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Home My WebLink About04-01-13 INHERITANCE TAX ��j RECORD ADJUSTMENT � pennsylvania JOINTLY HELD OR TRUST ASSETS ' DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES _ _' INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12) PO BOX 280601 p HARRISBURG PA 17126-0601 f\�CO[\iJ�i� ��r�'��j� �� G'S�T�� d� �';�s;_� �DATE 03-19-2013 ESTATE OF EBERLY DIANE T �Gi3 RPR 1 �� 1� �j�ILE NUMBERTH 70 0459632 ��` i� ^ v�� COUNTY CUMBERLAND C(��( (�s.:� SSN/DC LEE R EBERLY � ACN 12126685 57 OAKWOOD AVE ��ANS C�}UR� MECHANICSBURG PA 17��.,��(�j (,`,! , Amount Remitted � . ��°i 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 C12-12� �* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS �� DATE: 03-19-2013 ESTATE OF: EBERLY DIANE T DATE OF DEATH: 06-01-2011 COUNTY: CUMBERLAND FILE NO. : 70 0459632 S.S/D.C. N0. : ACN: 12126685 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6100707725 TYPE OF ACCOUNT: C � SAVINGS ( � CHECKING C ) TRUST f ) TIME CERTIFICATE DATE ESTABLISHED 03-09-1992 Account Balance 8,220.01 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 4,110.01 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE RE6ISTER OF WILLS Taxable Amount 4,110.01 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .00 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 T0: "RE6ISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. . 00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLEC7ED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ��i PAYMENT: Detach the top portion of this notice and submit with your vayment 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 co�pleting an "Application for Refund of Pennsvlvania lnheritance and Estate Tax" (REV-1313). Apvlications are available from the Department's web site, www.revenue.state.oa.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: 1-600-447-3020 (TT onlv). REPLY T0: Ouestions 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 260601, Harrisburg, PA 17128-0601, or call (717) 767-6505. DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tax vaid is allowed. PENALTY: The 15 percent tau 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 payme�t. Taxes which became delinquent before Jan. 1, 1982 bear, interest at the rate of six percent per annum calculated at a dailv 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 Instruct3on Booklet, (REY-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 2013 are: Interest Daily Interest Daily Interest Dailv Year Rate Factor Year Rate Factor Year Rate Factor 2000 6% .000219 2001 9% .000247 2002 6% .000164 . 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 2008 7% .000192 2009 5% .000137 2010 4% .000110 2011-2013 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. INHERITANCE TAX � ��x � RECORD ADJUSTMENT �� :�� QIII�ISyLVaI1�a JOINTLY HELD DR TRUST ASSETS � DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION - REV-1604 IX AFP (12-12) PO BDX 280601 HARRISBURG PA 17128-0601 �E��p r p p�FlC E 0 F� �{E(;j�'r�=� �� l�� c�ATE 03-19-2013 "�STATE OF EBERLY DIANE T ATE OF DEATH 06-01-2011 -�t� ?(#�3 APR 1 �'�1 12 �E NUMBER 70 0459632 ;ZI'1�--'�j�W COUNTY CUMBERLAND LEE R EBERLY ��}( Q�= SSN/DC ACN 12126686 57 OAKWOOD AVE ��i�'f�Q{ds� Cd(J�� amount Remitted MECHANICSBURG PA 170��i�,,�� + P� MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � -------------------------------------_____�------------------------------------------------------------°---- -------°- REV-1604 EX AFP C12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS �* DATE• 03-19-2013 ESTATE OF: EBERLY DIANE T DATE OF DEATH: 06-01-2011 COUNTY: CUMBERLAND FILE NO. : 70 0459632 S.S/D.C. N0. : ACN: 12126686 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO . : 6100714683 TYPE OF ACCOUNT: ( � SAVIN6S ( � CHECKING O TRUST ( J TIME CERTIFICATE DATE ESTABLISHED 06-26-1975 Account Balance 21 ,969.26 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 10,984.63 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - • 00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 10,984.63 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .00 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 T0: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 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 ADDITIDNAL INTEREST. IF roin� DuE is REFLEC7ED 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 lnheritance and Estate Tax" (REV-1313). Auplications are available from the Department's web site, www.revenue.state.pa.us, any Register of Wills or Revenue �istrict Offiice, 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 T0: 9uestions 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 260601, 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 amnestv non-particivation penalty is computed on the total af the tax and interest assessed, and not paid before Jan. 18. 1996, (the first dav after the end of the tax amnesty period.) INTEREST: Interest is charged beginning with first day of delinque�cv or n3ne 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 s3te www.revenue.state.va.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .000247 2002 6% .00D164 2003 5% .000137 2004 4� .0OO11D 2005 5i .000137 2006 7% .D00192 2007 8% .OD0219 2008 7; .000192 2009 5% .000137 2010 4% .000110 2011-2013 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.