HomeMy WebLinkAbout05-13-13 �� �
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DEPARTMENT OFREVENUE
BUREAU OF INDIVIDUAL "fAXES INHERITANCE TAX REV-16o7 Ex AFP (12-12)
INHERITANCE TAX DIYISION STATEMENT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601 �
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� - '��' DATE 05-06-2013
�tL��` „ ; � �!�"' ' '_, ESTATE OF STUART GRACE S
'����� �rffi�� J-3 !`" ' ? �- FILE NUMBERTH �0-09_1066
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COUNTY CUMBERLAND
ARNOLD B KOGAN (;��}+�y �,. ACN 101
4250 CRUMS MILL ROADQ������d�, I,. ..,�•- Amount Remitted
PO BOX 6991 C �,q�{.�,+ ,� �=� '�iji
HARRISBURG PAUI-7`Yi�P"�U'9�b�� 4::_�., ;'�°;
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 your tax payment.
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS �
REV-1607 EX AFP C12-12� *** INHERITANCE TAX STATEMENT OF ACCOUNT **�
ESTATE OF:STUART GRACE S FILE NO. : 21 11-1066 ACN: 101 DATE: 05-06-2013
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BE�OW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION O�F ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT: 03-18-2013
PRINCIPAL TAX DUE:: 52,320.09
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-06-2012 CD015428 2,616.00 52,000.00
04-15-2013 REFUND . 00 2,295.91-
TOTAL TAX PAYMENT 52,320.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
* IF PAID AFTER THIS DATE, SEE REVERSE SIDE FDR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIDNS. ��\
1
PAYMENT: �etach 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 pavable to: Register of Wills, Agent
If vayment is for a non-resident decedent, make check or money order payable to: Commonaealth of Pennsylvania
Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the
apprapriate county, 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 Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from
department's web site at www.revenue.sYate.pa.us, any Register of Wills or Revenue District Office or from the
department's 24-hour answering service: 1-600-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 CTT only).
REPLY T0: Questions regarding errors should be addressed to: PA Department of Revenue, Bureau of Individual Taxes,
ATTN: Post Assessment Reviea 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.
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 0.000164. All taxes which became delinquent on and after
Jan. 1, 1982, will bear interest at a rate which varies from vear to year with the rate announced by 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-P 36) or on the �epartment of
Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are:
Interest Daily Interest Dailv Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 6% .000219 2001 9% .000247 2002 6% .000164
2003 5% .000137 2004 4i .000110 2005 5i .000137
2006 7% .000192 2007 6% .0�0219 2008 7% .000192
2009 5% .000137 2010 49; .000110 2011-2013 3% .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINpUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an 3nterest 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.