HomeMy WebLinkAbout08-08-08 COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
� ~��'���`�'E I� `��'�`�� `��NHERITANCE TAX �
BUREAU OF INDIVIDUAL TAXES �'��° �'` �` � �`�� `-
INHERITANCE TAX DIVISION �.��y�A`�v��� y;;c �'t�T�1TEMENT OF ACCOUNT
PO B�( 280601 '��� • . . -
W4RRISBURG PA 17128-0601 - REV-1607 IX AFP CO3-05)
���� ��G _� �� ��: �� DATE 08-o4-ZOOs
ESTATE OF HAAS BARBARA
����O� DATE OF DEATH 10-07-2007
aR���,� �����.� FILE NUMB�R 21 07-0927
,�~� COUNTY CUMBERLAND
�"�' ,�' � t��, �A
STEPHANIE KLEIN ���' ��R-' ACN 101
KEEFER ETAL Amount Remittod
635 N 12TH ST STE 400
LEMOYNE PA 17043 �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper crQdit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1607 EX AFP CO3-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF HAAS BARBARA FILE N0. 21 07-0927 ACN 101 DATE 08-04-2008
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT.BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FI6URE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-16-2008
PRINCIPAL TAX DUE: 22,137.54
PAYMENTS CTAX CREDITS):
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-20-2007 CD009100 1,106.88 21,340.00
07-17-2008 REFUND .00 309.34-
TOTAL TAX CREDIT 22,I37.54
HALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID ARTER THIS DATE, SEE REVERSE
SIDE 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. ) _
PAYMENT: Detach the top portion of this Notice and submit with vour payment made payable to the name and address
printed on the reverse side.
If payment if for a RESIDENT DECEDENT, make check or money order pavable to:
Register of Wills,Agent
If pavment if for a NON-RESIDENT DECEDENT, make check or money order payable to:
Coromonwealth of Pennsylvania
Failure to pav the tax, interest, and penalty due may 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, may be requested by completing an
"Application for Refund af Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available
online at www.revenue.state.ua.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 taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 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. Box 280601, Harrisburg, PA 17128-0601, phone
C717) 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% tax amnestv non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before Januarv 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first dav of delinquency, or nine C9) months and one C1) dav from the date of
death, to the date of payment. Taxes which became delinquent before Januarv 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 interest at a rate which will varv from calendar vear to calendar year with that rate
announced by the PA Department of Revenue. Rates for years 1982 through 1999 can be found in the Pennsylvania
Resident Instruction Booklet, CREV-1501), the Pennsvlvania 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 Dailv Interest Daily Interest Daily
Year Rate Factar Year Rate Factor Year Rate Factor
2000 8% .000219 2001 9% .000247 2002 6% .000164
2003 5% .000137 2004 4% .000110 2005 5% .000137
2006 7% .000192 2007 8% .000219 2008 7% .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT 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.