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HomeMy WebLinkAbout05-13-14 (2) z7- pennsylvania (L';; y .c' q[ DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES �FU�(-=�ISN !F �•�T(!OCE TAX REV-1607 EX AFP (12.13) INHERITANCE TAX DIVISION T-EMEt'F,;1�(DF ACCOUNT PO BOX 280601 �'{4�}�„T, ., I HARRISBURG PA 17128-0601 2011,MAY 13 12: 2 DATE 05-05-2014 ESTATE OF HARVEY SR LARRY E DATE OF DEATH 04-07-2013 lj� FILE NUMBER 21 13-0675 . t v'G'URi COUNTY CUMBERLAND CONFAIR SUSAN BER AND CO., PA ACN 101 2331 MARKET ST -- Amount Remitted CAMP HILL PA 17011-4642 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-- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - - - - - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ REV-1607 EX AFP (12-13) **� INHERITANCE TAX STATEMENT OF ACCOUNT �xB ESTATE OF:HARVEY SR LARRY E FILE NO. : 21 13-0675 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: 03-17-2014 PRINCIPAL TAX DUE: 18,141. 10 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 09-25-2013 CDO18172 .00 17,552.04 04-22-2014 CDO19049 4.40- 593.46 05-02-2014 SBADJUST .00 .67 TOTAL TAX PAYMENT 18,141.10 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. `K 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 far 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 tot Commonwealth of Pennsylvania Failure to pay the tax, interest, and Penalty due may result in the filing of a lion 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.ravenuo.state.Pa.us, any Register of Wills or Revenue District Office or from the department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or .Peaking needs: 1-800-447-3820 ITT only). REPLY T0: Questions regarding errors should bo addressed to: PA Department of Revenue,Bureau of Individual Taxes, ATTM: Post Assessment Review Unit, PO Box 28060E Harrisburg, PA 17128-0601, or call (7173 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 7.5 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessd, 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 date of death, to the data 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 J, the Pennsylvania Nan-resident instruction Booklet (REV-1736) or on the Department of Revenue Web site www.r.vanue.state.pa..s. 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 or .008219 2001 4X .000247 2002 67 .000164 2003 6% .000137 2004 4% .000110 2005 57. .000137 2606 7X .000192 2807 BX .000219 2008 77 .000192 2009 5% .000137 2010 47. .000110 2011-2014 37 .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 beco..s delinquent will reflect an interest calculation to 15 day. beyond the data of the assessment. If Payment is made after the interest computation date shown on the notice, additional interest must be calculated.