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HomeMy WebLinkAbout02-12-07 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 -NOTICE- Of fHflE.RITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) 1 t- r-~ .J I. .'~ ! ;: t i ,QA-TE 02--12-2007 ti::s'nTE OF HEL.LER JOEL E DATE OF DEATH 06-09-2006 FILE NUMBER 21 06 - 0638 COUNTY CUMBERLAND ~~N/DC 188-32-4497 ACN 06163091 APPEAL DATE: 04-13-2007 (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 GLENROY G HELLER 1149 MYERSTOWN RD GARDNERS PA 17324 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY=is4S-EX-AFP-C03=Os5----------.---------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-12-2007 ESTATE OF HELLER JOEL E DATE OF DEATH 06-09-2006 COUNTY CUMBERLAND FILE NO. 21 06-0638 TAX RETURN WAS: S.S/D.C. NO. 188-32-4497 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06163091 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31600261156 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS () CHECKING ()TRUST IX )TIME CERTIFICATE 05-05-2005 x 6,248.91 0.166 1,041.51 .00 1,041.51 .45 46.87 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: "RE(iISTER 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 (-) 01-11-2007 CD007682 .00 1.6.87 TOTAL TAX CREDIT 46.87 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * 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. c:N'