HomeMy WebLinkAbout04-24-08
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DATE: COMMONWEALTH OF PENNSYLVANIA
SUBJECT: DOCKETING NONRESIDENT DECEDENT
FILE INFORMATION
TO: ~ (,'''Y'\r;~ ~"'I{'Y'"\~ r
<::::\,j""~~-<,\v. ). COUNTY REGISTER OF WILLS
FROM: John Ricdman
Specialty TaxlNomesideDt Unit
InbcritaDcc Tax Division
Bureau of IDdivic:lual Taxes
Dc:partmeat ofRcvenue
.4ttachM is Donresident dccedeat file information concemins taxable property located in
your COUDty.
Please docket and file the attac1led information so it may be available for fUture
refercDce.
1baak you.
Attaduneat
"
04-21-2008
ODONNELL
12-17-2005
99 07-0846 _
NON-RESIDENT tL
101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount Remitted I
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 (03-05) NOT1CE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NEIL A FILE NO. 99 07-0846 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES .'
INHERITANCE TAX OIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
rKOiT1"C~OF NONRESIDENT INHERITANCE
. T4X:APPRAISEMENT, ALLOWANCE OR
,~, :r;l.l$ALLOWANCE OF DEDUCTIONS,
AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
200B APR 24
M' 9: 3 I
CLERi< OF
ORPh!:J\j'S COlJRT
RICHARD C SNEL~tREstC' ..;..., PA.
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG
PA 17055-0318
ESTATE OF
ODONNELL
TAX COMPUTATION 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. Real Estate (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
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1,663,500.00
481,645.00
.00
.00
184,701.30
.00
700,911.31
(Schedule E)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9) 90,391.19
Clo)l,101,495.95
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests (Schedule J)
Net Value of Estate Subject to Tax
-, !- {\ (.. - 0 (7,')('"
~_I .... ~ '!> -~ J
REV-537 EX AFP (06-05)
NEIL
A
DATE 04-21-2008
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
3,030,757.61
(11)
Cl2)
Cl3)
Cl4)
1 ,191 ,887.14
1,838,870.47
.00
1,838,870.47
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 Abh returns assessed to date.
ASSESSMENT OF TAX:
Line 14 at Spousal rate Cl5) .00 X 00 .00
Line 14 taxable at Lineal/Class A rate Cl6) 1,011,378.76 X 045 45,512.04
Line 14 at Sibling rate Cl7) .00 X 12 .00
Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 .00
Tax Due Cl9) 45,512.04
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS:
PAYMENT
DATE
09-21-2006
11-13-2007
RECEIPT
NUMBER
CD007231
NROI0076
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
46.20-
AMOUNT PAID
45,000.00
558.24
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-14-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
45,512.04
.00
34.23
34.23
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.)
Q ( . () (" ~ 0 ~ 0 5
~EV-1737'2 EX + (9'0.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
ESTATE OF
O'Donnell, Neil A.
SCHEDULE A, PART 1
REAL ESTATE
IN PENNSYLVANIA
FILE NUMBER
99-06-0805
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 willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER DESCRIPTION
1. Real property located at 5 Long Lane, 7 Long Lane and 8 Long Lane, Mechanicsburg, Silver Spring Township
VALUE AT DATE OF DEATH
1,663,500.00
Cumberland County, Pennsylvania (see attached appraisal)
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() =
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PART 1 TOTAL
$
1,663,500.00
PART 2 TOTAL
Proportionate Method Only from reverse side $
0.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,663,500.00
PENNSYLVANIA COPy
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
SNELBAKER RICHARD C
44 W MAIN ST
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 064-26-1624
FILE NUMBER: 2106-0805
DECEDENT NAME: O'DONNELL NEIL A
DA TE OF PAYMENT: 09/21/2006
POSTMARK DATE: 09/21/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 12/17/2005
TOTAL AMOUNT PAID:
REMARKS: EDWARD T BRODERICK TRUST
CHECK#156
SEAL
INITIALS: AJW
RECEIVED BY:
TAXPAYER
ACN
ASSESSMENT
CONTROL
NUMBER
101
REV-1162 EX(11-96)
NO. CD 007231
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$ 45, 000.00
$45,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
d 1- O(p -OC6Q <)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
ACN
ASSESSMENT
CONTROL
NUMBER
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No. NR010076
RICHARD C SNELBAKER ESQ
44 WEST MAIN STREET
MECHANICSBURG PA 17055
AMOUNT
101
558.24
ESTATE INFORMATION
FILE NUMBER
99 07-0846
NAME OF DECEDENT (LAST)
O'DONNELL
(FIRST)
NEIL
(MI)
A
DATE OF PAYMENT
POSTMARK DATE
12/11/2007
11/13/2007
COUNTY
Non-Resident
DATE OF DEATH
12/17/2005
TOTAL AMOUNT PAID
$558.24
REMARKS
FL
RECEIVED BY
John M. Riedman
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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