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Home My WebLink About06-15-12 INHERITANCE TAX pennsylvania~~ 1 ~~' BUREAU OF INDIVIDUAL TABX( g ~ ,-r-;~''[ ~ RECORD ADJUSTMENT . INHERITANCE TAX DIVISION V~il~- ~~~~1~ ~ ~ ~ , ~ ~' DEPARTMENT OF REVENUE PO BOX 280601 1~ lr -• ~ _,F ~` ~ CBENEFICIARY FORM ASSETS - ~'' REV-1604A EX AFP (12-11) HARRISBURG PA 17128-0601 [[ 't --•~ ~ ~C'_1~'.. ... -- ~~ ~u~ ~ J ` ~ ~~ ~ 1 B-2012 i1~ ESTATE OF WOLF ROGER A DATE OF DEATH 08-07-2011 ''~~~(, FILE NUMBER 21 11-0970 _ ~~p~,~'~""' ~r T " '~ ~ ~'`~~ COUNTY CUMBERLAND P H I L I P B WO L F 1 AA lJnr~~~~p1 ~t~~~ ~ SSN/DC 199-34-9504 124 RADER AVE r t~.~~VV`~ ACN 11502643 COGAN STATION PA 17728-9705 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-1604A EX AFP C12-11) ** INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS ** DATE: 06-08-2012 ESTATE OF: WOLF ROGER A DATE OF DEATH: 08-07-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-0970 S.S/D.C. NO.: 199-34-9504 ACN: 11502643 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION BENEFICIARY FORM ASSETS NAME OF SECURITY: AMERIPRISE TYPE OF ACCOUNT: CX) SECURITIES ( ) SEC ACCT ( ) STOCK DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Due Tax Rate TAX CREDITS: .00 X 0.333 .00 .00 .00 X .12 .00 ACCOUNT NO.: 000074232448602 C ) BOND 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 (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE INTEREST AND PEN. .00 TOTAL DUE .00 * 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 Register of Wills whose name and address is printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. REFUND (CR): 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" (REY-1313). Applications are available from the Department's Web site at www.revenue.state.oa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service: I-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 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. 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 varies from near to year with the rate announced by the PA Department of Revenue. Rates for years 1982 through 2006 can be found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-resident Instruction Booklet (REY-1736) or on the Department of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for years 2007 through 2012 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2007 8% .000219 2008 7% .000192 2009 5% .000137 2010 4% .000110 2011 3% .000082 2012 3% .000082 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. REV-1470 EX ((~~-10) ~' pe1111$~/~Va111a INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 DECEDENTS NAME FILE NUMBER Roger A Wolf 2111-0970 REVIEWED BY ACN Ross Garrett 11502643 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Above-referenced ACN(s) are being adjusted to reflect zero tax due since they have been reported on the probate return. Row Page 1