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Home My WebLink About03-08-07 (2) -.J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* ~~~~~~~~~~~uaITaxes ' INHERITANCE TAX RETURN Harrisbul"!I, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 6 File Number 1 1 3 7 Date of Birth 18909 4 107 1 2 132 006 o 611 1 9 1 1 Decedent's Last Name Suffix Decedent's First Name SNYDER CHARLES MI L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [ZJ 1. Original Return D 4. Limited Estate [ZJ D D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes D 0 U G LAS W ILL I AMP 243 -17 t'~0 c.=::;, -"? ~ REGISTE~~ WILLS USE ONLY J :. .~ '- -0 Firm Name (If Applicable) D 0 U G LAS LAW 0 F F ICE -, First line of address .,-, 1 I CO 5 7 W P 0 M F R E T S T -f ('1 Second line of address -) City or Post Office State ZIP Code DATE FILED C) N CAR LIS L E P A 17013 Correspondent's e-mail address:billdOuQ@earthlink.net Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056041125 -.J ~ REV-1500 EX PaQe 3 Decedent's Complete Address: DECEDENT'S NAME Charles L. Snyder STREET ADDRESS 633 W. Old York Road File Number 1137 CITY Carlisle I STATE PA I ZIP i 17015 --- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 4,883.71 244.19 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 244.19 Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (4) 0.00 0.00 4,639.52 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 4,639.52 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ...................................................................... D [K] b. retain the right to designate who shall use the property transferred or its income; ............................... D [K] c. retain a reversionary interest; or ................................................................................................ D [K] d. receive the promise for life of either payments. benefits or care? ....................................................... D [K] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... D [K] 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... D [K] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. D [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. --.J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: Charles L. Snyder RECAPITULATION 189094107 2. Stocks and Bonds (Schedule B) .................................. 2. 10350000 o 0 0 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested. . . . . .. 7. 3252698 8. Total Gross Assets (total Lines 1-7) ........................... 8. 13602698 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 2 7 500 1 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2750017 10852681 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 1~ 10852681 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O _ 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 1 0 8 5 2 6 8 1 4 8 8 3 at lineal rate X .O~ 16. 7 1 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 18. 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 4 8 8 3 7 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D Side 2 L 15056042126 15056042126 --.J REV-1502 EX. '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Charles L. Snyder 1137 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value 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, both having reasonable knowledge of the relevant facts. Real property which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 103,500.00 633 W. Old York Road Carlisle, PA 17015 - selling price TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 103500.00 REV-1508 EX <I. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles L. Snyder FILE NUMBER 1137 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9, 10. DESCRIPTION 1999 Toyota Corolla, blue book M& T Bank, savings accont M& T checking account School Real estate tax proration on sale of 633 W. Old York Rd. Blue Cross refund Nationwide Ins. refund Assorted Coins John Deere Tractor Personal Property Goodville Mutual, homeowners insurance refund VALUE AT DATE OF DEATH 3,000.00 21,436.02 5,260.54 546.82 409.20 87.40 100.00 900.00 400.00 387.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 32,526.98 REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles L. Snyder SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 1137 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 6,899.85 2. Cumberland Valley Memorial Gardens 1,150.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Douglas Law Office 6,500.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 189.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Evening Sentinel, estate ad 158.81 8. Cumberland Law Journal, estate ad 75.00 9. Virginia Massey, U Haul expense 129.44 10. Shughart Enterprise, cleaning 633 W. Old York Road 120.00 11. Nathan Snyder, reimbursement for executor expenses - see attached 1,336.25 12. 2007 Real estate tax proration, 633 W. Old York Road 20.77 13. Seller cost assistance on 633 W. Old York Road (new septic) 2,070.00 14. Dawn Realty, real estate commission 6,210.00 15. Dawn Realty, settlement fee 195.00 16. Dawn Realty, selling agent bonus 500.00 17. Secured Land Transer 10.00 18. Recorder of Deeds, realty transfer tax 1,035.00 TOTAL (Also enter on line 9, Recapitulation) $ 27,500.17 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Charles L. Snyder Decedent's Name Page 1 21 06 1137 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. 21. 22. 23. 24. 25. DEW&Sons, pump septic Peck's Septic hydro test and exploratory Met Ed, final electric Embarq, final telephone Hartford Ins., repay final retirement check M& T final mastercharge balance Register of Wills, filing fees 135.00 428.50 38.24 6.11 142.60 50.60 100.00 SUBTOTAL SCHEDULE H.B7 901.05 ,,,,-,,n ex. '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ch I LSd SCHEDULE J BENEFICIARIES ares nv, er 7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Charles Nathan Snyder Lineal 75% of resid 424 Horizon View Dr. + specific bequest Chula Vista, CA 91910 valued @$4,400.00 2. Virginia Massey Lineal 25% of resid 2330 Coventry Road Lancaster, PA 17601 \ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PARTll - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ FILE NUMBER 113 ue s ue (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 4.883.71 Discount: 244.19 Interest Table Year Days Delinquent Balance Due Interest this time period this year this period --- Before 1981 1982 1983 1984 1985 1986 1987 1988 throuah 1991 , 1992 --- 1993 throuah 1994 1995 through 1998 1999 2000 2001 2002 2003 2004 2005 2006 I TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: