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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 02-03-2014
ESTATE OF SHOPE JANET
DATE OF DEATH 12-26-2012
FILE NUMBER 21 13-0021
COUNTY CUMBERLAND
DAVIDSON JOHN S
ACN 101
320 WEST CHOCOLATE AVE Amount Remitted
PO BOX 437
HERSHEY PA 17033-0437
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 (12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF:SHOPE JANET FILE NO. : 21 13-0021 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: 98,428.38
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-25-2013 CDO18177 .00 50,000.00
10-16-2013 CDO18281 .00 48,428.38
01-10-2014 CDO18639 79.42- 7 9nj4 2
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TOTAL TAX PAYMENT 98,428.38
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. �81
PAYMENT: Detach the top Portion of this notice and submit with your payment each 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 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 ...Plating an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
department's web site at ww.revenue. tate.pa.us, am Register of Wills or Revenue District Office or from the
department's 24-hour answering service: 1-800-362-2050; services for taxpayers with spacial hearing end/or
speaking needs: 1-B00-447-3020 (TT only).
REPLY T0: Questions regarding orrors should be addressed to: PA Department of Revenue,Bureau of Individual Texas,
ATTN: Post Assessment Review Unit, PO Be. 280601, Harrisburg, PA 17128-0601, or cell (717) 787-6505.
DISCOUNT. If am tax due is Paid within three calendar months after the decedent's death, a five Percent discount
of the tax Paid is all wed.
PENALTY: The 15 percent tax amnesty non-P.rtIcIPotion Penalty is computed on the total of the tax and interest assessd.
and not,Paid before Jan. IB, 1996, (the first day after the end of the tax amnesty Period.)
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INTEREST. r Interest is charged beginning with first day of delinquency, or nine months and one day fro. the data of
death, to the'date of Payment. Taxes which became delinquent before Jan. 1, 1982, bear interest at the rate of
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,six Pereoht`per annum.calculated at a daily rata of 0.000164. All taxes which baeese delinquent on and after
f - -Jan.41, 1982, will,beer,Interest at a rate which varies from year to year with the rata announced by the PA
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of
Oeeartment' Revenue? 'Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
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Booklet (REV-1501). the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Department of
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'Revenue Wdb`s ite,ww:Pa v r enue.slat e.pa.us. The applicable interest rates for 2000 through 2014 are:
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Interest " , Daily Interest Daily Interest Daily
'Year Rate' •Factor Year Rate Factor Year Rate Factor
V �
vi
2000 8% .000219 2001 9% .000247 2002 6X .000164
2003 5X .000137 2004 4X .000110 2005 5% .000137
2006 7X .000192 2007 a% .000219 2008 7X .000192
2009 5X .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
Am 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.