The URL can be used to link to this page

Home My WebLink About04-20-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX t INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Po BDX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128*0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP col-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 BARBARA HOLLOWAY ACN 09003181 16 HAWKINS ST APPEAL DATE: 05-22-2009 DANIELSON CT 06239 (See reverse side underObje ~ ns) Amount Remitted _-p a. I __ MAKE CHECK PAYABLE AND R£~I ~AYM S?!T TO : ~ ~ _ REGISTER OF WILLS r~~-ern N ~ ~' ` O CUMBERLAND CO COURT ;f#Qld~- - CARLISLE, PA 17013 `--~C7~7 -~ ` ' O -~, ~: C7 ~ - --~ tU __~__ _ ~ CUT ALONG THIS LINE ~ RETAIN =.~ LOWER PORTION FOR YOUR RECORDS ~~ tJ~7 ------------------------ REV-1548 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR DISALLOWANCE OF DEIDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-23-2009 ESTATE OIF CALDWELL OLGA C DATE OF DEATH 04-19-2008 COUNTY CUMBERLAND FILE N0. 21 08-1128 S.S/D.C. N0. 137-14-7519 ACN 09003181 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: NATIONAL LIFE INS CO ACCOUNT N0. 240198700 TYPE OF ACCDUNT: C )SAVINGS C ) CHECKING 4()TRUST C )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 X 1.000 32,038.70 .00 32,038.70 X .45 1,441.74 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YDUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMEPJT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 01-16-2009 CD010791 .00 1,441.74 TOTAL TAX CREDIT 1,441.74 BALANCE OF TAX DUE .00 INTEREST AND PEN. .DO TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 0$-112$ Po Box zaocol TAXPAYER RESPONSE ACN 09004081 HARRISBURG PA 17128-0601 DATE 03-18-2009 REV-1543 IX AFP COB-O87 TYPE OF ACCOUNT EST. OF OLGA C CALDWELL ^ SAVINGS SSN 137-14-7519 ^ CHECKING DATE OF DEATH o4-19-2008 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: rv n c~ BARBARA C HOLLOWAY REGISTER OF WILLS ° 16 HAWKINS ST CUMBERLAND CO COURT HOU~~ ]~ " DANIELSON CT 06239 CARLISLE, PA 17013 ~~~r~- ~ ,.... _ -y ~ m tV -- U -~ ~ _ NATIONAL. LIFE INS ANNUITY provided the Department with the information below, which has been used calcul~jrg thg potential tax due. Records indicate that at the death of the above named decedent, you were a ioint owner/ben~fi'Ci~ary of t i account: ' If you feel the information is incorrect, please obtain written correction from the financial institution, att~Th a copy t~is forme. and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealt~pf - Pennsylvania. Please caii (717; 787-B327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 2401987 Date 04'19-2007 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 32, 038.70 payable to "Register of Wills, Agent". Percent Taxable X 100.00 NOTE: If tax payments are made within three Amount Subject to Tax $ 32, 038.70 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 1 , 441.74 nine months after the date of death. PART TAXPAYER RESPONSE FAI E Tf~ RE5 - D Ml9kLL ~ ULT IN AN DFFII`IAL f( AS SSMfiH~» A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C ONE $ L D C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state ~ ~FFICIEAL l1SE ONLY ~ AAF a relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 I 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 ~ 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. H OME C ) WORK C ) ___-__..~~ ~-....-~....~ TCI CDUnuC \IIIMIICD TATC DATE F'AID PAYEE DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND F I LE ND . 21 0$ - 1128 Po Box z8o6B1 TAXPAYER RESPONSE ACN 09004081 HARRISBURG PA 17128-0601 DATE 03-18-2009 REV-1543 E% AFP COB-09) TYPE OF ACCOUNT EST. OF OLGA C CALDWELL ^ SAVINGS S$N 137-14-7519 ^ CHECKING DATE OF DEATH 04-19-2008 ^ TRUST COUNTY CUMBERLAND rv ^ CERTIF. REMIT PAYMENT AND FORMS T0: ~ '~ BARBARA C HOLLOWAY REGISTER OF WILLS ~ O ~ -`, , 16 HAWKINS ST CUMBERLAND CO COURT HOU -v DANIELSON CT 06239 CARLISLE, PA 17013 °'~;= n %~ ~:, ~ m N i , ~ -- NATIONAI_ LIFE INS ANNUITY provided the Department with the information below, which has been used calcula~g the' _ -~ potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/ben~ciary of tFti~ account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to ~s form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call (7I7) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 2401987 Date 04-19-2007 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 32, 038.70 payable to "Register of Wills, Agent". Percent Taxable X 100.00 NOTE: If tax payments are made within three Amount Subject to Tax $ 32, 038 • 7U months of the decedent's date of death, Tal: Rate ~( .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Pol:ential Tax Due $ 1,441.74 nine months after the date of death. PART TAXPAYER RESPONSE F~LU&E TO £SI'd. WILL RE~5t3LT IN AN OFFICIAL TAX ASSD~SSl4~NT A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 NI.Y to be filed by the estate representative. C. ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION LINE I. Date Established 2.. Account Balance 3., Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 +fi 5 - 6 7 X 8 OFF I,~XAL tkSE OMY ~ AAF PA DEPARTMENT OF REVENUE PAD I 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) ___ r~~ ~o.,,,.~~ Al11MIIC:D nerF IUTAL lCnLer vn jinn ~ v. mr..~ usn i t i[ ~s ~, ~~ ~;, ~ ~;r~~; ZQ09 APB 20 Phi I ~ 00 n ~ ~ ~# ~ ~ C~~~~ ~~ - ~'~ ~ ~ Fx~ ~,~ ORP~~~,~~'S Ct~URT _ ~ ~~ CU~~'~ f~'_., ~d~ ~0., PA _ a':j s, .y. k,.,. ry.f ~..1. '. :i-r3 a f:.c ~- (~ U. 1' • ' ~~ ~ .J _ ~. :~ s. ~_ ~ ~ ~ ~~ y ~ v ., ;;'t ~^I ~«~ \ n.; •~'~ U 4; tl ~ ~_ ~ lU 'r't C[~x/_~J f' s ~ .__~ 3 rn O N O ~ `0~U a~ o CCA~ yx~~ ~:°ca ,, , , _~. *~.: .i