HomeMy WebLinkAbout05-09-05 (2)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU DF INDIv~)fAliEs
INtERITANCE TAX DIVIS~:--<"-'"--'~
PO lOX 210601 . , " -
HARRISBURG PA 17128-0601
NOTICE DF INHERITANCE TAX
APPRAISEIIENT, ALLDIIANCE DR DISALLDIIANCE
DF DEDUCTIDIlS, AND ASSESSMENT DF TAll DlI
.lDINTL Y HELD DR TRUST ASSETS
2[G5Mi\Y -9 PH 2: 43
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN'DC
ACN
05-09-2005
MITCHELL
05-20-2004
c?u~B~RhN~ ~ ~
194-09-2345
04136239
Mount _ltt...
JAct:K
C
CLEFK 0;:
ORPHAf'J'S COURI
PATRICI'iUt!~':slA't:tCK(1
32 HAZEL CIR
MECHANICSBURG PA 17050
II
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS I
CUMBERLAND CO COURT HOUSE :
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1~-~1rilJr~~1rG~""'....................................................................................
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
T 05
ESTATE OF MITCHELL
JACK
C DATE OF DEATH 05-20-2004
COUNTY
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
04136239
NOTIiCE
FILE NO.
FINANCIAL INSTITUTION, WAYPOINT BANK
ACCOUNT NO.
755261224
TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 02-15-1995 .
Account Balance
Percent Taxable X
A.ount Subject to Tax
Debts and Deductions
Taxable A.ount
Tax Rate X
Tax Due
4,400.40
0.500
2,200.20
.00
2,200.20
.15
330.03
i
NOTE, TO INSURE PROPER C~EDIT TO
YOUR ACCOUNT, SUB~T THE
UPPER PORTION OF T IS NOTICE
WITH YOUR TAX PAY NT TO THE
REGISTER OF WILLS T THE
ABOVE ADDRESS. ~E CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS~ AGENT."
!
TAX CREDJ:TS:
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 BALANCE OF TAX DUE i 330.03
REVERSE SIDE OF THIS FORM INTEREST AND PEN. ! 3.89
TOTAL DUI. I 333.92
. IF PAID AFTER THIS DAT!;LSEE REVERSE FOR CALCllLATIDlI OF AIlDITIDlIAL INTEREST. .
( IF TOTAL DUE IS LESS T""" fl. III PAYIIENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YDU HAY BE DUE A REFUIII.
SEE REVERSE SIDE DF THIS FDRK FOR INSTRUCTIDIlS. l
q..S'{..
REV.1.470 EX (6-88)
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 01' INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS N1AME
FilE NUMBER
REVIEWED BY
ACN
700331651
04136239
,
JACK C MITCHELL
ROBIN GRAFF
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
CHANGED TAX RATE FROM ZERO (0) PERCENT TO 15 PERCENT SINCE A COMPANION
IS NOT CONSIDERED A SPOUSE.
AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE.
ROW
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
""'--"r',,:"\'~,,'-'
BUREAU OF IIUlIv~~YAlliS')
DltEAITAHCE TAX DIVISI.C'-!' 'P"'-
PO BOX 211601 ' ,;.. '--'
HAARISIURQ PA 11128-0611
0r
\jr NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLDNANCE
OF DEDUCTIONS, AMI ASSESSMENT OF TAX ON
JOINTLY MELD OR TRUST ASSETS
REV-1s1a EX AFP (03-05)
Cl Er~' ("
, . _1,.\ ,~)r-
ORJ"'1LJt.\','i.... ("rjl In-I
n t,"~; \j ~:~.<,A_)n
PATRICIkutJF:sD~hcK \
32 HAZEL CIR
MECHANICSBURG PA 17050
II
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS I
CUMBERLAND CO COURT HOUSE !
CARLISLE, PA 17013
05-09-2005
MITCHELL
05-20-2004
')."-~S- 4'-\t
CUMBERLAND
194-09-2345
04136240
Mount R_lttecl
JA~K
C
ZOOS MAY -9 Pel 2: 43
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN'DC
ACN
TO:
CUT ALONG THIS LIME ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ,
."'-~1rillr~~~~""'.......................................................................,............
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
TE
ESTATE OF MITCHELL
JACK
C DATE OF DEATH 05-20-2004
CDUNTY
I
FILE NO. S.S/D.C. ND. 194-09-2345 ACN 04136240
TAX RETURN WAS: () ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. WAYPOINT BANK
ACCOUNT NO.
700034848
TYPE OF ACCOUNT. () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 12-01-1997
X
10,044.01
0.500
5,022.01
.00
5,022.01
.15
753.30
NOTE.
,
,
TO INSURE PROPER CR~DIT TO
YOUR ACCOUNT, SUBM~ THE
UPPER, PORTION OF T IS NOTICE
WITH YOUR TAX PAYM T TO THE
REGISTER OF WILLS THE
ABOVE ADDRESS. ~E CHECK
OR MONEY ORDER PAY BLE TO:
"REGISTER OF WILLS" AGENT.n
i
I
Account Balance
Percent Taxable
A.ount Subject to Tax
Dabts and Deductions
Taxable Allount
Tax Rate
Tax Dua
X
TAX CREDJ:TS:
RECEIPT DISCOUNT (+) ,
PAYMENT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) ,
I
i
i
I
I
INTEREST IS CHARGED THROUGH 05-17-2005 TOTAL TAX CREDIT I .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE I 753.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 8.88
TOTAL DUE 762.18
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL IlUE IS LESS THAN tl, NO PAYNENT IS REIllIIREo.
IF TOTAL IlUE IS REFLECTED AS A "CREDIT'" I eR), YIlU NAY BE IlUE A REFUIID.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
0.... S ""-
REV-1470EX"(8-88) .~
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
,
700331651
04136240
JACK C MITCHELL
REVIEWED BY
ACN
ROBIN GRAFF
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
CHANGED TAX RATE FROM ZERO (0) PERCENT TO 15 PERCENT SINCE A COMPANION
IS NOT CONSIDERED A SPOUSE. .
AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE.
ROW
Page 1