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Home My WebLink About01-11-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 *O( INFORMATION NOTICE AND '7~Jfr~-e:R RESPONSE FILE ACN DATE NO.21 06-0638 06163095 12-25-2006 REV-1543 EX AFP (09.':,00) 2007 JMJ I I TYPE OF ACCOUNT o SAVINGS [i] CHECKING o TRUST o CERTIF, r, i.;.... I ~ -.. p{'~ .()!F JOEL E HELLER S.S. NO. 188-32-4497 DATE OF DEATH 06-09-2006 ('(y~NTY CUMBERLAND _.,1; \1 Or':~"I' I",,'r-' ('I Ii ' V...,.- REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 GLENROY G HELLER 1149 MYERSTOWN RD GARDNERS PA 17324 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent. you were a joint owner/beneficiary of this account. If you feel this information is incorrect. please 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. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140185652 Date 04-01-1963 Established To insure proper credit to your account, two (2J copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills. Agent", Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] 7,409.88 X 16.667 1,235.00 X .045 55.58 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3J months of the decedent's date of death. you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. A. c=J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "AU and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY 8. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. c=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state YOUr relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS I 2 3 X 4 5 6 7 X 8 PART ~ TAX LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7, Tax Rate 8, Tax Due PART [!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation> $ Under penalties of complete to the best of ,- ;/~t;'.t ~!--'1I&L4/ ........._,.,AV~~ C"'Te:....ATIIDI:' perjury. I declare that the facts I have reported above are true. correct and my knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 06-0638 06163091 12-25-2006 EST. OF JOEL E HELLER S.S. NO. 188-32-4497 DATE OF DEATH 06-09-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST [i] CERTIF. GLENROY G HELLER 1149 MYERSTOWN RD GARDNERS PA 17324 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please 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. Quastions may be answered by cellina (717~ 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31600261156 Date 05-05-2005 Established Account Balance 6,248.91 Percent Taxable X 16.667 Amount Subject to Tax 1,041.51 Tax Rate X .045 Potential Tax Due 46.87 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART ill TAXPAYER RESPONSE [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box nA" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate. please state your relationship to decedent: PART ~ TAX LINE 1- Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART ~ DATE PAID PAYEE RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 DEBTS AND DEDUCTIONS CLAIMED DESCR I PH ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of CO!l)plete to declare that the facts and belief. have reported above are true, correct and HOME ( WORK ( TELEPHONE ) ) NUMBER DATE ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 oM.....~... ~., INFORMATION NOTICE '~I' , ,. AND ~ ,TAXPAYER RESPONSE FILE ACN DATE NO.21 06-0638 06163093 12-25-2006 REV-1543 EX.AFP ,(09-00) 20G7 '.! I I '1 t Pi..: I?: t 'I ill-. OtST. OF JOEL E HELLER S.S. NO. 188-32-4497 DATE OF DEATH 06-09-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [iJ CERTIF. GLENROY G HELLER 1149 MYERSTOWN RD GARDNERS PA 17324 REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent. you were a joint owner/beneficiary of this account. If you feel this information is incorrect. please 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. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31700261971 Date 05-16-2005 Established Account Balance 8,406.25 Percent Taxable X 16.667 Amount Subject to Tax 1,401.07 Tax Rate X .045 Potential Tax Due 63.05 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death. you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] TAXPAYER RESPONSE [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box !IAn and return this notice to the Register of Wills and an official assessment will be issued bY the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. c. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX LINE 1- Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART ~ DATE PAID PAYEE RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 DEBTS AND DEDUCTIONS CLAIMED DESCR I PTI ON AMOUNT PAID TDTAL CEnter on Line 5 of Tax Computation} $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. "i ~~~,tLJf. Ii ~~ ,...."nAvr:D'I <:.'TC.lJATIIDJ: have reported above are true. correct and .~ HOME ( WORK ( TELEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA -....,.__..__..~.___.---:9 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 HELLER GLENROY G 1149 MYERSTOWN RD GARDNERS, PA 17324 ~u_____ fold ESTATE INFORMATION: SSN: 188-32-4497 FILE NUMBER: 2106-0638 DECEDENT NAME: HELLER JOEL EDWARD DATE OF PAYMENT: 01/11/2007 POSTMARK DATE: 01/11/2007 COUNTY: CUMBERLAND DA TE OF DEATH: 06/09/2006 NO. CD 007682 ACN ASSESSMENT CONTROL NUMBER AMOUNT 06163095 I $55.58 06163091 I $46.87 06163093 I $63.05 I I I I I I TOTAL AMOUNT PAID: $165.50 REMARKS: CHECK# 3309 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS