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HomeMy WebLinkAbout02-10-14 pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DEPARTMENT EX AFP VENN) INHERITANCE TAX DIVISION PO BOX 280601 STATEMENT OF ACCOUNT HARRISBURG PA 17128-0601 DATE 02-03-2014 ESTATE OF YOUNG ROBERT L DATE OF DEATH I1-15-2010 FILE NUMBER 21 11-0147 COUNTY CUMBERLAND SHIELDS CHARLES E ACN 101 6 CLOUSER RD Amount Remitted MECHANICSBURG PA 17055-9751 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 _ _—_-1_ RETAIN LOWER PORTION FOR YOUR RECORDS _ E— _ _ _ _ _ - - - - - _ _ REV-1607 EX AFP C12-13) * INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF:YOUNG ROBERT L FILE NO. : 21 11-0147 ACN: 101 DATE: 02-03-2014 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: 12-30-2013 PRINCIPAL TAX DUE: 6,846.19 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-12-2011 CDO14851 .00 6,41 .25 01-15-2014 CDO18662 27.18- 4(0242 M CC'S M n 7� r- M M c5Ca z, r" M TOTAL TAX PAYMENT 6,846.19 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. �b� 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 tot 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 tax, interest, and Penalty duo Any 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 far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from department's web site at www.r.venue.state.Pn.vs. any Register of Wills or Revenue District Office or from the department's 24-hour answering servitor 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 tot 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 Portent discount of the tax paid is allowed. PENALTYS The 15 Percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not amid before Jan. 18, 1996, (the first day after the end of the tax amnesty Period.) i 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 Par annum calculated at a daily rata of 0.000164. All taxes which became delinquent Pn and after Jan, 1. 1982, will beer interest at a rate which varies from year to year with the rate announced by the PA Department of Revonus. 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.rayon.e..tat..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 OX .000219 2001 9X .000247 2002 6X .000164 2003 5% .000137 2004 4y, .000110 2005 5X .000137 2006 It .000192 2007 ex .000219 2008 7X .000192 2069 5X .000137 2010 4X .000110 2011-2014 3X .000082 Interest is calculated as follows, INTEREST a BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax beta... delinquent will reflect an interest calculation to 15 days beyond the date of the assessment. If Payment is made after the interest computation date shown on the notice, additional interest must be calculated.