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Home My WebLink About03-11-11Charlotte Saksa 969 Charterhouse Ct. Westerville, OH 43081 March 1, 2011 To Whom it my Concern: I was very upset when I rerecieved the bills for the inheritance tax on the CD's that my mother and I owned!!! Bad enough the first time that I had to pay for it. I had hoped that it was an honest error, which it seems to have been. There is still an error on the one enclosed. On the origanal bill I was considered a "Collateral" and since I am the daughter I am "Lineal", which I corrected and sent in the amount owed. The new forms are awful. There is no place to make correction -you assume that you have it correct. On the back there is no place showing who has what tax rate. There is also no phone number where we can call to. Sincerely, n,, `~ - ~c~` .., c7 ::~ T O ~- _ ~ j _v ~ ~-,. -~~ ~~~~ 'Y r'j i. ~ ~ ' ~, ~ .~ C_J `._. ._. < ~C) (°t.1 =D --~ .. ~... ~- BUREAU OF INDIVIDUAL TAXES INHE'y~i~-~1'ANCE TAX IM{~ERLTMICE zAx nlvlslOM STATEMENT OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 ~~ ;,'~ _i~Lwtii'~ ~ ~ , . CHARLOTTE M SAKSA 969 CHARTERHOUSE CT WESTERVILLE OH 43081-2763 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACM Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP C12-1D) 02-~22-2011 PDZSGAY MADELINE M 10-29-2010 21 11-0042 cuMSERLaaD 101.70473 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. _-~ _ _ _ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ (ZEY 1607 SEX A~P ~~f~~~1S~...... *** IN~IERfi7-'~i~E TA3c ~~fA~FEMENT~OF~ACCOtINT~~**~~~~~~~~~~~~~~~~~~~~~~ ESTATE OF:POZSGAY MADELINE M FILE NO.: 21 11-0042 ACN: 10170473 DATE: 02-22-2011 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-07-2011 PRINCIPAL TAX DUE: 2,826.66 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-07-2011 CD013873 42.40 805.60 PAYMENT MUST BE MADE BY 07-30-2011*. TOTAL TAX PAYMENT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE' 1 p.. m p-' J7 ~ ~ ~~~r C~--v~c~. lam. e °~~`S ~y,S~~ ~~ ~} S~~~e~ ~ ~P on}~S w~~a~ ~ ~o~~`~ oQ~,~~ goS•~o 848.00 1,978.66 .00 1,978.66 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THLS FORM ~ FOR INSTRUCTIONS. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HAflA158VA6, PA 17'128.980'1 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 013873 SAKSA CHARLOTTE M 969 CHARTERHOUSE CT WESTERVILLE, OH 43081 fold ESTATE INFORMATION: SSN: 163-a4-4552 FILE NUMBER: 2111- 0042 DECEDENT NAME: POZSGAY MADELINE M DATE OF PAYMENT: 01 / 10/201 1 POSTMARK DATE: O 1 /07/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 10/29/2010 REMARKS: AMOUNT REV-1162 EX(11-96) ACN ASSESSMENT CONTROL NUMBER !10170473 J $805.60 TOTAL AMOUNT PAID: 5805.60 CHECK# 9088 INITIALS: DB sEA~ ~ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D PD EO% 289601 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REY-1563 EX SFr (0a-eat FILE N0. 21 ACM 10170473 DATE 12-14-2D10 CHARLOTTE M SAKSA 969 CHARTERHOUSE CT WESTERVILLE OH 43081-2763 EST. OF MADELINE M POZSGAY SSN 163-44-4552 DATE OF DEATH 10-29-2010 COUPITY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 CDURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST ® CERTIF. FIRST NIAGARA BANK provided the Department with the information below, which has been used in calculatin8 the potential taz due. Records indicate that at the death of the abovo-named decedent, you were a ioint: owner/beneficiary of this account. If you feel the information is incorrect, Dleasa obtain written correction from the financial institution, attach a copy to this 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 (717> 787-8327 with questions: COMPLETE PART 1 BELOW * SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIONS Account No. 4160375189 Date 05-09-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $` 37 ~ 688.83 paY®ent to t:he Register of Wills. Make check payable to "Register of Wills Agent". ~ (~ Percent Taxable X 5D.000 , ~~~ . Amount Subject to Tax $ 18,844.42 NOTE: If tax payments are made within three` months of ,tkia dtlamR:-'.i,,,`(ate of desth,_ -µ TaX Rate ~( ~ irj deduct a 5 percent diseount~on the tax due. Potential Tax Due $ 2,826.66 Any Inhere ce ax ue wiZl be core delinquent nine months after the date of death. PART TAXPAYER RESPONSE - ~, ' 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 0 N E wills and an official assessment will to issued by the PA Department of Ravenna. BLOCK g, ~ The abovo asset has boon or will be reported end tax pa id with the Pennsylvania Inhoritanca Tax return D N L Y to be filed by the estate representative. C. ~fhe above info ion is incorr and/or debts and deductions were paid. Com l t PART Y 3 R p e e and/or PA T below. PART If indicating a different toX rate, please state rr~~ relationship to decedent: dtx-~i~1,tr~~r '~.~-.Iviiv lrt`"`-'`J °~ .~'~`; ~~ TAX RETURN - COMPUTATION OF TAX ~u TRU ~ ^" ~T/ ~ T 4CCOUNTS ,~ ~'' ~•.''" ~ i nn ^^ t ~ '~p LINE i. Date Establishetl 1 - h_~~~'t -" aC~~ ~J ~ ~`' S N~ ~. A ., pRk ~li~ ?„ ;~"' ~ 2. Account Balance 2 .'f ~r i 6 714 ~'x`i~_~ 'n. yy "*`+r,F~ ~' 3. Percent TaxaDlo 3 X -~ (~ C~,i:•~j _ 4. Amount Subject to Tax 4 $ I ~_,~i"y~ LF~ F 1 5. Debts and Deductions 5 - '~~~~-~- 1 6. Amount Taxable 6 $ 1 ~ - ~ ~ ~} ~ y r ~ i<;~.. ~,r' 1 ~~ 7. Tax Rate 7 X o C34 5 ' ` 8. Tax Due 8 $ SSli'~i ,.C'l' * ,'~. __ ART EBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEntar on Linn 5 of Tax Computation) ; Under penalties of perjury, I declare that the facts I have reported above are true, correct and (1~comple~te to the bust of may knowledge and belief. 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