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Home My WebLink About09-14-07 ~ ~ 1\'.1 ~. c'v V "-> "- ....... ~ c.r- r--j , (0"; I, \~ ',--, ~ " \h., b 't- '. I "<::.:., " .-' " ~ .~ "" ;0... ,~ .~ .~ "" '.J 'v; .AJ "'-- ~ r\J I'i' " '-..? ~ r'. ~ .1. . ,~.J i./ . r~ . . ~~... III 1 ., ! ;'~~! I ~ l:-..; .'-1 "- ~ C"'-'. Q., "~ :J \.,.,J ~ ~ ~ \! 'J '" ~ 'v~ 'J \. ":::J ~ ~ ~ ,{) "-.,., .... { "-J " j !)J v~ ~, ~ \oj' . ''-J ~ J "- r~ ~ "~ '-..l '\.....-I .....::: - - - .....::: - - - -- - .....::: - .'YJ z "-::::: ~:d ~. :: I "'-.:: .~~ - - - I :: ~] ""I !::) ,',', I, (':i ..... f't:! .....j () ',,'J il-eYc' 07/ '-/- Dear Sir: August 20, 2007 Alice I. Hoch, who died April 28, 2006, had two children, Beverly Ann Hoch Kelchner and Ronald C. Hoch. I have enclosed a copy of Beverly Hoch's birth certificate to establish her as a daughter to Alice Hoch. My sister recently received an Information Notice and Taxpayer Response Form from the Pa Department of Revenue concerning inheritance tax on an Orrstown Bank Joint Checking Account. Alice Hoch, Beverly Hoch Kelchner, and Ronald Hoch had a joint account at the Orrstown bank. That account amounting to $827.89 has been identified as taxable under the inheritance tax laws of Pennsylvania. The above mentioned Pa Department of Revenue form establishes the tax, but at a higher rates and amounts which are not correct since Beverly is a lineal descendent of Alice Hoch and the checking account was joint owned by mother, daughter, and son. The recomputed tax is $6.18. I enclose two Pa Department Of Revenue forms with the recomputation of the tax. In October 2006, a Pa Department of Revenue Inheritance Tax Form was sent to Beverly Hoch Kelchner, however the form was misplaced. On Oct 18,2006, I, Ronald C. Hoch sent a letter to the Register of Wills Carlisle Pa. with a check for $6.18 to pay the inheritance tax for my sister. A copy of the letter is enclosed as well as a copy of the cashed check to the Pa Department of Revenue. The Pa Department of Revenue Forms are included with the tax recomputation, a copy of the $6.18 payment, a copy of the Oct 18, 2006 letter, and a copy of my sister's birth certificate. I hope the submission of these documents will close the account with you. f2~~ ~- ff az:~ Ronald C. Hoch Son of Alice Hoch Brother of Beverly A. Hoch Kelchner ( ) Phone No.4 78-922-4124 .:.n c, v Dear Sir: October 18, 2006 On April 28, 2006, Alice L Hoch, died at the Sarah Todd Home in Carlisle. Her daughter, Beverly A. Kelchner, and her son, Ronald C. Hoch, are the lineal descendants of Alice L Hoch. In September 2006, Beverly A. Kelchner received a Information Notice and Taxpayer Response Form from the Pa Department of Revenue. The form referenced ajoint checking bank account at the Orrstown Bank and the account was established to pay medical bills for Alice L Hoch. The account contained $827.88.Unfortunately the form has been misplaced. In good faith and rather than wait for another form, I include a reproduced form which calculates the tax at 4 ~ percentage and a check for $6.18 to pay the tax. ') t l I C:fiJJ.l- Ron~~ t. Hoch 126 Shenandoah Trail Warner Robins, Ga. 31088 478-922-4124 COHHONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z8060l HARRISBURG, PA 17128-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 06-0714 06147911 09-15-2006 REV-15-43 EX AFP t119-01) EST. OF ALICE I HOCH S.S. NO. 201-52-1671 DATE OF DEATH 04-28-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [Xl CHECKING D TRUST o CERTIF. BEVERLY A KELCHNER 34 LIBERTY CT CARLISLE PA 17013 RE"IT PAY"ENT AND FOR"S TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ORRSTOWN BANK has provided the Deparblent with the infarmetion 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 inforaation is incorrect, please obtain written correction from the financial institution, attach a copy to this fa... and return it to the above eddress. This account is taxable in accordance with the Inheritance Tax L_s of the COIIIIOI)Wealth o'f.FBn1'isylvania. Q\.:Bstians iDSy be answered by cal-ling-(-717} 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 106003285 Date 12-16-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 827.89 50.000 413.95 .15 62.09 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice .ust accollpany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) ..onths of the decedent"s data of death, you lIay deduct a 5Z discount of the tax due. Any inheritance tax due will becolle delinquent nine (9) months efter the date of death. Tax PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. o The above inforllation and tax due is correct. 1. You lIay 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 "A" and return this notice to the Register of Wills and an official assesSllent will be issued by the PA Department of Revenue. o 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. , [[] The above inforllation is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PART @] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS - ----- LINE 1:- Dat;- Established 1--77 ~.; b- .~; C)~; \~~-: 2. Account Balance 2? /-,1, , !, 5<. q 3. Percent Taxable 3 X j(;., ---;i 4. Amount Subject to Tax 4 -j. / \ ~ if . ~ S" 5. Debts and Deductions 5 (/, ,'''' ;') 6. A.aunt Taxable 6 -" / ,~~, ~\. 0:;":' ..) 7. Tex Rate 7 X :.../ . . -) 8. Tax Due 8 '<t (0 , 2. ? If you indicate a different ta~ rate, please state your relationship to decedent: ':"-J Ri :.\- ,:~ I) '(I" tl PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and cOlI\Plete to the best of my, knowl,.,e and bel/e~. I I f\ HOME (- I) / - ;:? . ,:; .I c.' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0714 ACN 06147911 DATE 09-15-2006 IEV-15~5 EX iFP 119-11) EST. OF ALICE I HOCH S.S. NO. 201-52-1671 DATE OF DEATH 04-28-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS Ii] CHECKING o TRUST o CERTIF. BEVERLY A KELCHNER 34 LIBERTY CT CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ORRSTOWN BANK has provided the Deparblent 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 abova address. This account is taxable in accordance with the Inheritance Tax Laws of the Cu.Moowealth of~annsylvania. QCBstions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 106003285 Date 12-16-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 827.89 50.000 413.95 .15 62.09 TAXPAYER RESPONSE 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". x NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a SX discount of the tax due. Any inheritance tax due will become delinquent nine (9) Months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. 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 "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 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 decadent.s representative. , ~'The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION OF ----._.__._-~".~-_._- ---'--'-~-'-'----'--- LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 If you indicate a different t~x: rate, please s.tate your relationship to decedent: ..L/ fE; .:..,., .; ,) :" "" (.( -' :1 ! ."~: 0.. ./(\ /"1 j\'. ~'~ ~ TAX ON JOINT/TRUST ACCOUNTS l -; - ; 0 -} C)(')-.':-: ? ,I. ~I'. 'I: q ~/ ~'I X , (~( , /. I ,1, '8. d.. 5' X /.../. c;- t ' -, ') " (0 , .t.. .t- PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief., HOME (<' --;' )-- j _ /;<!' i ~ev'tLiy A Hadd<.eIcJ,~/ p~ r_ HoJ" ~1 2 2,vc1 I' ~ G-- -,~ ;-" .. .. J CheckWorks Enterprise Image Access Image 1 of 1 Date Sequence Number 10/25106 95138968 Page 1 of 1 ;;I Print Account Number 3614503757 Amount 6.18 Serial Number 5457 .. ~ c. HOCI1 OOL. ~.. il:c;t lY; b(.. /q&l'. tb.pJl~~~1.: +t~.:- ~_;.IK ~" :1<-, Il.~ · "":..:.: "!lIe _ ta... is i~ 0..,. 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