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HomeMy WebLinkAbout01-06-14 ' INHERITANCE TAX RECORD ADJUSTMENT "` Pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - --- INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 12-13-2013 ESTATE OF RUNKLE EMMALOU DATE OF DEATH 09-29-2011 FILE NUMBER 21 11-1378 COUNTY CUMBERLAND SSN/DC JEAN E KRAFT ACN 11176318 9143RD STREET SE Amount Remitted LYNNWOOD WA 98037 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- ------------------------------------------------------------------------------------------------------------------------------------------°------°--°---------- REV-1604 EX AFP (12-12) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 12-13-2013 ESTATE OF: RUNKLE EMMALOU DATE OF DEATH: 09-29-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-1378 S.S/D.C. NO. : ACN: 11176318 ADJUSTMENT BASED ON: PROTEST BOARD DECISION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO. : 11743-00 TYPE OF ACCOUNT: ( X) SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 09-16-1970 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0. 166 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITRL,--YOUR I#X Debts and Deductions - •00 PAYMENT TETHE REGMTEFPMWILLS Taxable Amount •00 AT THE ADRE3S SHO?,N ABOVE] Tax Rate X .045 MAKE CHECW,01 eqNEr ORD1+R% AYABLE Tax Due •00 TO: "REG '*Rr-OF WILLS"I "ENT. M TAX CREDITS : ca PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) C) -T1 C F-A = K rn Cn Q e 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. V� 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. 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.oa,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 contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past 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-P.rticipati.n penalty is computed on the total of the tax and interest assessed, 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 rate which will vary 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 Pennsylvania Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: 1 ' ' Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .000247 2002 6Y. .000164 2003 57 .000137 2004 4% .000110 2005 SY. .000137 2006 7Y, .000192 2007 BY .000219 2008 7% .000192 2009 BY .000137 2010 4% .000110 2011-2013 3% .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 data of the assessment. If payment is made after the interest computation date shown on the notice, additional interest must be calculated. INHERITANCE TAX „ RECORD ADJUSTMENT ' . pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 12-13-2013 ESTATE OF RUNKLE EMMALOU DATE OF DEATH 09-29-2011 FILE NUMBER 21 11-1378 COUNTY CUMBERLAND SSN/DC JEAN E KRAFT ACN 11176320 9143RD STREET SE Amount Remitted LYNNWOOD WA 98037 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— ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP (12-12) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 12-13-2013 ESTATE OF: RUNKLE EMMALOU DATE OF DEATH: 09-29-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-1378 S.S/D.C. NO. : ACN: 11176320 ADJUSTMENT BASED ON: PROTEST BOARD DECISION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1sT FCU ACCOUNT NO . : 11743-04 TYPE OF ACCOUNT: ( X) SAVINGS ( ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 02-01-2001 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0. 166 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount •00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 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. �1 r 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. 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: 1-800-447-3020 (TT only). REPLY TO: 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 1717) 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 assessed, 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 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 will vary 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 Pennsylvania Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 BY .000219 2001 97 .000247 2002 6% .000164 2003 5% .000137 - 2004 4Y. .000110 2005 5% .000137 2006 7Y. .000192 2007 BY .000219 2008 7Y. .000192 2009 5V .000137 2010 4Y .000110 2011-2013 3Y. .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 data of the assessment. If payment is made after the interest computation date shown on the notice, additional interest must be calculated. a INHERITANCE TAX ' RECORD ADJUSTMENT . pennsylvarna JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ----- ' INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 12-13-2013 ESTATE OF RUNKLE EMMALOU DATE OF DEATH 09-29-2011 FILE NUMBER 21 11-1378 COUNTY CUMBERLAND SSN/DC JEAN E KRAFT ACN 11176322 9143RD STREET SE Amount Remitted LYNNWOOD WA 98037 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— -------------------------------------------------------------------------------------------------------------------------------------------------------------- EX AFP (12-12) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 12-13-2013 ESTATE OF: RUNKLE EMMALOU DATE OF DEATH: 09-29-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-1378 S.S/D.C. NO. : ACN: 11176322 ADJUSTMENT BASED ON: PROTEST BOARD DECISION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : MEMBERS 1sT FCU ACCOUNT NO. : 11743-11 TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-31-1984 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0. 166 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount •00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 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. 01 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. 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.stat..oa.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 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 (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-participation penalty is computed on the total of the tax and interest assessed, 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 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 will vary 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 Pennsylvania Deptartment of Revenue Web site www.revenue.state.p..us. The applicable interest rates for 2000 through 2013 are:. _.. Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 V. .000219 2001 9; .000247 2002 67 .000164 2003 5: .000137 2004 47 .000110 2005 5% .000137 2006 77 .000192 2007 _ V. .000219 2008 77. .000192 2009 5% .000137 2010 -4% .000110 2011-2013 3% .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 data of the assessment. .If payment is made after the interest computation date shown on the notice, additional interest must be calculated.