HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvania
` APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EE AFP (98-13)
PO BOX 288601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF SNYDER WILLIAM A
DATE OF DEATH 04-08-2012
FILE NUMBER 21 12-0474
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 05-23-2014
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE •--I, RETAIN LOWER PORTION FOR YOUR RECORDS t--
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REV-1547 EX AFP {08-131 NOTICE OF INHERITANCE TAX APPRAISEMfNT> ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SNYDER WILLIAM AFILE NO. :21 12-0474 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule Cl (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 50,547.95
6. Jointly Owned Property (Schedule F) (6) '00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 50.547.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) 1 ,831 .44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) -- 195. 14
11, Total Deductions (11) 2,026.58
12. Net Value of Tax Return (12) 48,521.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (i3) .00
14. Net Value of Estate Subject to Tax (14) 414,603.91
NOTE- If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/orQp wily
reflect figures that include the total of all returns assessed go date. s rn rn
ASSESSMENT OF TAX: Br A-�M�
15. Amount of Line 14 at spousal rate (157 .00 X to
16. Amount of Line 14 taxable at lineal rate (16) 414.4n-i-91 X g5?G: )� L-8�,,65;(.g
17. Amount of Line 14 at sibling rate (17) -nn X ,j}'?2 770 MKS F✓
18. Amount of Line 14 taxable at collateral rate C187 .00 X 1 zzK
19. Principal Tax Due �9� C? 65-P
TAX CREDITS: g �
PAYMENT RECEIPT DISCOUNT (+) )-+ M AMOUNT PAID r"'
DATE NUMBER INTEREST/PEN PAID (-) '� L,) Cn CDk
7-03-2012 CDO16219 495.00 9,405.00 S
04-19-2013 CDO17478 .00 6,679.49
07-26-2013 CDO17947 88.53- 2,166.21,
03-17-2014 SBADJUST .00 .70
TOTAL TAX PAYMENT 18,657.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV 1470 Ex(01-10)
pennsylvarna INHERITANCE TAX
i DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280801
PA 17128-Ml
DECEDENTS NAME FILE NUMBER
William Snyder 2112-0474
REVIEWED BY ACN
7racell Collins-Smith 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 1 Accepted additional assets.
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