HomeMy WebLinkAbout07-12-13 INHERI7ANCE 7AX
RECORD ADJUSTMEN7 � pennsylvania
JOINTLY HELD OR TRUST ASSETS � DEPARTMENTOFREVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION REV-1604 EX AFP (12-12)
PO BOX 280601 �
HARRISBURG PA 17128-0601
RECORGED OFFICE OF
REGIS'rR OF I�IILLSESTATE OF KAUFFMAN13 GIDEON
�_i ry� qDATE OF DEATH 04-11-2011
cU,3 JU!_ �2 PII 2 L�OUNTYUMBER CUMBERLAND
STEVE KAUFFMAN CLERK OF ACN/DC 1118349g617
1460 wESSree DR ORPH.4NS' COURT ame��c Rem3ttoE
CARLISLE PA i�@�����A�D CO., PA
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �► RETAIN LOWER PORTION FOR YOUR RECORDS !-�
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REV-1604 EX AFP (12-12�
■■ IHHERITANCE 7AX RECORD ADJUS7MENT JOINTLY HELD OR 7RUST ASSETS ■�
DATE: 07-01-2013
ESTATE OF: KAUFFMAN GIDEON DATE OF DEATH: 04-11-2011 COUNTY: CUMBERLAND
FILE NO. : 21 13-0025 S.S/D.C. N0. :
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION : CITIZENS BANK OF PENNSYLVANIA ACCOUNT N0. : 6100733483
TYPE OF ACCOUNT: O SAVINGS ( b CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 06-08-1972
Account Balance 37.443.81 NOTE: 70 ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0 . 166 ACCOUN7, SUBMIT 7HE UPPER POR7ION
Amount Subject to Tax 6,240.76 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - .00 pqyMENT TO THE RE6ISTER OF WILLS
Taxable Amount 6,240.76 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045
MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 280.83 T0: "REGIS7ER OF WILLS, AGENT.'•
TAX CREDITS :
PAYMENT RECEIPT DISCOUNT (+) qryOUNT PAIU
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-16-2013 TOTAL TAX PAVMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE g0.83
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
x IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1F TOTnL oVE IS ftEFLECTEO AS A
"LREDIT" CCR), YOU MAY BE OUE A REFUND. SEE HEVERSE SIDE OF THIS FORM FOR INSTHUCTIONS.
`V
PAYMENT: Detach the top oortion of this notice and submit viYh vour oavmenY made oavable to the name antl adtlress
orintetl on the reverse sitle.
Make check or money order oavable to: REGISTER OF WILLS, AGENT.
Failure ko oav the faz, interesY, antl DenaltY tlue may result in the filing of a lien of �ecord in She
aooropriate countv, or khe issuance of an Oro�an's Court cikation.
REFUNO (CR): A refund of a tax creditr which was not reauesked on the Yax �ekurn, may be �equested by comDlet3ng an
"ApPl]C2t10� fo� Refund of Pennsylvania ln�eritance antl Esiate Taz" (REV-1313). Apolications are available f�om
the Oepartment's veb site, ww�+.revenue skate �a.us, anY Register of Wills or Revenue DisYritt Office. or from
Yhe DeOarkment's 24-hour ans�ering service: 1-800-362-2050; services for kax0ayers with soecial hea�ing and/or
soeaking needs: 1-800-44]-3020 (TT onlY).
REPLY T0: Ouestions �egartling errors containetl on this notice should be atltlressed to: PA Oepartment of Revenue, Bureau
of Individual Taxes. ATTN: Post Assessment Reviev �nik. PO Box 280601. Ha�risburg. PA 17128-0601, or call
O11) 78]-6505.
DISLOUNT: If any taz tlue 3s paid v3i�in Mree calentlar months after the tlecedenY s death� a Five Percent tliscount
of Yhe tax Paitl is allowed.
PENALTV: The 15 Dercenk taz amnesty non-DarY3cipation oenalkv is comouted on Yhe fotal of the Yaz and interesk assessetl,
and nok oaid before Jan. 18, 1996, (the Hret day after the end of khe tu amnesky oeriod J
INTEREST: Inkerest is charged be9inning w3th first dav of tlelinquencv or nine manths and one dav from the tlate ot
tleaTh to the tlate of oavmenk. Taxes wh3ch became delinquent before Jan. 1. 1982 bea�, interesk af the reke of
six percenf ver annum calculatetl at a daily rete oF 0.000164. All kaxes which became tlelinquenf on antl afte�
Jan. 1, 1982 will bear inkeresi aY a raie which rill vary from vear ko vear rith the rate announced bv the
PA Deoartment af Revenue. Rates for 1982 through 1999 can be fountl in the Pennsylvania Resitlent InsYruction
Booklet. (REV-1501) khe Pennrylvania Non-resitlent InsYruction Booklet (REV-1]36) or on the Pennsylvania
Deotartment of Revenue Web s3te �+�+v.revenue.state.pa.us. The aoolicable interesf rates for 2�00 Mrough
2013 are:
Interesk OailY Interesf Dailv InteresY Dailv
Vear Rate Factor Year Rate FacYOr Vear Bate Factor
2000 B'/. .000219 2001 9% .00024] 2002 6: .000164
2003 5Y, .00013] 2004 4% .000110 2005 SY. .000137
2006 7Y. .000192 2001 8Y. .000219 2008 ]Y. .000192
2009 5Y. .00013] 2010 4Y. .000110 2011-2013 3% .000082
Inferest is calculated as follows:
INTENEST = BALANCE DF TAX UNPAID X N�MBER OF MYS DELINpUENT % DAILY INTEREST FACTOR
Anv notice 3ssuetl after the tax becomes tlelinvuent will reflect an interest calculation io 15 days
Cevontl the dake of the assessmenk. If pavment is made afker the interest computakion tlate shown on khe
notice, adtliYional inierest musY be calculatetl.
REV�u]o F�c(ot4D)
: �`T� pennsylvania lNHERITANCE TAX
_ �' DEPARTMENT OF REVENUE EXPLANATION
BUREAU OFIN�IVIOUALTAXES OF CHANGES
PO Box T80601
DECEDENTS NAME FILE NUMBER
Gideon Kauffman 2113-0025
REVIEVJED BY ACN
Joan M. Peters 107
ITEM
SCHEDULE Np, EXPLANATION OFCHANGES
The above referenced Account Control Number has been adjusted to reflect the changes;
the tax rate has been changed from 15% to 4.5%.
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