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HomeMy WebLinkAbout12-23-09~.,. f` i ;.:~. ~,;,# ~_ ~t {~x~ f ~~ ~a! ..,.. ,"... -.._ w. w +.... .+... e ..,... .`. -~ a ...,. J =... -~ O °' .. O J ~ r r h- ~... Q ~ ~... ~ ~ ~ ~~Wo ~.. =.. ~~a ~' J ~ 7W ~ ... ~ L '`.O.-O O~ w ~ J ~ O ~ ~ W~ W ~ Y a~ v ~ c~ ~ , v~ M ~~ o ~~ ~. ~ -~~ . ~ ~ d~:t..~ ~ r © ~, rr , e ,-„ a ,i r ~ t, ~ ` ([j~ j ~ r~~y, /• ~~ V -' °' 4RF~,~ • ~ 4A .;` ~~ H N ~ ~ ~ N C_ M r..'~' ~ ~ O U ^ . a~ ~ ~ CJ v~ "` y O ~^ 'n ~ r O •-. U ~ , ~. ~ ' . ~n ~ ~ a ~ J KEEPER WOOD ALLEN &RAHAL, LLP ROBERT L. WELDON ATTORNEYS AT LAW ESTABLISHED IN 1878 EUGENE E. PEPINSKY. JR. 635 NORTH 12T" STREET, SUITE 400 JOHN H. ENDS ~ OF COUNSEL: GARY E. FRENCH LEMOYNE, PA 17043 N. DAVID RAHAL BRADFORD DORRANCE SAMUEL C. HARRY JEFFREY S. STOKES PHONE 717-612-5800 CHARLES W. RUBENDALL a ROBERT R. CHURCH FAX 717-612-5805 STEPHEN L. GROSE HARRISBURG OFFICE: R. SCOTT SHEARER EIN No. 23-0716135 210 WALNUT STREET ELYSE E. ROGERS www.keeferwood.com HARRISBURG, PA 17101 CRAIG A. LONGYEAR JOHN A. FEICHTEL December 22, 2009 PHONE 717-255-8000 STEPHANIE KLEINFELTER DONALD M. LEWIS ~ ERIC R. AUGUSTINE 717-612-5801 TODD F. TRUNTZ erogers@keeferwood.com LAUREN S. WELDON fi~ C-3 a,.~ ~ ~ •: Register of Wills of Cumberland County `~' ~' `~'~ ~ ~^ ~~ One Courthouse S uar r - ~ ; : r"' ~w q e ~ ~ ~ ~ ' ~ ^ Carlisle PA 17013 .~ .. . r f ~ _~~ '~' ~--~- , -, c_y, --~-, _..~,. , ' Re: Estate of Sandra L. Hauck ~ ~ ~+ ~• ~ +~~ fir` ' File No 2008-00951 . . , M.~ ~ 4 `,~ ~ . r„ J . cn Dear Madam: In accordance with an Inheritance Tax Statement of Account dated November 30, 2009 (copy enclosed), enclosed is a check in the amount of $22.60 which represents interest and penalties for the above-referenced estate. Kindly stamp the enclosed extra copy of this letter and return it in the envelope provided. Sincerely yours, Elyse E Rogers car Enclosures cc: Eric R. Lohr Tammy K. Hoffman BUREAU 7F INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP C10-09) INHERITAI CE TAX DIVISION STATEMENT OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 DATE 11-30-2009 ESTATE OF HAUCK SANDRA L DATE OF DEATH 09-08-2008 FILE NUMBER 21 08-0951 COUNTY CUMBERLAND ELYSE E ROGERS ESQ ACN 101 KEEPER WOOD ALLEN ETAL Amount Remitted 635 N 12TH ST STE 400 LEMOYNE PA 17043 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE_ ~_ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _ __ REV 1607 EX AFP~ C10 09)~~~~ ~ *** INHERITANCE TAX STATEMENT~OF ACCOUNT ~~~** ~~~~ ~ ~~~~~~~~~~~ ESTATE OF:HAUCK SANDRA L FILE NO.: 21 08-0951 ACN: 101 DATE: 11-30-2009 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-28-2009 PRINCIPAL TAX DUE: 108,655.15 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-08-2008 CD010604 4,947.37 94,000.00 11-06-2009 CD011974 178.22- 9,886.00 C7 ;- ,,,,. .~ : d ..Y. . , ~~ r::~ _ ~ t~ ~ T_ ~ ,~ C`~ ' W .. ___ "~ ~, ~ , ..5 `.._.l .. .. ~_ -. .~ ..-.- ..t,~ +~ C:..~ BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-07-2009 TOTAL TAX PAYMENT 108,655.15 BALANCE OF TAX DUE .00 INTEREST AND PEN. 22.60 TOTAL DUE I 22,60 DEC i "' 2009 Pennsylvania ~ DEPARTMENT OF REVENUE * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this notice and submit with your payment made payable to the name and address printed on the reverse side. If payment is for a resident decedent, make check or money order payable to: Register of Wills, Agent If payment is for a non-resident decedent, make check or money order payable to: Commonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND CCR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from department's web site at www.revenue.state.pa.us, any Register of Wills or Revenue District Office or from the department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs.: 1-800-447-3020 (TT only). REPLY T0: Questions regarding errors should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601, or call C717) 787-6505. DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tax paid is allowed. PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period.) INTEREST: Interest is charged beginning with first day of delinquency, or nine months and one day from the date of death, to the date of payment. Taxes which became delinquent before Jan. 1, 1982, bear interest at the rate of eiY norrcnt nor annum calculated at a chill' rata of O.COC154. Ail taxes which became delinquent on and after Jan. 1, 1982, will bear interest at a rate which varies from year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet CREV-1501), the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Department of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2009 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .D00247 2002 6% .000164 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 2008 7% .000192 2009 5% .000137 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTERE ST FACTOR Any notice issued afte r the tax bec omes delinquent will reflect an interest calculation to 15 days beyond the date of the assessment. If payment is m ade after the interest computation date shown on the notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 012141 LOHR ERIC R 1761 POWDERHORN ROAD MIDDLETOWN, PA 17057 -------- fold ESTATE INFORMATION: SSN: 171-30-6591 FILE NUMBER: 2108-0951 DECEDENT NAME: HAUCK SANDRA L DATE OF PAYMENT: 1 2/23/2009 POSTMARK DATE: 1 2/22/2009 COUNTY: CUMBERLAND DATE OF DEATH: 09/08/2008 REMARKS: RECEIPT TO ATTY CHECK# 171 SEAL DUPLICATE ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $22.60 I TOTAL AMOUNT PAID: REV-1162 EX(11-96) $22.60 GLENDA EARNER STRASBAUGH INITIALS: CJ RECEIVED BY: REGISTER OF WILLS REGISTER OF WILLS