HomeMy WebLinkAbout05-13-13 `i pennsylvania
- DEPARTMENT OFREVENUE
BUREAU OF INOIVIDUAL raxES . INHERITANCE TAX REV-160] EX AFP U2-1D
INHERITANCE TAX �IVISION STATE ME NT 0 F ACC 0 U NT
PO BOX 280601 ry-
HARRISBURG PA 17128-0601 �LCO���+�} b�i���r'G OF
��n c'��c•^ �� !"�.�€ 1 DATE 05-06-2013
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ESTATE OF KURTZ JANNA M
:"`'.!l3 I �tIY 13 f I I ? 5'z DATE OF DEATH 05-15-2012
FILE NUMBER 21 12-0932
CLL"RiC C� COUNTY CUMBERLANO
KAREN KURTZ WEYL ACN 101
7 CHARLES PT ORS�HANS� COURT
Amount RemitieA
NEWARK DE Lg�g�At�J GD., PA
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLLSLE PA 17013
N�TE: TO ensure p�opa� c�etlit to you� account, submit the uppe� po�tlon Ot th15 fo�m Wlth yOUf L2X payment.
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1607 EX AFP (12-12) ■�* INHERITANCE TAX STATEMENT OF ACCOUNT ���
ESTATE OF:KURTZ JANNA M FILE N0. : 21 12-0932 ACN: LD1 DATE: 05-06-2013
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATEO ACN IN THE NAMED ESTATE. BELOW IS A SUMMARV 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: 03-18-2013
PRINCIPAL TAX DUE: 720.26
PAYMENTS CTAX CREDLTS) :
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAIO
DATE NUMBER INTEREST/PEN PAID (-)
01-17-2013 CD017075 .00 2,400.88
04-15-2013 REFUND .00 1 ,680.62-
TOTAL TAX PAYMENT 720.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE
.00
• IF PAID AFTER THIS DATE, SEE REVERSE SIOE FOR CALCULATION OF ADDITIONAL INiEREST. A
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" (CR7, YOU MAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORN �\
FOR INSTRUCTIONS. �vj
�ECO,?�>vo� o�;ir,� oF
���,s�..�� uF �:°.3�i_s
PAVMENT: Uetach the too oortion of this noiice antl submit with vour pavment natle oayable to t�e nane antl atltlress
oriniee on the rev¢rse ���3 ��flY 13 I i I �i J�
If Oayment is for a residenY tlecetlent, nake check or monev oraer payable to: Repisker of Wills, Agent
I �)�{ ..
If paYment is for a non-resi(tl�ent �/R���jrQh'� ��kaf'cpheck or noney oreer pavabla ta: Connonwealth of Pennsvlvania
Failure to pav tha tax, 3nYeN�j�Kd'bbAal�ddd��av resuli in the filing of a 13en of record in the
3pO!'Opfldt¢ ColllltYr OI' tMI{��C�CkIF��ldi'OIMA:S �1�'t ClS3SlOf1.
V U 1�1 O G f\L. �l Sl 1 5/ /{
REFUN� (CR): A refund ot a tax cretlnt, vhich was not reuuesYetl on the tax return, mav be requesketl by conolek3ng an
"ApplicaY3on for Refontl of Pennsvlvania lnheHkance and Estate Tax" BEV-1313). ApOlicat3ons are available trom
tlepartment's web site at ww.revenue.skate.0a.u5, any Re9ister of Wills or Revenue DistHCT Office or from ihe
tlepartmenY s 24-hour ansvering service: 1-800-362-2050; serv3ces for taxoayers w3th svec3al hearing antl/or
speaking neetls: 1-800-44]-3020 (TT onlv>.
REPLY T0: Ouestions re9artl3ng errors shoultl be adtlressed ko: PA Oeoartnenk of Revenue, Bureau of Intlividual Tuas,
ATTN: Post AssesseenY Reviev Unit, PO Box 280601, Narrisbure. PA 17128-0601, or call (11]) ]87-6505.
OISCOONT: If any tax tlue is paitl with3n three calendar nonths after fhe decedent'S death, a f3ve percent discount
of the tu pa3tl 3s allowed.
PENALTY: The 35 oercent tax annestv non-oart9c3pation DenaltY is conputeE on the total of the Tax and interest assessetl,
antl not paid before Jan. 18, 1996, (the first tlav atter the entl of the tax annesty Oeriod.)
INTEREST: Intarast 3s chargetl beginning with first tlay of delinquencv, or nine nonths antl one Cay Fron the date of
Eeakh, to khe date ot pav�eni. Taxes vhich becane tlal3nouent before Jan. 1, 1982, bear interest ak the reke of
s9x oercent per annum calculatetl aY a tlaily rate oi 0.000164. All t�es �hich became tlelinquent on antl after
Jan. 1, 1982, will bear intaresk at a rate vhich varias fron vear fo year �ith the rate announced bv Yhe PA
Oeoartnent of Revenue. RaYes for 1982 through 1999 can Ee fo�nd in the Pennsvlvania Resident Inskruction
Booklet (REV-150ll, She Pennsvlvania Nom resident InstrucY9on Booklet (REV-1736) or on khe OepartnenY of
Revenue Web site www.revenue.skaYe.Da.us. The applicable lnterest rates for 2000 khrough 2D13 are:
Interest Oailv Interest Oaily Interest Daily
Year Rate Factar Year Rate Factor Vear Raie Pactor
2000 BY. .000219 2001 9: .00024] 2002 6Y. .000164
2003 5% .00013] 2004 4: .000110 2005 59. .0��13�
2006 ]Z .000192 200] BY. .000219 2008 ]Y. .000192
2009 5Y. .000137 2010 4% .000110 2011-2013 3; .000082
Interest is calculatetl as follovs:
INTEREST = BALANCE OF TAX UNPAIO X NUMBER OF WYS DELINGUENT X UAILY INTEREST FACTOR
Am not3ce issuetl after the taz becoees tlelinnaent v311 reflect an interest calculaTion to 15 davs
beyond the tlate ot the assessnent. If pavnenS is natle after the interest conoutation dake shown on the �
no<ice, atlAitional inYeresk nust be calculaYetl. �