HomeMy WebLinkAbout04-26-13 � pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES YNHERITANCE TAX REV-I607 EX nFP a2-1D
iNxeR�.nr,cE TAX OIVISION EMENT OF ACCOUNT
PO BOX 280601 "�E�a��.^n ���'^r Of
HARRISBURG PA 17128-0601 U 1'i.
���I�T'`� OF V+���-LSDATE 04-22-2013
��13 :IPR 2b r I I 1 O�7ETOFODEATH D2T2� 2�12 PATRICK E
FILE NUMBER 21 12-0322
CLERK Or COUNTY Cl1MBERLAND
F AND M TRUST COMPANY ORf'HAIdS� CQURT A�N 101
1901 RITNER HWY ����pND ��., P� Amount Remitted
CARLISLE PA 17 1
MAKE CHECK PAYAflLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your aceount, submit the uppar portion ot t�is torm with your tax payment.
CUT ALON6 THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1607 EX AFP (12-12J ��■ INHERITANCE TAX STATEMENT OF ACCOUNT ■��
ESTATE OF:OTT PATRICK E FILE N0. : 21 12-0322 ACN: 101 DATE: 04-22-2013
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARV OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLILABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-04-2013
PRINCIPAL TAX DUE: 1,089.91
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2012 CD016826 . 00 1 .093.96
04-09-2013 CD017425 .00 337. 14
TOTAL TAX PAYMENT 1 .431 . 10
BALANCE OF TAX DUE 341.19CR
INTEREST AND PEN. .00
TOTAL DUE 341 . 19CR
� IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADUITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM �
FOR INSTRl1CTI0NS.
PAVMENT: Dekach the too portion of this notice and subniY viih your oavnent �atle payable ko khe nane antl address
or3ntetl on the reverse side.
IF pavment 3s fo� a resitlenk decetlent, make check or nonev ortler pavable to: Regisker of W3115, Apenk
If parmenk is for a nomresitlent Eecetlent, nake check or aoner ortler oavable to: Co�norwealth oF PennsYlvania
Failure ko paY tha tax. intarest, and oenalty tlue aay result in khe filing of a lien of record in the
aourooriate co�ntv, or the issuance of an Orphan's Court citation.
REFUNU (CR): A refund of a tax cretl9t, which was not revuesteE on Me tu return, may be requestetl bv conoleting an
"AGDlication for Refuntl of Pennsvlvania lnheritan<e and Estate Tau" (REV-1313). ApplicaYions are available from
department'S web sike at www.revenue.staSe.Da.us, anv Register of Wills or Revenue Oiskrict OfHCe or from She
tleoartmenk's 24-hour answer9ng service: 1-800-362-2050; services tor taxoavers with special hearinp antl/or
soeakin8 neetls: 1-800-447-3020 (TT only).
REPLY TD: puestions regartling errors should be atltlressad ko: Pp Oaoartnent of Revenue, Bureau of Intlividual Taxes,
ATTN: Post Assessmenk Review Unik. PO Box 280601, Marrisbu�p. PA I]128-0601, or call (71]) ]87-6505.
OISCOONT: If anv tax due 3s oaitl w3Yhin khree calentlar �onths aftar She decedent's tleath, a five percent discount
of the tu paid is allowed.
PENALTY: The 15 percent tax amnastv non-oart9cioation oenalty is cosputed on the total of the tax and interest assessed,
antl not oaitl before Jan. 18. 1996, (the first dav afker the entl ot the fax annesYV oeriotl J
INTEREST: Interesk is charpetl be9inninB �ith fi�st tlav of del3nquency, or nine nonkhs and one tlay fron ihe date of
tleath, to the date of pavnenk. Taa¢s which becane tlelinquenk before Jan. 1, 1982, bear 3nierest at the raYe of
six parwnt pe� annun wlculaketl at a tlaily rete of 0.000164. All taxes vhich became del3ncuent on antl after
Jan. 1, 1982, w311 bear interesi at a rake which varies tron year to vear vith the rate announcetl bv the PA
Oepartment of Revenue. Rakes fo� 1982 Yhroue� 1999 can be found in khe Pennsylvania Res3Cent Inrtruction
Booklet BEV-1501), t�e Pennsvlvania Non-resitlent Instruction Booklet (REV-1736) or on the OeDarteent of
Revenue Web site ww.revenue.state.oa.us. The apolicable interest rates for 2000 through 2013 are:
Interest Oailv Interest Da31v Interest Da31y
Year Rate Factor Vear Rake Factor Vear Rate Facfor
2000 8% .OD0219 2001 9Y. .000241 2002 6Y. .p00164
2003 5: .00013� 2004 4Y. .000110 2005 5Y. .00013]
2006 ]8 .000192 200] 8% .000219 2008 1% .000192
2009 5: .00013] 201� 4; .000110 2011-2033 3R .000082
Interest is calculatetl as follovs:
INTEREST = BALANCE OF TAX UNPAID X NOMBER OF RCYS OELINQUENT % MILY INTEREST FACTOR
Anv notice issuetl after the Sax becones tlelinvuent will reflect an interest calculation to 15 tlavs
beyontl Yhe date of the assesssent. It omnent is nade after the 3nteresf coqputation tlate shawn on the
notice, adtlikional 3nkerest nust be calculatetl.