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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. - i NOTlCeDFINHERITANCE TAX
~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
*'
~!\ 1"'1. 28 DATE 11-12-2007
I II .:' ESTATE OF HELLER JOEL E
DATE OF DEATH 06-09-2006
FILE NUMBER 21 06-0638
COUNTY CUMBERLAND
SSN/DC 188-32-4497
ACN 06163094
APPEAL DATE: 01-11-2008
(See reverse side under Objections)
A.ount Re.1tted/ I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
:"'j',' -9
ROGER G HELLER CL:
685 N MIDDLESEX RD
CARLISLE PA 17015
c!r~r" .
REV-1S4B EX AFP (06-0S)
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY=is4i-EX-AFP-C03=OSj---------------------_______________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-12-2007
ESTATE OF HELLER
JOEL
E DATE OF DEATH 06-09-2006
S.S/D.C. NO. 188-32-4497
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FILE NO. 21 06-0638
TAX RETURN WAS:
FINANCIAL INSTITUTION: PNC BANK
TYPE OF ACCOUNT:
DATE ESTABLISHED
COUNTY
CUMBERLAND
ACN
06163094
ACCOUNT NO.
31700261971
()SAVINGS () CHECKING (>TRUST OC )TIME CERTIFICATE
05-16-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
8,406.25
0.166
1,401.07
.00
1,401.07
.12
168.13
X
TAX CREDITS:
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:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-15-2007 CD008809 .00 168.13
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-16-2007 TOTAL TAX CREDIT 168.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.lD
TOTAL DUE 8.10
* 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" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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