The URL can be used to link to this page

Home My WebLink About06-06-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;r:^r,} ' N CE TAX BUREAU OF INDIVIDUAL TAXES �� INHERITANCE TAX DIVISION I ��,MEN.tL1♦OF ACCOUNT 280601 PO BOX HARRISBURG PA 17128-0601 REV-1607 EX AFP (03-05) 2000 JUN -6 PM 121 EffE 05-27-2008 ESTATE OF ZIMMERMAN KENNETH W O� DATE OF DEATH 04-22-2007 21 07- 476 CLERK ORPHAN'S COURT FOUNTYUMBER CUMBERLAND ELIZABETH P MULLAUGH CUM._ '!L/,,0PPC, P� CN 101 MCNEES ETAL Amount Remitted PO BOX 1166 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE y RETAIN LOWER PORTION FOR YOUR RECORDS 4—____ _ _ __ ___________________ _________________ _ _ _ _ _ _ _ _ _ __ _ ___________________ REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF ZIMMERMAN KENNETH W FILE NO. 21 07-0476 ACN 101 DATE 05-27-2008 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-07-2008 PRINCIPAL TAX DUE: 25,723.80 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-11-2007 CD008388 1,157.89 22,000.00 01-17-2008 CDO09190 .00 2,018.27 04-23-2008 CDO09612 9.67- 557.94 TOTAL TAX CREDIT 25,724.43 BALANCE OF TAX DUE .63CR INTEREST AND PEN. .00 ■ IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .63CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN *I, NO PAYMENT IS REQUIRED. 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. If payment if for a RESIDENT DECEDENT, make check or money order payable to: Register of Wft Agent If payment if for a NDN-RESIDENT DECEDENT, make check or money order payable too Commonwealth of Penerylvsmia 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)o 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 online at www.revenue.atmte.ua.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 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 tos PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar Year to calendar year with that rate announced by the PA Department of Revenue. Rates for years 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 Dept. of Revenue web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2006 area Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 BX .000219 2001 9% .000247 2002 6% .000164 2003 5X .000137 2004 49 .000110 2005 5% .000137 2006 7% .000192 2007 ex .000219 2008 7X .000192 --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 fifteen (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.