HomeMy WebLinkAbout05-09-05
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BUREAU OF IIIDIVI~~TAilfsi
INHERITANCE TAX DIVISItff:".--------.
PO lOX 210681
HARRISBURG Pi 17128-0601
COIfJlOH1fEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..
IIDTICE OF INHERITANCE TAll
APPIAISE"ENT, ALLOWANCE DR DISALLOWANCE
OF OEDUCTIOIlS, AND ASSESMENT OF TAll ON
JDINTL Y HELD DR TIIIST ASSETS
AEV-I54' EX iFP {03-0Sl
2r:05MAY-9 PH2:43
DATE 05-09-2005
ESTATE OF MITCHELL
DATE OF DEATH 05-20-2004
FILE NUMBER 1.~ - Cl 5 - '-149.
COUNTY CUMBERLANb
SSN'DC 194-09-2345
ACN 04136238
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PATRICIICUM"sfA+I&c' ..
32 HAZEL CIR
MECHANICSBURG PA 17050
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'" .
1~-~'1r,.sr~~~I~~'...............~........................................................r...........
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-09-2t05
ESTATE OF MITCHELL JACK C DATE OF DEATH 05-20-2004 COUNTY CUM.ERLAND
TAX RETURN WAS:
S.S/D.C. NO. 194-09-2345 ACN
() ACCEPTED AS FILED (X) CHANGED SEE ATTACHED
.JOINT OR TRUST ASSET INFORMATION
I
.4136238
NOTI~E
FILE NO.
FINANCIAL INSTITUTION: WAYPOINT BANK
ACCOUNT NO.
71 00022918
TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 01-24-2002
Account Balance
Parcant Taxable
AMount Subject to Tax
Debts and Deductions
Taxable AMount
Tax Rate
Tax Due
x
23,850.22
0.500
11 ,925 .11
.00
11,925.11
.15
1,788.77
NOTE:
TO INSURE PROPER CR~DIT TO
YOUR ACCOUNT, SUBMI~ THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMeNT TO THE
REGISTER OF WILLS NT THE
ABOVE ADDRESS. M~E CHECK
OR MONEY ORDER PAY~BLE TO:
nREGISTER OF WIllS. AGENT.n
!
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 05-17-2005 TOTAL TAX CREDIT i .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCa OF TAX DUE '.' ~,788.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. !' 21.08
TOTAL DUE 1,809.85
. IF PAID AFTER TNIS DATE, SEE REVEIISE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( C!!J.! YDU ~Y BE DUE A REFUND.
SEE IlEVEISE SIDE OF TNIS F_ FOR INSTRUCTI""". )
QS\(
REV.14711 EX (e-88)
'.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENl'S NAME
JACK C MITCHELL
FILE NUMBER
,
,
, 700331651
011136238
REVIEWED BY
ROBIN GRAFF
ACN
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES ,
CHANGED RATE FROM ZERO (0) PERCENT TO 15 PERCENT SINCE A COMPANION IS
NOT CONSIDERED TO BE A SPOUSE.
AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE.
ROW
Page 1
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.
,.-",.,,"1".,', "''''r,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU DF INDIVI_!T*~
INHERITAt<<:E TAX DIVISI."! .::,-~. - -
PO lOX zaD6Dl ",\'
HAARISBURS PA 17lZl-D60l
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOIIANCE DR DISALLOIIANCE
DF DEDUCTIIIIlS, AND ASSESSIlENT OF TAX ON
JDINTL Y HELD DR TRUST ASSETS
REV-l548 EX AFP (13-05)
c '"" ~.. 'I 9 f'" 2 1 2
Ltlu~ rIA i -'1'1 : I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSlVDC
ACN
05-09-2005
MITCHELL
05-20-2004
)..\-I:lS-~'4 ~
CUMBERLAND
194-09-2345
04136237
_t R_lttecl
JACK
C
elEPi< OF
ORPlJ"'''' ("" 'R' T
. ('"-'I !iJ,\,IJ ~~ __,t..iUi
PATRICI CU~d'siAt:fCK
32 HAZEL CIR
MECHANICSBURG PA 17050
I!
MAKE CHECK PAYABLE AND REMIT PAY~ENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS 411 ,
.11r-~1r"!:~~~1II'._............_........................................................~...........
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
T 05-09- 05
ESTATE OF MITCHELL
JACK
C DATE OF DEATH 05-20-2004
COUNTY CUM, ERLAND
TAX RETURN WAS,
S.S/D.C. NO. 194-09-2345 ACN
() ACCEPTED AS FILED (X) CHANGED SEE ATTACHED
JOINT OR TRUST ASSET INFORMATION
I
b4136237
NOTI~E
FILE NO.
FINANCIAL INSTITUTION, WAYPOINT BANK
ACCOUNT NO.
9600017758
TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 09-20-2003
Account Balance
Percent Taxable
A.ount Subject to Tax
Debts and Deductions
Taxable A.ount
Tax Rate
Tex Due
x
17,013.95
1. 000
17,013.95
.00
17,013.95
.15
2,552.09
NOTE,
TO INSURE PROPER C~EDIT TO
YOUR ACCOUNT, SUBM T THE
UPPER PORTION OF T IS NOTICE
WITH YOUR TAX PAYM.NT TO THE
REGISTER OF WILLS 4T THE
ABOVE ADDRESS. M~E CHECK
OR MONEY ORDER PAY~BLE TO:
"REGISTER OF WILLS! AGENT.w
x
TAX CREDITS:
,
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) ,
,
I
,
,
i
,
I
INTEREST IS CHARGED THROUGH 05-17-2005 TOTAL TAX CRUll I .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1Z,552.09
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 30.07
TOTAL DUE ~,582.16
. IF PAID AFTER THIS DAT~'uSEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS TIWI n, NO PAYltENT IS REClUIRED.
IF TOTAL DUE IS REFLEc:rm AS A "'CREDIT"' ( CII, YDU IlAY BE DUE A REFUND.
U~ .FV~"'~ !lYD~ OF THIS FOIll FOR IIISTRUCTIIIIlS. I
Qs\L
REV-H.70 EX (&-88)
. ,
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
JACK C MITCHELL
FILE NUMBER
REVIEWED BY
ROBIN GRAFF
ACN
700331651
04136237
ITEM
SCHEDULE NO.
,
CHANGED TAX RATE FROM ZERO (0) PERCENT TO 15 PERCENT SINCE A eOMPANION
IS NOT CONSIDERED A SPOUSE.
EXPLANATION OF CHANGES
AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE.
ROW
Page 1