HomeMy WebLinkAbout04-01-13 ��i�= pennsylvania
`�` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-16o7 EX AFP (12-12)
INHERITANCE TAX DIVISION STATEMEMT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601
�1�Ci���J��� �'��«`� 0� DATE 03-25-2013
�EGISTE:� OC' �"��°�-� ESTATE OF BRETZ VIOLET A
DATE dF DEATH 12-29-2010
i013 APft � �i ` �� �� FILE NUMBER 21 11-0038
COUNTY CUMBERLAND
JOSEPH D BUCKLEY ESQ �L��� �i: ACN 101
1237 HdLLY PIKE , Amount Remitted�
CARLISLE PQ�R�'������RT �
CEIMBERLAN�i Ct�•. PA
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F--
REV-1607 EX AFP C12-12) �** INHERITANCE TAX STATEMENT OF ACCOUNT *** ^
ESTATE OF:BRETZ VIOLET A FILE NO. : 21 11-0038 ACN: 101 DA'TE: 03-25-2013
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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 REC�RD ADJUSTMENT: �2-25-2013
PRINCIPAL TAX DUE : 5,316.00
PAYMENTS CTAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-15-2011 CD014129 265.80 6,750 .00
03-06-2013 REFUND .00 1 ,699.80-
TOTAL TAX PAYMENT 5,316.00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE
.00
� IF PAID AFTER THIS DATE, SEE REVER>E SIDE FOR CALCULATION OF ADDITIDNAL INTEREST,
IF TOTAL DUE IS REFLECTED AS A "CRE:DIT" 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.
If payment is for a resident decedent, make check or money order payable to: Register of Wills, Agent
If payment is for a non-resident decedent, make check or money order payable to: Commonwealth of Pennsylvania
Failure to pay the tax, interest, and penaltv due may result in the filing af 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 lnheritance and Estate Tax" (REV-1313). Applications are available from
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-B00-447-3020 (TT only).
REPLY T0: Questions regarding errors should be addressed to: PA Department of Revenue, Bureau of Individual Taxes,
ATTN: Post Assessment Review Unit, PO Box ZBO601, 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 alloued.
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 veriod.)
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 vear with the rate announced by the PA
Deuartment 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 Devartment of
Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are:
Interest Daily Interest Daily Interest Dailv
Year Rate Factor Year Rate Factor Year Rate Factor
2000 8% .000219 2001 9% , .000247 2002 6i .000164
2003 5% .000137 2004 4% .000110 2005 5% .000137
2006 7% .000192 2007 S% .000219 2008 7% .000192
2009 5% .000137 2010 4% .000110 2011-2013 30 .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 shoan on the
notice, additional interest must be calculated.