HomeMy WebLinkAbout01-06-14 (2) y INHERITANCE TAX
RECORD ADJUSTMENT QV Pennsylvania
BUREAU OF INDIVIDUAL TAXES
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 12-24-2013
ESTATE OF NECCI JOHN J
DATE OF DEATH 01-11-2013
FILE NUMBER 21 13-1089
COUNTY CUMBERLAND
SSN/DC
CAROL A STRAUB ACN 13103418
722 ALEXANDER SPRING RD Amount Remitted
CARLISLE PA 17015-7645
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1604 EX AFP (12-13)
* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 12-24-2013
ESTATE OF: NECCI JOHN J DATE OF DEATH: 01-11-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-1089 S.S/D.C. NO. : ACN: 13103418
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO. : 305514-11
TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 07-06-2007
Account Balance 4,664.23 NOTE: TO ENSURE PROPER Ci�EDIT Iq YOUR
Percent Taxable X 0.500 ACCOUNT, CSUBMIT TtW- UP?�ERnPORTION
Amount Subject to Tax 2,332. 12 OF THIS @TAE WIT:1L YOIt,RgAX
Debts and Deductions - 2,412.88 PAYMENT TD TIE REC�TEW fV WILLS
Taxable Amount •00 AT THE AgR?S$rSHOWN ApV8.
Tax Rate X .045 MAKE CHEC 6R �@ON6V) ORftFPPAYABLE
Tax Due •00 TO: "REGIS%&XOF A4 LL Q-ENT."
TAX CREDITS :,
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID M
DATE NUMBER INTEREST/PEN PAID C-)
'tt
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE 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.
PAYMENT, Detach the top portion of this notice and submit with your payment made payable to the nave antl address
Printed on the reverse side.
Make check or money order payable to: REGISTER OF WILLS. AGENT.
Failure to Pay 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
the Department's web site, www.revenue.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, 1-880-447-3020 (TT only).
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, PO Box 280601, Harrisburg, PA 17128-0601. or call
(7I7) 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-participation Penalty is computed on the total of the tax and interest assesgd,
and not paid before Jan. 18. 1996, (the first day after the and 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 to the date of Payment. Taxes which became delinquent before Jan. 1, 1982 bear, interest at the 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 will bear interest at a rote which will vary from year to Yearwith the rate announced by the
PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
Deptartment of Revenue Web site .w 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 2001 9% .000247 2002 6% .000164
2503 57 .000137 2004 4X .800110 2005 5% .000337
2006 7% .000192 2007 BR .000219 2008 78 .000192
2009 5% .000137 2010 4% .000110 2011-2014 3% .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X WILY 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 shownon the
notice, additional interest most be calculated,
.REV-1470 EX(01-10)
2113-108
pennsylvania INHERITANCE TAX 189-09-9916
DEPARTMENT OF REVENUE EXPLANATION 01/11/2013
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PA
DECEDENT'S NAME
John J Necci 2113-1089
REVIEWED BY ACN
Robin /Agent 191 13103418
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Applied debts of$ 2,412.88 against the above A C N.
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