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HomeMy WebLinkAbout97-0943~,j ~ ~~~~ 7 COMMONWEALTH OF PENNSYLVANIA BUREau of INDIVIDUAL Taxes DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION INHERITANCE TAX DEPT. 200601 NARRISBURG. PA 17128-0601 STATEMENT OF ACCOUNT REYd6n E% 1FR (RS-9A DATE OS-31-1998 ESTATE OF SMITH WILLIAM H DATE OF DEATH 07-11-1997 FILE NUMBER 21 97-0943 RANDALL W SMITH COUNTY CUMBERLAND 117 THIRD AVE. ACN 98002624 NEW CUMBERLAND PA 17070 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this Porn with your tax payment. ALONG THIS LINE ----- RETAIN LOWER PORTION FOR YOUR RECORDS ~ '1607 EX AFP (03-97) -~~if-iuueeTr:GF7:'~:::------------ **~ ESTATE OF SMITH WILLIAM H FILE N0. 21 97-0943 ACN 98002624 DATE 08-31-1998 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELON IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIOURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-24-1998 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): .00 DATE ~ ~`""`ire DISCOUNT (+) NUMBER INTEREST/PEN PAID (-) AMOUNT PAID c:a w , ~ f, a TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 • IF PAID AFTER THIS GATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A ^CREDIT^ (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and suM it with Your peyeent made payable tc the name and atltlress printetl on the reverse sitle. -- If RESIDENT DECEDENT aaka cheek or money ortler payable to: REGISTER OF WILLS AGENT. -- If NON-RESIDENT DECEDENT aaka check or money order payable So: COMMONWEALTH OF PENNSYLVANIA. REFUND (LR): A refuntl of a tax credit, which was not requastetl on the Taz Return, may be requested by completing an ^ppplieation for Refuntl of Pennsylvania IMeritanee antl Estate Tex^ (REV-1313). Applications are available at the Office of the Register of Mills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service numbers for foss ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania antl within local Harrisburg area (717) 78]-8094, TDOM (717) 772-2252 (Naar i~g Lpairetl only). REPLV T0: Questions regarding errors coniainatl on this notice should be atltlressetl ta: PA Depariwnt of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-Ofi01, phone 017) 787-6505. DISCOUNT: If anY tax tlue is paid within three (3) calentlar aonths after the tlecetlent•s tleath, a five percent (5%) tliscount of the tax paitl is allowetl. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessetl, antl not paid before January 18, 1996, the first day after the end of the tax awnasty periotl. INTEREST: Interest is charged beginning with first tlay o4 delinquency, or nine (9) aonths antl one (1) tlay from the tlate of death, to the tlate of payment. Taxes which became tlelinquent before January 1, 1982 bear interest et the rate of six (6%] percent par annum calculated et a daily rate cf .D00164. All taxes which became tlalinquent on and after January 1, 1982 will bear interest at a rata which will vary from calentlar veer to calentlar year xith Nat rate announced by the pA Department of Revenue. Tha applicable interest rates for 1982 through 1998 ere: t Rate Daily t Interest Factor Y=ar Interest Rate Daily Interest Factor eres Year In 1982 2D% 1983 16% 1984 11% 1985 13% 1986 10% .OOD548 .DD0438 .000301 .000356 .0002]4 1987 19884991 1992 1993-1994 1995-1998 9% 11% 9% 7% 9% .000247 .000301 .000247 .OD0192 .000247 --Interest is calculatetl as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issuatl after the tax beeones dOlinquent will reflect an interest calculation to fifteen (15) tlays bayontl She tlate of the assessment. If payment is metle after the interest computation tlate shown on the Notice, atlditional interest must be calculatetl. COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAxES DEPARTMENT OF REVENUE INNERITANCE TAX DIVISION INHERITANCE TAX DEPT. 280601 ~- HARRISBURG, PA 17126-0601 STATEMENT 0 F ACCOUNT REY-06w ER RW t05-9h DATE 08-31-1998 ESTATE OF SMITH WILLIAM H DATE OF DEATH 07-11-1997 FILE NUMBER 21 97-0943 MICHELE M SMITH COUNTY CUMBERLAND 1255 NORTH KINGS RD ACN 98002622 X403 Anount Ranittad LOS ANGELES CA 90069 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this Porn with your tax paynant. CUT ALONG THIS LINE __-__ RETAIN LOWER PORTION FOR YOUR RECORDS _ ~ REV-1607 EX AFP (03-97) - iei~i~ --------------- ------- INHERITANCE TAX STATEMENT OF ACCOUNT irrRi --------------------- ESTATE OF SMITH WILLIAM H FILE N0. 21 97-0943 ACN 98002622 THIS STATEMENT IS PROVIDED TO ADVISE OF DATE 08-31-1998 THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELON IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS A P , THE CURRENT BALANCE, AND, ROJECTED INTEREST FIGURE. IF APPLICABLE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: OS-24-1998 PRINCIPAL TAX DUE :..........................._.._...._._._._._._ ........_._.___._.__._._._. _. _._._._._._. _. _._. _._. _ .00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ~, i ~. ~ ~ " "= .~ .] !~ C: TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 ^ IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. .00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INST RUCTIONS. ) PAYMENT: Detach the tap portion of this Notice antl submit with your payment matle payable to the name and atldress printed on the reverse side. -- If RESIDENT OELEOENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND [CR): A refund of a tax eretlit, which was not requested on the Tax Return, may be requesietl by completing an ^Applicetion for Refuntl o4 Pennsylvania Inharita~e antl Estate Tax^ (REV-1333). Applications era available at the Office o4 the Register of Hills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service numbers 4or forms ordering: In pennsylvanie 1-800-362-2050, ouksitle Pennsylvania and within local Harrisburg area (717) 787-8094, TOD# (717) 772-2252 (Hearing Impairatl only). REPLY T0: guestions regartling errors containetl on this notice should be atltlrassetl to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISLOUNT: If any tax due is paitl within three (3) calentlar months after the tlecetlent's tleath, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% taz amnesty non participation penalty is computetl on the total of the tax antl interest assessed, antl not paitl before January 18, 1996, the first tlay after the antl a4 the taz amnesty period. INTEREST: Interest is charged beginning with first day of tlelinquencY, or nine [9) months antl one C1) tlay from the tlata of tleath, to the tlata of payment. Taxes which bacane tlelinquent before Jenuarv 1, 1982 bear interest at the rate of six [6%) percent Per annum calculated at a daily rate of .000164. All taxes xhieh became delinquent on and after Jenuarv 1, 1982 will bear interest at a rate which will very 4rom calentlar year to calentlar near with that rake announcetl by the PA Department of Revenue. The applicable interest rates for 1962 through 1998 are: Veer Interest Rata Daily Interest Factor Y=ar Interest Rete Daily Interest Factor 1982 1983 1984 1985 1986 20% 16% 11% 13% 10% .000548 .000438 .000303 .000356 .000274 1987 1988-1991 1992 1993-1994 1995-1998 9% 11% 9% 7% 9% .000247 .000301 .000247 .000192 .000247 --Interest is ealeulated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes tlelinquent will reflect an interest calculation to fifiean (15) tlays beyond the daka of the essessvent. IF payment is made after the interest computation tlate shown on the Notice, adtlitional interest must be calculatetl. /YS « ~ S _ /y COMMONWEALTH OF PENNSYLVANIA BUREAU of INDIVIDUAL Taxes DEPARTMENT OF REVENUE INHERITANCE TAX orvxsxo" INHERITANCE TAX ~~ DEPT. 288601 HARRISBURG, PA l~lz8-o6o1 STATEMENT OF ACCOUNT DATE 10-19-1998 ESTATE OF SMITH WILLIAM H DATE OF DEATH 07-11-1997 FILE NUMBER 21 97-0943 RANDALL W SMITH COUNTY CUMBERLAND 117 THIRD AVE. ACN 98002624 NEW CUMBERLAND PA 17070 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper por{ion of this Porn Nith your tax payment. CUT ALONG THIS LINE _- RETAIN LOWER P_ORTI_ON FOR YOUR RECORDS ------------------- REV-1607 EX AFP (03-97) ----iii~~ --------------- INHERITANCE TAX STATEMENT OF ACCOUNT :Err ESTATE OF SMITH WILLIAM H FILE N0. 21 97-0943 ACN 98002624 DATE 10-19-1998 THIS STATEMENT IS PROVIDED 70 ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELON IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, ANA, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-24-1998 PRINCIPAL TAX DUE :.................... PAYMENTS (TAX CREDITS): E DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID `J ,. iJ. ~'' C' TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 0 * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. •00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS p ••CREDIT'• (CR), VOU MAY BE DUE p REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice am] subwit xith your paywent wetle Payable to the nano and adtlress printetl en the reverse sitle. -- If RESIDENT DECEDENT wake check or woney order Dayable to: REGISTER OF WILLS, AGENT. -- If NDN-RESIDENT DECEDENT wake check or soney ortler payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (LR): A refuM of a tax credit, which was not requestotl on the Tax Return, way be requested by cowplating en ^Appl ieatian For Refuntl of Pennsylvania IMaritance antl Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Mills, any of the 23 Revenue District 04f ices or 4row the Departwent's 24-hour answering service nuwbers for forws ortlering: In Pennsylvania 1-800-362-2050, outsitla Pennsylvania and within local Harrisburg area (7177 787-8094, TDOB (7177 772-2252 (Hearing Impaired only]. REPLY TD: Ruestions regartling errors eontainetl on this notice should be atldressed to: PA Department of Revenue, Bureau of Intlivitlual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17328-0601, phone (7177 787-6505. DISCOUNT: If any tax tlue is paitl within three (3) celentlar wonths after the tlecetlent's tleath, a five percent [5%1 discount of khe tax paitl is allowed. pENpLTY: The 15% taz amnesty non-participation penalty is computed on the total of the tax antl interest assessatl, and not paid before January 18, 1996, the first day after the end of the tax amnesty Periatl. INTEREST: Interest is charged beginning with first tlay of tlalinquancy, or nine (9) eonths antl one (17 day from the tlate of death, to the tlate of payment. Taxes which becewe tlelinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculetetl at a daily rate of .000164. All taxes which became tlelinquent on antl after January 1, 1982 rill bear interest at a rata which will vary from celentlar year to celentlar year with that rate announcatl by the PA Department of Revanua. The applicable interest rates for 1982 through 1998 are: Veer Interest Rate Daily Interest Factor YY=ar Interest Rate Daily Interest Factor 1982 1983 1984 1985 1986 20% 16% 11/. 13% 10% .OD0548 .D00438 .000301 .000356 .000274 1987 1988-1991 1992 1993-1994 1995-1998 9% 11% 9% 7% 9% .000247 .000301 .000247 .000192 .000247 --Interest is caleulatotl as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after She tax beeowes tlelinquent will ref leet an interest calculation to fifteen (157 days bwyontl the tlate of the assessment. If paywent is wetle after the interest cowputation tlate shown on the Notice, atltlitional interest wust be calculated.