HomeMy WebLinkAbout03-04-15 REV-1162 EX�11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 020310
CHARNEY DOUGLAS THEODORE
78 FOX FIRE LANE
LEWISBERRY, PA 17339
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
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101 � 564,999.66
ESTATE INFORMATION: sSN: i�s-24-7844 �
F��E NUMBER: 2114-1 193 �
DECEDENT NAME: WAGONHURST D'ARCY C I
DATE OF PAYMENT: 03/04/2015 �
POSTMARK DATE: 03/03/201 5 �
couNTY: CUMBERLAND I
DATE OF DEATH: 12/07/2014 I
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TOTAL AMOUNT PAID: 564,999.66
REMARKS:
CHECK# 128
INITIALS: HMW
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
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D'ARCY C WAGONHURST aka D'ARCY CHARNEY WAGONHURST
Prepayment calculations
Assets:
Property located at 10 Redbud Dr Mechanicsburg,Silver Spring Twp,
Cumberland Co., PA -guesstimated sale price as DHS notes 200,000
Royce Heritage Fund (Cons CI)-656.757 shs @ 12.32 per sh (using average
of 12-5 & 12-8) under Darcy S Charney Tr dtd 12-11-98 FBO Paul K Cook
Value$8,091.25 Might not be taxable
Royce Heritage Fund (Serv CI)-1560.927 shs @ 16.015 per sh (using aver , �
of 12-5 & 12-8) under Darcy S Chamey Tr dtd 12-11-98 FBO Pau) K Cook � � � "�
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Value$24,998.25 Might not be taxable `; :3 `. ; �;
2011 Hyundai sold to Naresh Somasundaram 1-22-15 (price as dep made) �p.��0� �-�; y ;-'=�
American General Life Ins Co-Annuity#A27LM151448 benef is estate 3.$Q�•o� �� ' 1
PSECU-Checking Acct#S4 Princ$5,734.39, Int$.11 5,734.50 � ,
-Savings Acct#S1 Princ$303.74, Int$.01 303.75 � -.h
Wells Fargo Adv-Collateral Acct#2191-6508 (11 Command securities) 883,671.3$' rv � ;,-�
-Pcl Collateral FBO DCW Acct#2191-6511 (107 brok sec) 162,290.90 _ �„_, �._�
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-Plc Collateral FBO DCW Acct#8668-6794(36 brok sec) 160,506.31 ..�
-IRA Acct#2191-6514 (5 securities) No benef inentioned 128,916.96
John Hancock-Non Qualified Annuity#850915 benef are Doug and 89,914.59
Christine Sch G
Met-Life Non Qualified Annuity#1100239435 benef are Doug and 73,185.22
Christine Sch G
Scholars Choice College Savngs Plan Acct#1923-0000202256 for Paul
K Cook 319.556 shs w/market value $5,087.33 Might not be taxable
Pension from state Not taxable but on F&F if est is benef
Pension from state on husband Not taxable but on F&F if est is benef
Personal property in house 2,500.00
Return of event deposit 30.00
Total Assets 1,721,198.67
Expenses
Parthemore Funeral Home-funeral expenses $12,925.52 and $2,964.53 15,890.05
Advertising-Cumb Law Journ ($75) and Sentinel ($201.16) 276.16
Probate fees including itr and inv and short certs 1215.5
PSECU-VISA loan#L9 payoff as of 1-6-15 was$397.63 345.63
Wells Fargo Adv-credit line value 22,462.36
Wells Fargo-mortgage as per DHS notes 130,000.00
Est settlement costs on prop 6%for com $12000 and 1%tranf tax$2000 14,000.00
Discover card balance due 1,844.79
Utilities at prop Jan & Feb 810.20
Utilities at prop-Estimated for March-lune 1,500.00
USSA-return of survivor funds 285.05
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Bent Creek-homeowners condo assoc fees-Jan thru June @$159 954.00
Moving expenses-Christine Cook 155.00
Prep of income tax returns for 2014 and est taxes to pay 2,500.00
Atty fee (estimated 7000-7500) as per DHS notes 7,500
Reserve for closing expenses and misc expenses 1,000
Total Expenses 200,738.74
Balance of estate 1,520,459.93
Tax is based on 4.5%for the children/grandchildren as benef
$1,520,459.93 x 4.5%_ $68,420.70
$68,420.70 x 5%_ $3,421.04
$68,420.70-$3,421.04= $64,999.66 owing
_ __ _ _ _ _ _ _
Probate amount was$1,675,000.00
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