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HomeMy WebLinkAbout01-06-14 pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX DIVISION STATEMENT PO BOX 280601 OF ACCOUNT HARRISBURG PA 17128-0601 DATE 12-30-2013 ESTATE OF THOMPSON JOHN P DATE OF DEATH 08-10-2012 FILE NUMBER 21 12-1086 COUNTY CUMBERLAND JOHN P THOMPSON ACN 12503854 231 SENIOR DR Amount Remitted SHIPPENSBURG PA 17257-8762 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 _ ---- - _ _ _ _ _ - - - - - _ _ _ REV-1607 EX AFP C12-13) * * INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF:THOMPSON JOHN P FILE NO. : 21 12-1086 ACN: 12503854 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: 11-15-2013 PRINCIPAL TAX DUE: 29.21 r PAYMENTS (TAX CREDITS) : C) M M PAYMENT RECEIPT DISCOUNT (+) C� � - DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAIDrn Cn 12-06-2013 CDO18506 .50- 29.7� M ;1 C > C� _rl C� TOTAL TAX PAYMENT 29.21 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 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 tau, 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 tau 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 ww.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 should be addressed to, PA Department of Revenue,Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Sax 280601, Harrisburg, PA 17128-0601, or call (717) 787-4505. DISCOUNT: If any tax due is Paid within three calendar months after the decadent'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 assessd, 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 data of death. to the data 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 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 8X .000219 2001 9% .000247 2002 6X .000164 2003 5% .000137 2004 49 ,000110 2005 SY. .600137 2006 7X .000192 2007 88 000219 2008 TX .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 DAILY INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest caloulakion 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.