HomeMy WebLinkAbout05-13-13 i pennsylvania
- DEPARTMENT OFREVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-16o] EX AFP U2-12)
INHEBI�ANCE iAX DIVISION STATE M E NT 0 F ACCO U NT
PO BOX 280601
NARRISBUHG PA P128-O601
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(jF(��;��; ;:,Z OF �'+����.j-s ESTATE OF BOYD HELEN M
m C DATE OF DEATH 01-01-2012
���.'�l3 (`fflY 13 �il � JQ FILE NUMBER 21 12-0406
� COUNTY CUMBERLAND
EDWAR� P SEEBER
STE C400 1i�Ci�i� (;;�� ACN 101
555 GETTYSBl1RG PIKE �E1�t�H�'+��.�i� ���� 1 Amount Remittea
MECHANICSBURG PA gy�g�ulrN� GO., P�1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure �roper credit to your a<count, submit the upper portfon of kh3s form wiih your tax payment.
CUT ALON6 THIS LINE �► RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1607 EX AFP C12-12) �*�e INHERITANCE TAX STATEMENT OF ACCOUNT ■�■
ESTATE OF:BOYD HELEN M FILE N0. : 21 12-0406 ACN: 101 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 PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-22-2013
PRINCIPAL TAX DUE: 24,851 .63
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-01-2012 CD015789 1 ,226.02 23,294.34
09-19-2012 CD016518 .00 331 .27
TOTAL TAX PAYMENT 24,851 .63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
� IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "LREDIT^ (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OP THIS FORM ��
FOR INSTRUCTIONS.
PAYMENT: �etach the to0 Oo�tion of Yhis noYice and submit w3Yh vour payment matle oavable ko the name and atldress
prinfed on the reve�se side.
If oavmeni 3s for a resident tlecetlent, nake check or monev ortler pavable to: Registe� of W311s, Agent
If pavnent is for a non-resident tleceEenk, nake check or money order pavable to: Comnonwealth of Pennsylvania
Failure to oav khe Yax� inke�est. antl oenalty tlue mav resulY 3n ihe filing of a 19en of remrd in the
ao0rop�iate counkv, or the issuance of an Orphan's Court citakion.
REFUNO (CR): A refuntl of a kax cretlit, whlch was mt reauestetl on the Sax return, nav be requestetl bv <onpleting an
"APOlicaYion for Refund of PennsYlvania lnher3tance and Estate Tax^ (REV-1313). Aoalicat3ons a�e ava3lable from
deoartmenk's veE site at www.revenue.skate.pa.us, anv Register of Wills or Revenue Distr3ct OfHCe or from Yhe
depaMnenY s 24-hour ansvering service: 1-B00-3624050; serv3ws for taxvayers v9th soecial hearing antl/or
soeaking needs: 1-800-44]-3020 (TT onlv).
REPLY T0: puestions regartl3ng errors should be addressetl Yo: PA OepartmenY of Revenue. Bureau of Individual Taxes.
ATTN: Post Assesseent Reviev Onit. PD Box 280601, Harrisburg, PA P128-0601, or call (7P) ]8]-65D5.
�ISCOONT: If any t� tlue 3s paitl within three calentlar months afYer the tlecetlenY s tleakh, a five percenY Aiscovnt
of the Saz paitl is allowetl.
PENALTY: The 15 percent tax annestv non-participation oenalty is comoutetl on khe tetal of Y�e kax and interest assessetl,
and not pa3d before Jan. 18. 1996, Rhe first tlav afYer the end of the Yarz amnestv per3od.)
INTEREST: Interesk is chargetl be9innine with Hrst tlay of del3nuuenry, or nine nonkhs and one dav fron khe date of
death, to the tlake of pavnent. Taxes which becane Aelinpuent before Jan. 1, 1982, bear inte�est at the rate of
six percent oer annum calculaYed at a dailv raYe of 0.000164. All taxes which became tlelinnuenk on and after
Jan. 1. 1982. will bear interest at a rake vhich varies from vear to year w3kh Yhe rete announcetl by the PA
Deoarknent af Revenue. Rates for 1982 throug� 1999 can be found in the Pennsvlvania Resitlent Instruction
BookleY BEV-150ll, the Pennsvlvania Non-res9tlenk Instruction Booklet (REV-1736) or on the OeparYmenk of
Revenue Web site ww.revenue.state.0a.us. The aoolicable inYerest rekes for 2000 throueh 2013 are:
Interesk Dailv InteresY Dailv Interest Daily
Vear Rate Factor Vear Rate Factor Year Rake Factor
2000 8: .000219 2001 9% .000247 2002 6Y, .000164
2003 5Y. .00013] 2004 4% .040110 2005 5Y. .00033]
2�06 ]Z .000192 2001 BY. .000219 2008 1% .000192
2009 5Y. .00013] 2010 4Y. .000110 2p11-2013 3% .000082
Interest 3s calculatetl as follows:
INTEREST = BALANCE OF TAX UNPAIO X NUMBEN OF dIVS OELINOUENT % d17LY INTEREST FACTOR
Any not3ce issuetl after the taz becomes tlel3nouent vill reflecT an interest calculation to 15 tlms
beyond the tlake of the assessnenk. If oayment 3s matle after the 3nterest conoutaHon dake shown on the
noiicer additional inierest m�st be calculaketl. �� �