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Home My WebLink About07-05-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BOCKEY JOHN R JR 22058 E GARRETT RD CALHAN, CO 80808 -- fold ACN ASSESSMENT CONTROL NUMBER AMOUNT 1 1 136500 ~ $190.1 1 11136501 ~ $389.67 1 1 136502 ~ 51,498.71 ESTATE INFORMATION: SSN: 174-05-3377 FILE NUMBER: 211 1-0734 DECEDENT NAME: BOCKEY EMMA J DATE OF PAYMENT: 07/05/201 1 POSTMARK DATE: 06/29/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/24/2010 REMARKS: SEAL CHECK# 4595 TOTAL AMOUNT PAID: INITIALS: HMW RECEIVED BY: $2,078.49 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1162 EX111-96) NO. CD 014660 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES .-, A N D PO BOX 280601 ~-~ ~ ~~-~~,~~~F C~FpXPAYER RESPONSE HARRISBURG PA 17128-0601 .;-t ~ ~ ~ REV-1543 EX AFP (08 OB) "'~'",'l FILE N0. 21~"' I~"~7.~ ACN 11136500 DATE 05-27-2011 r°~ ~ I .~~L -~ ~~ f~~: ~.. ORpCLERK OF ~ ~O~JRT Cl1~iR~R+_ Ri~~~ ~n . PA JOHN R BOCKEY JR 22058 E GARRETT RD CALHAN CO 80808 EST. OF EMMA J BOCKEY SSN 174-05-3377 DATE OF DEATH 12-24-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIGN BANK 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 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 C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1691024783 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 03-24-1999 Established $ 1,635.36 X 100.00 $ 1,635.36 X .15 $ 245.30 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE 0 A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or 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. ONE B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y ~~/to be filed by the estate representative. C. ~JQ The above informs ion is incorrect and/or debts and deductions were paid. 1~' Complete PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state relationship to decedent: ~ \ TAX RETURN - COMPUTATION OF TAX ON JOI NT/TRUST ACCOUNTS LINE 1 . Date Established 1 ~9 ~3 • o" y~ j~~~ •~ $ ~ ~ 7 y3 \\ \\ \ 2. Account Balance 2 ~ . • ~\ 3. Percent Taxable 3 X /(JQ ~d~ 4. Amount Subject to Tax 4 $ ~sZ~o7. ~3 \ ~ 5 bt d D d ti D 5 - '-'- \~\ \ \ ~ ~ . e s an e uc ons ~\ 6. Amount Taxable 6 $ ~o2l~v ~~ ~.~ \~ ~ ~ ~ \\ 7 Tax Rate 7 X ~~~ \ \~ \ \ . 8. Tax Due 8 $ ~~6 . ~~ ~~ ~~~ ~~ PART DEBTS AND DED UCTIONS 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 ~/~ ) fn~3 ~1S'6.5~ WORK C ) ~/ A „ TAXPAY SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S PENNSYLVANIA IN~#ERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box 2so6o1 ;, .;~-~ i~;~ ~ TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-19i3a[~~~i~b~.4 Yd-08.7 ,''E'--'~.^f, FILE N0. 21 '" lr"G~,~~ ACN 11136501 DATE 05-27-2011 CLERK QF QRPHAN'S CQURT C~JMRFR~. ~~~~~~D ~~ ! . PA JOHN R BOCKEY JR 22058 E GARRETT RD CALHAN CO 80808 EST. OF EMMA J BOCKEY SSN 174-05-3377 DATE OF DEATH 12-24-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIGN B ANK 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 C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1694002328 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 03-23-1999 Established $ 2,597.79 X 100.00 $ 2,597.79 X .15 $ 389.67 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent 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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E Wills and an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state a relationship to decedent: ~~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS \~ ~ s 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 - ~ O 6. Amount Taxable 6 ~ \\ 7. Tax Rate 7 X 8. Tax Due 8 $ PART DEBTS AND DEDUCTIONS CLAIMED 3^ 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 / ) (~~.3 " .~(7~ WORK C ) N G ._.29 ~ TAXP SIGNATU TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) ~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND a_~~~ : ~~~=~[(~~ ~AXPAYER RESPONSE 1'4 :,'^ . .J ~ ~~ J i /~ REV-1543 EX~~f98' 9&) '~~l ) \~ ,e., ~ ..; 1 e~RK ~F C MR~~~rS ~~URT ~E~,'~.~~'~'~ t^~ PA, JOHN R BOCKEY JR 22058 E GARRETT RD CALHAN CO 80808 FILE N0. 21'" l~-~7~~ ACN 11136502 DATE 05-27-2011 EST. OF EMMA J BOCKEY SSN 174-05-3377 DATE OF DEATH 12-24-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIGN BANK 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 Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1695213437 Date 03-23-1999 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 0 0 2 . 5 8 $ 10 ~ payable to "Register of Wills, Agent". Percent Taxable X 100.00 NOTE: If tax payments are made within three Amount Subject to Tax $ 10 ~ 002.58 months of the decedent's date of death, Tax Rate ~( lj deduct a 5 percent discount on the tax due. Anv Inheritance Tax due will become delinquent Potential Tax Due $ 1 X500.39 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 B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different relationship to decedent: tax rate, please state ~ ~ TAX LINE RETURN - COMPUTATION OF 1. Date Established 1 TAX ON JOINT/TRUST b~'-~3~ ~~~ ~ ACCOUNTS ~ ~ ~ ~ 2. Account Balance 2 s S'99i 3 ~ ~ . ~ 3. Percent Taxable 3 d~i 00 X l ~ ~ ~ 4. Amount Subject to Tax 4 $ ( ~ TPQ/. 3 ~ ~ \ 5. Debts and Deductions 5 - - '-' 6. Amount Taxable 6 $ pp ~I~~. 3 7 ~ ~ \ \ 7. Tax Rate 7 X ~ /r ~~ ~ \ 8. Tax Due 8 $ / n / yJ~.7~ ~\ \ ~ ~\ PART DEBTS AND DEDUCTIONS CLAIMED DATE P AID 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 ~~7 ~ G~3'' ~6t~s~ WORK ( ) ~//~' -~~-/~ TAXPAY SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S W N ~ O F- O -- CD (n U-•• F- CO 00 •M •Z .N ~'''Z~O~p ~lf) 20o(v0 0 •a.~00 f _Ldo cn ~ zQ o ~~~ M N V w ` ~~ a o F . W O W 'r C F- Fd. 0 J C i ~ t t,; ~y ;i; ~j ~ ~ j ~ ~ ~~ ~,~ ~ 1~ 7 rr ` i ~ ~ a I ~ i ~ it 1 E ~ .~ ~~ ~3 ~ e I ~ 1 ~. ~ ~ ~; 1 ~~ ' f i. d. ~ r~ ~ ~---- ~ o 0 0 0 0 ______ ,~ 0 0 C,~I ~i CUM ,~y~ '~±t~r-; ~, ., ,... r x I~ ~N'l? l" r-~~ L~_ a~~ `'~ w 3 O , r C` `~ V ~ ~ M r ~ i '.~l~.~ ~ ~„ ~ Zvi r r `~_.t„~,f ~QI I ,~UL -S P,~ 12~ 27 C!_FRK ~F n~ ~; ~_~ r p ~T C~~IY+Ll~, ~ /'lYY _ / O `~ 1 ~` V v v