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HomeMy WebLinkAbout04-26-13 � pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX � aEV-ieo� EX AFP <12-12) iNNErciraNCE rnx orvisioN STATEMENT� OF ACCOUNT Po eox zaosoi HARRISBIIRG PA 17128-0601 RGCO��o:D {}�{'IG� OF DATE 04-22-2013 REGIS�E �Ft O� G�JII_.LS ESTATE OF CALLAWAY WARREN J 19 p p DATE OF DEATH 09-10-2011 !�LJ lIPR Zb ��� 1 �U FILE NUMBER 21 11-1022 COUNTY CUMBERLAND JOEL 0 SECHRIST ESQ CLERK Oi= acN 101 568 OLD YORK RD OUR7 nmount Remitted ETTERS P���B����A�4� CO., PA MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure prooar 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 � " " - - - - " " ' - - - - - - " " - - - - - " " "- - - - " " - - - - - - - " " " " - - - - - - - - - - " " " " REV-1607 EX AFP (12-127 ■*■ INHERITANCE TAX STATEMENT OF ACCOUNT ■�■ ESTATE OF:CALLAWAY WARREN J FILE N0. : 21 11-1022 ACN: 101 DATE: 04-22-2013 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARV �F THE PRINCIPAL TAX DUE. APPLIGATION OF ALL PAVMENTS. THE WRRENT BALANCE. AND. IF APPLICABLE, A PROJECTED INTEREST PIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJl1STMENT: 03-25-2013 PRINCIPAL TAX DUE: 45,395.71 PAYMENTS <TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMSER INTEREST/PEN PAID (-) 11-29-2011 CD015273 1,842. 11 35.000. 00 06-08-2012 CD016088 .00 7, 172. 10 01-02-2013 CD016997 .00 1 ,381 .50 04-05-2013 CD017415 23.34- 23.34 TOTAL TAX PAYMENT 45.395.71 BALANCE OF TAX DUE .00 INTEREST ANU PEN. .00 TOTAL ➢UE .00 � IF PAID AFTER THIS DATE, SEE REVERSE SIDE F�R CALCULATION OF ADDITIONAL INTEREST. � IF TOTAL DUE IS REFLECTED AS A "CREOIT" (CR). VOU MAY BE DIIE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach khe top oortion of this natice antl subeit with vour pavnent oade oavable to the nane anE address orintetl on the reverse side. If pavnent is for a resident tlecetlent, make check or money ortler oavable to: Reeister of Wills. A9ent It pavnent is for a non-�esideni tlecedent, make check or monev order Oavable to: Connonwealth of Pennsvlvania Failure to Oav the kas, interest, and oenalty due mav result in khe filinp of a lien of recortl in the app�OprlBL¢ COUALYr O� Sh@ 155U8�CP Of a� OfphdA'S CO��t C1YatlOA. REFUNO (CR): A reFUnd ot a Sax credit, which vas noY requestetl on the taz reSurn. mav be reauesketl by comoleting an "AOVlicak3on tor Rafuntl of Pennsvlvania lnher3tance and Estate Taz^ (REV-1313). Appl9cations are available From deoartment's reb site at ww.revenue.skate.0a.us, any Register of Wills or Revenue Oistrict Office or fron the tleoartnent's 24-hour answering service: 1-BDO-36b2050; services for taxpavers vith soec3al hearing antl/or speak3ng neetls: I-800-447-3020 RT onlv). REPLY T0: puest3ons re9artling errors shoultl be atldressetl to: PA Oeoartnent of Revenue, Bureau of Indivitlual Taxes, ATTN: Pest Assessment Reviev Unit. PO Box 280601, Harrisburg. PA 17128-0601, or call (7l7) ]8]-6505. DISCOUNT: If am kaz tlue is paid vithin three calentlar months after the decetlent's tleath, a five percent discount of the taz paitl is allowetl. PENALTY: The 15 oercent tu annestY non-oarticioation oenaltv is conoutetl on the kokal ot the tax and interesk assessed. antl not paitl before Jan. 18, 1996, R�e first dav after t�e entl of the t� annesky pariotlJ INTEREST: Inte�est 3s charged bee��ning w9kh Hrst tlay of tlelinquancv, or nine �onihs antl one dav fron Me dake of tleath, to Yhe tlate of paynent. Taxes �hich becane tlelinpuent before Jan. 1. 1982, bear interest at khe rate oF six parcent oer annum wlcvlatetl at a dailv rate of 0.000164. All tues which becane tlel3nquent on and atter Jan. 3, 1982. will bear interest at a rake whic� varies fro� year to vear with the rate announcetl by the PA Oeparknent et Revenue. 2ates for 1982 khrough 1999 can be fountl 3n the Pennsylvania Resitlent Inst�uct3on Booklet (REV4501), the Pennsvlvania Non-resitlent Instruction Booklet BEV-1]36) or on the Department of Revenue Web site ww.revenue.state.pa.as. The aoolicable inYerest rates for 2000 Shrough 2013 are: Inierest Daily Inkerest Oailv Interest Oaily Vear Rate Factor Year 2ate Factor Year Rate Facto� 2000 Bv. .000219 2001 9Y. .00024] 2002 6% .000164 2003 5: .00013] 2004 4% .000110 2005 5: .00013] 2006 ]% .000392 200] 8% .000219 2p08 7% .000392 2009 5S .00013] 2010 4% .000110 2011-2013 3% .000082 Interest is calculatetl as follows: INIEREST = BALANCE OF TAX IINPAID X NUMBER OF MYS OELINpUENT X MILV INTEREST FACTOR Any not3ce issuetl after the kax beconas delinouent will reflect an interest calculatfon to 15 tlavs bevond the tlaSe of the assess�nenf. If pavnent is �natle after ihe interest co�putakion tlate shorn on the noi3ce, atltl3t3onal interesS must be calwlafetl.