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Home My WebLink About04-26-13 INHERITANCE TAX enns Lvania RECORD ADJUSTMENT � p y JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISTON REV-1604 EX AFP t12-12) HARRQSBURG6PA 17128-0601 ��"��{��'^� '�'� F S`�t:. �F F ��" t' ' ��` �� 4°'';°..?� DATE 04-24-2013 ESTATE OF FENTON KATHRYN E '�j�� DATE OF DEATH 11-13-2012 FILE NUMBER 21 13-D297 ��,, ,.,r.. COUNTY CUMBERLAND C��i:r� !Ji' SSN/DC KAY E FENTON �n��.�A�CJ� ��y��-�- ACN 12164248 7582 WERTZVILLE R��fl�� ,� �� Amount Remitted CARLISLE y 4 " MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SGtUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FDR YOUR RECORDS E�-� ------------°--------------------°-----°------°--------------------------°-------°------------------------°----------°--------------------°--°----°-- REV-1604 EX AFP C12-12) �* INHERITANCE TAX RECORD ADJUSTMENT 30INTLY HELD OR TRUST ASSE7S ** DATE: 04-24-2U13 ESTATE OF: FENTON KATHRYN E DATE OF DEATH: 11-13-2012 COUNTY: CUMBERLAND FILE NO. : 21 13-0297 S.S/D.C. N0. : ACN: 12164248 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. : 47a450-11 TYPE OF ACCOUNT: C � SAVINGS C � CHECKING ( � TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 07-20-2012 Account Balance 18,895.81 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 9,447.91 OF THIS HOTICE WITH YOUR TAX Debts and Deductioins 7,095.53 PAYMENT TO THE REGISTER UF WILLS Taxable Amount 2,352.38 AT THE ADDRESS SHOWN ABOYE. Tax Rate X •04`' MAKE CHECK OR MONEY ORDER PAYASLE Tax Due 105.86 T0: "RE6ISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-13-2013 CD017315 .00 105.86 TOTAL TAX PAYMENT 105.86 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE ► IF PALD AFTER THIS DATE. SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL UUE IS REFLECTED AS A "CREDIT^ CCRJ, YOU MAY' BE DUE A REFUNP. SEE REVERSE SIDE �F 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. Make check or money order pavable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penaltv due may result in the filing of a lien of record in the appropriate countv, or the issuance of an Orphan's Court citation. REFUNO (CR): A refund of a tax credit, which was not requested on the tau return, mav be requested bv completing an "Application for Refund of Pennsylvania lnherita�ce and Estate Tau" (REV-1313). Applications are available from the Department's web site, www.revenue.state.pa.us, anv Register of Wills or Revenue District Office, or from the Department's 24-hour ansvering service: 1-800-362-2050; services for taxpayers vith special hearing and/or sveaking needs: 1-B00-447-3020 (TT only). REPLY T0: puestions regarding errors contained on this notice 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. 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. PENAITY: The 15 percent tax amnesty non-participation penalty is compuYed 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 J 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, 2982 bear, interest at the rate of six vercent per annum calculated at a daily rate of 0.000164. All taxes vhich became delinquent on and after Jan, 1, 1982 will bear interest at a rate vhich will varv from vear to Year with the rate announced by the PA DeDartment of Revenue. Rates for 1982 through 1999 can be found in the Pennsvlvania Resident Instruction Booklet, (REV-150ll the Pennsylvania Non-residenY Instruction Booklet (REV-1736) or on the Pen�sylvania Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Uaily Interest Dailv Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 Z001 9% .000247 2002 6i .000164 2003 5% .000137 2004 4% .000110 Z005 5� .000137 2006 7% .000192 2007 8: .000219 2008 7i .000192 2009 5% .000137 2010 4% .ODD110 2011-2013 3i .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 comvutation date shovn on the notice, additional interest must be calculated. ..,��'%�;,�,��, INHERITANCE TAX �- � RECORD ADJUSTMENT � � � pennSy�Vah�a JOINTLY HELD DR TRUST ASSETS , DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAI_ TAXES ` INHERITANCE TAX DIVISION REY-1604 EX AFP C12-12) PO BOX 280601 HARRISBURG PA 17128-0601 t�%:.(aU 'l:! s� s. y_ :,�i DATE 04-24-2013 ��•!,��,`�''t�; (�i- `;_',';" � ;-;y ESTATE OF FENTdN KATHRYN E DATE OF DEATH 11-13-2D12 ��1L3 F1t 11 ��7 �� G� CUUNTYUMBER CUMBERLAND SSN/DC ROBERT E FENTON �� ;;- ACN 12164247 7582 WERTZ'.VILLE RD ��;° �. Z�� ;- pmount Remitted CARLISLE PA 1Q�2��-�� [�`�`J{� I CUMBEFiLAi�D i�?.: ��i MAKE CHECK PAYABLE AND REMIT PAYMENT Td: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17U13 CUT ALONG THIS LINE � RETAIN LdWER PORTION FOR YOUR RECORDS !-� ------------------------------------------------°-----------------------------°----------°°-------------------------------------------------------------°--- REV-1604 EX AFP C12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 04-24-2013 ESTATE OF: FENTON KATHRYN E DATE OF DEATH: 11-13-2012 COUNTY: CUMBERLAND FILE NO. : 21 13-0297 S.S/D.C. N0. : ACN: 12164247 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTTTUTION: MEMBERS 1sT FCU ACCOUNT N0 . : 470450-11 TYPE OF ACC�UNT: C ) SAVINGS C � CHECKING C � TRUST C � TIME CERTIFICATE DATE ESTABLISHED 07-20-2012 Account Balance 18,895.81 NOTE: TO ENSURE PROPER CREDIT TO YUUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 9,447.91 OF THIS NOTICE WITN YdUR TAX Debts and Deductio�ns - 8��86•87 PAYMENT TO THE RE6ISTER OF WILLS Taxable Amount 1,361 . 04 AT THE ADDRESS SHOWN ABOYE. Tax Rate X .045 MAKE CHECK OR MONEY DRDER PAYABLE Tax Due 61 .25 T0: "RE6ISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RE:CEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 03-13-2013 CD017314 .00 61 .25 TOTAL TAX PAYMENT 61 .25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 70TAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A �' I ^CREDIT^ CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the top portion ot this notice and submit with your 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 Orvhan's Court citation. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested bv completing an "Application for Refund of Pennsylvania lnheritance and Estate Tax^ (REV-1313). Applications are available from the Department's web site, www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the DeDartment's 24-hour answering service: 1-500-362-2050; services for taxvayers with special hearing and/or speaking needs: 1-B00-447-3020 (TT only). REPLY T0: ouestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit. PO Box 28D601, 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. 18, 1996, (the first day after the end of the tax amnesty period.) INTEREST: Interest is charged be9inning with first day of delinquency or nine months and one dav from the date of death to the date of pavment. 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 vill vary from vear to vear with the rate announced bv 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 Pennsylvania Deptartment of Revenue Web site www.revenue.state.pa.us. The avulicable interest rates for 2000 through 2013 are: Interest Daily Interest Dailv Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor Z000 8% .000219 2001 9% .000247 2002 6% .000164 2003 5% .000137 2004 40 .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 2006 7% .000192 2009 5% .000137 2010 4i .000110 2011-2013 3i .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X ➢AILY INTEREST FACTOR Any notice 3ssued after the tax 6ecomes delinquent will reflect an interest calculat3on 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.