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HomeMy WebLinkAbout08-31-11BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 AMY M MOYA, ESQ. 5011 LOCUST LANE HARRISBURG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE pennsylvanNa ~ DEPAR _ _ q,~F . 'DENT INHERITANCE REV-537 EX AFP c12-lo) ., "AP~~I~Y T, ALLOWANCE OR DF DEDUCTAXNS~ ~ ~ I) ? AND ASSESSMENT OF 08-29_2011 DATE DORIS A ?" HUNTER ;', ~ i ~ E,;57 J I r~. ~ s' ;;'STATE OF DATE OF DEATH 08-18-2010 l Cl.~~~ ~~ FILE NUMBER 99 10-0851 a ~' ~` COUNTY NON-RESIDENT ~~ (~RPHPSI~a :.~~JURT~ ACN Cl)Mr:~=~'_1",`r,~ ~'~'~ ~'r~ lol 10-28-2011 - APPEAL DATE: (See reverse side under Objections ) PA 17109 Awount Rewitted MAKE cHEPA DEPARTMENT OFT REVENUE TO. p,0, BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~ ALLOWANCE OR --- P C12-10~ NOTICE OF NONRESIDECTIONSEANDAASSESSMENTPOFITAXENT, _29-2011 REV-537 EX AF DISALLOWANCE OF DEDU ACN 101 DATE 08 nnRTS A FILE N0. 99 10-0851 ESTATE OF huni~R - TAX COMPUTATION METHOD ELECTED: ~X) FLAT RATE ( ) PR .., erCFPT~D AS FILED C ) CHANGED Tax Rt ~ "R~ ~.,~ ~ - ~- - SEE REVERSE RESERVATION CONCERNING FUTURE INTEREORIGINAL RETURN APPRAISED VALUE OF RETURN BASED ON: 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) g, Total Assets APPROVED DEDUCTIONS AHD EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) il. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) .00 NOTE: To insure proper cl) .00 credit to your account, C2) .00 submit the upper portion C3) .00 of this form with your (4) 100.00 tax payment. c5) 500.00 100, c6) .00 ~~) 100,600.00 cs) c9) .00 clo) ' 00 .00 C11) c12) 100,600.00 .00 (13) c14) 100,600.00 14. Net Value of Estate Subiect to Tax 14 15 and/or 16, 17, 18 NOTE: If an assess~ent was reflect figures that ASSESSMENT OF TAX: issued previously, lines , include the total of ALL returns assessed to date. 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Glass A rate 17. Amount of Line 14 at Sibling rate lB. Amount of Line 14 taxable at Collateral/Class B rate :9_ Principal Tax Due ~n PA M N ~ - _ RECEiP i - NUMBER INTEREST/PEN PAID C-) DATE 753.75 11-10-2010 NR013716 .00 05-11-2011 NR014302 .00 x C15) , 00 X (16) , 00 X c1T) 1-00,600.00 x C18) and 19 will 00 = .00 045 = .00 12 = .00 15 = 15,090.00 9 15,090.00 ) c1 AMOUNT PAID 14,321.25 15.00 TOTAL TAX CREDIT 15,090.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL-DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR C A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) • PENNSYLVANIA COMMONW EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE AND ESTATE TAX BUREAU OF INDIVIDUAL TAXES DEPT. 280601 OFFICIAL RECEIPT HARRISBURG, PA 17128-0601 No. NR014302 RECEIVED FROM: Jean H Moore 21125 Cardinal Pond Ter #401 Ashburn, Va 20147 ;TATS Irvrvhcmr.i ~~~~ ~E NUMBER 99 10-0851 LAST) AME OF DECEDENT ( (FIRST Doris Hunter ATE OF PAYMENT 512612011 'OSTMARK DATE 511112011 :OUNTY Non-Resident SATE OF DEATH 8/1812010 REMARKS ASSESSMENT AMOUNT CONTROL NUMBER 101 15.00 A TOTAL AMOUNT PAID $15.00 REGEIVED BY John M. Riedman SEAL COMMONWEAI-TH OF PENNSYLVANIA DEPARTMENT OF REVENUE Register __ ' PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA pTE TAX DEPARTMENT OF REVENUE INHEpITANCE AND EST BUREAU OF INDIVIDUAL TAXES i DEPT. 280601 OFFICIAL RECEIPT HARRISBURG, PA 17128-0601 No. NR013716 _s ACN RECEIVED FROM: Jean H Moore Apt 412 , 21125 Cardinal Pond Ter Ashburn, VA 20147 TLC. Ivv,~~•+~• • 99 10-085 (FIRST TAME OF DECEDENT (LAST) DOrIS Hunter LATE OF PAYMENT 11/1812010 POSTMARK DATE 1 1 11 012 01 0 COUNTY Non-Resident DATE OF DEATH 8/18f ZO1 O REMARKS SEAL ASSESSMENT AMOUNT CONTROL NUMBER 101 14,321.25 TOTAL AMOUNT PAID ~~-25 RECEIVED BY John M. Riedman COMMONWEALTH OF PENNSYLVANIA pEpppTMENT OF REVENUE A Register REV-1737-5 EX + (5-08) ~ ennsylvania SCHEDULE F, PART 1 P JOINTLY-OWNED PROPERTY DEPARTMENT OF REVENUE INHERTfANCE TAX RETURN NDNRESIpENT DECEDENT FILEgNUMBER ESTATE OF ~ I- I ~` ~~ S f HUNTER, DORIS A. Part 1 must include jointly-ownedd real es yte and tangible personal property located in th nsylvania. Complete Part 2. on reverse sri e ro whenever located ONLY when the proportio it must bedreportedcon Schedule ~,,lected. include all other jointry hel p PB ff an asset was made joint within one year of the decedent's date of 88 RELATIONSHIP TO DECEDENT ADDRESS SURVIVING JOINT'rENANT(S) NAME A. Mathiide Y. Carter 115 Front Street Boiling Springs,. PA 16007 Friend B. C. LETTER I DATE DESCRIPTION OF PROPERTY FOR JOINT MADE p~~ deed for jointly-held real estate. TENANT JOINT A. 0911611974 House and lot located at 115 Front Street, Boiling Springs, Pennsylvania, Parcel ID No. 40-2.9-2452-159, UUed to Mathiide Y. Carter and Doris A, Hunter, as joint tenants with rights of survivorship (tax assessed value ($160,800.00) X common level ratio factor (1.25)) %'OF DATE OF DEATH DATE OF DEATH DECD'S VALUE OF VALUE OF ASSET INTEREST DECEDENT'S INTEREST 201,000.00 50% - 100,500.00 PART 1 TOTAL $100,500.00 p Z TOTAL $0.00 Proportionate Method Only (From reverse side.) $100,500.00 TOTAL (Also enter on Line 6, Recapitulation.) (If more space is needed, use additional sheets of paper of the same size) REV-~n7~ Ex+le-oal ~,~ ; pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE E, PART 1 MISCELLANEOUS PERSONAL PROPERTY NONRESIDENT DECEDENT FI(L~E(N~UMBER ESTATE OF I I - ~ b ~ ~ HUNTER, DORIS A. Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples of tangible personal prope are ointl owned with the right of survivorship must be disclosed on Schedule F. jewelry, fumfture, paintings, etc. All property j Y- Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is eV~E nT DATE of DEATH ITEM DESCRIPTION 100.00 NUMBER ~ ~ personal property PART 1 TOTAL S pp~ 2 T TAL (From reverse side.) $ 100.00 TOTAL (Also enter on Line 5, Recapitulation.) ~ (If more space is needed, use additional sheets of paper of the same size) fOx ~THJ1~les. Idyl Spec Fms~ 4t d 1900. v ~~~. ~~ /~ ~- aQy of ~-~-~.'~ ~,~ use year MADE THE o f ~. Lord ens ~ousand sine hwrdo~ed seve~y-four. EETy9EIsN NEAL R. BRESSLER and JANIE K. BRESSLER, husba~~ e Q ~e oY South Middleton Township, Cumberland County. Pennsylvania, p first part, Graxitors, and MATHILDE Y. CARTER and DORIS A. BUNTER, ae joint tenants with the right of survivorship and not as tenants in common. of 115 Front Street in the Village of Boiling Springs in South Middleton Township, Cumberland County, Pennsylvania, parties of the second part, Grantees Ti'ITNESSETIi, tlw,t tin caiuidcratio~+ of Thirty-one Thousand Nine Hundred --..DoIIara, (~31, 900.00)-___-^^-----__----°~~ -ed the aeld prcntors do- -herei*y Dot in ha+id paid, the reoe5yt whereof ie hereby d0 , axd convey to the said yra»tees ,their heirs and assigns, as joint tenants with the right of survivorship and not as tenants in common, ALL that certain tract of land, together with the improvements thereon erected, situate on the Western side of Front Street in the.Village of Boiling Springs, South Middleton Township, Cumberland County, Pennsylvania. as described according to a survey of Thomas A. Neff, Registered Surveyor, dated May 17, 1971, as follows: HEGINNING at a spike on the Western aide of Front Street, said point being the intersection of the building line on the Western side of Front Street and the building line on the Northern side of Second Street; thence by said building line of Second Street, South 58 degrees 55 minutes 30 seconds West, One Hundred Twenty-five (125) feet to a stake at lands now or formerly of Ronald E. Stuck; thence by lands of same, North 11 degrees 44 minutes 40 seconds Weat, Forty- five and Forty-five Hundredths (45.45) feet to a stake in line of lands now.or formerly of Robert E. Weise; thence by the same, North 65 degrees 15 minutes East, Sixty and Twenty-five Hundredths (60.25) feet to a point marked by a chisel mark on concrete; thence by the same, North 80 degrees 01 minute 40 seconds ' East, Fifty and Five Tenths (50.5) feet to a spike on the building line on the Western side of Front Street; thence by the same, South 28 degrees 40 minutes East, Thirty-six and Five Tenths (36.5) feet to a spike, the place of BEGINNING. HAVING thereon erected a two and one-half story stone and frame house known as No. 115 Front Street, Boiling Springs, Pennsylvania. BEING the same premises whjch E.° Reginald Wagner and wife, by deed dated May 24, 1971 and recorded in the Office of the Recorder of Deeds in and for Cumberland County at Carlisle, Pennsylvania, in Deed Book "C", Vol. 24, • page 229, wanted and conveyed to Neal R. Bressler and Janie K. Bressler, husband and wife, Grantors herein. Cumb. Co.., Pe. i %c/R.al Est.b 7r.mhr T.a o.~..1..'I6'?Y ~e.:3.~.~'~ . ...k ~ . ~: ~,~. ~.. ~:.,. ~. ~.,. ~ e~oK~,~,25 face 388 IL I ~~ 1 1 herobu ~ ~ aQ!°e ~ that they '°iu warrant ANn the said ~tq's herabt+ ~~~ generally the p _. _ .. .. . '^ CQMMONVIEALTH OF PEIVNSYLVI~.1•l:k ~' D~•FnRTMENT t7F REVENIie senor ,~ '- zaarssccp n 3 18n. ~ D = -i ., ~ ss r a tnx ranitt L.~-~ r o~ y" c ~` ` wo~~ . ~~~N '_ W OQ rV ~C p,. ~ W ~ -. ;• tN jyITNF1SS yyHEltl^rOF, said their hands end seal s Ymato+'s have herethtto set the day and year first above written.' F„u~ .nt pdiwnt pt ma ~,..~...~...~... e7C~L l O , is the;lseuau st ~ er ea1..R. Bress _ ss~n ~, ~" . •' ~ anie K: Bressler sear. I do hereby certify that the precise residence and complete poet office ~dlvania ~ the within named grantees is 115 Front Street. Boiling Springs. Penney 17007. rr__~ Yc~~~ x Attorney for rantees I :~ :~ 1 State of Pennsylvania, as, County of Cumberland ~ ig74 ;before me, On this, flu / (, tJ.- day of ~"7•"~" "' the underaigxad oDice-, pereonauy `apps Neal R. Bressler and Janie K. Bressler, husband and wife, Bribed to the known to me (or satisl~rilY prn+ien) to be the persons whose am+nes are subs within inetrwment, and aeionowiedped that they executed the some for tJ,e purposes therein ,SINN WITNNSS W$F,REOF I kentrnto set my Rased and o$lciai Beal. `,` ,,0..Y •„~i1,,', •~..'. eoo~(,25 face 369 ~~ TAX PAYER COPY PAYABLETO 2(MO S ~ ~' E~ ROBERT C CAIRNS TAX COLLECTOR /~/`-(-~Qi l^'~ 1 ~d I~ro~~t Mineral PO BOX 40 1 Assease 145, B00 0 BOILING SPRINGS PA 17007 0040 Values 15, 000 I ..___, .. ~ ~ nn lYr~l O - 40004866 S~CEIt00I Hgoest MAp pip; 40-29-2482-169 116 FRONT STR~ PEED 0026U! 00388 ACRES ~R~IDdentlat Building RESIDENTIAL rAicPAVen AR , MATHILDE Y & DORIS A HUNTER pp BOX 117 BOILING SPRINGS PA 17007-0117 _yyEp 9:OOAM-3:OOPM 4 FORGE RD: SCHOOL ADMiN OFFICE PHO~NE~.717 25g 684 pNCDT 20 ODAYS ~ ~~ 11.550.70 111.55070 11.55070 ~..__~ I1 l~IL~G--- (' 1 !>~'~G~ ~ BIII No: ~ Control No: 040 004865 160,800 ~dc_ TAX AMOUNT DUE ---~ ~700'~ ~'~~ 010 9 O1 2010 Ts o.ia on os Altas ,, ,,,i,n~n 10/31/2010 IF TAXES /- GE ~ ROW FORWA~ p TO TAX ~ ~ BY 1?J81/Z010 TMHS BILL YYI~-t- BE RETURNS CL/UM BUREAU FOR COLLECTION ~,90YAY NOTICE OF PROPERTY TAX u~omestead arldlor farmstead Your enclosed tax bill includes a tax reduction for yo roe Owner, you have received property, As an eli ible homestead and/or farmstead P, P r-Y rovided , tax relief through a homestead andlor farmstead exclusion whkh has en p g er Relief Act, a law passed by the Pennsylvania General under the Pennsylvania TaxpaY Assembly designed to reduce your p~r'tY ~eS. _ _ _ _ _ .._ . _ ._ . - - - - - ~ belo+r to wbn>ft psYmsnL _ ff prying M toll use ONLY the 1 ST bov~n r ~...~.. a. h~aOnltlMe the the coupons betct~lr t0 submit 902 RYEAR 2010 DATE 7/01/2010 BIW 902TTAXYFJIR 2010 DATE 7/01/2010 snu TO ,rte ~ )BERT C CAIRNS TAX COLLECTOR BOX 40 )ICING SPRINGS PA 17007 0040 pKfR01.~ _ PAYABIF R BERT CAIRNS TAX COLLECTOR PO BOX 40 BOILING SPRINGS PA 17007 0040 CONTROL~_ ??1~; ~pTFfMIDDLETON S.D. TATHILDE Y ;~ PTiAATHILDE.Y P~gE RETURN COUPON PLEASE RETURN coUPON $RD wm+TMIRO PAYMENT 2_ N_ ~ VYITH 8ECOND PAYMENT 10/31/2010 578.52 ON OR BEFORE $578.51 ONbRBEFORE 9/30/2010 $636.37 AFTFA 10/31/2010 $636.36 AFTER 10/31/2010 x-2482-159 MIDDLEfON S.D. 1------ ----- .. ---~ _ C---' _-' ' ~ 1 ~----------- _1_. ~~I t -~ J ---- --