HomeMy WebLinkAbout10-26-07
COMMONWEALTH OF PENNSYLVANIA
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
JACOBS LARUE M
475 JACOBS ROAD
JULIAN, PA 16844
-------- told ,
ESTATE INFORMATION: SSN: 1 90- 1 8-4088
FILE NUMBER: 2107-0973
DECEDENT NAME: HOMMEL EDWARD S
DATE OF PAYMENT: 10/26/2007
. .
POSTMARK DATE: 10/24/2007
COUNTY: CUMBERLAND
DATE OF DEATH: OS/27/2007
NO. CD 008861
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
07130589 I $372.49
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TOTAL AMOUNT PAID:
. REMARKS:
CHECK# 3115
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
"$372:49
GLENDA FARNER-STRASBAUGH
REGISTER OF WILLS..-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 17128-0601
.
tNFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-07-0Q73
07130589
07-06-2007
REY.1541 EX AFP (0'.00)
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TYPE OF
ACCOUNT
o SAVINGS
o CHECKING
IXJ TRUST
o CERTIF.
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EST. OF EDWARD S HOMMEL
S.S. NO. 190-18-4088
DATE OF DEATH 05-27-2007
COUNTY CUMBERLAND
LARUE M JACOBS
475 JACOBS RD
JULIAN PA 16844
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SOVEREIGN BANK has provided the Deparhent with the infoNlation listed below which hu 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 infoNlation is incorrect. please obtain written correction froa 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 CoaaohWealth
of PennSYlvania. Questions aay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1055355398
Date
Established
04-25-2002
To insure proper credit to your account. two
(2) copies of this notice aust accOllpany your
payaent 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
x
1,455.23
50.000
727.62
.15
109.14
TAXPAYER RESPONSE
NOTE. If tax payaents are aade within three
(3) aonths of the decedent's date of death.
you aay deduct a 5X discount of the tax due.
Any inheritance tax due will becoae delinquent
nine (9) .onths after the date of death.
x
PART
ill
he above inforaation and tax due is correct.
1. You aay choose to reait payaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest. or you aay check box "A" and return this notice to the Register of
Wills and an official assessaent will be issued by the PA Departaent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
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 inforaation is incorrect and/or debts and deductions were paid by you.
You aust coaplate PART 0 and/or PART 0 below.
PART
[!J
TAX RETURN - COMPUTATION
If you indicate a different tax rate. please state your
relationship to decedent:
DEBTS AND DEDUCTIONS CLAIMED
LINE 1. Date Estab11sned
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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation)
perjury, I declare that the facts
edge and belief.
.
and
HOME
1~~~3-()7
DATE
COHHONt/EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0&01
w-
INFORMATION NOTICE
- ...... AND
T~XPAYER RESPONSE
FILE
ACN
DATE
NO.
21 ,-o1~Oq73
07130588
07-06-2007
REV.1S"S EX AFP' <n,,'ol.)
OF:!~ -.
ClY,'.
Fh !2E~ OF EDWARD S HOMMEL
5.5. NO. 190-18-4088
iJF DATE OF DEATH 05-27-2007
C'CX FPOUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
D CHECKING
IiJ TRUST
D CERTIF.
2lu7 Cii~T 26
LARUE M JACOBS
475 JACOBS RD
JULIAN PA 16844
REHIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SOVEREIGN BANK has providad the Depart..nt with the inforaation 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 froa the financial institution, attach a copy
to this fo,.. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coaaonwealth
of Pennsylvania. Questions aay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0575386214
Date 08-01-1996
Established
To insure proper credit to your account. two
(2) copies of this notice aust accoapany your
payaent to the Register of Wills. Haka check
payable to. "Register of Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
3,511 . 34
X 50.000
1,755.67
X .15
263.35
TAXPAYER RESPONSE
NOTE. If tax payaents are aade within three
(3) aonths of the decedent's date of death,
you aay deduct a 5% discount of the tax due.
Any inheritance tax due will becoMe delinquent
nine (9) aonths after the date of death.
PART
I!l
[CHECK ]
ONE
BLOCK
ONLY
A. 171 The above inforaation and tax due is correct.
T'" 1. You aay choose to reait payaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, Dr you aay check box "A" and return this notice to the Register of
Wills and an official assessaent will be issued by the PA Departaent 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 inforaation is incorrect and/or debts and deductions were paid by you.
You aust coaplete PART ~ and/or PART ~ below.
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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
perjury, I declare that the facts
m knOWledge and belief.
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