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Home My WebLink About01-31-14 INHERITANCE TAX RECORD ADJUSTMENT pennsyLvarna BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 01-23-2014 ESTATE OF MEALS GEORGE C DATE OF DEATH 12-06-2012 FILE NUMBER 21 13-0281 COUNTY CUMBERLAND JAMES MEALS SSN/DC ACN 13107787 13 VICTORIA WAY Amount Remitted CAMP HILL PA 17011-1727 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 +- ---------------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 01-23-2014 ESTATE OF: MEALS GEORGE C DATE OF DEATH: 12-06-2012 COUNTY: CUMBERLAND FILE NO. : 21 13-0281 S.S/D.C. NO. : ACN: 13107787 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5005751025 TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-06-2008 Account Balance 12,584.00 NOTE: TO ENSURE PROPER EREDIT TO YOUR Percent Taxable X 0. 166 ACCOUNT,,:�;UBMIT T1ii UP-43EX PORTION Amount Subject to Tax 2,097.38 OF THIS ITOP CE WITH YpR:->TAX Debts and Deductions - •00 PAYMENT TO-t F§ RE-41ST" %F WILLS Taxable Amount 2,097.38 AT THE /DD-SESS SI 1N *B(rW� . Tax Rate X •00 MAKE CHM' q MONe'Y 0,5 R PAYABLE Tax Due 00 T0: "R.1�9ISTLR OF WIL<bSi=,AGENT." TAX CREDITS: C-) � `�' - --- PAYMENT RECEIPT DISCOUNT (+) AMOUNT P/CID !" I� DATE NUMBER INTEREST/PEN PAID (-) r 04-02-2013 CDO17394 .00 X94.38 Cn C? 'Ti TOTAL TAX PAYMENT 94.38 BALANCE OF TAX DUE 94.38CR 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 .,der payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may result in the filing of a lion of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR): A refund of a tax credit, which man 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,stat9.oa.us. any Register of Wills or Revenue District Office, or from the Department's 24-hour answering servlce: 1.800.362.2050; Services for taxpayers with special hearing and/or speaking needs: 1.900.447.3020 (TT Only). REPLY TO: Questions regarding errors contained on this notice should be addressed toe PA Department of Revenue,Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17129.0601, or call (717) 787.6505. DISCOURTm If any tax due is paid within three ealondar months after the decedent's death, a five Percent discount of the tax Paid is all ow ad. PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assesmd, and not paid before Jan. 18, 1996. (the first day after the end of the tax amnesty Poriod.) INTEREST: Interest is charged lieginhing with first day of delinquency or nine months and one day from the data of death to fh,a date of payment. Taxes which became delinquent before Jan. 1. 1992 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, 1902 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 an the Pennsylvania Deptartment 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 Rata Factor Year Rate Factor Yen, Rate Factor 2000 BY .000219 2001 9X .000247 2002 67 .000164 2003 5% .000137 2004 4X .000170 2005 5% .000137 2006 It .000192 2007 BY .000219 2008 7X .000192 2009 58 1000137 2010 0 .000110 2011-2014 By .00p092 Interest is calculated as followse INTEREST m 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 mad. after the interest computation date shownon the ..ties, additional interest must be calculated. INHERITANCE TAX RECORD ADJUSTMENT peI1I1SyLVan•�a BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 01-23-2014 ESTATE OF MEALS GEORGE C DATE OF DEATH 12-06-2012 FILE NUMBER 21 13-0281 COUNTY CUMBERLAND TORIAN E MCCORMICK SSN/DC ACN 13107789 APT 208 Amount Remitted 5440 MARINELLI RD NORTH BETHESDA MD 20852-2525 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 �-- REV-1604 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 01-23-2014 ESTATE OF: MEALS GEORGE C DATE OF DEATH: 12-06-2012 COUNTY: CUMBERLAND FILE NO. : 21 13-0281 S.S/D.C. NO. : ACN: 13107789 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5005203088 TYPE OF ACCOUNT: ( X) SAVINGS C ) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-06-2008 Account Balance 304,314.00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0.166 ACCOUNT, SUBMIT THE- UPPER PORTION Amount Subject to Tax 50,720.01 OF THIS NDTICE WIT -- YO" �?AX Debts and Deductions - •00 PAYMENT i�E TIE RECZISTEE(g WILLS Taxable Amount 50,720.01 AT THE ADDR S SHdJ A )V;6. Tax Rate X •00 MAKE CHEG5g 0 *ONFW ORI)It AYABLE Tax Due •00 T0: "REgS:REI�O FW F 1LLSQ' 9WENT." TAX CREDITS: u2 ;,, ° c� � -n PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID ;1 ---:;- DATE NUMBER INTEREST/PEN PAID (-) ^p N C() C) r"a d 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. 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.ps.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 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 assesfed, 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 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 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 _Doptartment 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 8% .000219 2001 9/. .000247 2002 6X .088164 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 77 .000192 2007 By .000219 2008 7X .000192 2009 5/. .000137 2010 4X .000110 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 data of the assessment. If Payment is made after the interest computation data showman the notice, additional interest must be calculated.