HomeMy WebLinkAbout04-26-13 � pennsylvania
DEPARTMENTOFREVENUE
HUREAU OF INDIVIDUAL TqXES INHERITANCE TAX REV-16o� EX AFP (12-12)
INHERITANCE TAX OIYISION STATE M E N T O F ACCO U NT
ro BOX 280601
HARRISBURG PA 1]128-0601
�E������� �'''i;''' Q� nare 04-22'2013
REGIST't' FS OF ti:��L.L.S ESTATE OF 80RTNER MARJORIE J
pq {� DATE OF DEATH 06-08-2012
%�Jj3 ;IPR Lb �� 1 �V FILE NUMBER 21 12-0694
COUNTY CUMBERLAND
MARK A MATEYA CLEi�K Gt ACN 101
55 W CHURCH AVE n pu/�U (?(y
CARLISLE PA�`1TU7'3`-C�32'0'2��T Amounk Ramittad
CUMBERLAND CO., PA
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 CDURTHOUSE S9UARE
CARLISLE PA 17013
NOTE: To ensure proper cretlit ta your account, submit the up0er portion of this form wSth your tax oaYment.
CUT ALONG THIS LINE �/ RETAIN LOWER PORTION FOR YOUR RECORDS �
- - " " ' - - - - - - " " - - - - - - - " " ' - - - - - " " " " ' - - - - - - - - - " " " " " ' - - - - - - - - - - - -
REV-1607 EX AFP (12-12) ��■ INHERITANCE TAX STATEMENT OF ACCOUNT *�■
ESTATE OF:BORTNER MARJORIE J FILE N0. : 21 12-0694 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 P2INGIPAL
TAX DUE, APPLICATION OF ALL PAVMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE DF IAST ASSESSMENT OR RECORD ADJUSTMENT: 04-08-2013
PRINCIPAL TAX DUE: 12,391 .24
PAYMENTS (TAX CREDLTS) :
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-08-2012 C0016483 94.21 1 ,790. 00
03-OL-2013 CD017257 .00 10,507.03
TOTAL TAX PAYMENT 12,391 .24
BALANCE OF TAX DUE . 00
INTERES7 AND PEN. .00
TOTAL DUE
. oa
� IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALLULATION OF pODITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR). YOU MAV HE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM /�
11 �
FOR INSTRULTIONS. t�l
U
PAYMENT: OeYach Yhe top Oo�fion of Yhis notice and submit with vo�r pavnent made pavable to Yhe name antl atldress
p�l�f¢d OA YnP fPVPr52 Sld¢.
If oayeenk is fo� a �esidant Eecetlenk, make chetk or money ortler Oavable to: Register of Wills, Agent
If oavrtent is for a nan-resitlenY tlecetlent, nake check or money ortler pavable To: Cosnonvealth of Pennsylvania
Failure So pay the kax, interest. antl penalty tlue mav resulY 3n khe tilin9 of a 13en oF reco�tl in the
appropriate counYy. or the issuance of an OrOhan's Courk cikation.
REFUNO (CB): A refund oF a kax credit, whith was noY reouesketl on the tax reYUrn, may be renuesYetl by conOleting an
"Aaoliwtion for Refund of Pennsylvania lnherikance antl Estate Taz" (REY-1313). Applications are available from
tleoartnent'S veb site ai vw.revenue.state.pa.us, any Negister of W3lls or Revenue �istr9cY Office or from Yhe
deoartment's 24-hour answerinp service: 1-800-3624050; services for Yaxpavers w3th soecial hear9ng and/or
soeaking neetls: 1-BOD-447-3020 (TT only).
REPLY T0: ouestions reeardine errors should be atltlressed to: PA Departmenk of Revenue. Bureau of Indivitlual Tazes,
ATTN: Post AssessoenY Review Unit, PO Box 280601, Harrisbure. PA 1]128-0601. or call 017) ]8]-6505.
DISCOUNT: If anv Yax due is Oaid within Yhree calentlar nonths afYer the decedent's tleakh, a five percent discount
of khe kaz paid is allowetl.
PENALTV: The 15 oarcent kax awnesb non-oartic3pation penalfY is coopuked on the total of khe tv� antl inkeresk assessed,
antl not paid before Jan. 18, 1996. (the HrsY tlay after the entl of the taz a�nestv oeriotl.)
INTEBEST: Interest is chareed be6inn3ny wikh first tlav of tlelin0uencv, or n3ne nonkhs antl one tlay from the tlate of
death, to the tlake of Oavnent. iaxes which becane tlelinouenk before Jan. 1, 1982, bear interest at the rate of
six percent oer annun calculatatl at a daily rake of 0.000164. All tues whic� Eeca�e delincuent on and after
Jan. 1, 1982, will bear 3nteresk at a rate which var3es fron vear to vear vikh the rake announced bv the PA
Oeoartnent of Revenue. Rates for 1982 t�rouph 1999 wn be Fountl 3n khe Pennsvlvanla Resitlent Instruction
Booklet (REV450ll, the Pennsvlvan3a Non-resident InsYruction Booklet (BEV-1]36) or on the DeoaMnent of
Revenoe Web site wvv.revenue.skake.Da.us. The apol3cable interest rakes for 2000 throu9� 2013 are:
Interest Daily Interest �aily Intarest Oailv
Year Rate Factor Vear Rate Factor Year Rate Facior
2�00 BY. .000219 2001 9; .00024] 2002 6: .000164
2003 5Y. .00013] 2004 4% .000110 2005 5% .00013]
2006 1; .000192 20D] BX .000219 2008 ]R .000192
2009 5% .000137 2010 4°L .000110 2011-2013 3Y. .000082
InferesS is calculaYetl as fallovs:
INTEREST = BALANCE OF TAX �NPAIO X NUMBER OF WYS DELINOUENT X M1LY INTEREST FACTDR
Am notice issoetl after S�e t� becones tlal3ncuent vill reflect an interest calculaY3on to 15 tlavs
beyontl ihe tlake of the assess�ent. If pavwent is natle after the 3nterest cowputat3on tlate shovn on t�e
notice, atltlitional interest oust be calculatetl.