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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Pennsylvania ` r
DEPARTMENT OF REVENUE
REV-1604 EX AFP C12-11)
DATE 05-07-2012
ESTATE OF WAGNER JR CHARLES P
DATE OF DEATH 04-01-2011
FILE NUMBER 21 11-0450
COUNTY CUMBERLAND
SSN/DC 189-09-8948
ACN 11136110
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
AUDREY I RITE CUMBERLhi~~D ~'~~~ PA
607 LANSVALE STREET
MARYSVILLE PA 17053
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV-1604 EX AFP (12-11~
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~
DATE: 05-07-2012
ESTATE OF: WAGNER JR CHARLES P DATE OF DEATH: 04-01-2011 COUNTY: CUMBERLAND
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: RIVERVIEW NATIONAL BANK ACCOUNT NO.: 3068261
FILE NO.: 21 11-0450 S.S/D.C. N0.:189-09-8948 ACN: 11136110
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
TYPE OF ACCOUNT: C ~ SAVINGS C ) CHECKING ( ~ TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 11-26-2010
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
INHERITANCE TAX
RECORD ADJUSTMENT
rr(```. "; JO~NT-LX~ HELD OR TRUST ASSETS
i 4... ,~ _ __ _.!i
'p; e%~ Y!~ r~ i ~ i' 4 i
.00
X 1.000
.00
.00
.00
X .12
.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
TDTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE 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.
Make check or money order payable to: REGISTER OF WILLS, AGENT.
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 (C R): 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
the Department's web site, 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 contained on this notice 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
(717) 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. 16, 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
six percent per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after
Jan, 1, 1982 will bear interest at a rate which will vary 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, CREY-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through
2012 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 8% .000219 2001 9% .000247 2002 6% .000164
2003 5% .000137 2004 4% .000110 2005 5% .000137
2006 7% .000192 2007 8% .000219 2008 7% .000192
2009 5% .000137 2010 4% .000110 2011 3% .000082
2012 3% .000062
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
notice, additional interest must be calculated.
~,
Ri1V-1470 EX (01-10)
~ lrennSY~Van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po Box zaoso~
DECEDENT'S NAME FILE NUMBER
Charles P. Wagner, Jr. 2111-0450
REVIEWED BY ACN
B. Belskey 11136110
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Reported on probate return.
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