HomeMy WebLinkAbout05-13-13 _ _
s i pennsylvania
- . DEPARTMENT OFREVENUE
I NERIn ANCE TA% 0 VISI NL TA , .. �_ Q HERITANCE TAX REV-160] EX AFP Q2-12)
Po eoz �easoi �`��`�'" � �' �t1�' �+�S��EMENT OF ACCOUNT
NARRISBURGPAI]128-0601 �EC�� ;�l�I`\ V1� �'�'�� �-�"''�
'L+i3 (TIRY 13 F�l 3 5� DATE 05-06-2013
ESTATE OF TREGO MARY J
DATE OF DEATH 02-OL-2012
��E�'� U'� FILE NUMBER 21 12-0196
ORPHANS� COU�iI COUNTY CUMBERLAND
BRADLEY � G��pp���LAP�G CO., PA ACN 101
200 N HANOV� ����
Amount RemitteE
CARLISLE PA 17013-2423
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensura proper credit to your account, submit tha uppar portion af this form with your tax payment.
CUT ALONG THIS LINE _ _ _ _� RETAIN LOWER PORTION FOR YOUR RECORDS �
" " " " - - - - - - - - - " " " " " " - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ' - - - "
REV-1607 EX AFP (12-12J ��� INHERITANCE TAX STATEMENT OF ACCOUNT ���
ESTATE OF:TREGO MARY J FILE N0. : 21 12-0196 ACN: LO1 DATE: 05-06-2013
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAVMENTS, THE CURRENT BALANCE, ANO, IF APPLICAHLE, A PROJECTED INTEREST FIGl1RE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-18-2013
PRINCIPAL TAX DUE: 8,927.03
PAYMENTS CTAX CREDLTS) :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-27-2012 CD015905 446.35 13,000.00
04-15-2013 REFUND .00 4,519.32-
TOTAL TAX PAYMENT 8.927. 03
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
. 00
� IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR LAILULATION OF AODITIONAL INTEREST.
SF TOTAL OUE IS REFLECTED AS A ^CRED2T^ (CR), VO❑ MAV BE DOE A REFUND. SEE REVERSE SIDE OF THIS FORM ��
FOR INSTRUCTIONS.
PAYMENT: Detach the top portion of Yhis notice and s�bnit wiYh vour paynent natle pavable to the name antl atlEress
printed an the revarse side.
If oavnent is for a residant tlacetlenT, nake check or monev ortler payable to: Register of Wills. Agent
If payment is for a non-ras3tlent decetlent. �ake check or noney order pavable to: Couaonwealth of Pennsylvania
Failure to oav the tax. 3nterest, and Denaltv due nav result in the fil3ng of a lien of recortl 9n the
a00ro0�iate counb, or the 3ssuance of an Orohan's Court citation.
REFUNO (CR): A refund of a tax cred3t, wh3ch was not requested on Yhe Yaz return, may be requested by complet3ng an
"ADGlication For RePontl of Pennsylvania lnher3tance antl Estate Tax^ (REV-1313). ApOlications are ava3lable fron
departnant's web site ak ww.revenue.staie.pa.us, any Register of Wills or Revenue 03sir3ct Office or fron Yhe
tleoarYment's 24-hou� answering service: 1-800-362-2050; serv3ces far taxpavers w3kh sDecial hearin9 antl/or
s0eakin8 needs: 1-800-44�-3020 (TT onlv).
REPLY T0: puestions re9artl3ng errors shoultl be atldressed to: PA Oeoarteent of Revenue, Bureav of lndivitlual Taxesr
ATTN: PosT Assessnent Review Unit, PO Box 280601. Har�isburg, PA P128-O601, or call VP) ]8]-6505.
OISLOONT: If anv taz tlue is paid within khree calentlar nonths after the tlecetlenY s tleath, a Hve Oercent tl3scaunt
of the tu vaid is allowetl.
PENA�TY: The 15 percent kax amnestv non-partic3pakion Oenaltv is con0uketl on the total of the tax and interest assessed,
and not oa3tl before Jan. 1B, 1996, (the Hrst tlay after tha entl of khe tax amnestv oeHOtlJ
INTE0.EST: Inkerest is charged ba9�nning v3th first tlav of tlelinquencv, or n3ne months and one tlav trom the date of
tleath, Ya the tlate of Oaynent. Taxes which becane delinouenk before Jan. 1, 1982, bear interest aY the rate of
six oercent per annun calculatad a} a tlaily rate of 0.000164. All tares ahich becane tlelinquent on antl after
Jan. 1, 1982, will bea� interest ak a rake which varies fron yea� to vear vikh Yhe rete announceE by the PA
Departmenk of Revenue. RaYes For 1982 through 1999 can be found in tha Pennsylvania Resitlent Inskruction
Booklet (REV-150ll, the PennsYlvania Non-res3tlenf Instruction Booklet (REV-1736) or on the Oepartnenk of
Revenue Web sike v�W.revenue.state.oa.us. The aPplicable interest rates For 2000 through 2013 are:
Interest Oailv Interest �aily Intaresk Oailv
Vear RaYe Factor Year Rate Facior Vear Rate Factor
2000 8% .000219 2001 9% .00024] 2002 6% .000164
2003 SY. .00013] 2004 4% .00O1I0 2005 5Y. .00013]
2006 ]: .000192 200� 8: .000239 2008 ]: .DOD192
2009 5% .00013] 2010 4% .000110 2011-2013 3% .U00082
Interest 3s calculated as follows:
INTEREST = BALANLE OF TAX ONPAID X NUMBER OF MYS OELINOUENT X MILV INTEREST FACTOR
Aro nokice issued after the tu becomes tlelinquent w311 reflect an interest calculation to 15 days
bevond Yhe date of the assessnent. If oavmenS 3s nade after the interesi co�outakion date shown on the .
notice. atltl3T3ona1 3nterest must �e calculaYetl. ��