HomeMy WebLinkAbout01-27-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 020173
CAULFIELD JOANNE
90 RIVER WALK DRIVE
ASHEVILLE, NC 28804-4405
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
__________ --------
101 $90.15
ESTATE INFORMATION: SSN:
FILE NUMBER: 2114-0820
DECEDENT NAME: CAULFIELD WINIFRED T
DATE OF PAYMENT: 01 /27/2015
POSTMARK DATE: 01/24/2015
COUNTY: CUMBERLAND
DATE OF DEATH: 06/16/2014
TOTAL AMOUNT PAID: $90.15
REMARKS:
CHECK# 2364
INITIALS: DB1
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
-00 River Walk Drive
Asheville. NC 28804
.January 23, 2015
828-545-7729
Bureau of Individual Taxes
Inheritance Tax Division
PO Box 280610
Harrisburg, PA 17128-0601
To whom it may concern:
RE: Notice of Inheritance Tax Appraisement
Winifred Caulfield
File#21 14-0820
I have received your notice regarding the tax payment for the above-mentioned account. Since the tax was
paid within three months of decedent's death, we are in agreement that a discount applies. There is, however,
a discrepancy between your arithmetic and mine in calculating the discount.
Your letter of 1/19/15 indicates that the discount on $34,217 is $1,706.11. This does not equal 5%, which is the
stated discount for taxes paid within 3 months of decedent's death, according to your instructions. (Even
though the last two lines are completely misleading and resulted in the error to begin with.)
12. PAYMENT OF TAX
The tax assessed on the transfer of the property reported in the return is payable within
nine(9) months after the decedent's death. The granting of an extension of time to file the
tax return does not extend the time for payment of the tax ultimately found to be due. If tax
is paid within three(3)calendar months after the decedent's death, a 5% discount will be
allowed on the actual tax paid within the three-month period. A discount is not allowed on
any amount, which may be subsequently refunded. Discount must be calculated using one
of the following methods:
MAXIMUM DISCOUNT=TAX PAID WITHIN 3 MONTHS OF THE DECEDENT'S DATE
OF DEATH x .05263.
I believe the correct arithmetic is as follows:
$34,217.00
M
x 0.05 discount �?
$1,710.85 CD
cs
r-� v N1-71
Amount of tax responsibility: _ r
f�.._ yrs --„7
$ 34,217.00
- $1 710.85 `'A
$32,506.15 - rn
cn
C) -
CD
Amount paid: .,�
$32,416.00
Amount due:
$32,506.15
-32.416.00
$ 90.15
Therefore, I am enclosing a check in the amount of$9 .15, which is the balance of tax due.
C/oanne Caulfield
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