HomeMy WebLinkAbout01-06-14 pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX lw
REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISION
PO BOX 280601 STATEMENT OF ACCOUNT
HARRISBURG PA 17128-0601
DATE 12-30-2013
ESTATE OF WOTRING BETTY E
DATE OF DEATH 03-18-2013
FILE NUMBER 21 13-1332
COUNTY CUMBERLAND
KERRY N WOTRING ACN 13118139
304 WERTZ AVE
Amount Remitted
MECHANICSBURG PA 17055-4069
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 —► RETAIN LOWER PORTION FOR YOUR RECORDS E-
- - - - - - - - -- - - -- - -- - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - --- - - - - - - - - - - - - - -- - - - - - - - - --
REV-1607 EX AFP (12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT N;;
ESTATE OF:WOTRING BETTY E FILE NO. : 21 13-1332 ACN: 13118139 DATE: 12-30-2013
! 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: 04-01-2013
PRINCIPAL TAX DUE: 512.98
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-") AMOUNT PAID
12-19-2013 CDO18553 .00 512.Q$
12-27-2013 SBADJUST .00 Q M �rnj
o
z
r't'y I'y1
Q? ( CJ
C7 `sT
� I
C
:L► N r M
-0 C-0 O
GJ
TOTAL TAX PAYMENT 512.98
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.
PAYMENT: Detach the top portion of this notice and submit with your Payment made payable to the name and address
Printed on the reverse side.
If payment is for a resident decedent, make check or money order Payable to: Register of Wills, Agent
If payment is for a non-resident decedent, make check or money order payable to: Commonwealth of Pennsylvania
Failure to Pay the tax, interest, and penalty due may result in the filing of a liar of record in the
appropriate county, or the issuance of an Orphan's Court citation.
REFUND (CR): A "fund 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 web site at was.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: 1-800-447.3020 (TT only).
t
REPLY TO: Questions regarding errors should be addressed to: PA Department of Revenue,Bureau of Individual Taxes,
ATM 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-participatign penalty is computed on the total of the tax and interest assesmd,
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 a.. 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 rate which varies from year to year with 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 Department of
Revenue Web site wwx.revenue.state.pa.us. The applicable interest rates for 2000 through 2014 are:
C.� Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 6% .000219 20D1 9Y, .ODD247 2002 6% .000164
2003 5'/. .000137 2004 4Y. .000110 2005 5% .000137
2006 7Y. .pQtl792 2007 BY .000219 2008 7% .000192
2009 59 .000157 2010 4% .000I70 2011-2014 37 .000082
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 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.