HomeMy WebLinkAbout03-20-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL A CALDWELL
302 LEWISBURY RD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NO"tfCf 0~ -INHERITANCE TAX
APRRb~SEMENT,•AL'COWANCE OR DISALLOWANCE
OF DEDUCTIOrYS,~AND"ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-09)
[~~;9 ~~~ ~~ ~~ ~~~ 2~ATE 03-23-2009
ESTATE OF CALDWELL OLGA C
C~~~~ n~ DATE OF DEATH 04-19-2008
FILE NUMBER 21 08-1128
ORPH,~N' CGURT COUNTY CUMBERLAND
CU~4'~~"i~:'r!,t't"~; (;(,~„ ~f~ SSN/DC 137-14-7519
ACN 09003143
NEW CUMBERLAND PA 17070
APPEAL DATE: 05-22-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1548 EX AFP (01-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-23-2009
ESTATE OF CALDWELL
FILE N0. 21 08-1128
S.S/D.C. N0. 137-14-7519
ACN 09003143
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MONEY FINANCIAL ACCOUNT N0. BL13648
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING 4()TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 09-09-1995
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
OLGA C DATE OF DEATH 04-19-2008 COUNTY CUMBERLAND
31,733.52 NOTE:
X 1.000
31,733.52
.00
31,733.52
X .45
1,428.01
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
01-16-2009 CD010791 .00 1,417.93
INTEREST IS CHARGED THROUGH 03-31-2009 TOTAL TAX CREDIT 1,417.93
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 10.08
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .10
TOTAL DUE 10.18
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ~
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )