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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=