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HomeMy WebLinkAbout05-16-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;- �-�} n;, ��-F a"1� �'"- �"; �` '�"' INHERITANCE TAX $�iJREAU�F INDIVIDUAL TAXES �_,.� �;...� ( ' '�,,, i 'f_�� f :�1°' �M�HERIZ E TAX DIVISION --, ,,��--�,�, ,. `° RECORD ADJUSTMENT � eaoc 2eo6oi t�s`� i,,t=„���.;� ��;a,- ��l�I�N�LY HELD OR TRUST ASSETS WIRRISBURG PA 17128-0601 REV-1604 D( AFP CO3-05) Z��I���Y I� �� I�� �� DATE 04-02-2008 ESTATE OF EBY ALMA N DATE OF DEATH 12-27-2006 ������ FILE NUMBER 21 07-1103 ���F� ���� CDUNTY CUMBERLAND SSN/DC 206-10-9146 BARBARA DAV���F�4�;k>���� ��;.�,� �� ACN 07106256 350 HEMLOCK LN Amount Remitted ETTERS PA 17319 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � N���N����N����N�M��M������N��N��M��N�/M��Y����������M������M������M������Y���������/����M������M������w��N��N��N��M��������NO��N��p��p REV-1604 E�C AFP CO3-05� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 04-02-2008 . � ESTATE OF EBY ALMA N DATE OF DEATH 12-27-2006 COUNTY CUMBERLAND FILE N0. 21 07-1103 S.S/D.C. N0. 206-10-9146 ACN 07106256 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FULTON BANK ACCOUNT N0. 9932-31213 TYPE OF ACCOUNT: CX) SAVINGS ( ) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 01-12-1983 Account Balance •00 NOTE: TO INSURE PROPER CREDIT TO Y�UR Percent Taxable X� 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •�� OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •�� PAYMENT TO THE RE6ISTER OF WILLS Taxable Amount •00 AT THE ADDRESS SHQWN ABOVE. Tax Rate-1 X •45 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 T0: "RE6ISTER OF WILLS, A6ENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) �j�"� .� V * s PAYMENT: Detach the top portion of this Notice and submit with your payment made payable ta the name and address printed on the reverse side. --Make check or monev order pavable to: REGISTEROFWII�LS,AGENT. Failure to pav the tax, interest, and penalty due mav result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, mav be requested bv completing an "Application for Refund of Pennsylvan3a Inheritance and Estate Tax" (REV-1313). Applications are available online at www.revenue.state.aa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpavers with special hearing and/or speaking needs: 1-500-447-3020 CTT onlv). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Bax 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent C5%) discount of the tax paid is allowed. PENALTY: The 15% tau amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency or nine (9) months and one C1) day from the date of death to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after Januarv 1, 1982 will bear inte�est at a rate which will varv from calendar year to calendar year with that rate announced by the PA Department of Revenue. Rates for years 1982 through 1999 can be found in the Pennsvlvania Resident Instruction Booklet, CREV-1501), the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania Dept. of Revenue web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2008 are: Interest Daily Interest Dailv Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 S% .D00219 2001 9% .000247 2002 6% .000164 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 7/ .000192 2007 g% .000219 2008 7% .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINWUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-7470 EX(8-88) r' �� INHERITANCE TAX CQMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Alma Eby 2107-1103 REVIEWED BY ACN Department of Revenue/ Emerson Luciano 07106256 ITEM SCHEDULE Np, EXPLANATION OF CHANGES The above referenced ACN has been reduced to zero, as this account was reported on the probate return. Paqe 1