HomeMy WebLinkAbout07-21-14 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH
REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED,
FILE A 6.12 FORM YEARLY UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Sonya Oliveri
Date of Death: April 25, 2012
Estate No. 21-2013-00859
Pursuant to Rule 6.12 ofthe Supreme Court Orphans'Court Rules,I report the fol lowing with
respect to completion of the administration of the above-captioned estate:
1. The Administration of this Estate is now complete. The Commonwealth of Pennsylvania
Department of Revenue issued on July 14, 2014, its Notice of Inheritance Tax Assessment
(Rev Form 1547)reflecting that no inheritance taxes are due on this estate. A copy of that
Notice should have also been forwarded to the Cumberland County Register of Wills directly
from the Revenue Department.
2. Inasmuch as the Estate is now deemed to be complete:
A. Did the personal representative file a final account with the court?
Yes No XXX
B. The Separate Orphans'CourtNo.(if any)for the personal representative's account is:
Not Applicable
C. Did the personal representative state an account informally to the parties in interest?
Yes No XXX
D. A copy of Revenue Form 1547 is attached to this Status Report.
Date: July 18, 2014
Signature
N
a Barbara A. Fein, Esquire
l -`• - s 721 Dresher Road, Suite 1050
Horsham, PA 19044
(215) 653-7450
J, �UJ
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0-00 Capacity: XXX Personal Representative
emu, LICs
R. r b8 V Counsel for Personal Representative
APPRAISEMEN7E ALLOWANCETORCDISALLOWANCE —M Pennsylvania
INHERITANCE INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (08-13)
DATE 07-14-2014
ESTATE OF OLIVERI SONYA H
DATE OF DEATH 04-25-2012
FILE NUMBER 21 13-0859
FEIN ESQ BARBARA A COUNTY CUMBERLAND
STE 1050 ACN 101
APPEAL DATE: 09-12-2014
721 DRESHER RD (See reverse side under 06jections)
HORSHAM PA 19044-2266
Amount Remitted '
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --) RETAIN LOWER PORTION FOR YOUR RECORDS �--�
REV 1547 EX AFP COB-F33 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR _ -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF' TAX
ESTATE OF: OLIVERI SONYA HFILE NO. :21 13-0859 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 115,300.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) . 00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) CS) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) L.00 of this form with your
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) tax payment.
6. Jointly Owned Property (Schedule F) (6)�DO
7. Transfers (Schedule G) 00
(7) �
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (a) 115,300. 00
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 630. 00
30. Debts/Mortgage Liabillties/Liens (Schedule I) (30) 165,889.48
11. Total Deductions
12. Net value of Tax Return (11) 166,519.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 51,219.48-
14. Net Value of Estate Subject to Tax (13) 00
(14) 51 ,219.48-
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 Lino 14 at spousal rate (15) .00 -
16. Amount of Line 14 taxable at lineal rate u6) nn x 045 .00
X 00 . 00
17. Amount of Line 14 at sibling rate (17) n _
18. Amount of Line 14 taxable at collateral rate (16) 0 X 12 .00
19. Principal Tax Due .00 X 15 = .00
TAX CREDITS: (19)' .00
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. BE DUE