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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 I . I I I I I .,-' /, I I 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) _ i U_ j t.:"'J "}', ..' j, i:.. 0;:) TYPE OF ACCOUNT o SAVINGS o CHECKING IXJ TRUST o CERTIF. ( l, ('io-' "-,'I' rl \.... 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. F=- J ..l ~ 1"1 (( Q.; (( z o g ;.,J <( ,4 M ,I . .1 ... " 'OJ ,I ... .' ... .' ~. il. " 3 N l- f.) I~ ~ <q' ~ I I, I. I, .. ::. / , "- -, 1. ~ . I ., . \ 'A .. " ~ . I. I" 'Ii ~ ~I ,-I J. 11\ ~I ,"I ~. .~ ~, ,~ !', ,- ,., ." f" " " I' ~, Cl ~ .' ,. , 1 ..~ .~ <II:gOO "o~\O 0<11- g,,08< , ..... ~' 2 CIS ~ c<:l~ a ~l.':.= ~= ..... '. -n r\[~rJ'"\r: (\~~ r'\,r\("'>,r,1'" , J ~_ f":fl;('! 1 r'll'~-t. {\';J f '-'"" c O:~;I~\: (~,\,Ji ,-, - ~ ,) c; : ,.::: t ; I,. '? 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