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Home My WebLink About05-05-11e pennsylvarna ~~,~~;~,~,, ~rF~c~ a~ DEPARTMENT OF REVENUE r~ '; I" - ~~!'I ~ ~' BUREAU OF INDIVIDUAL TAXES C~~~x c~ O~Fh,~iJV`S COIJR April 14, 2011 CUh.^~~f~L.,f'.ND CO., PA MS. DONNA S. REINAKER REGISTER OF WILLS LANCASTER COUNTY COURTHOUSE 50 N. DUKE. STREET LANCASTER, PA 17602 Re: Estate of JOHN C. FOX File Number: 2110-1137 County: CUMBERLAND Date of Death: 06/13/07 Dear Register of Wills: Telephone 717 787-3930 The subject decedent legally resided in CUMBERLAND County as of the date of death. Accordingly, you are authorized to cancel file number 3608-1800. All matters concerning this estate should be maintained under CUMBERLAND County File Number 2110-1137. All original Inheritance Tax documents for the subject decedent should be forwarded to the CUMBERLAND County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. Please contact me at the telephone number above if you have any questions. Sincerely, ~_ Claudia Maffei, Supeniis6r Document Processing Unit Inheritance Tax Division n . ~c ~~-~-~--~..~' ~~~i Department of Revenue I PO Box 2606011 Harrisburg PA 17128 1 717.787.8327 1 www.revenue.state.pa.us COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD 8DX 280601 H1IRRISBUR6 PA 17128-0601 WEAVER S FOX 622 CHESTNUT HILL RD DENVER PA 17517 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP (06-05) DATE 09-15-2008 ESTATE OF FOX JOHN C DATE OF DEATH 06-13-2007 FILE NUMBER ~g'-~$'(,~ COUNTY LANCASTER SSN/DC 195-28-5311 ACN 07142954 APPEAL DATE: 11-14-2008 (See reverse side under Objections) Amount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS LANCASTER CO COURT HOUSE LANCASTER, PA 17602 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !~ ---------------------------------------------=--------------------------------------------- REV-1548 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-15-2008 ESTATE OF FOX JOHN C DATE OF DEATH 06-13-2007 COUNTY LANCASTER FILE N0. S.S/D.C. N0. 195-28-5311 ACN 07142954 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FULTON BANK ACCOUNT N0. 053-0167634 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 6()TIME CERTIFICATE DATE ESTABLISHED 12-29-2001 Account Balance Percent Taxable Aatount Subject to Tax Debts and Deductions Taxable Asount Tax Rate Tax Due TAX CREDITS: 13,087.64 NOTE: X 0.500 6,543.82 .00 6,543.82 X .45 294.47 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE A80VE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 09-23-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 294.47 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.97 TOTAL DUE 305.44 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REpUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. I72 P.S. Section 9140). PAYMENT: Detach the top Do rt ion of this Notice and submit with your payment to the Register of Wills printed ~on the reverse side. -- Make chock or money order payable to: REGISTER OFWII.LR,AGENT. Failure to pay the tax, interest. and penalty due nay result in the filing of a lien of record in the appropriate county,.or the issusnee of an Orphan's Court citation. REFUND (CR): A refund of a tax credit, which was not revuested on the Tax Return, nay ba requested by comDletino an "ADplieation for Refund of Pennsylvania Inheritance and Est eta Tax" (REY-1313). ADDlications are available online at www.revenua.state.pa.us, env Register of Wills or Revenue District Dffica, or iron the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800.447-3020 (TT only). OBJECTIONS: Am party in interest not satisfied with the eppraisement, allowance ar disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the fallowing: A) Protest to the PA Department of 'Revenue. Board of Appeals. You ^av obj act by filing a protest online at aww.6oardofaDDeals.state. a.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to b• va id, you must receive a confirmation number and processed data from the Board of ADDeals website. You nay also sand a written protest to: PA Dapartnent of Revenue, Board of Appeals, P.0. Banc 281021, Nsrrisburg, PA 17128-1021. Petitions way not be faxed. B) Election to hero the natter date Wined at the audit of the account of the personal representative. ADNIN- C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.D. Box 280601, Harrisbur0, PA 17128-0601 Phone (717) 787-6505. See pass 4 of the booklet "Instructions far Inheri tanca Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively corraeta6le errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X tax amnesty non-participation penal tv iz computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-Dartieipation penalty is appealable in the same Wanner and in the the sane time period as You would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of Davnent. Texas which became delinquent before January 1, 1982 bear interest at the rate of six f6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1. 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Rates for years 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet, (REV-1501), the Pennsylvania Non- resident Instruction Booklet (REV-1736) or on the Pennsylvania Dapt. of Revenue web site www.revenue. state.pa.us. The applicable interest rates for 2000 through 2008 era: Interest Oaily Interest Dai lv Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8X .000219 2001 9Y. .000247 2002 6Y. .000164 2003 5Y. .000137 2004 4Y. .000110 2005 5Y. .000137 2006 7Y. .000192 2007 BY. .000219 2008 7Y. .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DBLINQUBNT X DAILY INTEREST FACTOR --Arty Notice issued after the tax becomes delinquent Mill reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If Daynent is Wade after the interest computation date shown on the Notice, additional interest oust be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PD BOX 288681 WIRRISBURG PA 17128-0681 WEAVER S FOX 622 CHESTNUT HILL RD DENVER PA 17517 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP C86-05) DATE 09-15-2008 ESTATE OF FOX JOHN C DATE OF DEATH 06-13-2007 FILE NUMBER 3(o~_~$da COUNTY LANG STER SSN/DC 195-28-5311 ACN 07142955 APPEAL DATE: 11-14-2008 (See reverse side under Objections) Amount Rs~ittad MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS LANCASTER CO COURT HOUSE LANCASTER, PA 17602 CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-15-2008 ESTATE OF FOX JOHN C DATE OF DEATH 06-13-2007 COUNTY LANCASTER FILE N0. S.S/D.C. N0. 195-28-5311 ACN 07142955 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FULTON BANK ACCOUNT N0. 053-0098451 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST 6()TIME CERTIFICATE DATE ESTABLISHED 11-12-1999 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 13,094.44 NOTE: X 0.500 6,547.22 .00 6,547.22 X .45 294.62 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH D9-23-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 294.62 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.97 TOTAL DUE 305.59 ^ LF PAID AFTER THI3 DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY SE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NDTICE: To fulfill the raquireeents of Sectign 2140 of the Inheritance and Estate Tax Aot, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Deteeh the top portion pf this Notice and subeit with Your paye9nt to the Register of Wills printed on the reverse side. -- Make check or aonev order payable to: REGISTER OF WII.LS,AGENT. Failure to pay the tax, interest, and Denalty due gay result in the filing of a lien of record in the appropriate county, ar the issuance of an Orphan's Court citation. REFUND CCR): A ref and of a tax credit, which was not requested on the Tax Return, eeY be requested by coeDleting an "Appl ieation for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available online at www.ravenue.state.pe.uar any Register of Wills er Revenue District Office. or frog the Departeent's 24-hour answering service for (ores orders: 1-800-362-2050= services for taxpayers with special hearing and/or svaakine needs: 1-000-447-3020 (TT only). OBJECTIONS: Amr party in interest not satisfied with the appraisaeent, allowance or disallowance of deductions or assessaent of tax (including discount or interest) as shown on this Notice eav object within 60 days of the date of receipt of this notice by filing one of tM followings A) Protest to the PA Departeent of Revenue, Board of Appeals. You gay object by filing a protest online at www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an eleetronle protest to be valid, you cost ran ive a eonfination nwber and processed data frog the Board of Appeals wabsite. You gay also send a written protest to: PA Departeent of Revenue, Board of Appeals, P.O. Box 291021, Narri sburp, PA 17128-1021. Petitions gay not be faxed. B) Election to have the Better detenined at the audit of the account of the personal representative. ADMIN_ C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: Factual errors discovered on this assessaent should be addres sad in writing to: PA Departeent of Revenue, Buraau of Individual Taxes, ATTN: Post Assessaent Review Unit, P.O. Box 280601, Harrisburg, PA 17129-8681 Phone (717) 787-6505. See Daga 4 of the booklet "Instructions for Inheritanc• Tax Return for a Resident Decadent" (REV-1501) for an explanation of edainist ratively correctable errors. DISCOUNT: If env tax due Ss paid within three C3) calendar aonths after the decedent's death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X tax aanesty non-participation penalty is eoaputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day of tar the end of the tax aenesty period. This non-participation penal tv is appealable in the saae manner and in th• the saae tine period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency. or nine C9) aonths and one (1) day f roe the date of death, to the date of payeent. Taxes which bacaae delinquent baf pro January 1, 1902 boar interest at the rate of six (6Y.) percent oar annue calculated at a daily rate of .000164. All taxes which bacaae delinquent on or after January 1. 1982 will bear interest at a rate which will vary fros calendar Year to calendar year with that rate announced by the PA Departeent of Revenue. Rates for years 1902 through 1999 can ba found in the Pennsylvania Resident Instruction Booklet, (REV-1501), the Pennsylvania Non- resident Instruction Booklet (REV-1736) or on the Pennavlvanie Dept. of Revenue web site www.revenue.stete.pa.us. The applicable interest rates for 2000 through 2008 era: Interest Daily Interest Daily Interest Daily Year Rata Factor Year Rate Factor Yaar Rate Factor 2000 BY. .000219 2001 9X .000247 2002 6Y. .000164 2003 5X .000137 2004 4Y. .000110 2005 5Y. .000137 2006 7Y. .000192 2007 BY. .000219 2000 7Y. .000192 --Interest is calculated as follows: INTEREST = BALANCB OF TAX UNPAID X NUMBBR OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessaent. If payaent is wade after the intarast coeputation data shown an the Notice, additional intarast oust be calculated. COlyf.IONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 280801 HARRISBURG, PA 17128-0807 OFFICIAL RECEIPT COMMONWEALTH OF PENNSYLVANIA NO: LN023583 DEPARTMENT OF REVENUE PENNSYLVANIA INHERITANCE 8~ ESTATE TAX RECEIVED FROM: WEAVER S. FOX 622 CHESTNUT HILL RD. DENVER, PA 17517 ESTATE INFORMATK)N SS#: 195-28-5311 FILE NUMBER 3608-1800 NAME OF DECEDENT (LAST) (FIRST) (MI) FOX JOHN C DATE OF PAYMENT 11-19-2008 POSTMARK DATE 11-14-2008 couNTY LANCASTER DATE OF DEATH 06-13-2007 REMARKS: SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 07142954 $305.44 07142955 $305.59 TOTAL AMOUNT PAID $611.03 RECEIVED BY: / ~ rk~~ Register of Wills REGISTER OF WILLS PR-57 ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU DF INDIVIDUAL rAXES. INHERITANCE TAX INHERITANCE TAX DIVISION STATEMENT 0 F ACCOUNT PD cox zaoeal HARRISBURG PA 17128-0601 REY-1607 E% AFP (12-OB) DATE 12-29-2008 ESTATE OF FOX JOHN C DATE OF DEATH D6-13-2007 FILE NUMBER 36 08-1800 WEAVER S FOX COUNTY LANCASTER ACN 07142954 622 CHESTNUT HILL RD Amount Remitted DENVER PA 17517 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS LANCASTER CO COURT HOUSE LANCASTER, PA 17602 NOTE: To lnsure 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 C12-08) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT *r* ESTATE OF FOX JOHN C FILE N0. 36 08-1800 ACN 07142954 DATE 12-29-2008 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMEDESTATE. SHOWN 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: 12-11-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 11-14-2008 LN023583 10.97- 305.44 12-26-2008 SBADJUST .00 2.94 ^ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. 294.47 TOTAL TAX CREDIT 294.47 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OFTHLS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the too Portion of this Notice and submit with your versant Bade payable to the nave and address printed on the reverse side. If payment if for a RESIDENT DECEDENT, make check or ^onev order pavabl• to: Regie[er of WiDs, Agegt If percent if for a NON-RESIDENT DECEDENT, make check or sonar order payable to: Com®oaweakh of Pegeeylvse4 Failure to pay the tax, interest, and penalty due say result in the filing of alien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return. eav be requested by coeDleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" fREV-1313). Applications era available online at www.revenue.ztate.oa. us, any Register of Wills or Revenue District Office, or frow the Department's 24-hour answering servlee for fora orders: 1-800-362-2050; services for taxpayers with spacial hearing and/or speaking needs: 1-800-447-3020 (TT only). REPLY 70: questions re9ardinp errors contained on this notice should ba addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 288601, Harrfsbure. PA 17128-0601, phone (717) 787-6505. DISCDUN7: If any tax due is paid within throe C3) calendar months after the decedent's death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X tax amnesty non-participation penalty is coeputed on the total of the tax and interest assessed. and not paid before January 18, 1996, the first day after the •nd of the tax aenesty period. INTEREST: Interest is cha r0ed beginning with first day of delinquency, or nine (9) months and one (1) day frog the date of death, to the data of payment. Taxes which becane delinquent 6ef ore January 1, 1982 bear interest at the rate of six (6X) percent per annue calculated at a daily rate of .000164. All taxes which becane delinquent on and after January 1, 1982 Mill bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Departwent of Revenue. Rates for Years 1982 through 1999 cai be found in the Pennsylvania Resident Instruction Booklet, CREV-1501), the Pennsylvania Non-resident Instruction Booklet(REV-1736) or on the Pennsylvania Dept. of Revenue web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2008 are: Interest Daily Interest Dai lv Interest Daily Year Rate Factor Year Rete Factor Year Rats Factor 2000 BY. .000219 2001 9Y. .000247 2002 69: .000164 2003 5Y. .000137 2004 4X .000110 2005 5X .000137 2006 7Y. .000192 2007 8X .000219 2008 7X .000192 2009 5X .000137 -Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINpUENT X DAILY INTEREST FACTOR -Aro Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the data of the assessment. If percent is ^ade after the interest computation data shown an the Notice, additional interest oust be calculated. • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INNERI TANCE rax D1v1SION STATEMENT O F ACCOUNT Po Box 2eosol FVIRRISBURG PA 17128-0601 REV-1607 EX AFP C12-08) DATE 12-29-2008 ESTATE OF FOX JOHN C DATE OF DEATH 06-13-2007 FILE NUMBER 36 08-1800 COUNTY LANCASTER WEAVER S FOX ACN D7142955 622 CHESTNUT HILL RD Amount Remitted DENVER PA 17517 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS LANCASTER CD COURT HOUSE LANCASTER, PA 17602 NOTE: To insure 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 4~ REV-1607 EX AFP C12-08) *~* INHERITANCE TAX STATEMENT OF ACCOUNT ^~* ESTATE OF FOX JOHN C FILE N0. 36 08-1800 ACN 07142955 DATE 12-29-2008 THIS STATEMENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN 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: 12-11-2008 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 294.62 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 11-14-2008 LN023583 10.97- 305.59 12-26-2008 SBADJUST .00 2.95 ^ IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 294.62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 C IF TOTAL DUE IS LESS THAN •1. NO PAYMENT IS REpUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYNENT: Detach the top portion of this Notice and subnit with your payelent aade payable to the nena and address printed an the reverse side. If payaent if far a RESIDENT DECEDENT, nak• chock or nonev order payable to: Reg~rter of Wills, Ageot If payaent if for a NON-RESIDENT DECEDENT, Hake chock or nonev order payable to: CommOawealth otPeaerylvnpia Failure to pay the tax, interest, and penalty due nay result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR): A refund of a feu credit, which was not requested on the Tax Return, aay 6e requested by eoapletine en "Application for Refund of Pennsylvania Inheritance and Estate lax" (REV-1313). Applications are aveilabl• online at em.revanue.stata.oa. us, any RaOi star of Wills or Revenue District Dffice, or iron the Departnent's 24-hour answarinB servlea for foss orders: 1-000-362-2050; services for taxpayers with special hea ri nB and/or speaking needs, 1-800-447-3020 (TT only). REPLY TD: questions reyardinB errors contained on this notice should be addressed to: PA Departaent of Revenue, Bureau of Individual Texas. ATTN: Post Assessnent Ravi ew Unit. P.D. Box 280601, Harrisburg. PA 17128-0601, phone 0717) 787-6505. DISCOUNT: If any tax due is paid within three (3) ealentlar nonths of tar the decedent's death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X tax aanesty non-participation penalty is cosputad on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax anne sty period. INTEREST: Interest is charged beBinnine with first day of delinquency, or nine C9) aonths and one (1) day fron the date of death, to the date of payaent. Taxes which 6eeane delinquent baf ore January 1, 1982 bear interest at the rate of six (6Y.) percent per annua Calculated et a daily rata of .000164. All taxes which becane delinquent on and after January 1, 1982 will boar interest at a rate which will vary fron calendar year to calendar year with that rate announced bV the PA Departnent of Revenue. Rates for years 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet. (REV-1501), the Pennsylvania Non-resident Instruction Booklet CREY-1736) or on the Pennsylvania Dept. of Revenue web site www.ravenue. state.pa.us. The applicable iota rant rates for 2000 th rough 2008 are: Interest Daily Interest Daily Interest Daily Year Rata Factor Year Rate Factor Year Rate Factor z9BB 8X .000219 2001 9Y. .000247 2002 6): .000164 2003 SX .000137 2004 4Y. .000110 2005 5Y. .000137 2006 7X .000192 2007 8Y. .000219 2008 7Y. .000192 2009 5Y. .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Ater Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessaent. If payaent is Wade after the iota rest conputation data shown on the Notice, additional interest ^ust be calculated. ~'~ W o ~ ~ rr_s h sip L9 0() o ;:: Q N PY CV ~•• ~ ~/ .i tlI r`9v "~'°' n " p ~ - w v7 r; ~' o ~ ~ ~ ~ .wa~~~W ~~ ~~