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HomeMy WebLinkAbout08-02-13 INHERITANCE TAX JOINTLYE HE D ORJ 7RUST ASSETS � P��nsylvania BUREAU OF INDSYIDUAL TAXES DEPqqTMEN7 OFREVENUE ZNXERITAHCE TAX DIVISIOX REYQ684 IX AFP {i2-72) P4 MX 260d01 iURRISBURC PA 11126-0601 DATE 07-23-20I3 ESTATE 4F 6�WER PATRICIA M DATE OF DEXTN 04-23-2012 FILE NUMBER 21 12-1055 COUNTY CUMBERLAND PAUL W GpWER SSN/DC 201-18-5741 ACN 12151726 33 PINE RIDGE CIR p�nount Ra�ittad ENOLA PA 17025^2056 ��� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 C4URTHOUSE SQUARE CARLiSLE PA 17013 CUT Al4NS TNIS LINE �*! RETAIH LOWER PORTION FOR YDUR RECBRDS +t� REV-1604 EX AFP (12-12� � ��—�~� ��•_�•� �■ TNHERIUNCE TAX RECQRD AIIJUSTFIENT J6INTLY NELB OR TRUST ASSETS xr AATEs Q7-23-2013 ESTATE OF: GOWER PATRICIA M DATE OF DEATH: 04-23-2012 C�UNTY: CUMBERl.ANU PILE NO. : 21 12-1055 S.S/D.C. NQ. : 201-18-5741 ACN: 12151726 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORNATiOH FINANCIAL INSTITUTION: nE7RO BaNK ACCOUNT N0. : 512065301 7YPE OF ACCOUNT: C ) SAVINGS < 70 CHECKING t ) TRUST t > TIME CERTIFICATE DATE ESTABLISHED p1-02-1492 Accaunt Balance ��� NOTE: TO ENSUR�;pRDPER t3EEDZT�y'i� YOUR Percent Taxable X D-•500 ACC4UNT,��/IT TI�'UP!'i6t�OR7TON Amount Sub3ect to Tax •00 OF THIS �,E WITii1'�Y0� ��1X Dabts and Deductions ��� PAYMENF 7� I01E�-�-REC�2S�TE�.iRE WIl�S Taxable Anount ♦ •�� AT TNE AUbR�T�-�SNt�I A�1�`fy. Tax Rete X .045 MAKE CHEG'� 0'(! ,(M1dNEY OR�R.:,�PAYA6LE 7ax Due ��a TDz "RE�Stfi{-•AF I�QEL55; ��A'�ENT." �ry F.� -_, _3 TAX CREDITS: �ry s — , PAVNENT RECEIPT DISCOUNT (+) �" _....� �..�..• ., ,' "�i DATE NUMBER IN7EREST/pEN PA2A (J AMOUN7 PAID..�� t ;.� t39-25-2022 CDO1d558 .Op 26 .98 �-' 'j F4TA� TAX PAYMENT 261.48 BALANCE 8F TAX DU INTEREST AND PEN. - TOTAL DUE � TF PAID AP7ER THIS DATE. SEE REVERSE FOR CALCULFTSON OP ADDITLOHpL SN7EREST. TP TtlT�i ouE IS REPIECiEp AS A "CRELI7^ (CR7, vDU MAV HE DUE A REFUND. SEE REYERSE SIDE OF THIS FORM FOR INSTRUCTIONS. � � PRYMENT: Oetach t�a tov oortion of this notica and s�Mit with vour nsv�ant �eAa oavabla io the na�e and atltlress orinGA on tha rawna sitle. Maka chack ar �onav ordar osvable 40: RE6ISTER OF WILLS, A6ENT. Failura 4o Oev the tmc, intarest, anA oanaltv tlua �av resulY in tha filinp of a lien of raeortl in the aoorooria4e eountv, or tha issuance of an Orohen's Court citation. REFUND CCR)s A refuntl af a ku� Sr�tlit,.rh3<h r�s not rypwstaE.m.kM tu r�hrn.,��l/ b� nawsLtl bY eawl�LinY an "Anvlieation far R�funtl of Pmnrylv�ni� InMMtane� mA Estq4� Ts[• (REV-1313). AOOliwtiona an ara�lWla frw th� Mo�rh�nt•s r�b sit�, wr•evrwu.fiat�.w.w,�py R�v1�t�r�of'Wills or�R�v�ou� District Offie�, oo�fra� t�� Mnart�ant's 26-hour �nsw�Hnp s�rvie�� i-lBO-562-2058; s�rvieu for taxnw�rs rit� snacial h�arinp anC/or so�akino nsads� 1-8a0-447-3020 (TT only). REPLY T0� Gusations re0ertlinp amors eontein�d an t�is not3ee sheultl 0� atltlt�asa�tl to� PA Departunt of Rsvmw, lunau of IntlivSdual Taxas� �TTN: Post Ass�sswnt R�vS�J Unit, PO �aa�260601, Na�ris6urp, P� 17128•0601, or call � O1'I) 787-6505. DISCOUNT� If am tarz due is paid within k�rae calantlar �onihs after tha d�eatl�nt's dlath, a tive Dercent tliseount of the tax oeitl is allewaA. PENALTV: T�e 15 oarcant tax a�naztv non-partieination penalb is co�nutad on tha kotal of t�e tu and intarast essesaetl, and not oaitl bcfora Jan. 18, 1996. R�e first Aay aftar t�� �nd of tha tan amastv oeriotlJ INTEREST: Int�r�st is charpid bapinninp w3i� firat Cq of tlalinau�ncY or nine wpihs antl ono tlav fro� tha E�ta of doth ko tbe d�L of p�v�ani. T�xas whfeh b�eaa tl�linqumt dafore Jan. 1, 19l2 baar, inbnst at tM raL of , six o�rc�nt oar annu� c�leulat�tl at a d�ilv rake of �0.0001i4. All 4u�s r�ie� b�cn� A�linownt on anE aftar Jan, 1. 1962 rill Ewr inbroat at e rat� rhich will wr9 fro� v��r te v�ar with th� rob snnounc�d bv tha PA QcDartHnt of R�yww. IGtes far 1982 thrauph 1999 em b� found in tM Pannsylrania R�sidont Insiruetion Bookl�t. CREV-1501) tha Pannsvlvania Non-rssid�nt Inskruckfon {eakl�t CREV-1736) or on tha Pw+nsYlrania Oeniart�ent of Ravanue Wab sita www.ravanue.stata.pa.ua. Th� aoolicabls in4arest ratas for 20D0 throuo� 2013 aro� Intarest Dailv Intsrast Uailr Intarast Oailv � Year Rata Faetor Year Rate Factor Vear Rata Faetor � 2000 8X .000219 2001 9X .00024� 2002 69: .000164 2003 5% .00013] 2004 4Y. .000110 2005 5X .000131 2006 7Y. .000192 2007 8X .000219 2008 7X .000192 � 2009 5% .00013] 2030 � 4X .000110 2011-2013 3X .000082 Intarast is caleulat�tl �s follws: IN7EREST : pp�ANGE OF TIU( II�AID % NUN�ER OF R4V5 DELIN4UENT X d17LY INTEREST FIICTOR Rny notiea issuetl aftar t�a tax Doeo�as Aalinouent �ill reflact an intarest ealculakion 40 15 dws � bevond the dsta of thr assess�nt. If ounan! is �sAe after the intarost co�outation Oate shwn on the notice, additional intsr�s4 �ust b� calcul�latl.