HomeMy WebLinkAbout11-09-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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MARCUS A MCKIGHT III CUM~~~.1~p~f(~ ~~. Pa.
IRWIN 8. MCKIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-16D7 IX AFP Q2-08)
DATE 10-26-2009
ESTATE OF SMYTH MARY R
DATE OF DEATH 08-17-2006
FILE NUMBER 21 06-0895
COUNTY CUMBERLAND
ACN 101
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 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 ^*^
ESTATE OF SMYTH MARY R FILE N0. 21 06-0895 ACN 101 DATE 10-26-2009
THIS STATEMENT IS PROVIDED TO 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: 08-17-2009
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
3,108.89
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-30-2009 CD011058 411.61- 4,192.77
10-06-2009 REFUND .00 672.27-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AHD PEN.
^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF T07AL DUE LS LESS THAN fl,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
3,108.89
.00
.00
.00
PAYMENT: Detach the top portion of this Notice end subnit with your vayment Weds payable to the nave and address
printed on the reverse side.
If payment if far a RESIDENT DECEDENT, oaks chock or honey order payable to:
Register of Wills, A.gegt
If payment if for a NON-RESIDENT DECEDENT, oaks check or Honey order vayable to:
Commogwealth of Pemgaylvamia
Failure to pay the tax, interest, and penalty due nay result in the filing of a lien of record in the
appropriate county, pr the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit, which was oat requested on the Tex Return, may 6e requested by completing an
"AVplication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at www revenue.steta.oe.us, ero Register of Wills or Revenue District Office, or from the Department's
24-hour answering service for forma orders: 1-800-362-2050; services for taxvayers with special hearing and/or
speaking needs: 1-800-447-3020 fTT only).
REPLY TO: Duastions regarding errors contained on this notice should 6e addressed to: PA Department of Revenue. Bureau
of Individual Texas, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent t5Y.) discount
of the tax Daid is allowed.
PENALTY: The 15X tax amnesty non-particivation Denalty is computed on the total of the tax and interest assessed, and not
Daid before January 18, 1996. the first daY after the and of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine f9) months and one C1) day from the data of
death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six t6X) percent Dar annun calculated at a daily rate of .000164. All texas which became delinquent on and after
January 1. 1982 will boar interest at a rate which will very 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, CREV -1501), the Pennsylvania Non-resident Instruction Booklet(REV-1736) or on the
Pennsylvania Dept. of Revenue web site Nww.revenue.state.pa.us. The apDlica6le interest rates for 2000 through 2008 are:
Interest Daily Iota rest Deily Interest Daily
Year Rata Factor Year Rate Factor Y=ar Rate Factor
2000 BX .000219 2001 9X .000247 2002 6Y. .000164
2003 5Y. .000137 2004 4X .000110 2005 5Y. .000137
2006 7Y. .000192 2007 BY. .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
--Aro Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assesswent. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
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