.turn for. R..ld.nt
Decadant" CAEV-ISOI) for an ..plan.tlon of ad.lnl.trlltlv.ly corractable error..
If any ta. due It p.ld within thrae Ul cahndllr lanthl aft.r the dlCedlnt.. d.ath, a flv. percent (S:U
dI.count of the t.. p.ld II allow.d.
Tha ISX t.. aan..ty non-particIpation p.nalty II calPUt.d on the total of the tllX and Int.r..t .......d, and not
p.ld be for. Janu.ry 11, 1996, the flr.t day .ft.r tha and of tha t.x .an..ty p.rlod. Thl. non-p.rtlclpatlon
penalty II appe.labl. In the I~ .ann.r and In the tha .... tl.. p.rlod II' you would app.al the tllx and Int.r..t
that ha. b.an ......Id al Indlcllt.d on thl. notlca.
Int.r..t I. charged b.glnnlng with flr.t day of d.llnquency, or nine (9) aonthl and onl (1) d.y
fro. tha d.ta of d..th, to tha dlt. of p.y.ent. T.x.. which bec... d.llnquent b.fora January I, 191Z
be.r Int.r..t .t the rata of Ilx C6~) p.rcent per annua calculated at B dally rat. of .OOOI6~.
All tBX'1 which b.ca.. d.llnquent on or .ft.r January I, 198Z will b.ar Int.r..t at a rat. which will vary fro.
caI.ndar y..r to caIandBr y.ar with that rat. announc.d by the PA D.part..nt of R.venue. Tha appllcabl.
Int.r..t rata. for 191Z through 1997 ar.:
Va., Int.,..t Rat. Dalh Inter..t Factor
V.ar Int.ra.t Rata OaUy Int.,..t Fector
1917 .X .000l~7
1911.1991 In .000301
1992 'X .OOOZO
1993-1994 r" .000I9Z
1995.1991 'X .Oaol47
1912
1913
I91~
1915
19&6
ulnt.,..t
'OX
lOX
IU
U~
lOX
I. calculat.d a.
.00054&
.oaauI
.000301
.000356
.000274
follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny Notice .Slued aftar the tax bacoe.. d.llnquent will refl.ct an Int"..t c.lculatlon to fifteen US) d.y.
beyond the d.t. of tha .......ant. If p.yaent I. .ada .ft.r the Int.r..t coeput.tJan data shown on the
Hotlc., addltlonel Int.r..t .utt b. calcul.ted.
PURPOSE Of
NOTICE I
PAvtENTI
RETUHD CCA) I
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To 'ul'lll the requlr...nt. 0' Section ZI~O of the Inh.rltanc. and E.tat. Ta. Act, Act ZZ a' 1~91. (1Z P.S.
S.ctlon Zllen.
D.tach the top portion a' thl. Hotlce and .ub.lt with your payeent to the R.gl.t.r 0' Will. printed on the
r.v.r.. -Id..
-- "eke check or .un.y ord.r payable tOI RECISJER Of WillS, ACENT.
All ply-.nt. r.c.lv.d .hlll 'Ir.t b. applied to any Int.r..t which .ay b. due, with any r...lnd.r appll.d to the ta..
A r.'und of . ta. cr.dlt, which w.. not reque.ted on the ta. r.turn, ..y b. r.que.t.d by caapl.tlng an "Application
'or R.fund of Penn.ylvanla Inh.rltanc. and E.tat. Ta." (REY-I]I]). Application. ar. Ivallabl. at the O"lce of
the R.gIst.r of Will., any of the Z] Revenu. DI.trlct Office. or by calling the .peclal Z4.hour an.w.rlng .arvlc.
nuabar. far for.. arderlngl In Penn.ylvanla 1-8DD-]6Z-ZDSD, out.ld. Pennsylvanl. and within local
Harrl.burg .r.. (717) 717-109~, TOOl (117) 71Z-ZZ5Z (Kearlng Iepalrad Only).
OBJECTIONS I Any perty In Int.r..t not ..tl.fl.d with the appral.a.~t, .llawanc. or dl.allowance 0' d.ductlan. or .......ant
of tax (Including dl.count or Int.r..t) a. .hown on this Hat Ice .ay obJact withIn .I.ty (60) day. of r.c.lpt of
this Notice byl
--written prot..t to the PA D.parteant of R.v~, Ba.rd 0' Appeal., a.pt. Z11021, Harrl.bUrg, PA I1IZB-I021, DR
n.lectlng to have ttt. .att.r d.t.r.lnad at the IlUdIt of the ICCO\oW\t a' the personal r.pru.nt.tlv., OR
nepp.II to the Orphan." Court
AD,UN-
ISTAAJIVE
CORRECTIOHSI
OISC~TI
PENAL TVI
INTEREST I
Factu.1 .rrar. dl.cav.r.d on thl. ........nt should b. addr...ed In writIng tOI PA a.part.ant of R.venue,
Bureau of Indlvldu.1 T...., ATTHI Pa.t A......ant R.vl.w unit, DEPT. Z80601, Harrl.burg, PA I11Z8.0601
Phone (717) 787-6S0S. Sa. pag. S of the boaklat "In.tructlon. for Inherltanc. Ta. R.turn far a R..ldant
Decadent" (REV-ISOI) far an .xPlanatlon of adalnl.tratlvaly carr.ctabl. .rrar..
If any ta. due I, p.ld within thra. (]) calendar aonth. aft.r the dee.dent.. d.ath, . flv. p.rcent (S%)
dIscount of the tax paId I. .llow.d.
~ IS% ta. .-na.ty non-partlclp.tlan pen.lty I. coaputed on the t3t.1 of tha ta. and Int.r..t .......d, and not
p.ld bafara Janu.ry 18, 1996, the Ilr.t day alt.r the and of the t.. aana.ty p.rlod. Thl. nonap.rtlclp.tlon
penalty Is appe.lable In the .... aanner and In thtl the .... tI.. period.. you would app..1 the tax and Int.rut
th.t h.. baan .......d .. Indlc.t.d on thl. notlc..
Int.r..t I. charged b.glnnlng with flr.t day of d.llnquency, or nlna (9) .onth. and one (1) d.y
'ro. the data 01 d..th, to the data 01 pay.ant. T.x.. which beea.. d.llnquent b.lor. Janu.ry I, 198Z
bear Int.r..t at tha r.t. 01 .1. (6~) p.rc.nt p.r ~ c.lcul.ted .t a dally rat. 01 .000164.
All t.... whIch bee... d.llnquent on ar a't.r January I, 198Z will b.ar Int.r..t .t a r.t. which will v.ry froe
calend.r y.ar to c.l.nd.r y.ar wIth th.t r.t. announc.d by the PA O.part.ant 01 R.v.nue. Th. .ppllcabl.
Int.r..t rat.. 'or 198Z through 1991 .r'l
Y.ar Int.rut Rat. Dally Int.r..t Factor V.ar Int.rut R.t. Oall., Intlrest Factar
198Z ZOX .000S~8 1981 'X .00DZ~7
1983 lOX .000438 1981-1991 1l~ .000501
1984 lIX .000301 199Z .X .000Z41
1.85 IlX .0003S6 1993-1994 n .00019Z
1986 lOX .0aoZl~ 1995.1991 'X .000Z~1
--Int.rut I. c.lcul.t.d .. '0110'''1
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. II.uad .ft.r tha t.. beea... d.llnquent will r.lleet an Int.r..t calcul.tlon to 'IItean CIS) d.y.
beyond the data al the .......ant. If payant Is .lJda .ftar the Int.rut coaputatlon dIIt. shown on the
Notice, additional Int.rut lIU.t b. c.lculated.
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