HomeMy WebLinkAbout05-13-14 pennsylvania
! DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXESWW'F LTA� o(AX REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISION STAT,, MENT .10,F,r,il�yfZCOUNT
PO BOX 280601 � i a! - V
HARRISBURG PA 17128-0601
?t€14 MAY 13 P14 0. 5-05-2014
E ATE OF BRANDY EDNA E
DATE OF DEATH 08-06-2008
FILE NUMBER 21 08-0972
ORPNANl, COUREOUNTY CUMBERLAND
MULLAUGH ELIZABETHP CUMBERLAND C0.406M 101
100 PINE STREET Amount Remitted
PO BOX 1166
HARRISBURG PA 17108-1166
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 F
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REV-1607 EX AFP C12-13) ax* INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF:BRANDT EDNA E FILE NO. : 21 08-0972 ACN: 101 DATE: 05-05-2014
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: 02-18-2014
PRINCIPAL TAX DUE: 14, 127.93
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-07-2008 CDO10513 .00 10,616.25
12-30-2008 CDO10713 .00 1 ,845.68
10-17-2013 CD918283 260.92- 1,939.00
04-21-2014 REFUND .00 12.08-
TOTAL TAX PAYMENT 14,127.93
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 decodent, make check or money order payable toe Register of Wills, Agent
If Payment is far 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 completing an
"Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-1313). Applications are available from
department's xeb site at ww.revonue.state.Pa.us, any Register of Wills or Revenue District Office or from the
department's 24-hour answering service: 1-800-362-20501 services for taxpayers with special hearing and/or
speaking needs: 1-800.447.3020 (TT only).
REPLY TO: Questions regarding errors should be addressed to: PA Department of Revenue, Bureau of Individual Taxes,
ATTN: Post Assessment Raview Unit, PO Be. 280601, Harrisburg, PA 17128-0601, or call (717) 787-6505.
DISCOUNT: If any tax due is Paid within three calendar months after the decadent'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 antl interest assasmd,
and not Paid before Jan. 18, 1996, (the first day after the end of the tax amnesty Period.)
INTEREST: Interest is charged beginning with first day of delinquency, or nine months and one day from the data of
death, to the date of payment. Taxes which became delinquent before Jan. 1, 1982, bear interest at the rate of
six percent per anngm 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 ww.revenue.state.pa.us. The applicable interest rates for 2000 through 2014 aror
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 8% .000219 2001 97. .000247 2002 68 .000164
2003 SY .080237 2004 4% .000110 2005 By .000137
2006 7/. .000192 2007 BY. ,000219 2008 7% .000192
2009 5Y, .000137 2010 4% .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 musk be calculated.