HomeMy WebLinkAbout05-22-09 ..
DATE: CONDNONWEALTH OF PENNSYLVANUI
SUBJECT: DOCKIrTII~iG NONRESIDENT DECEDENT
FILE INFORMATION
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FROM: Jahn Riedman '- ; rNV ' :-~ t
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In6eritanc~e Tax Dms~on < _ ~ ~~ c
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Bur~au of Individual Taxes ~_`, ~ , N _
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Deparmxat of Revenue rv
Attached is nooresideni decedeat 51e i~'ormstion concerning taxable property located in
year county.
Please docket and fide the attacbed irnation so it may be available for future
reference.
Thank you.
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COMMONWEALTH OF PENNSYLVANIA
~DEPAP.TMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
FYIRRISBURG PA 17126-0601
RICHARD C SNELBAKER ESQ
SNELBAKER 8~ BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055-0318
REY-1593 EX AFP (01-09)
DATE 05-19-2009
ESTATE OF ODONNELL NEIL A
DATE OF DEATH 12-17-2005
FILE NUMBER 99 07-0846 ~~ -"`- -~~S
COUNTY NON-RESIDENT
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
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ESTATE OF ODONNELL _ NEIL A FILE N0. 99 07-0846 ACN 101,.-, DATE a 05-19-;2009
ADJUSTMENT BASED ON:
A T V E 0 T ION > ~
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VALUE OF ESTATE: '
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1. Real Estate [Schedule A) C1) 1,663,500.00' ~~
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2. Stocks and Bonds (Schedule B) C2) 481,645.00 '~-7~ -~
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) '~~'71
00 ~, is
.
.-~4
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 184,701.30 y N
6. Jointly Owned Property (Schedule F) (6) .00 `1
7. Transfers (Schedule G) (7) 918,400.91
e. Total Assets (8) 3,248,247.21
DEDUCT IONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 111,641.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,101,495.95
11. Total Deductions (11) 1, 213,137.14
12. Net Value of Tax Return (12) 2, 035, 110.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2, 035, 110.07
TAX:
15. Amount of Line 14 at Spousal rate C15) . 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .037,906.14X 045= 46,705.78
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19.
r w re Principal Tax Due
rn*rn_ (19) 46,705.78
DATE NUMBER INTEREST/PEN PAID C-)
09-21-2006 CD007231 .00
11-13-2007 NR010076 .00
07-16-2008 NR011037 .00
INTEREST IS CHARGED THROUGH 06-03-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
AMOUNT PAID
45,000.00
558.24
34.23
TOTAL TAX CREDIT 45,592.47
BALANCE OF TAX DUE 1,113.31
INTEREST AND PEN. 302.46
TOTAL DUE 1,415.77
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT I$ REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CI~), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
INHERITANCE TAX
RECORD ADJUSTMENT