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HomeMy WebLinkAbout04-01-13 INHERITANCE TAX �"��--�� �� RECORD ADJUSTMENT e�. pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES REV-1604 EX AFP (12-12) INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 RECGftD�'� ������E 0�' R�GlS1��:�'� �� �:`��'.3�TE 03-25-2013 STATE OF PFLUGER MA6DALEN M q E OF DEATH 06-08-2012 1�13 �PR � �� �`�C�NTYUMBER CUMBERLAND MICHELLE (. KOONS SSN/DC CLERK Q� ACN 12137429 121 N SAINT JOHNS DR P�{ANS� ��Y��r�� CAMP HILL PA 17011- Amount Remitted C�1 �ERLAt�� C�., �'�a 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: 03-25-2013 ESTATE OF: PFLU6ER MAGDALEN M DATE OF DEATH: 06-08-2012 COUNTY: CUMBERLAND FILE NO. : 21 12-0686 S.S/D.C. N0. : ACN: 12137429 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : MEMBERS 1ST FCU ACCOUNT N0 . : 4o0790-42 TYPE OF ACCOUNT: O SAVINGS C ) CHECKING C ) TRUST ( � TIME CERTIFICATE DATE ESTABLISHED 03-27-2007 Account Balance 4,897.34 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 2,448.67 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 2,448.67 AT THE ADDRESS SHdWN ABOVE. Taz Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due 367.30 T0: "REGISTER OF WILLS, A6ENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-25-2012 CD016432 18.37 562.69 TOTAL TAX PAYMENT 581 .06 BALANCE OF TAX DUE 213.76CR 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 REF'UND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. � PAYMENT: Detach the top porYion of this notice and submit with vour 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 lnheritance and Estate Tax" (REV-1313). Applicat3ons are available from the Department's veb 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: 1-500-447-3020 (TT only). REPLY T0: Questions regardin9 errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea 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 uith 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 vith 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 Pennsylvan3a Deptartment of Revenue Web site www.revenue.state.pa.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% .000164 2003 5% .000137 2004 4% .0OO11D 2005 5% .000137 2006 7% .000192 2007 8% .000219 2008 7% .000192 2009 5% .000137 2010 4i .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.