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Home My WebLink About04-19-06 COMMONWEALTH OF PENNSYLVANIA '* DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 .-'''......''-n nr'"F'r',: n.,. HARRISBURG, PA 1712~~'I)~:Ub,-, vl- -1\...1,__ \_/f -,'- ~ \ (' TO."', . lIEV-1543 EX AFP (09-00) ~ .,'..... INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0007 ACN 06116982 DATE 04-11-2006 Z006 APR I 9 PH I: 38 EST. OF RAY A HELLER s.s. NO. 188-12-4552 DATE OF DEATH 01-01-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS o CHECKING D TRUST [XJ CERTIF . CLERK OF ORPHAN'S COURT TERRY CllMij~~~ti~D CO.. PA 112 WALTON AVE CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK 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 joint owner/beneficiary of this account. If you feel this 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. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31500233414 Date 10-12-2005 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 10,625.55 100.00 10,625.55 .15 1,593.83 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x NOTE: If tax payments are made within three (3) months of the decedent"s date of death, yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!J A. [J 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 IIA" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY PART [!J TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: 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. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART f!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED LINE 1. 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 1 2 3 X 4 5 6 7 X 8 PAYEE DESCRIPTION AMOUNT PAID erjury, I declare that the facts I have reported above are true, correct and y knowledge and belief. HOME ( ) WORK ( ) TELEPHONE NUMBER DATE I TOTAL {Enter on Line 5 of Tax Computation} I $ - COMMONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601,... ,,1""\;- nr C HARRISBURG I PA 17128-~uRucD VtRCL :, . ~i:01543 EX AFP (09-00) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0007 ACN 06116983 DATE 04-11-2006 2006 APR I 9 PM I: 38 EST. OF RAY A HELLER S.S. NO. 188-12-4552 DATE OF DEATH 01-01-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [X] CHECKING o TRUST o CERTIF. CLERK OF ORPH,A\~rs COURT TERRY YUW~f~L~~'~D CO., PA 112 WALTON AVE CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 PNC BANK has pr.vided the Depart.ent Nith the inf.r.ati.n listed bel.N Nhich has been used in calculating the p.tontiel tax dUe. Thoir rec.rds indicate thet at the death .f the above decedent, y.u Nere a j.int .Nner/boneficiary .f this account. If y.u feol this inf.r.ati.n is inc.rrect, please .btain Nritten c.rrecti.n fr.. the financial instituti.n, attach a c.pY t. this f.r. and return it t. the ab.ve eddress. This acc.unt is taxable in acc.rdance Nith the Inheritance Tax laws .f the C....nNealth of PennsYlvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW · . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140027988 Date 10-12-2005 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 73~817.32 100.00 73~817.32 .15 11~072.60 TAXPAYER RESPONSE To insure proper credit to your accountl two (2) copies of this notice must accompany Your payment to the Register of Wills. Make check payable to: "Register of Willsl Agent". Tax x NOTE: If tax payments are made within three (3) months of the decedent.s date of deathl yOU may deduct a 5% discount of the tax dUe. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART fI] A. [ CHECK ] ONE BLOCK B. ONLY c. If yoU indicate a different tax rate~ please state your relationship to decedent: c=J 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 interestl or yoU may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ~The ab.ve asset has been .r Nill be rep.rted and tax paid Nith the Pennsylvania Inheritance Tax return ~ to be filed by the decedent.s representative. c=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION LINE 1. 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 DEBTS AND DEDUCTIONS OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x HOME ( ) WORK ( ) TELEPHONE NUMBER DATE PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ COMMONWEALTH OF PENNSYLVANIA elM DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 .f:'!:'^'f""'Q["'C 1 ncrl"'C . ! HARRISBURG.. PA 171Z8-'9681)1 q)L..C U! iH,./L ) j-:r:G''sTE.H or' \//r L:;V-15Cil EX AFP C09-DD> I - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0007 ACN 06116984 DATE 04-11-2006 2005 APR , 9 PM I: 38 EST. OF RAY A HELLER S.S. NO. 188-12-4552 DATE OF DEATH 01-01-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST OCJ CERTIF. CLERK OF ORPHAi'tS COURT CUMRr-R' ! A~ln rn n^ . l ....- 1..,..... l'_,~ " ':: !.../ \....../1....,,1..; r-t-"l ** TERRY L HELELR 112 WALTON AVE CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Departeent with the infor.ation 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 infor.ation is incorrect, please obtain written correction froo the financial institution, attach a copy to this for. and return it to the above eddress. This eccount is ta'able in accordance with the Inheritance Ta. Laws of the Co..onwealth of PennsYlvania. Questions may be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW · . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31600234704 Date 10-12-2005 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 115,740.26 100.00 115,740.26 .15 17,361.04 TAXPAYER RESPONSE To insure proper credit to your account.. two (Z) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills.. Agent"". Tax x NOTE: If tax payments are made within three (3) months of the decedent"s date of death.. yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!J PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS If yoU indicate a different tax rate, please state your relationship to decedent: A. 0 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 IIA" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. R. ~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. D The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. [ C~~~K J BLOCK ONLY PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED LINE 1. 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 1 2 3 X 4 5 6 7 X 8 HOME ( ) WORK ( ) TELEPHONE NUMBER DATE PAYEE DESCRIPTION AMOUNT PAID Under pena complete to t .~ TOTAL CEnter on line 5 of Tax Computation) $