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HomeMy WebLinkAbout04-0127OFFICE OF THE REGISTER OF WILLS COUNTY OF CHESTER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX CERTIFICATION Section 9152 of the Inheritance Tax Act (72 P.S. §9152) Estate of: Thelma McMullen Who died Intestate/Testate on: June 19,1994 ., Late of the County of Chester Chester County File #: 1594-0774 To the Register of Wills of Cumberland County, Commonwealth of Pennsylvania GREETINGS: I hereby certify that the Transfer Inheritance Tax on the Estate of the above named decedent was paid to me on August 11, 1995 and October 23, 1995 and that the property of the estate on which said tax was PAID included, among other items, the following asset located in your county as described on Schedule A of the Pennsylvania Inheritance Tax Return or Appraisement: Real estate situate Evandale Mobile Home Park, Newville Road, Cumberland County, Carlisle, Pennsylvania Value as per Schedule A of the Pennsylvania Inheritance Tax Return or Appraisement: $69,300.00 This certificate is made to you in accordance with the provision of Article XXI, Section 2152 of the Act of March 4, 1971 (P.L. 97, No.22) as amended. IN WITNESS WHEREOF, I have hereunto set my hand and seal of this office this day of Fl 0-,~ __, Donald A."'".~. ancini, Register of Wills County of Chester;:"C..' ommonwehlth of Pennsylvania i.....q S:\ESTATE\TaxCertification-OtherCOunties.doc REV-1502 ~X+ (12-851 ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Thelma McMullen FILE NUMBER 1594-0774 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should 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 Real Estate situate Route 100, East Nantmeal Township, Chester County, Pennsylvania - Property Conveyed to Wilmington Savings Fund Society as Deed in Lieu of Foreclosure. (See Copy of Deed attached) (See Also Schedule I, Item #11) Real estate situate Evandale Mobile Home Park, Cumberland County, Carlisle, Pennsylvania (See Copy of Appraisal Attached) Newville Road, Real estate containing approximately 8.35 acres, North Middleton Township, Cumberland County, Pennsylvania, "Creek Property" (See Copy of App{aisal Attached) TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE OF DEATH $ 9],0]7.76 69,300.00 16,300.00 S 176,617.76 RECEIVED FROM: LEE FiLLMEN MAUGER 24~ KiNG STREET PO BOX 698 POTTSTOWN PA 19464 - FOLD HERE ESTATE INFORMATION: FILE NUMBER ~94-0774 JltNAME OF DECEDENT (LAST) MCMULLEN THELMA L~] JDATE OF PAYMENT ~8/14/95 JL/~[POSTMARK DATE (FIRST) (MI) COUNTY CHESTER DATE OF DEATH 06/19/1994 REMARKS SEAL SSN ~ ~?1-20-1977 REGISTER OF WILLS ACN ASSESSMENT CONTROL NUMBER AMOUNT 4425.75 FOLD Hi TOTAL AMOUNT PAID 442~ . 75 SIGNATURE AMANDA T. ROSS .o AA 06'3156~ ~ ' COMMONWEALTH OF 'PENNSYLVANIA B~ ' ~ · :- '~ DEPARTMENT=OF REVENUE · * .~v.,,62 Ex ~.~4, omc,^, ,EcE,~r · ~pE"NSyLV^"i^'~i" HE%TA"CE~AN,) ~STA~E TAX RECEIVED FROM: LEE FiLLMEN MAUGER 240 KING STREET PO BOX 698 POTTSTOWN PA 19464 FOLD HERE ESTATE INFORMATION: FILE NUMBER L59~-~7~4 NAME OF DECEDENT (LAST) HCMULLEN THELMA DATE OF PAYMENT ~i25/95 POSTMARK DATE (FIRST) (MI) 10123/95 COUNTY CHESTER DATE OF DEATH 06/19/1994 REMARKS SEA~sN # ~7!-2~3-1977 REGISTER OF WILLS ACN ASSESSMENTE CONTROL NUMBER AMOUNT 3,20 TOTAL AMOUNT PAID' :3 . 2~ SIGNATURE / / AMANDA T. ROSS FOLD REV-1547 EX AFP COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES. DEPT. 280601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 101 DATE 10-17-95 ESTATE OF MCMULLEN THELMA FILE NO. 15 9fi-O77fi DATE OF DEATH 06-19-9fi COUNTY CHESTER NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" LEE F MAUGER ESQ MAUGER & MAJOR 2qO KING ST POTTSTOWN PA 19fi6q REMIT PAYMENT TO: REGISTER OF WILLS CHESTER CO COURT HOUSE WEST CHESTER, PA 19580 Amount Remitted CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (12-945 ESTATE OF MCMULLEN NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX THELMA FILE NO. 15 9fi-0774 ACM 101 DATE 10-17-95 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE 11. 12. 15. lq. NOTE: APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN l. Reel Este~e [Schedule A) [15 176~617.76 2. Stocks and Bonds (Schedule B) (2) .00 5. Closely Held Stock/Partnership Interest (Schedule C) ($) .00 q. Mortgages/No~es Receivable (Schedule D) (q) .00 S. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (S) 2z782.21 6. Join*ly Owned Property (Schedule F) (65 .00 7. Transfers (Schedule G) (7} .00 8. To~a! Assets (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 14,677 72 9. Funera! Expenses/Adm. Costs/Hisc, Expenses (Schedule H) (9) ' 10. Debts/Mortgage Liabilities/Liens (Schedule I) (lO) 95;459.67 To,al Deductions (115 Ne~ Value of Tax Return (12] Charitable~governmental Bequests (Schedule J) (iS) Net Value of Estate Subjec~ to Tax (lq) 179,599.97 10R.]37.39 71,262.58 .00 71,262.58 If an assessment was lssued previously, lines 14, 15 and/or 16, 17 and 18 will re~lect ~lgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line lq at Spousal rate 16. Amount of Line 14 ~axable at Lineal/Class A rate 17. Amount of Line 14 taxable at Collateral~Class B rate 18. Principal Tax Due TAX CREDITS: .00 x.00= .00 71,262.58 x.06= 4,275.75 .OD x.15= .00 (IBX 4,275.75 PAYMENT DATE 08-11-95 RECEIPT NUMBER AA024660 DISCOUNT (+] INTEREST (-) 155.14- AMOUNT PAID q,425.75 INTEREST IS CHARGED FROM 08-12-95 TO 10-25-95 TOTAL TAX CREDIT I 4,272.61 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DuEl 3.14 REVERSE SIDE OF THIS FORM INTEREST .06 TOTAL DUE 3.20 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE REV-1607 EX AFP COHHONHEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171Z8-0601 ZNHERZTANCE TAX STATEMENT OF ACCOUNT ACN 101 DATE 11-20-95 ESTATE OF MCMULLEN THELMA FILE NO. 15 9q-O77q DATE OF DEATH 06-19-9q COUNTY CHESTER NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: · LEE F MAUGER ESQ MAUGER & MAJOR 2qO KING ST POTTSTOWN PA lgq6q REGISTER OF WILLS CHESTER CO COURT HOUSE WEST CHESTER, PA 19580 Amoun'l: Remi~c~ed CUT ALONG THIS L'rNE ~ RETAIN LO#ER PORTION FOR YOUR FILES *-~ ..... .... ' ................ ESTATE OF MCMULLEN THELMA FILE NO. 15 9q-O77q ACN 101 DATE 11-20-95 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT DALANCE! AND! IF APPLICABLEr A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: PRINCIPAL TAX DUE' PAYMENTS (TAX CREDITS): 10-10-95 ~,275.75 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) AMOUNT PAID 08-11-95 10-23-95 AAO2q660 AA065156 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), vnm~ ~v ~c nHc ~ 155.1q- .06-/ q,fi25.75 TOTAL TAX CREDIT q,275.75 SALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00