The URL can be used to link to this page

Home My WebLink About09-12-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 -------.. fold ESTATE INFORMATION: SSN: 191-18-3865 FILE NUMBER: 2107-0124 DECEDENT NAME: MIXELL KATHLEEN C DATE OF PAYMENT: 09/1 2/2007 POSTMARK DATE: 09/1 2/2007 COUNTY: CUMBERLAND DATE OF DEATH: 02/01/2007 NO. CD 008669 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $175.00 I I I I I I I I TOTAL AMOUNT PAID: $175.00 REMARKS: RECEIPT TO ATTORNEY CHECK# 7745 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH . REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 CO~MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) DATE 09-11-2007 ESTATE OF MIXELL KATHLEEN C DATE OF DEATH 02-01-2007 FILE NUMBER 21 07-0124 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REY:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MIXELL KATHLEEN C FILE NO. 21 07-0124 ACN 101 DATE 09-11-2007 ROBERT M FREY FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 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) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) r--> 120,000.00(") NOTE: Tansure prt9per 278,496.0a;;oredit t'a" yoUrAcc~unt. o 0'::; ~ubmit ~ uP~~~ j)o;rtion . -l60his'-brm with 'ylour . OOLj~ paYlII&Qt. ' 171 ,661 . 0 0 (~?~ s2 N --) 1,376.00 ,:3~ -0 15,528.00 -- _J~ (8) ::::::t .:lJ ~. 581.?, 061.001:, &:'" \.D APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) CIO) 33,989.00 1.229.00 CI1) CI2) CI3) (14) ~"i.;18.00 551,843.00 .00 551,843.00 NOTE: If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of Ab.6. returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate CIS) .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate CI6) 551,843.00 X 045 = 24,832.00 17. Amount of Line 14 at Sibling rate CI7) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate CI8) .00 X 15 = .00 19. Principal Tax Due CI9)= 24,832.00 TAX CREDITS: PAyMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-06-2007 CD008252 .00 24,657.00 PAYMENT MUST BE MADE BY 11-01-2007*. TOTAL TAX CREDIT 24,657.00 BALANCE OF TAX DUE 175.00 INTEREST AND PEN. .00 TOTAL DUE 175.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ~OR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE - ---..... ~~~ ~~.......... ..Tnr nr T....T<:: ~ORM ~OR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Kathleen C Mixell FILE NUMBER REVIEWED BY Deborah Washington ACN 2107 -0124 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES 2 to 4 The deduction claimed for reimbursement has been disallowed. No evidence of a written contract of indebtedness between decedent and claimant was submitted. ORIGINAL Page 1