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Home My WebLink About12-28-10~ ~.~- ' ~a ~ ~~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES Telephone 717 787-3930 December 13, 2010 MR. BRADLEY C. JACOBS REGISTER OF WILLS YORK COUNTY JUDICIAL CENTER 45 NORTH GEORGE STREET YORK, PA 17401 Re: Estate of BETTY ANN ROCKER File Number: 2110-1019 County: CUMBERLAND Date of Death: 09/20/10 Dear Register of Wills: Tf~e subject decedent legally resided in CUMBERLAND County as of the date of death. Accordingly, you are authorized to cancel file number 6710-1553. All .matters concerning this estate. should be maintained under CUMBERLAND County File Number 2110-1019. All original Inheritance Tax documents for the subject decedent should be forwarded to the CUMBERLAND County Register of WiNs; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. Please contact me at the telephone number above if you have any questions. Sincerely ~-~"'`'~ C%~~ ~ a ~ ~~ p ~--- Claudia Maffei Su •• ~--~ Document Processin Unit ~..~~ c~a a ~ 9 ~:~ ~ ,~~~ Inheritance Tax Division {{ l,.j ti..4.3 (y R ....> t -... ~'~~+ _...5 ~:M ~~ ~~ Department of Revenue I PO Box 2806011 Harrisburg, PA 17128 1 717.787.8327 1 www.revenue.state.pa.us COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D PO BOX 280601 HARRISBURG PA 17128-0601 TAXPAYER RESPONSE REV-1543A AfP (7-00) FILE N0. 67 ~;u ACN 105016~~~ DATE 10-0$-2010 JOHN A ROCKER 106 S NORWAY STREET MECHANICSBURG PA 17055 TYPE OF ACCOUNT EST . OF BETTY A ROCKER ^ SECURITY S , S , NO . 162 - 22 -1232 X^ SEC ACCT DATE OF DEATH 09-20-2010 ^ sTOCK COUNTY YORK ^ BONDS REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK PA 17401-1240 AMERICAN FUNDS has Provided the Department 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 beneficiary of this asset. It you feel this information is incorrect, please obtain written correction from the transfer agent, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PPnnsylv~nia. Questions may be answered by calling C717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE F OR FILING AND PAYMENT INSTRUCTIONS Account No. 75955175 To insure proper credit to your account, two C2) copies of this notice must accompany your payment to the Register of Wills. Make check DOD Valuation 22 ~ 421 • 30 Payable to: "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax 11 r 210 • 65 C3) months of the decedent's date of death, 045 You may deduct a 5% discount of the tax due. Tax Rate X . Anv inheritance tax due will become delinquent Potential Tax Due 504.48 nine C9) months after the date of death. PART TAXPAYER RESPONSE 0 A. ^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 C H E C K Wills and an o fficial assessment will be issued by the PA Department of Revenue. oNE B L 0 C K B. ®The above asset ha s been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ^The above informat ion is incorrect and/or debts and deductions were paid by you. You must complete PART 2^ and/or PART ^3 below. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSETCS) LINE 1. DOD Valuation 1 2. Percent Taxable 2 X 3. Amount Subject to Tax 3 4. Debts and Deductions 4 - 5. Amount Taxable 5 6. Tax Rate 6 X 7. Tax Due 7 , PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID WORK C ~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S 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. H 0 ME C ~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 REV-1543 EX AFP (08-08) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. b71~-^,~3 ACN 10156986 DATE 10-07-2010 JOHN ROCKER 106 SOUTH NORWAY STREET MECHANICSBURG PA 17055 EST. OF BETTY ROCKER SSN 162-22-1232 DATE OF DEATH 09-20-2010 COUNTY YORK REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK PA 17401-1240 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above named decedent, you were a ]oint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pon,+sv]vania. P7.eas4 r~.Ll !7~7) 787-!~;2? y'th n:le_tio^s. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Under penalties of per7urjl, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C WORK C TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE NO. 67~{~ -- ~~ TAXPAYER RESPONSE ACN 10156988 DATE 10-07-2010 REV-1543 EX AFP (00-08) JOHN ROCKER 106 SOUTH NORWAY STREET MECHANICSBURG PA 17055 EST. OF BETTY ROCKER SSN 162-22-1232 DATE OF DEATH 09-20-2010 COUNTY YORK REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK PA 17401-1240 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Psnnsvlvan9a. Please cr11.t717) 787-73397 with 4ueFtinnc_ COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 363556-40 Date 08-12-2009 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 50 , 971 • 61 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 8,495.44 months of the decedent's date of death, Tax Rate X . 045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 382 • 29 nine months after the date of death. PART TAXPAYER RESPONSE A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. ONE BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return O N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Comvlete PA RT ~2 and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 $ PART DEBTS AND DEDUCTIONS CLAIMED ~ ~.,~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID 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 C ~ WORK C TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) sr COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 AND HARRISBURG PA 17128-0601 TAXPAYER RESPONSE REV-1543A AFP (7-00) FILE N0. b7 ~~--'S~j3 ACN 10501692 DATE 10-08-2010 TYPE OF ACCOUNT EST. OF BETTY A ROCKER ^ SECURITY S . S . NO . 1 b 2 - 22 -1232 X^ sEC AccT DATE OF DEATH 09-20-2010 ^ STOCK COUNTY YORK ^ BONDS REMIT PAYMENT AND FORMS T0: THOMAS D ROCKER REGISTER OF WILLS blb HARDING STREET 45 NORTH GEORGE STREET NEW CUMBERLAND PA 17070 YORK PA 17401-1240 AMERICAN FUNDS has provided the Department 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 beneficiary of this asset. If you feel this information is incorrect, please obtain written correction from the transfer agent, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania Questions may be answered by calling U17) 78Y-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to t e b s of my knowledge and belief . HOME C ~`7 ~ 77~~ ~~~ WO R K ( 'I ~ ~ ~ /~~ ~ cS«~ I ~ TAXPAYER SIGNATURE TELEPHONE NUMBER D TE (VIAL ~tnier on Line 5 or Iax computation) $ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po sox 2so6o1 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EX AFP (OB-OB) FILE NO. 67~(~ •- 15`J~ ACN 10156987 DATE 10-07-2010 THOMAS ROCKER 616 HARDING STREET NEW CUMBERLAND PA 17070 EST. OF BETTY ROCKER SSN 162-22-1232 DATE OF DEATH 09-20-2010 COUNTY YORK REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK PA 17401-1240 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account If you feel the information is incorrect, please obtain written correction from the financial institutio4, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Penn.Sy2rPnie. p3ea~~ sr.Il 1727? 737-8327 «ith r,JES`.16n5. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Under penalties of perjury, I declare that the facts I have reported above are tr~ufe~,/ correct and complete to he est my knowledge and belief . HOME C 7« ) ? I'T ` ~•ZO? WORK C 7l't ~ 70~~ ~lD~ ~a a~ /0 ,X PAYER SIGNATURE TELEPHONE NUMBER DATE IUTAL cEnter on Line 5 of Tax Computation) S PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D PO BOX 280601 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EX AFP (08-08) FILE N0. 67 ~~ ~ `J53 ACN 10156989 DATE 10-07-2010 THOMAS ROCKER 616 HARDING STREET NEW CUMBERLAND PA 17070 EST. OF BETTY ROCKER SSN 162-22-1232 DATE OF DEATH 09-20-2010 COUNTY YORK REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK PA 17401-1240 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account If you feel the information is incorrect, please obtain written correction from the financial .institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Under penalties of perjury, I declare that the facts I have reported above are tru correct and comp t e my knowledge and belief . HOME C 7` ~ ) 77-s ~ pr.~~ WORK ( '117 ) "3l~ ~b ~ ~0 ,X PAYER SIGNATURE TELEPHONE NUMBER DATE ivir~~ .tenter on a ne 5 oT iax computation) S ~~ d h ,~„ ~ ~ ~~` ~ ~ ~;~ c~ a ~7 ~ ~°~' "l? ~ .~ t~~ -~ ~ a~r~+e~-1 `~ ,~ r . ,r.,~ y~~~~ y N N O ~ ~ O O O C~ 4? s .~ ~ C~ G ~ ~ ONO '~.a~~ o coa o 0. = 6- ~~ o ~ ~ ~ ~ ~ V ~ r ~.- ~ a~ ~' o ~ Cn N N r ~d d~ r- ' Q~Q ..~ ca U ~t 3r ~ (~' "" ~G L ~ ~~~ ~ O ~ ~~ a s ° Ja~ ].-+ o ~ ~ ~~r Y y ~~ c~ ~.~ x `l ~~ ~~ t'~ t;~! ~~ •ri ~~ i... .,~