HomeMy WebLinkAbout02-27-06
COMMONWEALTH OF PENNSYLVANIA
DEP!"RTMEN~ 'ilF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV.1162 EX(11.96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 006374
KIMBERLY S CALDWELL
242 EAST GARFIELD ST
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
n______ fold
06000149
$62.06
ESTATE INFORMATION: SSN: 179-10-3991
FILE NUMBER: 2105-0350 I
DECEDENT NAME: SWARTZ MARTHA E I
DATE OF PAYMENT: 02/27/2006 I
POSTMARK DATE: 02/27/2006 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 04/03/2005 I
I
TOTAL AMOUNT PAID: $62.06
REMARKS:
CHECK#010000393228
INITIALS: LKG
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAl) OF INDIVIDUAL TAXES
"
DEPT. 280601
HARRISBURG, PA 1712B-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 006375
KIMBERLY S CALDWELL
242 EAST GARFIELD ST
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
06000146
$1,654.48
ESTATE INFORMATION:
SSN:
179-10-3991
FILE NUMBER: 2105-0350 I
DECEDENT NAME: SW ARTZ MARTHA E I
DATE OF PAYMENT: 02/27/2006 I
POSTMARK DATE: 02/27/2006 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 04/03/2005 I
I
TOT AL AMOUNT PAID: $1,654.48
REMARKS:
CHECK#010000393229
INITIALS: LKG
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 006373
KIMBERLY S CALDWELL
242 EAST GARFIELD ST
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
_n_____ fold
06000148
$1,893.27
ESTATE INFORMATION: SSN: 179-10-3991
FILE NUMBER: 2105-0350
DECEDENT NAME: SW ARTZ MARTHA E
DA TE OF PAYMENT: 02/27/2006
POSTMARK DATE: 02127/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 04/03/2005
TOTAL AMOUNT PAID:
$1,893.27
REMARKS:
CHECK#010000393230
SEAL
INITIALS: LKG
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WillS
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 DR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAX ON
JOINTLY HELD DR TRUST ASSETS
REV-1548 EX AFP (06-05)
C,-J
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 I~ 6 S <f i <18 I
MAKE CHECK PAYABLE A D REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
KIMBERLY S CALDWELL
2~? EAST GARFIELD ST
S~PPENS~URG PA 17257
\.
CUT ALOl'ft;-' THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV=is4S-EX-AFP-lo3=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
06000146
FINANCIAL INSTITUTION: QUEEN STREET
ACCOUNT NO.
109
TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 01-03-2005
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."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
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
M IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. M
( 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 DIVISIDN
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
SWipPENSBURG 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 I ~6'ri-' 01'7 I
MAKE CHECK PAYABLE D 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
(Xl ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
06000148
FINANCIAL INSTITUTION: GARFIELD STREET
ACCOUNT NO.
242
TYPE OF ACCOUNT: (lSAVINGS (l CHECKING (lTRUST ()TIME CERTIFICATE
DATE ESTABLISHED 01-30-2005
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."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
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" ( 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
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
i.-,-_l.
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 I .#hd., at I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
KIMBERLY S CALDWELL
2~6 EAST GARFIELD ST
S~~PPENSBURG PA 17257
(J
.. ..- I --.
-<
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV=is4S-EX-AFP-lo3=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 ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 12-01-2004
X
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."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
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 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 HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )