HomeMy WebLinkAbout04-24-14 REV-1162EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280607
HARRISBURG,PA 17128-0601 PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 019058
THE WILEY GROUP
3 N BALTIMORE ST
DILLSBURG, PA 17019
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
---------- --------
101 � 52,022.81
ESTATE INFORMATION: Ssrv: �
FILE NUMBER: 2113-0890 �
DECEDENT NAME: O'MEARA ITA I
DATE OF PAYMENT: 04/24/2014 �
POSTMARK DATE: 04/24/2014 �
couNTY: CUMBERLAND I
DATE OF DEATH: 04/26/2013 �
�
TOTAL AMOUNT PAID: 52,022.81
REMARKS:
CHECK# 1 1620
INITIALS: CJ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE, OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL rnxES OF DEDUCTIONS AND ASSESSMENT OF TAX
PONBOXT280601� DIVISION n c n�n R;�� n r-':i J� O c REV-1547 IX AFP COS-13)
(\L U ( U d.� (- .
HARRISBURG PA 17128-0601 -
f;��i`'.:_`�' _ .- 1�'ILL.S
DATE 04-14-2014
�(11t� ��J� 2� p� � j� ESTATE OF OMEARA ITA
DATE OF DEATH 04-26-2013
`,���� r:.- FILE NUMBER 21 13-0890
WILEY JAN OR�HA�`f ;: ;!,!;��' COUNTY CUMBERLAND
ACN 101
3 N BALTIMORE ST C(�M�jF�,�;,.; .- ',:�., �/� APPEAL DATE: 06-13-2014
D I L L S B U R G P A 17 019-12 8 7 (See reverse side under Objections)
Amount Remitted a ��3a..•��
MAKE CHECK PAYABLE ND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -♦ RETAIN LOWER PORTION FOR YOUR RECORDS F-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OMEARA ITA FILE N0. :21 13-0890 ACN: 101 DATE: 04-14-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) �1� 153,700.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 73,921 .76 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 490,917.90
6. Jointly Owned Property CSchedule F) C6� .00
7. Transfers CSchedule G) ��� 267�139.62
s. Tota� nssets c8) 985,679.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �9� 61 .35 0.94
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 6,512.2 6
11. Total Deductions C11) 67,863.20
12. Net Value of Tax Return �12� 917�816.08
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts (Schedule J) �lg� .00
14. Net Value of Estate Subject to Tax �14� 917,816.08
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 C15) •00 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate C16) 9� 7•R1 6_OR X 045 = 41,301 .73
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due �19�= 41,301 .73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2013 CD018024 .00 34,200.00
10-18-2013 CD018289 .00 5,094.23
INTEREST IS CHARGED THROUGH 04-29-2014 TOTAL TAX PAYMENT 39,294.23
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,007.50
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.31
TOTAL DUE 2,022.81
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
�
x
�
o Z a�
�� � r
� = �
�� � �
D� w
m �
� � ��
o �
� �
�
�t b
lY,i
4g�-+•
L�
�
fi
�L
�:S
L.
€.�
���
i1
��j �% � � `�
pa. � C� � cD
.... o � �-
v. � � �
�
� � � �
�., � m o
� � �. �
J � G �'
C� � �
W � �
r`_
O
G
�
J
G
v.
�
O =
" N �
va ���:, .�.v-��3�wn • W
� N '�
1Lr<<�J SNbH�k30 °
�� �f7�^�rl
�z z Wd �z �a� htoi
_ � � �
s-�-�c�:� _: � .���;.������ °o �
�0 3�1�.�� G�a�0�3�0" ;� �
�� � �
D
p 10 r=