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DATE: COMMONWEALTH OF PENNSYLVANIA
SUBJECT: DOCKETING NONRESIDENT DECEDENT
FILE INFORMATION
TO: ~ 'MA C, , L2 i
~l'~~~a~nc?~ COUNTY REGISTER OF WII.LS
FROM: John Riedman
Specialty Tax/Nonresident Unit
Inheritance Taa Division
Bureau of Individual Taxes
Department of Revenue
Attached is nonresident decedent file information concerning taxable property located
in your county.
Please docket and file the attached information so it may be available for future
reference.
Thank you.
Attachment
~~~~~ L COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF DETERMINATION AND
INHERITANCE TAX DIVISION ASSESSMENT OF PENNSYLVANIA
DEPT. 280601 ESTATE TAX BASED ON FEDERAL
HARRISBURG, PA 17128-0601
ESTATE TAX RETURN
ALISA M SHIN ESQ
DUANE ETAL
1 LIBERTY PL
PHILA PA 19103
DATE 05-28-2001
ESTATE OF CALLAHAN FRANCIS J
DATE OF DEATH 01-24-2000
FILE NUMBER 99 01-0174
COUNTY NON-RESIDENT
ACN 201
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES -~
----------------------------------------------------------------------------------------------------------------
REV-483 EX AFP (12-00) ** NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~*
ESTATE OF CALLAHAN FRANCIS J FILE N0.99 01-0174 ACN 201 DATE 05-28-2001
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
TAX CREDITS:
.00
.00
.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
*IF PAID AFTER THIS DATE, SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED
IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCRI, YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00
.00
REV=1737-2 EX+ (11-99) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
NONRESIDENT DECEDENT
ESTATE OF
SCHEDULE A, PART 1
REAL ESTATE
IN PENNSYLVANIA
C~ I >~ a 4°
FILE NUMBER
Callahan, Francis J.
Part 1 must include all real property owned by the decedent individually or as a tenant in common with another party(ies), having its
situs in Pennsylvania. Property which is jointly-owned with right of survivorship should be disclosed on Schedule F All real estate
must be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and
a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF DEATH
~. Retail Complex, 1.18 acres located at 509 Bethlehem Pike,
Colmar, Montgomery County, Pennsylvania 18915 (see appraisal
of Bearoff & Company, Inc. attached as Exhibit A) 415,000.00
2. Lot#1 (3.84 acres) Industrial Land, Kline Township, Schuylkill
County, Pennsylvania 18237 (see appraisal of Higgins
Associates attached as Exhibit B) 42,000.00
3. Lot#2A (11.07 acres) Residential Land, Kline Township,
Schuylkill County, Pennsylvania 18237 (see appraisal of
Higgins Associates attached as Exhibit C) 49,800.00
4. Lot#3 (1.96 acres) Commercial Building, Kline Township
Schuylkill County, Pennsylvania 18237 (see appraisal of
Higgins Associates attached as Exhibit D) 217,500.00
5. Lot#4 (2.28 acres) Commercial Building, Kline Township,
Schuylkill County, Pennsylvania 18237 (see appraisal of
Higgins Associates attached as Exhibit E) 208,000.00
6. Commercial Building located at Housels Run Road, Milton, North
Gt~nberland Courr>*y, Pennsylvania 17847 (see appraisal of
Gownley Appraisal Group attached as Exhibit F) 45,000.00
7. 50~ percent interest as tenant in common in 52 S. Traymore
Avenue, Ivyland, Pennsylvania 18974 as recorded on 09/09/63
in Deed Book 1733 Page 63 (see appraisal of R Gaul Appraisals
attached as Exhibit G) 90,500.00
PART 1 TOTAL
$ 1,067,800.00
PART 2 TOTAL
Proportionate Method Only from reverse side $
TOTAL (Also enter on Line 1, Recapitulation) $ 1 , 0 6 7 , 8 0 0 . 0 0
(If more space is needed, insert additional sheets of the same size)
STF PA42025F.5
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N O . C D 000441
WALTZ GALEN R ESQ
3857 ELDER RD
HARRISBURG, PA 17111
fold
ESTATE INFORMATION: ssN: ~7s-3o-3215
FILE NUMBER: 21-2001- 0726
DECEDENT NAME: SIMMONS JOYCE R
DATE OF PAYMENT: 10/26/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/28/2001
REMARKS: SUSAN A ECKERT
C/0 GALEN R WALTZ
CHECK#1007
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 59,322.54
TOTAL AMOUNT PAID:
INITIALS: SK
RECEIVED BY: MARY C. LEWIS
REV-1162 EX~11-96)
59,322.54
REGISTER OF WILLS
REGISTER OF WILLS