HomeMy WebLinkAbout02-10-14 MMW�7
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Q�6 DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISION
PO BOX 280601 STATEMENT OF ACCOUNT
HARRISBURG PA 17128-0601
DATE 02-03-2014
ESTATE OF WOOSTER ALICE H
DATE OF DEATH 07-25-2011
FILE NUMBER 21 11-1090
COUNTY CUMBERLAND
HUGHES ESQ JAMES D ACN 101
STE 1 Amount Remitted
354 ALEXANDER SPRING
CARLISLE PA 17015-7451
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— ------ -------
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REV-1601 i FF�*I i i:fK)----I* -i7WH i k f fA E f A7k W
ESTATE OF:WOOSTER ALICE H FILE NO. : 21 11-1090 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: 08-12-2013
PRINCIPAL TAX DUE: 21,337.52_
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE rn
NUMBER INTEREST/PEN PAID C-) C') rTl C-)
C_- 0
10-21-2011 CDO15097 460.53 8,7W
06-14-2013 CDO17751 412.68- 12,5 M:5,-.>
01-21-2014 REFUND .00 rs wlp-
r— = M CD ;0
";a C> C>
C-> CD "Ti
C-- F a r- rTl
>
TOTAL TAX PAYMENT 21,337.52
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 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 tax. interest, and penalty due may result in the filing of a lien of record in the
appropriate cqunty. or the issuance of an Orphan's Court citatigni.
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 site at www.ravenue.state.Pa.us, any Register of Wills or Revenue District Office or from the
department's 24-hour answering service: I-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
REPLY TOa Questions regarding errors 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 all (7I7) 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 assesad,
and not Paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period.)
INTEREST: Interest is charged.beginni.o 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 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.reyenue.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 _ BY. .000219 2001 9% .000247 2002 by .0001 b4
2003 5% .000137 2004 4% .000110 2005 5% .000137
2006 7Y .000192 2007 eY .000219 2008 7Y. .000192
2009 57. .000137 2010 4Y, .000110 2011-2014 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 date of the assessment. If payment is made after the interest computation date shown on the
notice, additional interest must be calculated.