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HomeMy WebLinkAbout02-10-14 i 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 02-03-2014 ESTATE OF BAKER MADELYN V DATE OF DEATH 01-03-2012 FILE NUMBER 21 13-0171 COUNTY CUMBERLAND BLEECHER ESQ ROB ACN 101 STE 200 Amount Remitted 1205 MANOR DR �9 MECHANICSBURG PA 17055-4926 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 REV-1607 EX AFP (12-13)- -- - I*; INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF:BAKER MADELYN V FILE NO. : 21 13-0171 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: 12-23-2013 PRINCIPAL TAX DUE: 4,382.60 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) rn 04-02-2013 CDO17387 .00 4,04 VO9 M 01-23-2014 CDO18694 73. 11- 41 M6 G> Q 01-31-2014 SBADJUST .00 W250 03 M G> --i C:7 ['t � (.f) "� Q c> p r- rrI r- -i FV C> tV TOTAL TAX PAYMENT 4,382.60 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 too portion of this notice and submit with your payment made payable to the name and address Printed on the rev.rse side. If Payment is for a resident decedent, make check or money order payable tot Register of Wills, Agent If payment is for a ..p-resident decedent, make check at money order payable tot 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 as 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 ww.revenue.state.pa.us, arty Ropister of Wills or Revenue District Office or fro. the deeertment's 24-hour answering service: 1-800.362.2050; services for taxpayers with spacial hearing and/or speaking needs: 1.800-4473020 (TT only). REPLY 70s 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 call (717) 787-6505. DISCOUNT, If any tax due is Paid within three calendar months after the decoddht's death, a five Percent discount of the tax paid is allowed. PENALTY: The 15 Percent tax amnesty non-participation penalty Is computed an the total of the tax and interest assestod, and not Paid,before Jan. 18, 1996, (the first day after the end of the tax amnesty PeNbd.) m < . o t* ��� t INTEREST, Clhtgr�est 0charp.d(bpBi inp with first rst day of delinquency, or nine rvo mooths and one day from the data of (� ri ply, to t e deS M pPent. Taxes which became delinquent before Jan, 1, 1982, bear interest at the rate of �5£a�ercd.opa r lannuQc ItUlatad at a daily rate of 0.000164. All taxes which became delinquent on and after of 1982. v� pA4.terest at a rate which varies from year to year with the rate announced by the PA R a Tpeoartmet�of R6"�r nue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction ao431 et [f�R6yY-75O U.-thafannsylrania Non-resitlent Instruction Booklet (REV-1736) or on the Department of QRiRnuo Web site ww.reVbnue.stata.pa.es. The applicable interest rates for 2000 through 2014 are: N .. C/1 rc Interest Daily Interest Daily Interest Daily Yeat Rate Factor Year Rate Factor Year Rate Factor 2000 as .000219 2001 9X .000247 2002 By .000164 2003 S% .000137 2004 4% .000110 20D5 SX .000137 2006 7% .000192 200? ex .000219 2008 7X .480192 2009 5% 1000137 2010 4% .000110 2011-2014 5% .000082 Interest is calculated as follow.z 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 data of the assessment. If Payment is made after the interest computation date shown on the notice, additional interest must be calculated.