The URL can be used to link to this page

Home My WebLink About01-10-14 pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX v REV-1607 EX AFP (12-13) INHERITANCE TAX DIVISION STATEMENT PO BOX 280601 OF ACCOUNT HARRISBURG PA 17128-0601 DATE 01-06-2014 ESTATE OF MARTIN ELLEN J DATE OF DEATH 02-27-2013 FILE NUMBER 21 13-0284 COUNTY CUMBERLAND BOGAR LAUREN E ACN 101 1 W MAIN ST Amount Remitted SHIREMANSTOWN PA 17011-6327 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE —1 RETAIN LOWER PORTION FOR YOUR RECORDS --- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1607 EX AFP C12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT N;; ESTATE OF:MARTIN ELLEN J FILE NO. : 21 13-0284 ACN: 101 DATE: 01-06-2014 THIS 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, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-09-2013 PRINCIPAL TAX DUE: n t°' rM C8,385.08 c7 ---�va PAYMENTS (TAX CREDITS) : � �c) --� Cl rn PAYMENT RECEIPT DISCOUNT (+) � � DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PA ` -T3 Q 05-24-2013 CD017650 319.25 6,929` g C) 12-20-2013 REFUND .00 863 gOE: N rte" m Q -o 0) TOTAL TAX PAYMENT 6,385.08 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. V�\ PAYMENT: Detach the top Portion of this notice and submit with your payment made payable to the name and address Printed an the reverse side. If Payment is for a resident decedent, make check or money order Payable toe Register of Wills, Agent If payment is for a non-resident decedent, make check or money Prder payable to: Commonwealth of Pennsylvania Failure to nay 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 (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from department's was site at www.ravenue.state.pa.us, any Register of Wills or Revenue District Office or from the department's 24-hour answering service: 1.800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800.447-3020 (TT only). REPLY TO: Questions regarding errors should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601, or call (717) 787-6505. DISCOUNT: if any tax due is Paid within three calendar months after the decedent's death, a five Percent discount of the tax paid is allowed. PENALTY: The'15 Percent tax amnesty non-part icipat ion penalty is computed on the total of the tax and interest assOaed, and not,paid before Jan. 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 months and one day from the date of death, Eo the data of Payment- Taxes which became delinquent before Jan. 1, 1982, bear interest atthe, rate of six Percent Per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after Jan. 1, 1982,'vill bear interest at a rate which varies from year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through I999 can be found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Nan-resident Instruction Booklet (REV-1736) or on the Department of Revenue Web site www.revenue.state.pa.us, The applicable interest rates for 2000 through 2014 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2061 9X .000247 2002 By .000164 2003 5% .099IST 2004 4% .000110 2005 57 .000137 2006 7Y, .000192 2007 8% .000219 2008 7% .000192 2009 5Y. .000137 2010 4X 000710 2011-2014 5% .000082 Interest is calculated as fall cws. 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 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.