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Home My WebLink About02-17-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL- TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) '-:- ~ (' ~, DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 FILE NUMBER 21 05-0350 COUNTY CUMBERLAND SSN/DC 179-10-3991 ACN 06000144 APPEAL DATE: 04-21-2006 (See reverse side under Objections) Amount Remitted! 1 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 GREGORY SWARTZ 90 PINNACLE DRIVE NEWBURG PA 17240 CUT ALONG THIS LINE --.. RETAIN LOWER PORTION FOR YOUR RECORDS +- REY=is4S-EX-AFP-C03=Osi----------------------______________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 COUNTY CUMBERLAND FILE NO. 21 05-0350 TAX RETURN WAS: S.S/D.C. NO. 179-10-3991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06000144 FINANCIAL INSTITUTION: AIG INSURANCE COMPANY ACCOUNT NO. 00000 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-30-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 30,994.62 1. 000 30,994.62 .00 30,994.62 .45 1,394.76 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 TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,394.76 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.00 TOTAL DUE 1,409.76 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, 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. ) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) f -. 1 DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 FILE NUMBER 21 05-0350 COUNTY CUMBERLAND SSN/DC 179-10-3991 ACN 06000145 APPEAL DATE: 04-21-2006 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SHAWN SWARTZ 109 NORTH QUEEN STREET SHIPPENSBURG PA 17257 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV=is4S-EX-AFP-C03=OSj-----------------------_____________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 COUNTY CUMBERLAND FILE NO. 21 05-0350 TAX RETURN WAS: S.S/D.C. NO. 179-10-3991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06000145 FINANCIAL INSTITUTION: QUEEN STREET ACCOUNT NO. 109 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-03-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 72,750.00 0.500 36,375.00 .00 36,375.00 .45 1,636.88 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 TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,636.88 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 17.60 TOTAL DUE 1,654.48 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J RK COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL -- TA>fES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) KIMBERLY S- CALDWElL 242 EAST GARFIELD ST SHIPPENSBURG PA 17257 DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 FILE NUMBER 21 05- 0350 COUNTY CUMBERLAND SSN/DC 179-10-3991 ACN 06000146 APPEAL DATE: 04-21-2006 (See reverse side under Objections) Amount Remitted I J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REY=is4S-Ex-AFP-r03=OSj------------------------____________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 COUNTY CUMBERLAND FILE NO. 21 05-0350 TAX RETURN WAS: S.S/D.C. NO. 179-10-3991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06000146 FINANCIAL INSTITUTION: QUEEN STREET ACCOUNT NO. 109 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-03-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 72,750.00 0.500 36,375.00 .00 36,375.00 .45 1,636.88 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 TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,636.88 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 17.60 TOTAL DUE 1,654.48 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J pJ. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP (06-05) - , DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 FILE NUMBER 21 05-0350 COUNTY CUMBERLAND SSN/DC 179-10-3991 ACN 06000147 APPEAL DATE: 04-21-2006 (See reverse side under Objections) Amount Remitted! I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SHAWN SWARTZ 109 NORTH QUEEN ST SHIPPENSBURG PA 17257 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV=is4S-EX-AFP-r03=Osi-----------------------_____________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 COUNTY CUMBERLAND FILE NO. 21 05-0350 TAX RETURN WAS: S.S/D.C. NO. 179-10-3991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06000147 FINANCIAL INSTITUTION: GARFIELD STREET ACCOUNT NO. 242 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-30-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 83,250.00 0.500 41,625.00 .00 41,625.00 .45 1,873.13 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 TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,873.13 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 20.14 TOTAL DUE 1,893.27 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J pt COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) KIMBERLY S CALDWELL 242 EAST GARFIELD ST SHIPPENSBURG PA 17257 DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 FILE NUMBER 21 05-0350 COUNTY CUMBERLAND SSN/DC 179-10-3991 ACN 06000148 APPEAL DATE: 04-21-2006 (See reverse side under Objections) Amount Remitted l I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV=is4S-EX-AFP-C03=6sj--------------------________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 COUNTY CUMBERLAND FILE NO. 21 05-0350 TAX RETURN WAS: S.S/D.C. NO. 179-10-3991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06000148 FINANCIAL INSTITUTION: GARFIELD STREET ACCOUNT NO. 242 TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 01-30-2005 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 83.250.00 0.500 41.625.00 .00 41.625.00 .45 1.873.13 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 TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1.873.13 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 20.14 TOTAL DUE 1.893.27 · IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J ~ - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 -NOTICE OF INHERITANCE TAX ,APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) KIMBERLY S CALDWELL 242 EAST GARFIELD ST SHIPPENSBURG PA 17257 DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 FILE NUMBER 21 05-0350 COUNTY CUMBERLAND SSN/DC 179-10-3991 ACN 06000149 APPEAL DATE: 04-21-2006 (See reverse side under Objections) Amount Remitted r l MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV=is4S-EX-AFP-C03=Osi-------------------_________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-2006 ESTATE OF SWARTZ MARTHA E DATE OF DEATH 04-03-2005 COUNTY CUMBERLAND FILE NO. 21 05-0350 TAX RETURN WAS: S.S/D.C. NO. 179-10-3991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06000149 FINANCIAL INSTITUTION: SOVERIGN BANK ACCOUNT NO. 3531006185 TYPE OF ACCOUNT: ()SAVINGS ex) CHECKING (HRUST (HIME CERTIFICATE DATE ESTABLISHED 12-01-2004 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,364.34 1. 000 1,364.34 .00 1,364.34 .45 61.40 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 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 61.40 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .66 TOTAL DUE 62.06 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, 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. ) Pi-