HomeMy WebLinkAbout06-07-13 � pennsylvania
DEPARTMENTOFREVENUE
BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX REV-1607 EX RFP (12-12)
INNERITANCE TAX �SVISION STATE ME NT 0 F ACCOUNT
PO BOX 280601
IURRIS6URG PA 17I2E-0601 R[COi�D�D OFFICE OF
RE�ISTe�2 Of P�ILLS DATE 06-03-2013
f' ESTATE OF SEES JEFFREY 0
JU�3 JUN 7 P�i 1 31 DATE OF DEA7H 02-16-2010
FILE NUMBER 21 10-0217
DOUGLAS G MILLER CLERK CF . couNrr CUMBERLAND
60 W POMFRET ST
ORPHANS' CflURT AcN ioi
CARLISLE CaAIQF��1.I}�4(a'O., PA Amount Ramikted
MAKE GHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
NOTE: To ensura proper crediS to your account, subm3t th• upper port3on of Yhis form w3th your taz payment.
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1607 EX AFP C12-12) ■�■ INHERITANCE TAX STATEMENT OF ACCDUNT ��■
ESTATE OF:SEES JEFFREY 0 FILE N0. : 21 10-0217 ACN: 101 DATE: D6-03-2013
THTS 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� AHD, IF APPLICAHLE, p PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-29-2013
PRINCIPAL TAX DUE: 4,074.87
PAYMENTS (TAX CREDITS) : �
PAYMENT RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-29-2011 CD014219 49.57- 4,583.05
05-17-2013 REFUND .00 458.61-
TOTAL TAX PAYMENT 4,074.87
BALANCE OF TAX DUE .00
IN7EREST AND PEN. •00
TOTAL DUE
.00
� IF PAID AFTER THIS UATE, SEE REVERSE SIOE FOR CALCULATION OF ADOITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). VOU MAY HE DUE A REFUND. SEE REVERSE S2DE OF THIS FORM
FOR INSTRUCTIONS. �*
�;i
PRYMENT: Detach the top portion of Yhis notiee and sub�it viGh vour vsnent wads Oefreble to i�e na�a antl atldress
orintetl on the reverse side.
If oaveant is for a resitlant tlecedent, wake eheek or �onav ortler nava0le ko� R�Bister af Wills, Rpeni
If oaveank is for a non-rasident decadeni. �ake chack or �onev ortl�r navabla to� Conorweal4h of Pannsylvania
Failure to nav the 4u, inlarest, and uanaltv tlua �av result in the tilinp af� a li�n e{ neortl in the
aoorooriate rountv. or ths 3ssuenea of an Oro�an's Court citation. � �
REFUN� (CR)v A retund of a tu croAit, w�ich vas nof requaskad on tha taz raturn. �av Ea rauuested M co�nlekin9 an
"Apnlication for Rafuntl oi P�nnsvlrania lnhsritence antl Esteta Tarz" (REV-1313). Aoolieations ara available frw
tleDari�enk's web si4a et ww.ravanua.stata.oa.us, any Repister of Wills or Ravenua Distriet Offica or tro� the
tleVart�ent's 24-hour answerine sarviea: 1-800-362-2050; services for taspayers wi4h spaciel heerine and/or
speeking naeds: 1•800-447-3020 CTT onlv).
REPLV T0: Guastions raBartlinp errors should ba addrassad to: PA Daoart�ant of Revenus, Bureau of Intlivi0ual Tanes,
ATTN� Post Aszass�ent Raview Unit, PO !m[ 280601. Harrisburp. PA 17128-0601. or eall pl7) 787-6505.
oI5C0UNT� If aro tax tlue is oaitl �ithin k�ree calandar �onths afier iha dacadant's daalh, a fiva oarcani tliscoun4
of the tmc oaid is allowaA.
PEtULTY: T�e 15 oercent tax aenasty non•pariieipafion panaltv is co�nutetl on tha total of the taz and intarest assessatl,
end not oaid bafora Jan. I8. 1996. (tha first Aav after t�e entl of the tu� a�nastvi ceriod.)
INTEREST: InkeresY is charBetl beainninp with firsk tlay of delinquancy, or nina �on4hs and ona day frow the data of
deekh, io tha date at On�ent. Taxes ��ic� beca�e tlelinOUanY bafore Jan. Ir 1982r bear inkeresk ak Yhe rete of
siz Oe�tant pe� annu� caleulatetl at a tlai1Y rata of O.OQ0164. R11 to�es w�ich beca�e tlelinpuent on antl afte�
Jan. 1. 1982, will bear interast at a rata rhich varies fran vear to vear with the rata announeotl Cv the PA
OeVartnent of Revenue. Rates for 1982 throuBh 1999 can be found in the Pennsylvania Residen4 Instruction
Booklet CREV-1501), t�o Pannsvlvania Non-rasiCant Instruetion Booklat (REV-17i6) or on tha Daoart�ont of
Revenua Web sita www.ravanue.steta.oe.us. Tha apolicable inkerest ra4es for 2000 throueh 2013 are:
Interxsk Dailv Intarest Uailv Interest Dailv
Vear Rate Factor Year Nate Factor Vear Nate Factor
2000 8X .000239 2001 9Y. .000241 2002 6Y. .000164
200i 5Y. .00Oli7 2004 4X .000130 2005 5Y. .000137
2006 7Y. .000192 2007 8X .000219 2008 ]% .000192
2009 5X .000137 2030 4Y. .000110 2011-2013 3X .000082
Interest is calculated as follws�
INTEREST = BRLANCE OF TAX UlWAID X NUNBER OF MYS OELINCUENT X 011ILY INTEREST FRCTOR
Rnv notice issued after the tm�beco�as tlelinquant will reflact an interesf calculation ko IS tlays
barond tha data of fhe assczs�ant. If oev�ani is �eda af�ar t�a Sntorest ewoutetion date z�ewn on tha
notiee, atltlitional interest �ust be <alculatetl.