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-
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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.