HomeMy WebLinkAbout11-24-101505607121
~"'' REV-1500 EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 0 0 4 6 8
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 6 0 3 6 3 6 3 3 0 4 2 4 2 0 1 0 0 4 2 6 1 9 4 5
Decedent's Last Name Suffix Decedent's First Name Ml
S N Y D E R S R L O N N t E E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
1. Original Return
4. Limited Estate
QX 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82) 0
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
C:UKKtJF'VNUtN I - I FIIJ 5t(: I IUN MU.ti { tit (:UMF'Lt { tU. ALL I:UKKtSF'UNUtNLt ANU LUNt1UtN I IAL I AX INfUKMA I IUIV StiVULU lit UIKt(: I tU I U:
Name Daytime Telephone Number
H ANTHONY ADAMS
Firm Name (If Applicable) ~ --- - -- -~ --- -~
First line of address
49 WEST ORANGE STREET
Second line of address
S U I T E 3
City or Post Office
SHI PPENSBURG
Correspondent's a-mail a~jdress:
i REGISTER OF WILLS USE ONLY
I
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State ZIP Code !-- - --- - --
P A 1 7 2 5 7
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Under penalties of perju Clare that I hav xamined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and e. Declar ion eparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE SO S SI E FOR FILIN ETURN DATE
/! .
ADDRESS
SIGNATURE NTATIVE PATE
_.. 1/_ ~~-- l'l
49 WEST ORANGE STREET, SUITE 3 SHIPPENSBURG PA 17257
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121 1505607121
J
1505607221
REV-1500 EX Decedent's Social Security Number
Decedent's Name: LONNIE E. SNYDER, SR 1 6 0 3 6 3 6 3 3
RECAPITULATION
9 9 0 0
0 0 0
1. Real estate (Schedule A) ........................................ 1 •
.
2. Stocks and Bonds (Schedule B) .................................. 2•
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................ 4. •
2 2 9 9 9 • 4 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ....... 7. •
8. Total Gross Assets (total Lines 1-7) ........................... 8. 1 2 1 9 9 9. 4 0
1 5 2 3 8 7 6
9. Funeral Expenses & Administrative Costs (Schedule H) 9. .
~ 5 9 7 4 0 8 2
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ... .... 10. .
1 7 4 9 7 9 5 8
11. Total Deductions (total Lines 9& 10) ............ ........ ... .... 11. •
12. Net Value of Estate (Line 8 minus Line 11) .......... ........ ... .... 12. - 5 2 9 8 0 • 1 8
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ... ........ ... .... 13. •
S 2 9 8 0 1
14. Net Value Subject to Tax (Line 12 minus Line 13) ... ........ ... .... 14. •
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
0
0
0
15
0
0
0
(a)(1.2> x .0 . . .
16. Amount of Line 14 taxable
0 0
0
0•
0
0
at lineal rate X .045 16
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
0 . 0 0
...........................
19. Tax Due ...... ........ ... .... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
1505607221 1505607221
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 10 0468
Tax Payments and Credits:
7. Tax Due (Page 2 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.00
3. InterestiPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fitl in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
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 : ................................................................ ...... ^ 0
b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^
c. retain a reversionary interest; or .......................................................................................... ...... ^ 0
d. receive the promise for life of either payments, benefits or care? ................................................. ...... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................................................. ...... ^
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ... ...... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................ ...... ^
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 exempt a 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(x)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's Pineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(x)(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(x)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LONNIE E. SNYDER, SR 21 10 0468
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 sel{, both having reasonable knowledge of the relevant facts.
Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 54 WALNUT DALE ROAD 99,000.00
PARCEL #39-13-0104-056 89,970 X 1.26 113,362.00
Property sold at $90,000.00 to family based on market analysis (attached)
TOTAL (Also enter on line 1, Recapitulation) ~ $ 99,000.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LONNIE E. SNYDER, SR 21 10 0468
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FOGELSANGER-BRICKER FUNERAL HOME 4,704.51
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative {s) RICK SNYDER
Street Address 54 WALNUT DALE ROAD
C;ri SHIPPENSBURG
Year{s) Commission Paid: 2010
State PA Zip 17257
2, Attorney Fees
3, Family Exemption: {If decedent's address is not the same as claimants, attach explanation)
Claimant
4
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
5 Accountant's Fees
6. Tax Return Preparer's Fees
7. I CUMBERLAND LAW JOURNAL -ESTATE AD
8. NEWS-CHRONICLE -ESTATE AS
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
Zip
4,275.00
5,700.00
379.50
75.00
104.75
15.238.76
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
LONNIE E. SNYDER. SR 21 10 0468
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NATIONWIDE INSURANCE (HOUSE) 159.42
2. VIVIAN F. COY-REAL ESTATE TAX 1,041.77
3. HERSHEY MEDICAL PHYSICIANS 22,840.49
4. WSEMS-CHAMBERSBURG ALS-AMBULANCE 3,206.28
5. SHIPPENSBURG EMS 950.00
6. CITI FINANCIAL MORTGAGE PAYOFF 62,354.28
1ST MORTGAGE SECURITY ACCT 67380316-0205583
7. ATT&T WIRELESS 197.98
8. SPRINT 251.29
9. HERSHEY MEDICAL CENTER HOSPITAL 63,402.93
10. VERIZON WIRELESS 1,451.47
11. BENEFICIAL FINANCE 2,144.$3
12. CITI FINANCIAL MORTGAGE 1,570.08
1ST MORTGAGE PAYMENT 67380316-0205583
13. PULMONARY ASSOCIATES 170.00
TOTAL (Also enter on line 10, Recapitulation) I $ 159, 740.82
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (g-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
LONNIE E. SNYDER SR 21 10 0468
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. LONNIE E. SNYDER, JR. Lineal
4366 ROXBURY ROAD
SHIPPENSBURG, PA 17257
2. SHAWN SNYDER Lineal
46 WALNUT DALE ROAD
SHIPPENSBURG, PA 17257
3. RICK SNYDER Lineal
54 WALNUT DALE ROAD
SHIPPENSBURG, PA 17257
4. CHRIS KEPPLEY Lineal
342 CNATERBURY DRIVE
MARTINSBURG, WV 25401
5. APRIL SNYDER Lineal
111 BRENTWOOD
MARTINSBURG, WV 25404
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(It more space is needed, insert additional sheets of the same size)