HomeMy WebLinkAbout03-20-09 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
WQTICE•''OF INHERITANCE TAX
APPl2AiSEMENT,,ALLOWANCE OR DISALLOWANCE
~~DF' BEDV:CIID14$, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
1l~~9 ~~~ 20 PM 12~ 28
CLERK of
~~++t o~l1,R,1pH,~,1~~~ couRr
BARBARA HOLLOWAY ~.,~,w. ,;I~„ pq
16 HAWKINS ST
DANIELSON CT 06239
REV-1548 EX AFP (01-09)
DATE 03-23-2009
ESTATE OF CALDWELL OLGA C
DATE OF DEATH 04-19-2008
FILE NUMBER 21 08-1128
COUNTY CUMBERLAND
SSN/DC 137-14-7519
ACN 09003181
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 ~
-------------------------------------------------------------------------------------------
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
OLGA C DATE OF DEATH 04-19-2008 COUNTY CUMBERLAND
S.S/D.C. N0. 137-14-7519
ACN 09003181
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: NATIONAL LIFE INS CO ACCOUNT N0. 240198700
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING 4()TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 05-05-1995
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
32,038.70 NOTE:
X 1.000
32,038.70
.00
32,038.70
X .45
1,441.74
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 (-) AMOUNT PAID
01-16-2009 CD010791 .00 1,441.74
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REgUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
1,441.74
.00
.00
.00