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HomeMy WebLinkAbout02-10-14 v 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 KIRSCH EUGENE G DATE OF DEATH 03-20-2013 FILE NUMBER 21 13-0476 COUNTY CUMBERLAND KEVINLEE E KIRSCH ACN 13167059 1514 KATHRYN ST Amount Remitted NEW CUMBERLAND PA 17070-1155 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:KIRSCH EUGENE G FILE NO. : 21 13-0476 ACN: 13167059 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: 12-02-2013 PRINCIPAL TAX DUE: 398.31 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 01-23-2014 CDO18693 .00 398.31 01-31-2014 SBADJUST .00 1.11 C13 M M S C37 C!) ;a t- rn t~7 n C7 C) -t6 Z3 -� ry r" o TOTAL TAX PAYMENT 398.31 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 decadent, make check or money order payable tot Register of Wills, Agent If payment is for a non-resident decedent, make check or ounce order Pexable to: Commonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due nay result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR)t 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-1513). Applications ere available from department's wait sit. at ww.revenuo.state.pa.us, any Register of Mills or Revenue District Offices or from the department's 24-hour answering services 1-800.562.2050; services for taxpayers with special hearing and/or speaking needs: 1.800-447.3020 (TT only). REPLY Tot 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 11128-0601, or call (717) 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 assested, and not Paid before Jan. 10, 1996, (the first day after the end of the tax amnesty Period.) INTERESTS Interest is charged beginning with first day of delinquonwo 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 ettfia rate of six percent oar annum calculated at a daily rate of 0.000164. All taxes which became delinquent an and after Jan. 1, 1982, will boar interest at a rata which varies from year to year with the rate announced by the PA Department of Revenue. Rates for 1932 through 1999 can be found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-resident Instruction Booklet (REV-1736) or an the Department of Revenue Web site ww.revenue.state.pa.vs. 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 Be .000219 2001 9x .000247 2002 6% .000164 2003 5t .000137 2004 4X .000110 2005 5X .000137 2006 7x .000792 2007 8x .000219 2008 7X .000192 2009 5t .000157 2010 4x .000110 2011-2014 5% .000082 Interest is calculated as fell ws. 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 and. after the interest computation data shown on the notice, additional interest must be calculated. pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP VENN) INHERITANCE TAX DIVISION STATEMENT PO BOX 280601 OF ACCOUNT HARRISBURG PA 17128-0601 DATE 02-03-2014 ESTATE OF KIRSCH EUGENE G DATE OF DEATH 03-20-2013 FILE NUMBER 21 13-0476 COUNTY CUMBERLAND KEVINLEE E KIRSCH ACN 13167058 1514 KATHRYN ST Amount Remitted NEW CUMBERLAND PA 17070-1155 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— _ _ _ _ E _ _ _ _ _ _ _ _ _ _ _ REV-1607 EX AFP C12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF:KIRSCH EUGENE G FILE NO. : 21 13-0476 ACN: 13167058 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: 12-02-2013 C-> W rri PRINCIPAL TAX DUE: C C? -rZ G27 9,978.28 PAYMENTS (TAX CREDITS) : rn C-> C.0 --j :�a x.. r- F--a r+'t rn C-"' rn C:) :a r=� PAYMENT RECEIPT DISCOUNT (+) AMOUNT P ;�c DATE NUMBER INTEREST/PEN PAID (-) '� . C7 01-23-2014 CDO18692 .00 1,97C28-- �a ► r- rn 01-31-2014 WRITEOFF .00 5.5 ev r N TOTAL TAX PAYMENT 1,978.28 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" CCR), 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 matle payable to the name and address Printed an 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: C....owealth 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 completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from department's web site at www.revenue.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: 1-800-4473020 (TT only). REPLY TO: 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 throe 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 assessad, and not Paid before Jan. 18, 1996, (the first day after the and of the tax ..nasty Period.) INTERESTS 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 Per annum calculated at a daily rate of 0.000164. All taxes which became delinquent an 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 far 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 Department 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 Rat. Factor 2006 8% .000219 2001 9R .000247 2002 6Y. .000164 2003 57 .000137 2004 4'l. .000110 2005 BY .000137 2006 7Y .000192 2007 84 .000219 2008 7Y .000192 2009 5Y. .000137 2010 4% .000110 2011-2014 3% .000082 Interest is calculated as fall ows: 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 matle after the interest computation data shown an the notice, additional interest must be calculated.