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INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
BUREAU OF INDIVIDUAL TAXES ~r~(~~ °=..({~ (~+°,
INHERITANCE TAX DIVISION ''~^ :>t•. v`
PD Bm( 2806D1 ~ r- y:•:iFi !_Y;, \!~~~ ~ P
HARRISBURG PA 17128-0601 i ~~ J~Ct ~ `J~ +Y~l+'j
10t8MAY-~ ani~~ o
CL~K
ORPHAN'S COURT
JULIANN R DANIEL~~~C~~~~~ ~~
1463 GOODYEAR RD
GARDNERS PA 17324
Pennsylvania
DEPARTMENT OF REVENUE
REY-1604 IX AFP (12-09)
DATE 04-29-2010
ESTATE OF RUSS JULIE A
DATE OF DEATH 11-26-2005
FILE NUMBER 21 06-0156
COUNTY CUMBERLAND
SSN/DC 027-16-6414
ACN 06114164
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1604 EX AFP C12-09)
^^ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS a*
DATE• 04-29-2010
ESTATE OF: ROSS JULIE A DATE OF DEATH: 11-26-2005 COUNTY: CUMBERLAND
FILE NO.: 21 06-0156 S.S/D.C. N0.:027-16-6414 ACN: 06114164
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTDWN BANK ACCOUNT NO.: 706D02046
TYPE OF ACCOUNT: CX) SAVINGS C ) CHECKING C ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-31-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
00
X 1.000
.00
.Da
.00
X .15
.00
NOTE: TO ENSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PALO AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DIIE IS REFLECTED AS A
"CREDIT" CCR), YOU MAY HE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
^
~- y1
PAYMENT: Detach the top portion of this notice and suheit with Your paygent wade payable to the naae and address
printed on the reverse side.
Make check or coney order payable to: REGISTER OF WILLS, AGENT.
Failure to pay the tax, interest, end penalty due ^ay 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 tax credit. which was net requested on the tax return, day be requested by completing an
"ADPlication for Refund of Pennsylvania Inheritance end Estate Tax" CREV-1313). Applications are available frog
the Departaent's web site, mi. revenue. state.pa.us, any Register of Wi21s or Revenue District Dffica, or frog
the Depart~ent's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (77 only).
REPLY 70: questions regarding errors contained on this notice should be addressed to: PA Depa rteent of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Dnit. PO Box 280601, Harrisburg. PA 17128-0601, or call
(717) 7B7-6505.
DISCOUNT: If any tax due is paid within three calendar aonths after the decedent's death, a five percent discount
of the tax paid is allowed.
PENALTY: The 15 portent tax aanesty non-participation Denalty is coaputed on the total of the tax and interest assessed,
end not paid before Jan. 18, 1996, (the first day after the end of the tax aanesty period.]
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day froe the date of
death to the date of pri~ent. Texas which bacaae delinquent before Jan. 1, 1982 bear, inYere st at the rate of
six percent per annw calculated at a daily rata of 0.000164. All taxes which bacaae delinquent on and after
Jan. 1, 1982 will bear iota rest at a rate which will very from year to Year with the rate announced by the
PA Depart~ent of Revenue. Rates for 1982 through 1999 can bo found in the Pennsylvania Resident Instruction
Booklet. (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REY-1736) or on the Pennsylvania
Deptarteent of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through
2010 are:
Interest Dai lv Interest Daily Interest Daily
Year Rate Factor Year Rata Factor Year Rate Factor
2000 BY. .000219 2001 9Y. .000247 2002 6X .000164
2003 5X .000137 2004 4Y. .000110 2005 5Y. .000137
2006 7Y. .000192 2007 8X .000219 2008 7Y. .000192
2009 5Y. .000137 2010 4X .000110
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X CAILY INTEREST FACTOR
Arty notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days
beyond the date of the assessment. If payaent is cede after the interest coaputation date shown on the
notice, additional interest gust be calculated.
I ~ ~•
REV-1470 EX X688) I
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Julie A. Ross 2106-0156
REVIEWED BY ACN
Laurel Fulmer 06114164
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced "ACN" number has been adjusted to zero as it was paid and
reported on the probate return.
,.
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