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HomeMy WebLinkAbout08-04-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 014805 NICKEY BOBBIE J 1094 GRAHAMS WOOD RD NEWVILLE, PA 17241 fold ESTATE INFORMATION: SSN: ~ s3-68-2976 FILE NUMBER: 211 1-0852 DECEDENT NAME: NICKEY DAVID E DATE OF PAYMENT: 08/04/201 1 POSTMARK DATE: 08/03/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 07/ 1 2/201 1 REMARKS: CHECK# 3437 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 1 1 149313 ~ S 16.08 REV-1162 E;{(11-96) TOTAL AMOUNT PAID: INITIALS: DB RECEIVED BY: S 16.08 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIYIDUAL TA~E$.,.~~,,__„ _y~ ~y~, PO BOX 280601 r{" ~ .~. !:~~ht1S~~t~~ HARRISBURG PA 17128-06 41! ~- oEPARTMENroFpltyE`}n~iJE - ~ ~ REY-1543 E% RxP ~0$~+l l> . ,c,".~ , -~.y r' a I. 1 i . L C~~~+i ~~ QRa~~~';'S CC!1RT KRISTEN L NICKEY 1094 GRAHAMS WOOD ROAD NEWVILLE PA 17241 EST. OF DAVID E NICKEY SSN 193-68-2976 DATE OF DEATH 07-12-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYF't OF AI,I.UUrv ~ SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU are the SpoUSe Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No . 173294 - 0 0 Date O 1 - 16 - 1997 7o ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Walls. Make check Account Balance ~` 2, 143.74 payable to "Register of Will:>, Agent". Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART 1^ CHECK C ONE BLOCK ONLY X 16.667 $ 357.30 X NOTE: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount ion the tax due. Any inheritance tax due wall become delinquent nine months after the date of death. TAXPA ONSE FAILURE TO RESPDND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return filed by the estate representative. C. ~ The above informs >.on is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY U AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1 . Date Established 1 ~ ^ r _ r ~ I ---- --- ' - -` ` 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 'fi 6 7. Tax Rate 7 X ~ 7 8. Tax Due $ '~ 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATF PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above''~a)re`7true, co~o//rrect and c~omp%fte to the b~est~ my/k~,n,owledge and belief. HOME C /~ / ) ~'7u~~~ DATE PENNSYLVANIA INHERITANCE TAX _ INFORMATION NOTICE FILE N0. 21 - X11- `~~~~ AND ACN 11149313 TAXPAYER RESPONSE DATE 07-22-2011 TUTAL tinter on a ne n or iax ~ompu~a ~i uii. -• PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 ~ 1 t - ~ tl~ BUREAU OF INDIVIDUAL TAXES PA~nS ~~ ~ AND ACN 11149314 r' rv~ , Po Box zao6ol rr , t~. ~ ~ TAXPAYER RESPONSE HARRISBURG PA 17128-666i`~'-' - DEPttR7ME'N oF.r~v E -- DATE 07-22--2011 ~~_RE~-1543 EL R FP %(cp -11J _ _ - ._' #j " iv ~ ~. QRPi--(~,N`S C4i IR i BOBBIE J NICKEY 1094 GRAHAMS WOOD ROAD NEWVILLE PA 17241 EST. OF DAVID E NICKEY SSN 193-68-2976 DATE OF DEATH 07-12-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU Orovided the department with the inforrtiation below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If y0U are the Sp0U5e Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW *~SEE'RfV'ERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 173294-00 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 01-16-1997 Established $ 2,143.74 X 16.667 $ 357.30 X .00 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 ar[r 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 TAXPAY NSE 1^ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C 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 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, plea scat ~ OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOIN /TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 - - 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 `~ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under en ties of perjur I declare that the facts I reported above are true, correct and com e t t /best of know ,e~d e~ and belief. .- ~N ~~ ,I/^~1~1!/ H O M E C ~/ 7) 2~~ G~~~ WORK C ) DATE TOTAL CEnter on Line 5 of Tax Computation) S USA FIRST-CLASS 11 f ~~~ ~ ~ ~ ~ ~, ti ~ ~` ~ ~ ~--- I~ 'yi `~ ~ ~ ~ ~~ y ~ w ~ -~ ,. .. ,`~ -- ___~__ ~ n _i ~ :~ e..~~~,rr',. V.J ^w~ r:~. i d^" R '.~~.+ N y r L d. N u c~ . °_' u~~ Z°Z