The URL can be used to link to this page

Home My WebLink About06-24-13 .�. __ .� ; NOTICE UF INHERITANCE TAX r pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLUWANCE DEPARTMENTOFREVENUE INHERITANCE TAX DIVISION �F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP CO3-13) PO BOX 280601 HARRISBURG PA 17128-0601 ��`'i(�� ,t�'��(i� �� DATE 06-24-2013 R�C�S � �i� O� ��LS ESTATE OF SNYDER WILLIAM A DATE OF DEATH 04-08-2012 t�1� ufiA! �ll �7f�t � OS FILE NUMBER 21 12-0474 � �3iv � r � COUNTY CUMBERLAND CHARLES E SHIELDS III 6 CLOUSER RD CLER�C f�� ACN APPEAL DATE: 08-23-2013 MECHANICSBURG PA ��i�N�j' �QU�T (See reverse side under Qbjections) C�UMBERLAN�? C4., FA Amount Remitted � MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT_ALONG THIS_LINE____ --� __RETAIN_L�WER_PORTION FOR YOUR_REC�RDS_ t�- ___________________ REV-1547 EX AFP CO2-13?rNOTICE �F INHERITANCE TAX APPRAISEMENT, ALLOWANCE �R DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SNYDER WILLIAM AFILE N0. :21 12-0474 ACN: 101 DATE: 06-24-2013 TAX RETURN WAS: C ) ACCEPTED AS FILED C X? CHAN6ED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A� C1) •�� NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) C2� 257,483.07 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C? C3) of this form with your 4. Mortgages/Notes Receivable CSchedule D) C4) •�� tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E� (5� 4,8 9 3.0 b 6. Jointly Owned Property CSchedule F� C6� 6,3b1 .82 7. Transfers CSchedule G) �� 106,863.40 8. Total Assets C8? 380,601 .35 APPROVED DEDUCTI�NS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 14,34 3.4 4 10. Debts/Mortgage Liabilities/Liens tSchedule I� �lp� 1?5.34 11. Total Deductions C11� 14,518.81 12. Net Value of Tax Return �12? 366,082.54 13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) t13� •�� 14. Net Value of Estate Subject to Tax C14� 366,082.54 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15� .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at lineal rate C16) ��•�R2_�4 X p45 = 16,473.71 17. Amount of Line 14 at sibling rate C17)- -�� X 12 = .0 0 18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due t19�= 16,473.71 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-� AM�UNT PAID 07-03-2012 CD016219 495.00 9,405.00 04-19-2013 CD017478 54.44- b,679.49 TUTAL TAX PAYMENT 1b,525.05 BALANCE OF TAX DUE 51.34CR INTEREST AND PEN. .00 TOTAL DUE 51 .34CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YDU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS, n�� 11 st RESERVATION: Estates of decedents dying on or before Dec. 12, 1982-if any future interest in the estate is transferred in possession or enjoyment to collateral beneficiaries of the decedent after the expiration of any estate for life or years;the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wills Indicated on the front of the notice. Make check or money order payable to:REGISTER OF WILL,AGENT. REFUND(CR): A refund of a tax credit not requested on the tax return may be requested by completing an Applicaiion for Refund of Pennsylvania lnheritance and Estate Tax(REV-1313). Applications are available from the departmenYs web s�te at www revenue.state.pa.us,any Register of Wills or Revenue District Office,or from the department's 24-hour forms ordering service:1-800-362-2050;services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020(TT only). Please allow 4-6 weeks from the date a refund was granted to arrive. OBJECTIONS: Any party in interest not satisfied with the appraisement,allowance or disaltowance of deductions;or assessment of tax (including discount or interest}as shown on this notice may object within 60 days of the date of receipt of this notice by: A) Filing an appeal online at www boardofa�peals state.pa.us on or before the appeal date identfied on the front of this notice. Or sending a written protest to:PA Department of Revenue,Board of Appeals,PO BOX 281201,Harrisburg PA 17128-1021; B) Having the matter determined at audit of the account of the personal representative;or C) C)Appealing to the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA Department of Revenue,Bureau of 1�dividual CORRECTIONS: Taxes,ATTN:Post Assessment Review Unit, PO BOX 280601, Harrisburg PA, 17128-1021, Phone(717)787-6505. See page 4 Instructions for Inheritance Tax Return for a Resident Decedent(REV-1501)for an explanation of administratively c�rrectable errors. DISCOUNT: If any tax due is paid within three calendar months after the decedent's death,a five percent discount of the tax paid is allowable. INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one date from date of death,to the date of payment. Annual interest rates are available on Form REV-1611,available at www revenue.state.pa.us,or upon rquest by calling 1-888-728-2937. Interest is calculated as follows: INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any Notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the assessment. If payment is made after the interest calculation date show on the Notice,additional interest must be calculated. _ .� � . �. ' , w � � pennsylvania lNHERITANCE TAX : DEPARTMENT OF REVENUE ' - --� EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES BUREAU OF IND{VIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 DECED�NT'S NAME FILE NUMBER William A Snyder 2112-0474 REVIEWED BY ACN Tamika Washington 101 ITEM SCHEDULE Np, EXPI.ANATION OF CHANGES H Total on Schedule H was not correctly carried forward to recapitulation page. Row PaQe 1