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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,- ItQrICE OF INHERITANCE TAX
1 ~PPRAISE~NT, ALLOWANCE OR DISALLOWANCE
Of .nEDucTIONS AND ASSESSMENT OF TAX
". I
*'
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)
A.ount 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 +--
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REV-1547 EX AFP (03-05) 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
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2BOIIOl
HARRISBURG PA 17128-0601
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ZUul SEP \ 1 r,f'1 \ \: 2.5
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
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PA 17013
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
( X) CHANGED
SEE ATTACHED NOTICE
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
0)
(2)
(3)
(4)
(5)
(6)
(7)
120,000.00
278,496.00
.00
.00
171. 661. 00
1,376.00
15,528.00
(8)
587,061.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
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
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C TS:
T
DATE
06-06-2007
NOTE:
T
R
NUMBER
CD008252
PAYMENT MUST BE MADE BY 11-01-2007*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(0)
33,989.00
1.229.00
Ol)
(2)
(3)
(4)
31i.?18.00
551,843.00
.00
551,843.00
+)
PAID (-)
.00
05) .00 X 00 .00
(6) 551,843.00 X 045 = 24,832.00
(7) .00 X 12 = .00
(18) .00 X 15 = .00
(9)= 24,832.00
AMOUNT PAID
24,657.00
TOTAL TAX CREDIT 24,657.00
BALANCE OF TAX DUE 175.00
INTEREST AND PEN. .00
TOTAL DUE 175.00
( IF TOTAL DUE IS LESS THAN *1. NO PAYMENT IS REQUIRED. ~ ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D';;- V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
REV-1470 EX 1'1118)
4
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17 28-0601
DECEDENTS NAME
FILE NUMBER
Kathleen C Mixell
ACN
2107-0124
101
REVIEWED BY
Deborah Washington
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.
ROW
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