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HomeMy WebLinkAbout12-27-06 * D ~~MATION NOTICE ,.. AND tCJIST .8 0; ;'If :,~) YER RESPONSE IIV-1545 EX AFP nt-II) FILE NO.2. Ou 1/4 q ACN 06157560 DATE 11-22-2006 COIIDIIEALTH OF PENNSYLVANIA IlEPARTtIEHT OF REVEllJE ~ OF INDIVIDUAL TAXES , IIEPT. 210601 ~ HARRISBURG, PA 17128-0601 PA 17070-1512 2006 DEe 27 P TVPEOF ACCOUNT H 2:E~.f. OF LOUISE EHRHART 0 SAVINSS CLERK OF S.S. NO. 182-16-6858 !Xl CHECKINS ORPHAN'S COURTDATE OF DEATH 09-26-2006 0 TRUST CU~,,/C '-'-'1 /!, C' C(\ p'~~UNTY DAUPHIN 0 CERTIF. HE"IT PAYHENT AND FORHS TO: REGISTER OF WILLS (JJ..1"'O. BAYPlllft CO COURT HOUSE HARRI51URS, PA 171Bl~ c:o..{'~~\L\ ~-fr SANDRA 715 15TH ST NEW CUMBERLAND TOBIAS CITIZENS BAlI( OF PA has provided the o.partlllll1t with the infoMlation Ustlld below which has b..n uslld in calculating the potential tax due. Thair racords indicate that at the death of the above daclldant, YOU were a joint owner/beneficiary of this BCCCKA"lt. If you f..l this infor_tion is incorrect, pl.ase obtain writtlll1 correction frOlJ the financial institution, attach a copy to this foMl and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Ca.anwealth of Pennsylvania. Questions BY be aoswanad by calling (717) 787~83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100768562 Det. 09-17-1975 Esteblished Account Se1enee Percent Texeb1e Allau\t Subject to Tex Tex Ret. Potentie1 Tex Du. x 61058.64 50.000 31029.32 .045 136.32 TAXPAYER RESPONSE To insure proper credit to your account, two (2) capies of this notice .ust aCCQlJP8ny your paYllant to th8 Register of NUIs. Make chack payable to: "Register of Wills, Agent'". x NOTE: If tax paYll8nts are .ade Nithin thr.. (3) aanths of the decedent.s date of death, you .ay deduct a 5~ discount of the tax due. Any inhari tance tax due NUl becOlJe deUnqulll1t nine (9) .anths aft.r the date of death. PART [!] ~:ri~-:1:X-~~_!~~"~,-~~::]t::I::~::::~~~"~~--::::'"~f~rlZZ~~i-""iJ~ ;-t::~;~:~:J [I~~~llt t~!'1fr:~-~~:-:;":~~'~~IJ"~~1"~~J;~ryt:Y~~:~:::-R ~:7?Jq ."."----.~.."".-...-.-""-~--.-.-.----.._,= ,"__T. "___ ,_.i''".;.U'-=__.,_~__.'l.''_ ",_",._'ilc!lin_-"'_c!,.ilj::>~'lH ,,~."t___'" .'"',_______'''.1if P-:!t_,'.h...hd:'~-_""._"""..._~..o.:_'t ",.r..""" f'."'"-. '""'____ ",u', 'fc:*'.=._...:;.f:i"t_~.. ..---.......- -----.....- f+...-..._";1-;__..~__ -- _...._,.....--:::;l:;f _"""""';1-'_ _..-..__.._~.... ...-...........-...._...._ .~....._Gft :ffi_::n::i:h..>iE_.._...1.Oi'-_'1.'1.._...._~.:_..1t'.._........ W___,.. ...r-....4'_..,.'i.,'i...~..tj:::..'1.'l:_..l_a.~_.... _'"t\_~II_..r..'l:_... ~_...... ..w..~............-~_w;mi: A. 0 The llbave infor.ation and tax due is correct. . 1. You BY choose to r_it pay_nt to the Register of Wills with two copie. of this notice to obtain e discount or avoid interest, or YOU .ey check box "A" and return this notice to the Register of Wills end en official as..s..ent will be issued by the PA Departa.nt of Revenue. B. 0 The Ilbave asset has been or NUl be reported and tax paid Nith the PlII1nsylvania Inheritance Tax return to be filed by the decedent.s representative. C. ~Tha ebove infoMl8tion is incorrect and/or debts and dtlductions _re paid by you. You BUst coaplete PART 0 and/or PART [!] below. [CHECK ] ONE BLOCK ONLY DEBTS AND DEDUCTIONS CLAIMED If you indicat. . diff.rent tex rat.1 please stet. your relationship to decedent: PART [!J TAX RETURN .. COMPUTATION OF TAX QN~INT/TRUST ACCOUNTS LINE 1. o.t. Estebllshed 1 O~ , \~\.~S- 2. Account Be1ene. 2 U>) 0 . ~ 3. P.rcent Texebl. 3 X S;(j ~'Q 4. Allau\t Subject to Tex 4 ~ }c:J a<1" ~~ 5. Debts end Deductions 5 - ~ J ~~ d.... \ ~_ 6. AIIount Texeble 6 ( ~~~.~) 7. Tex Ret. 7 X ~O'-l~ 8. Tex Due 8 rlq:O"\.l PAVEE DESCRIPTION AMOUNT PAID Under pene1 tie. of per jury I I decler. thet the feets 1.t. to the best of .y knowledge end beU.f. ~ 4 I Expenses Paid -E.louise Ehrhart - decedent Funeral- Funeral Luncheon A IIstate Life Ins. Car InspectionlPrep Sale Humano Ins. Sears Credit Card Legal Fees - 1/3 Total Expen$eS 4,175.50 654.70 26.50 63.60 16.94 2.95 92.00 5,032.19 Date Paid 10/2/06 10/2/06 9/29/06 9/29/06 10/11/06 10/11/06 12/15/06 Payee Parthemore Funeral Coakley's Rest. Life Ins. Payment Jack Fry Automotive Prescription Plan Ins. Payment Linda Hassenplug/sister 1/3 of legal fees to Marielle Hazen ~ 21-(5lq- \ It.l~ December 23, 2008 --. To: Register of Wills, Cumberland Co. From: Sandra Tobias Re: Inherttance Taxes on Est8te of E. Louise Ehrhart Please find enclosed a check In the amount of $2,823.30 to pay for the estimated Inheritance taxes on my proceeds from my late mother's estate.. The REV 1.500 will be filed by my sisters (Unda H_nplag, Frances Winters) as they are executors of the estate. I am sending this now to take advantage of the 5% discount If the taxes are paid within 3 calendar months of my mothers dUth (September 28, 2008). Documentation Is enclosed to back up this estimate Including a copy ofitbe deed which lists mr busband and me as entitled to tile bouse as Joint tenants and right of survivorship. An ISII.ment of the property from CUmberland County, as well ae documeata from CItIzens Bank regarding a joint checking account held with my mother are also enclosed stating bills paid on her bebalf. Value of house = $138, 090 x .5 = $88,045.00 Amount Taxable from Joint bank account == ($2,002.89) $88,045.00 . 2,002.89 $88,042.1.1 X .045 taxable rate as a child of decedent $ 2,971..89 X .05 discount If paid within 3 calendar months of death $ 2,823.30 If you have any questions regarding this matter please feel free to contact me. Sandra Tobias 715 Fifteenth Street New CUmberland, PA :1.7070 71.7-7744708 f'.) c:;:::) c::::;) CT'\ o f"T1 n N -.J " :x r:-J N o ~l~ Sandratoblas (") So :~:; ;g .'J~~ ;/)~ ... 00 (..--:OTI _)C ::0 --0-; ;-- :I"J ;~q t:I) (~b '~:~a I" r-n :na (.:) 0 -:1 -r1 -n c':S rn C) -r1 ...' '-,. Facetwln ~cretm YI II." ..... . -:;0-.- PARCEL: 26-24-0809-050. TYPE: R Municipality : 26 - NEW CUMBERLAND 2ND WD owner's Name : EHRHART. E LOUIS ET Al Year Group Sty Grade Int. Land NBHD LFI 1952. 2 1 B s. 239 2617 Residential value ... ( 1628 .. 110729 ( . % c~lete, Index: 92.%) OUt Buildings {screen 4)...... 360 Other Residentials (no. ).. Commercial Bldgs...(no. ).. Total Building value............ 111090 Current Prey FMV Cost Fair Market land ...... 25000 25000 25000 Improvments 111090 60110 111090 Total ..... 136090 85110 136090 Assessed... 136090 85110 136090 SALES VALIDATION FritVl/AC: /OV FMV/AC: /OV Steb: Ratio: Acres Code: Analysis: Ratio: oeeded.Acres: .17 vali~:- schl: 9 value override: . Nbhd: Evergreen/Simpson/oak/Brt LAF.Ccod.e) OW1Typ Ext walls ( ) DETACH Bri ck spec;al-coa.ents Enter selection > I- REVIEW: "'"- Part Interest: . of .- Ag use Pre-Reval Fctr Impact 18500 land 18 % 101880 120380 120380 1.13 3% Sales Date: 06/02/1986 sell price: 10 Adjusted SP: Record: .. Screen 8- Index Mode D -Delete H -Hardcopy U -update X -Exit 85758 F -print Form B -Browse ........, C) e::;) r- <:::::) ~ 9 CT'\ -;1:1J 0 ,', -0......... rr1 '---':c..... CJ Facetwin Screen print for fogelsan, from "CAMA...Login" 10/3/2006 12:1lt~~ ~ -. _.~ (J) --x- .~ CHANGE NOTICE ARCHIVE -- "- - ~ , " - .-, ... 26 26-24-0809-050. OWNER: EHRHART I E LOUIS ET AL . '~ l") PARCEL: :TJ....... . PROPOSED ASSESSED VALUES (same as most recent notlce if mailed) ,.1:" l" ) land Bl~ Total Land Bldg Total c&G C) 05/10/2004 25000 1110 136090 . I HISTORY OF ASSESSMENT CHANGE NOTICES MAILED MAIL DATE why FAV LAND FAV SLOG TOTAL I CG lAND CG SLOG TOTAL 05/10/2004 05 25000 111090 136090 05/09/2004 18500 101880 120380 07/01/2000 05 18500 101880 120380 06/30/2000 640 7510 8150 , . --s'c..-een -g--- --- . . EnteT'5eTecti on- > .~.-_.__.w'__'___ ... ", Record-: .-- -. --85758- . Index Mode u -update X -Exit F -Print Form B -Browse D -Delete H -Hardcopy ::0 ::rJ rn h"le) (.7) 0 ~3 eE~ f ;.; f"fi :1:1 CJ (~)O ~1I~ r-' rn c,/') C) ""f1 .0 . I' I' I I Ii Ii II I WAlU\ANTY DDD Printed on PIankenhorn's 100% Linen Record Paper (l ttb, . lS IJ- MADE the 0< '1 day of May in the year nineteen hundred and eighty-six (1986) BETWEEN E. LOUISE EHRHART of the Borough of New Cumberland, County of C\iD1herland and State of Penl.1sylvania, GRANTOR I' -AND- E. LOUISE EHRHART, SANDRA (EHRHART) TOBIAS and R. DOUGLAS TOBIAS, as joint tenants with the right of survivorship, with one-half (1/2) interest held by E. Louise Ehrhart and one-half (1/2) interest held by Sandra (Ehrhart) Tobias and R. Douglas Tobias, as tenants by the entireties, GRANTEES WITNESSETH, That in consideration of the sum of Ten and 00/100 ($10.00) -------------- ---------------------------------~--------------------------------------- Do~ I I I I II ij II II 'I II Ii 'I I I ,I I! II ,I II II I, I; Ii I' ,I !i II " I in . hand paid, the receipt whereof is hereby acknowledged, the said grantor and convey to the said grantee a, their h~irs and assigns, hereby grant do.es All. that certain piece or parcel of land situate in the Borough of New Cumberland, Cumberland Co~ty, Pennsylvania, bounded and described as follows, i Ii I I 1 to \-;1 t : BEGINNING at a point on the western side of West Fifteenth Street, which point is four hundred twenty-five and twenty-six hundredths (425.26) feet south of the southwest corner of Brandt Avenue and West Fifteenth Street and at the dividing line between Lots. Nos. 36 and 37, Block "B" on the Plan of Lots here- inafter referred to; thence southwardly along the western side of West Fifteenth Street fifty (50) feet to a point at the northern line of Lot No. 38~ Block "B" on the Plan of Lots hereinafter referred to; thence westwardly along the northern line of Lot No. 38, Block "B", aforesaid, one hundred forty-eight and thirty-one hundredths (148.31) feet to the eastern line of land now or late of Mary Wierman Barr; thence northwardly along the eastern line of land now or late of Mary Wierman Barr fifty (50) feet to a point at the southern line of Lot No. 36, Block "B" on the Plan of Lots hereinafter referred to; thence eastwardly along the southern line of Lot No. 36, Block "B", aforesaid, one hundred forty-eight and thirty-one hundredths (148.31) feet to a point, being the place of BEGINNING. I i I i BEING Lot No. 37, Block "B", on the Revised Plan of part of Zimmerman Acres, I which Plan is recorded in the Office of the Recorder of Deeds in and for Cumberland I County, Pennsylvania, in Plan Book 4, Page 85. I II Ii II HAVING thereon erected a one story brick' dwelling house known as No. 715 West Fifteenth Street, New Cumberland, Pennsylvania. UNDER AND SUBJECT nevertheless to ~the utility easement as shown on the aforesaid plan and to the restrictions, conditions, covenants and agreements set forth in the hereinafter mentioned deed, excepting those, if any, imposing restrictions upon sale or occupancy on the basis of race, creed or color, which it is expressly intended shall not be imposed or re-imposed hereby. .1 II I, 'I II II il il Ii iI Ii II d II II I' II II ~IL BEING the same premises which Maurice Elicker and Rachel Elicker, his wife, by their deed dated November 6, 1952 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, on November 7, 1952 in Deed Book C, Volume 15, Page 595, granted and conveyed unto Marlin R. Ehrhart and E. Louise Ehrhart, his wife, as tenants by the entirety. The said Marlin R. Ehrhart died September 19, 1985 thereby vestin~ all legal title to the said property in E. 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