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HomeMy WebLinkAbout98-0724 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PLAINTIFF VS. CIVIL ACTION - LAW FILE: 2198-724 9 ._.d .U TO -. -r~1 "'" = = --.. ~ '::"Y :::0 W ESTATE OF MARGUERITE WERDEBACK, : DECEASED /--.~. DEFENDANT _ ~'" ;~;_3-~ ..) \_~- :...U --I :I:h ) Uj .. a N RELEASE FOR VALUE RECEIVED, the property hereinafter described is hereby released from the lien, paYment, operation and collectibility of any and all succession, estate, or inheritance taxes, including direct, transfer and collateral inheritance taxes, now due or that may hereafter become due the Commonwealth of Pennsylvania from the Estate of Marguerite Werdebach, deceased, who died as a resident of Cumberland County, Pennsylvania, on August 27, 1998. ALL that certain house and lot of ground situate at and known as No. 415 North West Street, Carlisle, Pennsylvania, being more particularly bounded and described as follows to wit: - on the North by property now or formerly of Eliza Jackson, on the east by property now or formerly of J. Philip McCard, on the south by Lincoln Alley and on the west by North West Street, having 20 feet in front on North West Street and extending in depth at an even width a distance of 100 feet. BEING the same premises which Sheilah Andrade, Executrix of the Estate of Marguerite Werdebach, by her deed dated June 27, 2002 and to be recorded herewith, granted and conveyed unto Stephanie M. Swab, single person. Tax Parcel No. 06-20-1798-238 AND IT IS FURTHER AGREED that the Commonwealth will not look to the above-described premises, or any part thereof, for paYment of any part of the principal and interest owed by the above-captioned estate, now or hereafter to become due, or in any way disturb, put to charge or damage, the present, or any future owner or owners, occupier or occupiers of the said above-described premises or any part or portion thereof, for or by reason of the said judgment or any matter, cause or thing, thence accruing or to arise; provided that nothing herein contained shall affect any judgment or its legal validity so far as respects all other lands and tenements of the said estate which are not herein expressly release therefrom. This release of lien is being requested pursuant to the authority vested in the Secretary of Revenue by Section 809, 810, and 811 of the Inheritance and Estate Tax Act of 1961, Act of June 15, 1961, (P.L. 373, No.207) 72 P.S. ~2485-809-811); the Act of December 13, 1992 (P.L. 1086, No. 255) (72 Pa.C.S. ~1775); the Act of December 13, 1982 (P.L. 1086, No.255) (72 Pa.C.S. ~1775); the Act of August 4, 1991 (P.L. 97, No. 22) (72 P.S. ~9175). IN WITNESS WHEREOF, these presents have been duly executed this ~ day of ~. 2007. COMMONWEALTH OF PENNSYLVANIA Roqfc~EBq: Deputy Secretary for Compliance and Collections Department of Revenue A(}2~ ~ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN On this cA~ day of ~i, 2007, before me, a Notary Public in and for the county and state aforesaid, personally appeared Robert J. Coyne, Deputy Secretary for Compliance and Collections, Commonwealth of Pennsylvania, Department of Revenue, known to me to be the person whose name is subscribed to the above release, and acknowledge that, being authorized to do so, he executed the foregoing release for the purpose therein contained by signing on behalf of the Commonwealth of Pennsylvania. WHEREOF, I have hereunto set my hand and official seal. dJi My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal , Sue E. Hetrick, Notary Public City Of H~r'!sburg, Dauphin County My CommISSIOn Expires Apr, 10, 2010 Member, Pennsylvania Association of Notaries c . -... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX 280nl HARRISIURG PA 17128-0'01 INHERITANCE TAX RECORD ADJUSTMENT 2UD7 ~;!: '( -7 MIll: I 7 *' REV-1593 EX AFP (03-05) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-26-2007 WERDEBACH 08-27-1998 21 98-0724 CUMBERLAND 101 HARGUERIT Ci FR/-( (~[ OP:::;I_(;;-::'\ 'oJ; 01 1'.1 ~_ ~ l~"J) . HURREL WALTERS .....'U\ 5000 LOUISE DRIVE P.O. BOX 40 HECHANICSBURG PA 17055 A.ount Re.1tted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insure proper credit to your account, sub.it the upper portion of thi~ for. with your tax pay.ent. REV-15'3 EX AFP (03-05) ... RETAIN LOWER PORTION FOR YOUR RECORDS ... ESTATE OF WERDEBACH MARGUERIT .. INHERITANCE TAX RECORD ADJUSTMENT .. DATE FILE NO. 21 98-0724 9113 Trusts (Schedule J) ADJUSTMENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. CloselY Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule G) I. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.inistrative Costs/ Miscellaneous Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Qovern.ental Bequests; Non-elected 14. Net Value of Estate Subject to Tax TAX: 15. u. 17. 18. 19. C A.ount of Line 14 at Spousal rate (15) A.ount of Line 14 taxable at Lineal/Class A rate (16) A.ount of Line 14 at Siblfnll rate (17) A.ount of Line 14 taxable at Collateral/Class B rate (18) Tax Due DATE 01-23-2007 04-25-2007 NUMBER CD007727 WRITEOFF INTEREST/PEN PAID (-) .00 .00 ACN 101 04-26-2007 (1) (2) (5) (4) (5) (6) (7) 17 , 223 . 66 .00 .00 .00 .00 .00 .00 (I) 17,223.66 (9) (10) .00 .00 (11) (12) (15) (14) .00 17 ,223 . 66 .00 17 ,223.66 .00XOO · .OOX 06 . .00x DO · 17 , 223.66 X 15 . (19) .00 .00 .00 2,583.55 2,583.55 AMOUNT PAID 2,583.55 1,259.25 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,583.55 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) , YOU MAY BE DUE \..i{\ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ()\" . _.~ REV.1470 EX (Na) * INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDMDUAL TAXES PO Box 280801 HARRISBURG PA 17128-0801 DECEDENTS NAME Marguerite Werdebach FILE NUMBER Department of Revenue! Emerson Luciano ACN 2198-0724 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES The Estate has been assessed and adjusted per Release of Lien for Inheritance and Estate Tax on Real Estate. PaQe 1