HomeMy WebLinkAbout03-06-06
, '
SHAWN SWARTZ
109 N QUEEN STREET
SHIPPENSBURG PA 17257
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
SSN/DC
ACN
.
REV.1604 EX AFP (03-97)
.... BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
03-01-2006
SWARTZ MARTHA E
04-03-2005
2105-0350
Cumberland
179-10-3991
06000145
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (:J
- -RE\i-1-a04- E)( AFP- (03-97) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 03-01-2006
ESTATE OF
SWARTZ MARTHA E
DATE OF DEATH 04-03-2005
COUNTY Cumberland
FILE NO. 2105-0350
ADJUSTMENT BASED ON :
SS/DC NO. 179-10-3991 ACN 06000145
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: GUEEN STREET
ACCOUNT NO. 109
TYPE OF ACCOUNT: (0) SAVINGS
DATE ESTABLISHED 01-03-2005
(0) CHECKING (0) TRUST (0) TIME CERTIFICATE
X
0.00
o
0.00
0.00
0.00
o
0.00
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 (-)
TOTAL TAX CREDIT 0.00
BALANCE OF TAX DUE 0.00
INTEREST AND PEN. 0.00
TOTAL DUE 0.00
* IF PAID AFTER DATE INDICATED, 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.)
@
I
SHAWN SWARTZ
109 N QUEEN STREET
SHIPPENSBURG PA 17257
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
SSN/DC
ACN
'*
REV.1604 EX AFP (03.97)
../I
SUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
03-01-2006
SWARTZ MARTHA E
04-03-2005
2105-0350
Cumberland
179-10-3991
06000147
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (:J
- -REV-~f664- e)( AFP- (03-97) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -.
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 03-01-2006
ESTATE OF
SWARTZ MARTHA E
DATE OF DEATH 04-03-2005
COUNTY Cumberland
FILE NO. 2105-0350
ADJUSTMENT BASED ON :
SS/DC NO. 179-10-3991 ACN 06000147
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: GARFIELD STREET
ACCOUNT NO. 242
TYPE OF ACCOUNT: (D) SAVINGS
DATE ESTABLISHED 01-30-2005
<D) CHECKING <D) TRUST <D) TIME CERTIFICATE
X
0.00
o
0.00
0.00
0.00
o
0.00
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
T ax Rate
Tax Due
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT 0.00
BALANCE OF TAX DUE 0.00
INTEREST AND PEN. 0.00
TOTAL DUE 0.00
* IF PAID AFTER DATE INDICATED, 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.)
@
RE. ~.4"'u EX (6-~8)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
SWARTZ MARTHA E
FILE NUMBER
Department of Revenue
ACN
2105-0350
06000145 AND 147
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Your billing for two pieces of real estate was in error. The assessments have been deleted
and notice has been sent to the Register of Wills, Cumberland County.
ROW
Page 1
tlBUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWNACE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
SHAWN CALDWE'LL.
242 EAST GARFIELD STREET
SHIPPENSBURG PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
SSN/DC
ACN
03-01-2006
SWARTZ MARTHA E
04-03-2005
2105-0350
Cumberland
179-10-3991
06000263
Appeal Date: 05-01-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
- -RE\i_1-S4S- E"i(AFP- (06-05) - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - -- - - - - - - - - - - - - - - - - - - - - -- - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - -.
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWNACE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-01-2006
ESTATE OF
SWARTZ MARTHA E
DATE OF DEATH 04-03-2005
COUNTY Cumberland
FILE NO. 2105-0350 SS/DC NO. 179-10-3991
TAX RETURN WAS: (D) ACCEPTED AS FILED (D) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN 06000263
FINANCIAL INSTITUTION: GARFIELD STREET
ACCOU NT NO. 242
TYPE OF ACCOUNT: (0) SAVINGS
DATE ESTABLISHED 01-30-2005
(0) CHECKING (0) TRUST (0) TIME CERTIFICATE
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
83,250.00
50
41,625.00
0.00
41,625.00
.045
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 calculated until 03-16-2006* TOTAL TAX CREDIT 0.00
BALANCE OF TAX DUE 1 ,873.13
INTEREST AND PEN. 25.89
TOTAL DUE 1899.02
IF PAID AFTER DATE INDICATED, 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.)
(J
~UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~.~,.
,~,
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWNACE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (OS-OS)
SHAWN CALDWELL
242 EAST GARFIELD STREET
SHIPPENSBURG PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
SSN/DC
ACN
03-01-2006
SWARTZ MARTHA E
04-03-2005
2105-0350
Cumberland
179-10-3991
06000264
Appeal Date: 05-01-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
- - - - - - - - - - - - - - - - - - -- - - - - - - -- - - - - - - - - - - - - - - - - - - -- - -- - -- - - - - -- - -- --- - -- - - - - - -- --- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - -- - - - - - - - - -- - - - - - - - - - -.
REV-1548 EX AFP (06-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWNACE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
. DATE 03-01-2006
ESTATE OF
SWARTZ MARTHA E
DATE OF DEATH 04-03-2005
COUNTY Cumberland
FILE NO. 2105-0350 SS/DC NO. 179-10-3991
TAX RETURN WAS: (D) ACCEPTED AS FILED (D) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN 06000264
FINANCIAL INSTITUTION: QUEEN STREET
ACCOU NT NO. 109
TYPE OF ACCOUNT: (0) SAVINGS
DATE ESTABLISHED 01-03-2005
(0) CHECKING (0) TRUST (0) TIME CERTIFICATE
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
72,750.00
50
36.375.00
0.00
36.375.00
.045
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 calculated until 03-16-2006* TOTAL TAX CREDIT 0.00
BALANCE OF TAX DUE 1,636.88
INTEREST AND PEN. 22.62
TOTAL DUE 1,682.12
IF PAID AFTER DATE INDICATED, 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.)
@
.. REV-147~ (6-88) ..
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
SWARTZ MARTHA E
FILE NUMBER
Department of Revenue
ACN
2105-0350
06000263 AND 264
REVI EWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
You are being assessed for the Pennsylvania inheritance tax due on your 112 interest in the
two pieces of real estate transferred to you and Kimberly Caldwell by the decedent prior to
her death.
ROW
Page 1