Loading...
HomeMy WebLinkAbout05-09-05 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* REV-.... EX IlFP 103-'5) r:'""0""::'-"~:~'" 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