HomeMy WebLinkAbout08-14-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nr:C[\f~!~f\~l(Ut~RITANCE TAX
Arf!UUSttCWI }..-'Att.GWANCE DR DISALLOWANCE
OF ~~DYCUON$~'. AND IASSESSMENT OF TAX ON
\ 'JDINTLYHELD Olt' TRUST ASSETS
*'
I
REV-1548 EX AFP (06-05)
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II)' '..TE
lie.,' E$'TATE OF
DATE OF DEATH
FILE NUMBER
Ir--.T COUNTY
,-' '_~SNI'DC
"ACN
08-14-2006
CALAMAN
02-15-2006
21 06-0169
CUMBERLAND
178-16-6371
06120935
APPEAL DATE: 10-13-2006
(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
HELEN
E
ROGER L CALAHAN
841 N WEST ST
CARLISLE PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS .....
Riy=is4i-ix-AFP-loi=osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-14-2006
ESTATE OF CALAMAN
HELEN
E DATE OF DEATH 02-15-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0169
TAX RETURN WAS:
S.S/D.C. NO. 178-16-6371
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
06120935
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
2895363600
TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ~ )TIME CERTIFICATE
DATE ESTABLISHED 07-05-2002
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
62,036.08
0.166
10,339.55
.00
10,339.55
.45
465.28
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 (-)
PAYMENT MUST BE MADE BY 11-16-2006~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 465.28
INTEREST AND PEN. .00
TOTAL DUE 465.28
. 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 "CREDIr-' ( CRl, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ '". r\n\."nNqlJ~(~~FCiNHERITANCE TAX
r}\,,~p~HENt ~vAU,;O"ANCE OR DISALLOWANCE
. ~i-:PEDOC,Ti~s~' AND ASSESSMENT OF TAX ON
· . ""JOINTLY HELD OR TRUST ASSETS
*'
/
V
\?: \ 4DATE 08-14-2006
i.., ESTATE OF CALAMAN HELEN E
DATE OF DEATH 02-15-2006
FILE NUMBER 21 06-0169
COUNTY CUMBERLAND
SSN/DC 178-16-6371
ACN 06120933
APPEAL DATE: 10-13-2006
(See reverse side under Objections)
A_aunt Rell1 tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
~ \ \ I'"' \ I,
f)l\(\C. I'" i\~ ,-'~
L t~\:j J I' ". ...' -~
ROGER L CALAMAN
841 N WEST ST
CARLISLE
r.j i'
I .
PA 17013
REV-1548 EX AFP (06-05>
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV=is4S-EX-AFP-loj=osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-14-2006
ESTATE OF CALAMAN
HELEN
COUNTY
CUMBERLAND
E DATE OF DEATH 02-15-2006
ACN
06120933
FILE NO. 21 06-0169
TAX RETURN WAS:
S.S/D.C. NO. 178-16-6371
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
2895363626
TYPE OF ACCOUNT: ()SAVINGS () CHECKING ()TRUST ~ )TIME CERTIFICATE
DATE ESTABLISHED 07-05-2002
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
871794.61
0.166
141632.73
.00
141632.73
.45
658.47
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNTI 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 WILLSI AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 11-16-2006*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 658.47
INTEREST AND PEN. .00
TOTAL DUE 658.47
. IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)I YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )