HomeMy WebLinkAbout06-30-06
COIllONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601 ,r rv'\ , r,- :-[1
HARRISBURG, PA 17128-060lRI:vuR):D C;-I i
iJ'L \ c:
IIl'Y+Ui45..!:X AF' m-DI)
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 06-0169
06126291
06-13-2006
TYPE OF ACCOUNT
EST. OF HELEN E CALAMAN 0 SAVINGS
S. S. NO. 178-16-6371 0 CHECKING
DATE OF DEATH 02-15-2006 0 TRUST
COUNTY CUMBERLAND [!] CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2MIf: if;r i ':'\0 P '.. l(: I I
, Ui..iv .J:.J(" V I]
'-" ,
ROGER L ~AlAMAN
841 N WEST ST
CARLISLE PA 17013
MEMBERS 1ST FCU has provided the Dep.r-tIIIlnt ...ith the info....tion list.d balo... ...hich h.s b.en used in
c.lcul.ting the potenti.l tax du.. Their- r-acor-ds indic.t. th.t .t the d..th of the .bov. d.cad.nt, YOU ....r-. . joint o...ner-/b.nefici.r-y of
this .ccount. If you f..l this infar-..tion is incor-r-.ct, pl..s. obtain ...r-itt.n cor-,..ction fr-~ the financi.l institution, .ttach . capy
to this fa,.. .nd r-etur-n it to the mov. addr-.ss. This .ccount is tax.bl. in .ccor-danc. ...ith the Inh.r-1tanc. Tax L....s of the C_..lth
of Pennsylvani.. Qu.stions AY be .n_r-.d by c.lling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 57016-41 Dete 10-18-2004
Est-bUshed
x
15,853.12
16.667
2,642.24
.045
118.90
TAXPAYER RESPONSE
To insur-e pr-op.r- cr-edit to your- .ccount, two
(2) copi.s of this no tic. 8USt .cca.p.ny your-
p.y.ent to the Regist.r- of Wills. Mak. ch.ck
p.yabl. to: "Regist.r- of Wills, Agent".
Account Balance
Percent Taxable
~ount Subject to Tax
Tax Rate
Potential Tax Due
x
NOTE: If tax paYllants .r-e sade within thr-..
(3) sonths of the decedent's data of d_th,
YOU s.y deduct . 5X discount of the tax due.
Any inh.r-itance tax due ...ill baeose delinquent
nine (9) sonths .fter- the date of de.th.
PART
[!]
[CHECK ]
ONE
. BLOCK
ONLY
A. 0 The above infor-..tion and tax due is cor-r-ect.
1. You s.y choose to r-.a1t p.ysant to the Regist.r- of Wills ...ith t...o capies of this notic. to obtain
. discount or- .void inter-est, or- you say check box "A".and r-.tur-n this notice to the R.gist.r- of
Wills .nd .n offici.l .sses...nt ...ill b. issu.d by the PA D.p.r-ta.nt of R.venu..
B. 1;1 The .bov. .ss.t h.s b..n or- ...ill be r-epor-ted and tax p.id with the P.msylvani. Inher-1tanc. Tax r-.tur-n
~to be fil.d by the d.c.dent's r-.pr-.sant.tiv..
C. 0 Th. .bove infor-..tion is incor-r-.ct and/or- d.bts and deductions ....r-. p.id by you.
You BUst coapl.t. PART ~ .nd/or- PART ~ b.lo....
PART
~
TAX RETURN - COMPUTATION OF TAX ON
LINE 1. Oate Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4, ~ount Subject to Tax 4
5. Debts end Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. T_~e 8
JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent: .
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tex Co.putationl
declare that the facts I
and belief.
I
$
and
HOME
WORK
DATE
Cb
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL, I.~ES- 0""\::11"'[ r:
DEPT. za0601 Cicr'(','~! iH) 0\' \ 'I'JL .J
HARRISBURG, PA I ;i!!2~~i~'a-T:, n: '. 'II' :
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 06-0169
ACN 06126292
DATE 06-13-2006
."- :~'..- '.-'
IEV-1S45 EX AF' t09-DDI
'1~I"'" \ r:~_;1
LlJUD ,) ,',-,
F ',j t:: 1\
TYPE OF ACCOUNT
EST. OF HELEN E CALAMAN 0 SAVINGS
S. S. NO. 178-16-6371 0 CHECKI";
DATE OF DEATH 02-15-2006 0 TRUST
COUNTY CUMBERLAND IX] CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
{""'!
,
c..\..\
RICHARD E CALAMAN
24 GOBIN DR
CARLISLE PA 17013
MEMBERS 1ST FCU has providlld thll DlIpartllllnt with the inforll.tion listlld blllow Ifhich has blllln uSlld in
c.lcul.ting the potllnti.l tax dull. Their rllcords indic.tll that .t thll de.th of thll .bove decedent, you Ifllrll . Joint owner/beneficiery of
this .ccount. If YOU feel this infor..tion is incorrllct, plll.sll obtain Nritten corrllction frOll the fin.nci.l institution, .ttach . copy
to this fo... .nd rllturn it to the abOVll .ddrllss. This .ccount is taxablll in .ccordancll with thll Inhllritancll Tax LBlfs of the CDllllDf'llfe.lth
of Pennsylvani.. Qullstions..y be .nSNlIrlld by c.lling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 57016-40 Date 12-29-2003
Established
Account Balanca
Parcent Taxable
AIIOunt Subject to
Tax Rate
Potential Tax DUB
x
10,651.29
16.667
1,775.25
.045
79.89
TAXPAYER RESPONSE
To insurll proper credit to your .ccount, tlfD
(Zl cop ills of this notice .ust .ccOllp.ny your
p.~lInt to the RlIgistllr of Wills. Makll check
p.yable to: "RlIgistllr of Wills, Aglln~.
x
NOTE: If t.x pa~lInts .... .adll Nithin thr...
(3) .onths of the deClldent'S d.tll of dll.th,
yoU ..y dllduct . 5::C discount of thll tax dull.
Any inheri tancll tax dull NUl bllCOllll dlllinqUllnt
nine (9) .onths .ftllr the date of de.th.
Tax
PART
ill
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The .bovll info....tion .nd tax dUll is corrllct.
1. You ..y choose to r_it p.y_nt to thll RlIgister of WUls Nith tNO copills of this notice to obtain
. discount or .void intllrllst, or you ..y chllck box "A" and return this noticll to thll Register of
Wills and .n offici.l .sslls..ent Nill bll issued by thll PA DlIpartaent of RlIvenUll.
B. ~ The abovll .SSllt h.s bllen or Ifill bll rllportlld and tax p.id Ifith thll PlInnsylv.ni. Inheritancll T.x return
-""'to be fUlId by thll declldent's rllp...SlIntative.
C. 0 The abOVll infor..tion is incorrllct and/or debts .nd dllductions Iferll p.id by you.
You .ust cOllpllltll PART ~ and/or PART [!] bllloN.
PART
@
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
[!]
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balanca 2
3. Percent Taxable 3 X
't. AIIount Subject to Tax 't
S. Debts and Deductions 5
6. A.ount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax COMputation)
I
$
perjury, I declare thet the facts I
MY knowledge end belief.
have reported above are true, correct and
HOME ("7/7 ) LV, ~ t..' J L.
WORK ( )
T~I ~pwnN~ NIIMlIl= DATE
~
COMMONWEALTH OF PENNSVLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL T~Ell\r~"'D ,... "
DEPT za060l ;-j, -I i'-r .1 I ! J .rl('C '
HARRiSBURG, PA l7lZII-060J:'>:,',::.f,:-, ~,ErIVL. I.
'.'- '...)" "
'. ; i: i - , ~E~-1545 EX AFP [19-111
INFORMATION NOTICE
, AND
TAXPAYER RESPONSE
FILE NO. 21 06-0169
ACN 06126293
DATE 06-13-2006
CLJ
EST. OF HELEN E CALAMAN
S.S. NO. 178-16-6371
DATE OF DEATH 02-15-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
'[Xl CERTIF.
211'~~ ':; (l
(,l.JU '--, I.J jj {1 L.[.: f I
ROGER L CALAMAN
841 N WEST ST
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HEHBERS 1ST FCU has provided the Depart..nt lIith the infDnlation listed bDlDll IIhich has been used in
calculating the potential taK due. Their records indicate that at the death of the above decedent, you lIere a joint DlInerlbeneficiary of
this account. If you feel this infor.ation is incorrect, plea.. obtain IIritten correction fro. the financial institution, attach a copy
to this fOnl and return it to the above address. This account is taKable in accordance lIith the Inheritance TaK Lalls of the Coaaonllealth
of Pennsylvania. Questions say be anSllDred by calling (717) 7117-113Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 57016-40 Date 12-29-2003
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
10,651.29
16.667
1,775.25
.045
79.89
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice BUst accoapany your
payaent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If taK payaents are .ade lIithin three
(3) aonths of the decedent's date of death,
you .ay deduct a SiC discount of the taK due.
Any inheritance taK due lIill bacoae delinquent
nine (9) .onths after tha date of death.
TIIX
PART
IT]
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above info....tion and tu due is correct.
, 1. You .ay choose to re.it pay..nt to the Register of Wills lIith tllO copies of this notice to obtain
a discount or avoid interest, or yOU .ay check boK "A" and return this notice to the Register of
Wills and an official assessaent IIi 11 be issued by the PA DepartBent of Revenue.
B. 1}lf The above asset has bun or lIill be reported and taK paid lIiththe Pemsylvania Inheritance TaK return
~ to be filed by the decedent's representative.
C. 0 The above infor.aUon is incorrect and/or debts and deductions lIera paid by you.
You aust coaplete PART 0 and/or PART [!] beloll.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to TIIX 4
S. Debts and Deductions S
6. A.ount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
I!I
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Computation)
I
$
perjury, I declare that the facts
wle ge and belief.
I have reported above are true, correct
HOME (71?) clrf-,,~<r
WORK (' )
and
DATE
G\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _
DEPT. 280601 -r-'('C r'."
HARRISBURG, P~,",~7i?f'1Ofi')l\,\\/l:..,'
,~,\..:,.)\jt'lv:.~",.~, '~: " '~
._" ":i .
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 06-0169
ACN 06126290
DATE 06-13-2006
IEV-IS45 EX .FP (89-111
TVPE OF
ACCOUNT
o SAVINGS
o CHECKING
o TRUST
[X] CERTIF .
r,PI'(
L'ul':"'.J
_r}. (i
,..:' .~,
\.:
.'\ -.
\ \
EST. OF HELEN E CALAMAN
S.S. NO. 178-16-6371
DATE OF DEATH 02-15-2006
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
RICKARD E CALAMAN
24 GnBIN DR
CARLISLE PA 17013
HEItBERS 1ST FCU has provided the Depal"t.ent with the infol"8ation listed below which has been used in
calculating the potential taK duB. Theil" recol"ds indicete that at the death of the above decedent, you were a joint ownBr/beneficiary of
this account. If you f..l this infor..tion is incol"rBCt, please obtain wl"itten correction fro. the financial institution, attach a copy
to this fol"8 and I"etul"n it to the above address. This account is taKable in accordance with tha Inhar-ltance TRK Laws of the CD88o.....ealth
of Pannsylvania. Questions .ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 57016-41 Date 10-18-2004
Estebl1shttd
)(
15.853.12
16.667
2.642.24
.045
118.90
TAXPAYER RESPONSE
To insure pl"oper cl"edit to youl" account, two
(2) copies of this notice BUst accaapany youl"
pay.ent to th8 Registel" of Wills. Make check
payable to: nRegister of Wills, Agentn.
Account Babn~
Percent Taxable
Ailount Subjact to
Tax Rete
PotanUal Tax Due
)(
NOTE: If taK payaents are .ade within thr..
(3) aonths of the decedent.s date of death,
you .ay deduct a SiC discount of the taK due.
Any inher-i tance taK due will becD88 delinquent
nine (9) .onths aftel" th8 date of death.
Tax
PART
ill
A. 0 The abave infol"88tion and taK due is cOl"rect.
1. You .ay chaose to I"_it payaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay check bOK nAn and return this notice to the Register of
Wills and an official assessaent will be issued by the PA Departaent of Revenue.
B. ~~ above assat has been or will be repol"ted and taK paid with the Pennsylvania Inheritance TRK I"eturn
~ be filed by the decedent.s representative.
C. 0 The above infor..tian is incol"l"BCt and/or debts and deductions were paid by you.
You .ust coaplete PART [!] and/or PART [!] below.
[CHECK ]
ONE
BLOCK
ONLY
If you indicate e differant tax rate. please state your
relationship to decedent: .
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. percant Taxable 3 X
4. AIIount Subjact to Tax 4
5. Debts and Deductions 5
6. AlIOunt Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
perjury. I declare that the facts I
my knowledge and belief.
have reported above are true. correct and
HOME (717 ) L.:~' 4'3 "L-
WORK ( )
TELEPHONE NUMBE DATE
Under penalties of
_".,. .~. of
7fdfiH i-