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Home My WebLink About08-16-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES ~?rt"~=~ , r DEPARTMENT OF REVENUE _„`;,;~0~lI:~~f~~~ NRESIDENT INHERITANCE INHERITANCE TAX DIVISION ~/~X~; /~~~~ !-ISEMENT, ALLOWANCE OR REV-537 EX AFP Q2-10) PD Box zao6ol ~~i ~ f ~_'.'DI>~%11a~01ilANCE OF DEDUCTIONS, HARRISBURG PA 17128-0601 AND ASSESSMENT OF TAX ~'- ~ ~ --~53~ C~_Er K cF QR~~~,~~'ur C~I~JRT ROGER B IRWIN, ESQ. c~~h,i~ tl?_~M1d~h i_;S,.L. ~}~ IRWIN 8~ MCKNIGHT, PC b0 WEST PROMFRET ST CARLISLE PA 17013 DATE 08-08-2011 ESTATE OF MIXELL LEWIS F DATE OF DEATH 11-16-2010 FILE NUMBER 99 11-0319 f.~ al COUNTY NON-RESIDENT ACN 101 APPEAL DATE: 10-07-2011 (See reverse side under Objections) Awount Rewitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: PA DEPARTMENT OP REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE .~ RETAIN LOWER PORTION FOR YOUR RECORDS <-"' ------------------------------------------------------------------------------------------ REV-537 EX AFP C12-10~ NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MIXELL LEWIS F FILE N0. 99 11-0319 ACN 101 DATE 08-08-2011 TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE C ) PROPORTIONATE TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stooks 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 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 (Schedule J) 14. Net Value of Estate Subject to Tax C1) 20,000.00 NOTE: To insure proper (2) •00 credit to your account, C3) .00 submit the upper portion (4) • 00 of this form with your (5) .00 tax payment. (6) .00 (7) .00 ($) 20,000.00 (9) .00 clo) .00 (11) .00 (12) 20,000.00 (13) • 00 (14) 20,000.00 NOTE: If an assesswent 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 C15) •00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 20,000.00 x 045 900.00 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00 19. Principal Tax Due (19) 900.00 TAY f QCTTTC. PAYME DATE ECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-02-2011 (0014397 .00 900.00 TOTAL TAX CREDIT 900.00 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. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) wrn,~a, .,~ OFFIC4~t ~~E ;r3~{L" ~ p~nnsylvania l~ ~0(~a`L~ INHERITANCE TAX RETURN __ DEPARTMENT OF REVENUE PO BOXz806oi . NONRESIDENT DECEDENT FILE NUMBER .g_._g. _ (~ , ~ ~ ~ t~ HARRISBURG, PA iyi28-0601 -- -- _ _ COUNTY CODE YFAR NUMBER ~ - - - - - DECEDENTS NAME (LAST, FIRSTAND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z MIXELL, LEWIS F. 172-24-7936 W DATE OF DEATH (MM-0D-YEAR) DATE OF BIRTH (MM-0D-YEAR) W 11 /16/2010 06/17/1930 W (IFAPPLICABLE) SURVNING SPOUSE'S NAME (LAST, FIRSTAND MIDDLE INITIAL) SOCIAL SECURITY NUMBER G w ~ 1.Original Retum ^ 2. Supplementral Retum ^ 3. Remainder Retum Idaeaaeed,piaro tz-t3~ a ~ ^ 4. Limited Estate ^ 4a. Future Interest Compromise lase ad~m arte~ tz-tz-szl ^ 5. Federal Estate Tax Retum Regtdred ~ a m ^ 6. Decedent Died Testate l/~ ~ aurq ^ 7. Decedent Maintained a Llving Trust (Hasa, copy aTnret) 8. Total Number of Safe Deposit Boxes a ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date a desrn tsidreen tzar-Bt and t-t-e5) _ ^ 11. Election to tax under Sec. 9113(A) l+~ sm of _- F ?. w NAME COMPLETE MAILING AQDRESS z ° ROGER B. IRWIN, ESQUIRE T POMFRET STREET WE a ~ FIRM NAME lKb) IRWIN & MCKNIGHT P C 60 S CARLISLE, PA 17013 ~ , . . p TELEPHONE NUMBER X717 249-2353 Z O Q J a v W W ~ Z W ~ 2 ~ V I- W ~ =a V 0 =U V Q a~ -_ _ __ _ -- REFER TOM HOD F COMPUTATION IN THE NONRESIDENT DECEDENT INSTRUCTION BOOKLET (REV-1736) Check One: i ^ laj4 Rate ^ Proportionate (Complete Worksheet on Reverse Side) - - - - 1. Real Estate (S~r~~ea - (1) 20.000.00 _-_.....~~s~rp N .;^~, w.__..-... 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) (Schedule C) 4. Mortgages 8 Notes Receivable (Schedule D} (4) ;-.a C7 `~~ eposits & Miscellaneous Personal Property 5. (5) ~~ (Sdtedule ~ ~ ~ ~~ ` 6. Jointly Owned Property (Schedule F) (6) ~z~ ~ ~ ~' ~ '~ `: _; ; ^ Separate Billing Requested ~ , ~ N ' rj r' 7. Inter-Vhros Transfers & Miscellaneous Non-Probate Property (7) ~ ~ ~~ -~ t ' `--' - (Schedule G or L) - ~ --~° ~ -` ' 2~~.00 8. Total Gross Assets (total Lines 1-7) (6) 9. Funeral Expenses $ Administrative Costs (Schedule H) (9) ~ ` --r~ 10. Debts of Decedent, Mortgage Liabilities and lJens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 20.000.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Scttedule J) 20,000.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax x .0 _ (15) rate, or transfers under Sec. 2116 (a)(12) x .0 45 (16) 900.00 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of line 14 taxable at collateral rate x .15 (18) (1 g) 900.00 19. Tax Due • Make check payable to Commonwealth of PA 2a. ~ . ~ . • - .. ~: ~aw . .< < Law Offices IRWIN & McS1VIGH7: P.C. 60 West Pomfret Street, Carlisle, Pennsylvania 17013-3222 THIS AGREEMENT is entered into this ~- $ day of April 2011, by and between PHILLIP L. MIXELL, Personal Representative of the ESTATE OF LEWIS F. MIXELL, and PHILLIP L. MIXELL, HOPE A. ALLEN and RAY T. MIIfELL, heirs, hereinafter called SELLERS, and RICHARD L. RAUDABAUGH and DOLORES L. RAUDABAUGH, his wife, of Newville, Pennsylvania, hereinafter called PURCHASERS. TT IS MUTUALLY AGREED AS FOLLOWS: 1. The SELLERS agree to sell, grant and convey to the PURCHASERS, and the PURCHASERS agree to purchase and accept the conveyance of the following described real estate situate in Upper Frankford Township, Cumberland County, Pennsylvania, bounded and described as follows: Being Tract No. 2 of the Deed as recorded in Cumberland County Deed Baok "U", Volume 16, Page 592, containing 30 acres, more or less. 2. The PURCHASERS agree to pay the sum of $20,000.00 to SELLERS, payable as follows: $1,000.00 on the signing of this Agreement, receipt of which is hereby acknowledged; $19,000.00, the balance of the purchase price, on the delivery of the Deed to said property to said PURCHASERS. Settlement to be at the offices of Irwin & McKnight, P.C., 60 West Pomfret Street, Carlisle, Pennsylvania 17013-3222. 3. The settlement shall be made on or before May 6, 2011, which time shall be of the essence, at which time of settlement the SELLERS shall tender to the PURCHASERS a properly drawn and executed Deed of special warranty, conveying to the PURCHASERS a good and mazketable title in fee simple, cleaz of all encumbrances, except easements or building and use restrictions, visible or of record, and shall deliver possession to the PURCHASERS and the PURCHASERS shall pay the balance of the purchase price in cash 4. All taxes for the current yeaz shall be prorated to date of settlement, County and Borough or Township taxes on a Januazy 1st to December 31st yeaz basis and the School tax on a July 1st to June 30th year basis. Pennsylvania Realty Transfer tax and any other sale or transfer taxes are to be paid equally by SELLERS and PURCHASERS, if any. 5. The SELLERS agree that the property shall remain in substantially its present condition until date of settlement, reasonable weaz and teaz expected, and if it is not, the PURCHASERS may rescind this contract. 6. The PURCHASERS hereby waive the formal tender of the Deed if the purchase price is not paid as agreed upon above. 7. Should the PURCHASERS fail to make settlement as hereinbefore provided, the amount paid down as hand money, to wit: $1,000.00 may be retained by the SELLERS as liquidated damages. Should the SELLERS fail or refuse to convey as hereinbefore provided, the PURCHASERS may require the return of the hand money paid and reasonable title examination expenses incurred by the PURCHASERS. 8. For the performance of this Agreement, the parties bind themselves, their heirs, personal representatives, successors and assigns, as witness their hand and seals the day and year first written above. WITNESSED BY: SELLERS: ESTATE OF LEWIS F. MIXELL By: _ ~` ^ ` (SEAL) P L L. ~ L, P rsonal Representative ,~,, ~r~ / [~ (SEAL) P LL ~ (SEAL) HOPE .ALLEN v ~ (SEAL) RAY T. M ELL 1 ~ ~ PURCHASERS: (SEAL) RICHARD L. RAUDABAU (SEAL) D L RES L. RAUDABAU COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ ~ ' BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ECEIVED FROM: MIXELL PHILLIP L 11201 PARK BLVD UNIT 21 SEMINOLE, FL 33772 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 014397 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------ fold ESTATE INFORMATION: SsN: 172-24-7936 FILE NUMBER: - DECEDENT NAME: MIXELL LEWIS F DATE OF PAYMENT: 05/02/201 1 POSTMARK DATE: 05/02/201 1 CouNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 6/ 2010 REMARKS: TOTAL AMOUNT PAID: $900.00 CHECK#1001 INITIALS: DB SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS DEPARTMENT OF REVENUE