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HomeMy WebLinkAbout01-31-14 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 01-27-2014 ESTATE OF OVERCASH KENNETH H DATE OF DEATH 07-28-2012 FILE NUMBER 21 12-0915 COUNTY CUMBERLAND WALTERS III MURREL ACN 101 54 E MAIN ST Amount Remitted MECHANICSBURG PA 17055-3851 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 4-- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - REV-1607 EX AFP C12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF:OVERCASH KENNETH H FILE NO. : 21 12-0915 ACN: 101 DATE: 01-27-2014 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: 12-09-2013 PRINCIPAL TAX DUE: 22,267.91 PAYMENTS (TAX CREDITS) : ry PAYMENT RECEIPT DISCOUNT (+) AMOUNT PD rrl DATE NUMBER INTEREST/PEN PAID C-) ca 10-23-2012 CDO16678 1,052.63 20,00101 Z!! � 04-18-2013 CDO17468 .00 1,5Q�. b GJ rn 01-06-2014 REFUND .00 28 ZR t--a �s n �1f { b , V C"" TOTAL TAX PAYMENT 22,267.91 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 tap 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: Coem omtoalth of Pennsylvania 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 department's web sit. at www.revenue.stat..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 Revcnua.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 assessxd, 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 dalinquency, or nine months and one day from the date of death, to the date of Payment. Taxes which become delinquent before Jan. 1, 1982, bear interest at the rate of six percent par 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 fREY-1501). the Pennsylvania Non-resident Instruction Booklet (REV-1756) or on the Department of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2014 arcc Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 88 .000219 2001 9X .000247 2002 6% .000164 2003 5% .000137 2004 47 .000110 2005 5Y, .000137 2006 7'1. .000192 2087 BX .000219 2008 7% .000192 2009 5% .000137 2010 4Y. .000110 2011-2014 BY .000082 Interest is calculated as folla.s: 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 comoutati.. date shown on the notice, additional int.rast must be calculated. WEEMENEEMEEk