HomeMy WebLinkAbout05-13-14 �'W DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES rr�r�R 1��N HE�t�h� CE TAX %7pennsytvania
INHERITANCE TAX DIVISION �1- ' REV-1607 EX AFP C12-13)
PO BOX 280601 RE T/,TE'1 'NIF� �F
HARRISBURG PA 17128 )i..l: '.J �-' ACCOUNT
21[,NMAY 13 pi', 12: 2J DATE 05-05-2014
ESTATE OF MASKALUNAS ALMA
DATE OF DEATH 03-30-2012
FILE NUMBER 21 12-0424
ORPHAN b - , COUNTY CUMBERLAND
SMITH DRU CUMSE.RLO@ Co'' pA
203 BYRON AVE ACN 101
HARRISBURG PA 17109-3104 Amount Remitted
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 P_ORT_ION FOR YOUR R _ __ _ _ _RECORDS F
REV-1607 EX AFP (12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** " " " ' "
ESTATE OF:MASKALUNAS ALMA FILE NO. : 21 12-0424 ACN: 101
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY TOF 05-05-2014
E PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-30-2013
PRINCIPAL TAX DUE:
82,897.01
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-28-2012 CDO16980 .00 80,000.00
04-14-2014 CDO19018 111 .65- 3,008.66
TOTAL TAX PAYMENT 82,897. 01
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. �Jw�9J�
1 �� 1
PAYMENT: Detach the top portion of this notice and submit with your payment made 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 Pa9able'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" BEY-1313). Applications are available from
department's web site at wwe.revenue.state.Pa.us, any Register of Wills or Revenue District Office or from the
department's 24-hour answering services 1-800.362-2050; services for taxpayers with spacial 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,
ATTNe Post Assessment Ravi" Unit, PO Be. 280601, Harrisburg, PA 17129.0601, 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. 18, 1996, (the first day after the and of the tax amnesty period.)
INTEREST: Interest is charged beginning with first day of delinquesev, 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 Instrbction Booklet (REY-1736) or on 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 Rate Factor
2000 SS .000219 2001 9% .000247 2002 6V '060164
2003 54 .000137 2004 4% .000110 2005 5Y. .000137
2006 7Y. .006192 2007 9% .000219 2008 7l. .000192
2009 5% .000137 2010 4Y, .000110 2011-2014 5% .000082
Interest is calculated as fallow,:
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 data of the assessment. If payment is made after the interest computation data shown on the
notice, additional interest must be calculated.