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HomeMy WebLinkAbout11-05-90 (2) \ REV-oi;;;3 ,E~~AFP 0090_ COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE !IUREAU OF INDIVIDUAL TAXES nEPT. 280601 HARRlSBURG# PA 17128-0601 ACN 201 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE 11-05-90 ESTATE OF MUMMA ROBERT DATE OF DEATH 04-12-86 M FILE NO.21 86-0398 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TME UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". ARTHUR L KLEIN ESQ C/O MORGAN ETAL 2000 ONE LOGAN SQ PHILA PA 19103 REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Re..itted CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V=48Ji-EX-iiFP--Ci:9-0j------il.-Nb-ficif-OF--nETEiiMiiiAfibii-Aiin-AlisESliHENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MUMMA ROBERT M FILE NO.21 86-0398 ACN 201 DATE 11-05-90 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 16.387.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 644.007.80 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 644.007.80 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (- ) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 642 INTEREST .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE SEE REVERSE SIDE lIF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PURPOSE OF NOTICE: PAVMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: INTEREST: 01'",,- " -.0 n~" "7) c a ,.,., , (") ,- :z c:) :oJ .~ _. -. - ,'. ,- I Ul " E: To fulfill the requirements of Section 1745 (b) of the Inheritance and Estate Tax Act, Act Z55 of 1982. (7Z Pa. C.S. section 1745). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the re\ferse side. -- Hales check or money order payable to: REGISTER OF HILLS, AGENT. All payments received shall be applied first to any interest which may be due with any remainder applied to the tax. A refund of a tax credit, may be rgquested by cOlIPleting an "Application for Refund of PennsYlvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of thg Register of Wilis, any of the Z4 Revenue District Offices or from the Department's Z4-hour Forms Ordering telephone lines in Harrisburg (717) 787-8094, in Philadelphia (215) 560-2065 or in Pittsburgh (41Z) 565-3601. Any party in interest not satisfied with the assessment of tax as shown on this notice may Object within sixty (60) days of reCeipt of tl1is Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at audit of the personal representative, OR -wappeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inh9ritance Tax Return for a Resident Decedent" (REY-15011 for an explanation of administratively correctable errors. Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (18) months frOM the date of death. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6X) percent per annum calcuiated at a daily rata of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 1990 are: Veal" Interest Rate Daily Interest Factor Veal" Interest Rate Daily Interest Factor 1982 ZOX .000548 1986 lOX .000Z74 1983 167- .000438 1987 9X .000Z47 1984 llX .000301 1988 llX .000301 1985 13X ,000356 1989 llX .000301 1990 117. .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR --Any Hotice issued after the tax becomes delinqUent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If pay_ent is made after the interest co.potation dats shown on the Notice, additional interest must be calculated.