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Home My WebLink About09-07-12r t~ r ~ ,~n~~y~~INHERITANCE TAX f?~UIJ~i,~l.~ +„~~QISI~CT HELD 0 J TRUST ASSETS Pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP (12-11) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ~"p2 ~~~ ~ ` ~" I~~ vii DATE 08-30-2012 ESTATE OF RANSOM GLORIA A i'~ ;_F:,.,~ j DATE OF DEATH 09-12-2011 ~•~ ~~ ~~ : u ~,~ QR~~~v,d~5 ~.~{~l~'~T FILE NUMBER 21 11-1092 COUNTY CUMBERLAND CiUMB~~'t~~t~ C(~„ F~ SSN/DC 197-20-7412 TARA L LITTLE ACN 11163861 8 LOCKWOOD DR Amount Remitted ENOLA PA 17025-1301 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 C12-11) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE• 08-30-2012 ESTATE OF: RANSOM GLORIA A DATE OF DEATH: 09-12-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-1092 S.S/D.C. N0.:197-20-7412 ACN: 11163861 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: M & T BANK ACCOUNT NO.: 10633057 TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 08-05-1994 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 1.000 .00 .00 .00 X .045 .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 C+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), 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 (CR): A refund of a tax credit, which was not requested on the tax return, ^ay be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-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 TO: 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. 18, 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, CREV-1501) the Pennsylvania Non-resident Instruction Booklet CREV-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 8i .000219 2001 9Y. .000247 2002 6Y. .000164 2003 5% .000137 2004 4: .000110 2005 5% .000137 2006 7Y. .D00192 2007 8i .000219 2008 7i .000192 2009 5% .000137 2010 4Y. .000110 2011 3% .000082 2012 3% .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINpUENT 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. Y ~ . INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17126-0601 TARA L LITTLE 8 LOCKWOOD DR ENOLA PA 17025-1301 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP C12-11) DATE 08-30-2012 ESTATE OF RANSOM GLORIA A DATE OF DEATH 09-12-2011 FILE NUMBER 21 11-1092 COUNTY CUMBERLAND SSN/DC 197-20-7412 ACN 11163862 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 E~ REV-1604 EX AFP C12-11) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE• 08-30-2012 ESTATE OF: RANSOM GLORIA A DATE OF DEATH: 09-12-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-1092 S.S/D.C. N0.:197-20-7412 ACN: 11163862 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: M ~ T BANK ACCOUNT NO.: 981238b6 TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 08-18-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 1.000 .00 .00 .00 X .045 .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 C+) INTEREST/PEN PAID (-) AMOUNT PAID 11-21-2011 SBADJUST .00 .O1 TOTAL TAX PAYMENT .O1 BALANCE OF TAX DUE ,O1CR INTEREST AND PEN. .00 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), 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 (CR): A refund of a tax credit, which was not requested on the tax return, say be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-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-B00-447-3020 (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. 18, 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, 1962 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 wlll vary from year to year with the rate announced by the PA Department of Revenue. Rates for 1962 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 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 BY. .000219 2001 9Y. .000247 2002 6i .000164 2003 5% .000137 2004 4Y. .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 2008 7Y. .000192 2009 5% .000137 2010 4% .000110 2011 3Y. .000082 2012 3% .000062 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINpUENT 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.