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HomeMy WebLinkAbout04-15-08~ _.. COMMO~G6S,=.-8F PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 009571 FIGUEIREDO JOSEPH MANUEL 19 WESTGATE DRIVE MT HOLLY SPRINGS, PA 17065 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: 207-~ 2-6739 FILE NUMBER: 2108-0184 DECEDENT NAME: FIGUEIREDO MARY DATE OF PAYMENT: 04/15/2008 POSTMARK DATE: 04/15/2008 COUNTY: CUMBERLAND DATE OF DEATH: 01 /22/2008 101 ~ 516, 672.50 TOTAL AMOUNT PAID: REMARKS: JOSEPH FIGUEIREDO SEAL CHECK#102 INITIALS: WZ RECEIVED BY: 516,672.50 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS MA~vIACI & C~ccoT-ra ATT d R N EYS-AT-I,.AW 6720 FRANKFORD AVENUE PHILA L7 ELPMIA~ PENNSYLVANIA 1913E JOSEPH G- MANIACI, E90. RENO JOHN CICC OTTA, EBO. DAVID A. 9CHWEIZER, ESO. TEL: (213) 33z•2626 FAX: (215) ~32•e}18 rn cb e[I.5 OF PA AND NJ oA~s April 15, 2008 Ms. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court NEW JERS[Y OFFICE 3H5 KINGS MI~HWAY NORTH SUITE 105 CHERRY HILL, NJ 09034 1656) 321-9331 FAX (856) 32{-9332 1 Courthouse Square, First Floor , Carlisle, PA 17013 ~ -"-= © «~ --~ Re: Pre a meat of Inheritance Tas -~-. i- ~~ ~ ~ `~ ~ J ~ :: . J , _? Estate of Mary Fisueir•edo ~'~ ~ cn ,. Decedent's Social Security' No.: 207-12-6739 ~ ~ =n -i, 1 - ~.y Date of Death: ~"a.nuurv 22, 2008 ~ ~, ~ -- - ~' -, Fiie No.: Zoos-oolsa -~~-~' i ~ , ~ - ~~ ~~ PA File No.: 21-OS-0184 ^ -~ ,, ~ ~-~~ Tear. It~liei~itance Tax Division: On behalf of Joseph M. Figueiredo, the Executor of the Estate of Mary Figueiredo, enclosed is a check made payable to the Register of Wills, Agent in the amount of $16,672.50 as a prepaymeYrt of Inheritance Tax. The amount of the prepayment is computed as follows: Estimated Pennsylvania hzheritanee Tai: $17,550.00 S% Discount: _~877.50~ Amount Remitted: 516.,672.50 Please date stamp the copy of this letter and return it .to me in the enclosed self-addressed, stamped envelope. if you have any questions concerning this matter, please do riot hesitate to contact me. Vezy truly yours, JCrM:bam Enclosures cc: Mr. Joseph M. Figueiredo Joseph G. Maniaei L9/b0 ~~yd t7110~~I~ '8 I~t~INt~WJ 8EL9tEE9tz Lb ~Zt 80aZ/STJbO Apri115, 2008 ESTATE OF MARY FIGirEIREDO SCHEDULE OF ESTIMATED ASSETS AND EXPENSES FOR PENNS'S~LVANIA INHERITANCE .TAX PURPOSE DATE O~+' DEATH: JANUAT~'Y 22, 2008 CUMBERLAND COUNTY. PENNSYLVANIA. ASSETS Real Estate: 726 South 2"~ Street, Philadelphia, PA (per Agreement of Sale) $325,000.00 Banks: Police and Fire Federal Credit Union - A count No.: 043978-01 S1 (Savings) Joint vaith Joseph Figueiredo since 9/22/1987 2,393.71 x 50% 1,196.86 S4 (Checking) Joint with Joseph Figueiredo suite 9/22/1987 5,082.83 :~ 50% 2,541.42 SS (Money Market) Joint with Joseph Figueiredo since 9/22/1987 3;1 ] 3.04 ~ 50% 1,556.52 825 (premium Yield) mint with Joseph Figtleiredo since 9/22/1987 106,28X.26 x 50% 53,140.63 TRA (Certificate No.: 143630) 15,638.85 Certificate No.: 166506 Joint with Joseph Figueiredo since 9/22/1987 21,337.97 ?~ SO% 10,668.99 1RA Certificate No.: 195762 2,689.97 ~efse ~~yd yllO~~I~ '~ I~t~IN~W 8EL9T£~9ZZ Lb~ZI 80aZf9Tlb0 Certificate No.: 260205 .loi~it with Joseph Figneiredo since 9/22/1937 10,858.24 Y 50% TOTAL ASSETS: E7~ENSES 1~oineowner's liisurance (3 months) Real Estate Appraisal Real Estate Settlement Expenses: Real Estate Transfer Tax Other Real Estate Settlement Expenses (Estimate) Water/SewerlUtilities (Estimate) Ftnieral Home Funeral Luncheon (1,420.74 ± 321.00) Funeral flowers Legal Notice - Sentitael Legal Notice -Cumberland County Law Journal Cemetery Headstone Engra~ ing ProUate Fees Attorney's Fees (Estimate) Executor's Fee 'Verizor~ -2- Le/9e ~~dd d110~~I~ '8 I~tiINdW S,429.12 417,862.36 329.50 175.00 (;,00.00 500.00 400.00 10,240.00 I ,741.74 525.00 1 11.00 75.00 1,130.00 185.00 472.00 1,200.00 -0- 71.00 8£L9Z££9ZZ Lb~Zt 80aZ/9ZIb0 VISA Credit Card 73.15 Misc. (travel, postage, phone, lunch) 145.00 ESTIMATED EXPENSES: 23,873.39 ESTIMATED NET ESTATE: 393,988.97 I recommend making a Pennsylvania Inheritance tax prepayment based on a net taxaUle estate of $390,000.00 with the prepayment calculated as follows:. $390,000.00 x 4.5% tax rate $17,550.00 Less 5% discount for payment within 3 months Pre-Payt~nent: -3- (877.50) 516,672.50 LBfLe ~J~d C110~~I~ '~ I~CIN~7W SEL9TEc5ZZ Lb:ZT SBBZ/STIb9