HomeMy WebLinkAbout10-10-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX orvlsloN _ NOTICE OF INHERITANCE TAX
Po eox 2socrnl APPRAISENENT ALLONANCE OR DISALLOBANCE
HARRISBURG, PA I~IZa-o6ol _ OF DEDUCTION AND ASSESSMENT OF TAX ON
- SECI)RI~'Y ACCOUNTS HELD IN REV-1548A AFP (06-05)
BENEFICIARY FORM
=gin ~^ ~ ~!~ ~'~~, i~ ~$ DATE 10-13-2008
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MICHAEL A CALDWE ~ - 'r~
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302 LEWISBERRY ROAD
NEW CUMBERLAND PA 17070
ESTATE OF CALDWELL OLGA
DATE OF DEATH 04-19-2008
FILE NUMBER ~\ pQl\~`av
COUNTY CUMBERLAND
SSN/DC 137-14-7519
ACN 08500922
APPEAL DATE: 12-12-2008
(See reverse side under objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
C
CUT ALONG THIS LINE '°'- RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV-1548A AFP CO1-03~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-13-2008
ESTATE OF CALDWELL OLGA C DATE OF DEATH 04-19-2008 COUNTY CUMBERLAND
FILE N0. S.S/D.C. N0. 137-14-7519 ACN 08500922
TAX RETURN WAS: CX) ACCEPTED AS FILED C ~ CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: METLIFE
ACCOUNT N0. 806686342786
TYPE OF' ASSET: C ) SECURITIES C ) SECURITY ACC QO STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
lax Due
TAX CREDITS:
1,603.00
X 1.000
1,603.00
.00
1,603.00
X .45
__72.14
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-~ AMOUNT PAID
PAYMENT MUST BE MADE BY 01-20-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 72.14
INTEREST AND PEN. .00
TOTAL DUE 72.14
* I,F PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C ]:F TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
----• ^~~~ _.- e~c, rr-rcn AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.