HomeMy WebLinkAbout05-17-13 �i pennsylvania
DEPARTMENT OFREVENUE
BUREAU OF INDIVIDUAL 'fAXES INHERITANCE TAX REV-1607 EX AFP C12-12)
INHERITANCE TAX DIVISION S TAT E M E N T O F A C C 0 U N T
PO BOX 260601
HARRISBURG PA 17128-0601
l�';� ,1'E .'� , � d'`;� �,�i DATE 05-13-2013
:_ _ I.: 3 .,1 �t' .f �r:_' ;� ESTATE OF HUG6LER ERIKA S
DATE OF DEATH 04-28-2012
`.ii,�; �rl�{� 11 ���I'� i� vU FILE NUMBER 21 12-0525
COUNTY CUMBERLAND
JEFFREY N YOFFE ES{Q _ _ . ACN 101
STE 100 �
�J 1_I_i���.:�\ '..
2 lEMOYNE I)R ' � "' � ''�' + r'' � Amount Remitted
l�J t ��:�it � �
LEMOYNE C�f����Pi�����i`�4��;A22;2;",
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 y�ur tax payment.
CUT ALONG THIS LINE —� RETAIN LOWER PORTION FOR YDUR RECORDS �
REV-1607 EX AFP C12-12� *** INHERITANCE TAX STATEMENT OF ACCOUNT *�*
ESTATE OF:HUG6LER ERIKA S FILE NO. : 21 12-0525 ACN: 101 DATE: 05-13-2013
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 RECORD ADJUSTMENT: 03-18-2013
PRINCIPAL TAX DUE: .00
PAYMENTS CTAX CREDITS� :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C—�
05-01-2013 CD017537 .00 4,607. 16
TOTAL TAX PAYMENT 4,607. 16
BALANCE OF TAX DUE 4,607. 16CR
INTEREST AND PEN. . 00
TOTAL DUE
4,607. 16CR
* IF PAID AFTER THIS DATE, SEE REVEkSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A °CREDIT^ 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 penalty due may result in the filing of a lien of record in the
appropriate countv, 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 Pennsvlvania 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: 1-500-447-3020 (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 280601, Harrisburg. PA 17128-0601, or call (717) 787-6505.
DISCDUNT: If any tax due is vaid 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. 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 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 O.OD0164. All taxes which became delinquent on and after
Jan. 1, 1982, will bear interest at a rate which varies from vear to vear with the rate announced by the PA
Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet CREY-150ll, 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 2000 through 2013 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 S% .000219 2001 9% .000247 2002 6% .OD0164
2003 5% .000137 2004 4% .000110 2005 5% .000137
2006 7% .000192 2007 � Si .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 DELINQ�ENT 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.