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