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Home My WebLink About08-13-12 (2) ~ ERITANCE TAX pennsylvarna BUREAU OF INDIVIDUAL TAXES R.F[~0 RD ADJUSTMENT INHERIThNCE IX,~*DIVISION DEPARTMENT OF REVENUE PO BOX 280401 ~F t~1i, ' ;B ldl:QCIARY FORM ASSETS REV-1604A EX AFP (12-11) HARRISBURG PA 17128-0601 AUG 13 Pri 12: 25 DATE 08-03-2012 ESTATE OF MORRONE ANTONIO DATE OF DEATH 09-20-2011 r FILE NUMBER 21 11-1301 COUNTY CUMBERLAND MARISA M GEORGE CUMBERLAND CO., PA SSN/DC 301-26-7192 5480 MARGARET CT ACN 11502679 MECHANICSBURG PA 17050-7292 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1604A EX AFP (12-11) INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS DATE: 08-03-2012 ESTATE OF: MORRONE ANTONIO DATE OF DEATH: 09-20-2011 COUNTY: CUMBERLAND FILE NO.:21 11-1301 S.S/D.C. NO.: 301-26-7192 ACN: 11502679 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION BENEFICIARY FORM ASSETS NAME OF SECURITY: JANUS ACCOUNT NO.: 306538385 TYPE OF ACCOUNT: (X) SECURITIES C ) SEC ACCT ( ) STOCK C ) BOND DOD Valuation .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - .00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE. Tax Due X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Rate .00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 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" (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 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" (REV-1313). Applications are available from the Department's Web site at 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. 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 year 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 (REV-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 451.1 .000110 2011 3% .000082 2012 351.1 .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. INHERITANCE TAX pennsylvania I^ 1/tir RECORD ADJUSTMENT t_ klJ+i~t IrFD OR TRUST ASSETS DEPARTMENT OF REVENUE IBNHHERIERITTANCE OF TAX X DIVISION ION TAXES e REV-1604 EX AFP C12-11) f ly ~ v ; i -t,!t~ PO BOX 280601 HARRISBURG PA 17128-0601 + p 4112 AUG 13 P 12: 25 DATE 08-03-2012 ESTATE OF MORRONE ANTONIO DATE OF DEATH 09-20-2011 FILE NUMBER 21 11-1301 ORFH ',Cjj,i COUNTY CUMBERLAND CUMBERLAND? CO., PA SSN/DC 301-26-7192 MARISA M GEORGE ACN 12000009 5480 MARGARET CT Amount Remitted MECHANICSBURG PA 17050-7292 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS E~ REV-1604 EX AFP (12-11) INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS* DATE: 08-03-2012 ESTATE OF: MORRONE ANTONIO DATE OF DEATH: 09-20-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-1301 S.S/D.C. NO.:301-26-7192 ACN: 12000009 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK ACCOUNT NO.: 6233856071 TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING (X) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 07-11-2011 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-10-2011 CDO15320 .00 219.56 12-13-2011 CDO15329 .00 371.67 TOTAL TAX PAYMENT 591.23 BALANCE OF TAX DUE 591.23CR 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. ,1 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, 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 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. 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, (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 8% .000219 2001 95/ .000247 2002 6Y .000164 2003 5% .000137 2004 45, .000110 2005 5% .000137 2006 7% .000192 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 (01-10) 'pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG, P 17128-0601 DECEDENT'S NAME FILE NUMBER ANTONIO MORRONE 2111-1301 REVIEWED BY ACN Robin Graff 11502679 12000009 ITEM SCHEDULE NO. EXPLANATION OF CHANGES A review has been conducted on this account. The Department has determined that this joint bank account was properly reported on the probate return. Therefore, this assessment has been corrected. ROW Page 1