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Home My WebLink About10-15-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE * REVISED NOTICE * * * FILE NO. 21 06-0638 ACN 06163094 DATE 10-12-2001 * REVi-15t;~ EX ~P(09..-8O) 2007 OCT 15 t.n 9: 36 TYPE OF ACCOUNT D SAVINGS D CHECK I NG D TRUST [X] CERTIF. EST. OF JOEL E HELLER S.S. NO. 188-32-4497 DATE OF DEATH 06-09-2006 COUNTY CUMBERLAND CI_:I~'i< ORDI ',. i 1';-' '....,'~,' ~pT . '1~'.:'I""~1 ' I!,' ',I 1 1;1 ,i'l \.y '_."'\... '..1 CUi.T"-': " . REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ROGER G HELLER 685 N MIDDLESEX RD CARLISLE PA 11015 PNC BANK has provided the Depart.ent with the infoMlation 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 infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a COpy to this fOMl and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvani~. QuestiQns aay 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 To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Regist.r of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] 8,406.25 X 16.661 1,401.07 X .12 168.13 TAXPAYER RESPONSE NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent's date of death, you may deduct a 5X discount of the tax due. Any inheritance tax due will become delinquent nine (9) .onths after the date of death. [CHECK ] ONE BLOCK ONLY A. 0 The above infor.ation and tax due is correct. 1. You.ay 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 assess.ent will be issued by the PA Department of Revenue. B. D 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. D The above information is incorrect and/or debts and deductions were paid by you. You .ust complete PART ~ and/or PART ~ below. 1 2 3 X 4 5 6 7 X 8 If you indicate a different tax rate, please state your relatIonship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE l. 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) have reported above are true, correct and of perjury, I declare that the faets O~ledge and belief. .~ HOME ( ) WORK ( ) TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE ',_' '. AND TAXPAYER RESPONSE ~. RtVISED NOTICE * * * FILE NO. 21 06-0638 ACN 06163096 DATE 10-12-2007 if REV-1545 EX AFP (lI9-OO) TYPE OF ACCOUNT D SAVINGS [i] CHECKING D TRUST D CERTIF. 2DlJl Del \ 5 tJ!\ ~~ OF JOEL E HELLER S.S. NO. 188-32-4497 Cl1=PK 0\': \11ODATUENTYOF DEATH 06-09-2006 ~'''''.'jt,'l';\'~ ('(1\,:'" CUMBERLAND 0\..1\-)1. ,,,,,'oj , . " ,"J j l. ;' ',1 .' :..r:,.'. ._, :...., :;;/\ ('I \; ! ,". ' \...,\/', ROGER G HELLER 685 N MIDDLESEX RD CARLISLE PA 17015 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Deparhent with the inforution 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 ioint 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 fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions May be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 5140185652 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date Established 04-01-1963 To insure proper credit to your account, two (2) copies of this notice Must accoapany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x 7,409.88 16.667 1,235.00 .12 148.20 TAXPAYER RESPONSE NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent's date of death, yOU aay deduct a SX discount of the tax due. Any inheritance tax due will beCOMe delinquent nine (9) .onths after the date of death. x A. c=J The above infor.ation and tax due is correct. 1. You.ay choose to reMit pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of Wills and an official asseSSMent will be issued by the PA Depart.ent of Revenue. [CHECK ] ONE BLOCK ONLY B. 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 inforaation is incorrect and/or debts and deductions were paid by you. You Must COMPlete PART ~ and/or PART ~ below. 1 2 3 X 4 5 6 7 X 8 If you indicate a different tax rate. please state your relationship to decedent: PART [!J TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE l. 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 I TOTAL (Enter on Line 5 of Tax Computation) have reported above are true, correct and . Under penalties of perjury, I declare that the facts :?:;;t.): btUlLn.whd.. and b.U.f, TAX YER SIGNATURE HOME ( ) WORK ( ) TELEPHONE NUMBER ~{ DATE i'.---- COMMONWEALTH OF PENNSYLVANIA D~, ~,: ,',~.. , OF REVENUE EUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96l - RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HELLER ROGER G 685 N MIDDLESEX ROAD CARLISLE, PA 17013 .- . _-uu-- fold '- r I ESTATE INFORMATION: SSN: 188-32-4497 I I FILE NUMBER: 2106-0638 DECEDENT NAME: HELLER JOEL EDWARD DA TE OF PAYMENT: 10/15/2007 POSTMARK DATE: 10/15/2007 I COUNTY: CUMBERLAND i ! I DATE OF DEATH: 06/09/2006 I I :- j..---- ,- NO. CD', 0,08809 ACN ASSESSMENT CONTROL NUMBER AMOUNT 06163094 I $168.13 06163096 I ,,$148.20 ,- ;, I I I I I I I TOTAL AMOUNT PAID: $ 31 6.33 - REMARKS: ROGER G HELLER CHECK# 105 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS _. GLENDA FARNER STRASBAUGH REGISTER OF WILLS