HomeMy WebLinkAbout02-0928
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA 17128-0601
*'
ZNFORMATZON NOTZCE
AND
TAXPAYER RESPONSE
FILE NO. 21 02 la8
ACN 0213825
DATE 09-10-2 2
REY-154,sEX AFP U9-IU
TYPE OF
OUNT
.0":
'Ie
I.'
EST. OF BENJAMIN HEINEMAN
S.S. NO. 157-07-2824
DATE OF DEATH 02-03-2002
_ ~OpHTY CUMBERLAND
REMIT PAYMENT AND FDRNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SAVINGS
CHECKING
TRUST
,CERTIF .
DOUGLAS HEINEMAN
163 N HANOVER ST
CARLISLE PA 17013 ,..
t"\
,.,',
WAY POINT BANK has provided the DepartlHK'lt ",ith the infonlation listed bBlotf ",hich has been used In I
calculating the potential tax due. TheIr rBCords indicate that at the dlaath of the aOOvB daeadent~ YOU were a joint o"'ner/b8nllf~C .
this account. If you f_l this infor_tion is Incorrect~ phase obtain ",ritten correction frOll th8 financial instltutlon~ attach
to this fonl and return it to tha Bbove addrBss. This account is taxable in accordance ",ith the Inheritance Tax La",s of the C
of Pennsylvania. wBstlons ny be anstol8rBd by cl!llling (7111 767-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS 1
Account He. 1700000186 Data 01-02-1981
EstllblishIMI
of
.
alth
Account B.1Bnca 7,981 .33
Parcent Taxllbla X 50.000
A_lint SubiBCt to Tax 3,990.67
Tax R.ta X .15
PotanU.l Tax Due 598.60
PART TAXPAYER RESPONSE
[!] ~1.~_~.~I!_~~...11,1ll~.~1.lllllll.l1~.[1I1l]II.~i~1."U~H!!II..'
To insure proper credit to your account~
(2) copies of this notice .ust l!Icco.pany
PBYllent to the Register of Wills. Make c
payable to: "RltSllster of Wills~ Agent".
NOTE: If tl!lx pIIY11ents are .ade ",ithin th
(3) .onths of the decedent"s date of dea
you _y deduct a 5iC discount of the tax
Any inheritance tax duB ",ill baeo.e deli
nine (9) .onths after the datil of death.
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above infortlBtlon and tax due is correct.
1. You.'BY choose to r..n P8YlIIH1t to the Register of 'U11s with two capias of this notice to Db
a discount or avoid interest~ or you .ay check box ..... and return this notice to the RltSlister
Wills and 8n official asses~Bnt ",ill bB issued by thB PA nepart.snt of Revenue.
~
,
B. [] The above asset has been or will be reported and tax paid with the Pennsylvania InhBritance Tax re rn
to be filed by the decedsnt"s representative.
C. 0 The above infor.atIon is incorrect and/or debts and deductions ",ere paid by you.
You .ust cOllplate PART 0 and/or PART @J belotrf.
PART
[!]
DATE PAID
PAYEE
DESCRIPTION
AMOUNT
If you indicate a different tax rat.1 pl.asa state your
relationship to d8cedent~
PART
[!]
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. A~unt Subject to Tax 4
5. Debts 8nd Deductions 5
6. Amount Taxable 6
7. Tax Rat. 7 X
8. Tax Ilua 8
TOTAL (Enter on Line 5 of Tax Computation)
rjurYI I declare th.t the facts I
Y knowledge 8nd belief.
$
HOME
WORK
TE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTAT
OFFICIAL RECEIPT
RECEIVED FROM:
HEINEMAN DOUGLAS
163 N HANOVER ST
CARLISLE, PA 17013
---~---- fold
ESTATE INFORMATION: SSN: 157-07-2824
FILE NUMBER: 2102-0928
DECEDENT NAME: HEINEMAN BENJAMIN
DATE OF PAYMENT: 10/15/2002
POSTMARK DATE: 10/11/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 02/03/2002
TOTAL AMOUNT P
REMARKS: DOUGLAS HEINEMAN
CHECK# 1977
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
i
"" ""~" 't
E TAX
NO. CD 00172
ACN
SSESSMENT AMOUNT
CONTROL
NUMBER
- H---
02138255 I $598.60 I
,
I ,
I ,
!
I ,
I ,
I ,
I
I !
,
I ,
I
AID: $598.60
MARY C. lEWIS
REGISTER OF WillS
A
.".j<uiiil
~ 01
4. 1- >.."
r') 0
n t-C1 r--
c5 ;:
C> ei
,,j~"'1 ~
~;~ ~
~
I
~
~
'"
'ffi
;: en ~
~ ~ 0
g'-'''' ~
'-' ::l!- .
p...lU"';i ~
<+-< ;;..;:j -
o~~ ~
:@~:8 ~
roOCi--~
~~..-OQll
~ Q """ 10 .,..,
C~Cl~~
~\l t\:~
~ %\ %\
p, a '$l, 0.
1>1
tJJ
g
~
tJJg5 ~
..:10 0
tJJ..:IUOt'
HH tJJ.-I
~3<81>1
..:Irs. tJJ.o:
.f\ 0 ~p '"
.- U 0
PI :;l:1'iI
~e~~~
,\ ~~ 8 ;
:> ~ ~g-:.-I t'i
::;
-::
:::::
-:
-
-
..::.
~
-
-:::
-
-
-
-
=;
-
::;
-
~
"
~
fl
fI
fI
...
fI
...
o
r-
...
/~-9.r/- //
\. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
\, , "...... _ _ I
J.;.1 C -;to_ """
"",\,':.',ll~'
,t'-...., ..~,
~'-..'';. ~;. ,. " ,
I
BENJA, III
II
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOHANCE OR OISALLOHANCE
OF DEDUCTION".. AND ASSESSMENT OF TAX ON
JOINTLY nELD DR TRUST ASSETS
f";C.,,:-:;
'O~i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
lc;oU~lY. ,1
SSN/1JC
08-11-2003
HEINEMAN
02-03-2002
21 02-0928
CUMBERLAND
157 07 2824
r:GJ
- - i
DOUGLAS HEINEMAN ACN 02138255
163 N HANOVER ST , I AlIOunt R...i tted I I
CARLISLE PA 17013 ,." I
I
, , I
I
MAKE CHECK PAYABLE AND REMIT PAYMENT I 1t0:
REGISTER OF WILLS I
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013 I
I
I
i*~:~~~-~l!it'!~~p'=.~~f:ii3T-~----~-~!~~!!,_~!,.!~~_!..~~!_I_~~-!..~~_.!~~~__I!~P~!!!l____~______________+ -----
I
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF I
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-11-2003
ESTATE OF HEINEMAN BENJAMIN DATE OF DEATH 02-03-2002 COUNTY CUMBERL 0
I
FILE NO. 21 02-0928 S.S/D.C. NO. 157-07-2824 ACN 0213 ~55
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WAY POINT BANK ACCOUNT NO. 1700000186
TYPE OF ACCOUNT: ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-02-1981
i
Account Balance 7,981.33 NOTE: TO INSURE PROPER CREDIT ~O
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT TH I
Amount Subject to Tax 3,990.67 UPPER PORTION OF THIS N tICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT T ,THE
Taxable Amount 3,990.67 REGISTER OF WILLS AT TH I ,
Tax Rate X .15 ABOVE ADDRESS. MAKE C IECK
Tax Due 598.60 DR MONEY ORDER PAYABLE .:
"REGISTER OF WILLS, AGE t."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-11-2002 CDOOl729 .00 598.60
i
TOTAL TAX CREDIT 59S 0
BALANCE OF TAX DUE ~O
INTEREST AND PEN. PO
TOTAL DUE 110
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU NAY BE DUE A REFUND.
~~~ .~V~D~F ~TnF OF THT~ FORM FOR INSTRUCTIONS. )