HomeMy WebLinkAbout01-04-91
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RECEIVED FROM,
Barbara MeX. Mumma
f3
ACN
ASSESSMENT
CONTROL
NUMBER
Ell
AMOUNT
Morgan, Lewi8 & Bockiu8, Atty..
2000 One Logan Square
Phi~ad.1phia, PA 19103-6993
101
$"',-;"7."1
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ESTATE INFORMATION:
FILE NUMBER
fOWHfRf.
m NAME OF DECEDENT
II DATE OF PAYMEN
EJ POSTMARK DAT
COUNTY
(FIRSTI
(Mil
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID _~~7. 567-,-~_
,
SEAL
S. S. .195-07-1889
644
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RECEIVED BY L/ ./I,V (J;
r, ,GNATURE
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REGISTER OF WILLS
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REV-1BO? EX (12-88) <
\ CO..OOWEAlTH OF PENNSYLVANIA' , "
DEPARTMENT OF REvENUE . ..
BUREAU OF INDIVIDUAL TAXES'
DE\>.. 2806D1 ,- v
HARRIS13URG, PA 17128-060\
ACN
101
INHERITANCE TAX
STATEMENT OF ACCOUNT
ESTATE OF MUMMA
DATE OF DEATH 04-12-86
NOTE: TO INSURE PROPER CREDIT
TO THE ADDRESS SHOWN <
DATE
FILE NO. 21 86-0398
COUNTY CUMBERLAND
TO YDUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
ROBERT
M
,
ARTHUR L KLEIN ESg
C/O MORGAN ETAL
2000 ONE LOGAN sg
PHILA PA 19103
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
c:;I,Jl: .A!-9111c; _ ~HJ~ _L!I'!E_ _.. _ _~.. _.. _f!EJ!,~N_ b-C?\.\'~13 ..P_O_RJ~O~_ ~C?13 _Y_O_U~_ ~Ib-~S_ _.. _ _ ..~- -.. -.. -.. - - - -..
REV-1B07 EX (12-89)
.. INHERITANCE TAX STATEMENT OF ACCOUNT ..
ESTATE OF MUMMA ROBERT M FILE NO. 21 86-0398 ACN 101 OATE 01-28-91
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,
IF APPLICABLE. A PRQuECTEO INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-16-90
PRINCIP AL TAX DUE:........................................<..........................................................................................................
665,060.43
PAYMENTS IT AX CREDITS);
PAYMENT RECEIPT DISCOUNT (~) AMOUNT PAID
DATE NUMBER INTEREST (-)
I 07-10-86 228835 21,052.63 400,000.00
07-20-87 320483 11,391.02- 205,257.00
01-03-91 600042 18,618.01- 67,567.51
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I
INTEREST IS CHARGED FROM 01-04-91 TO 02-12-91 TOTAL TAX CREDITS 663,868.11
AT THE RATES APPLICABLE AS OUTLINED ON THE I
REVERSE SIDE OF THIS FORM.' I BALANCE OF TAX DUE 1,192.32
INTEREST 14.36
I TOTAL DUE 1,206.68
. IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST
646
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A CREDIT
(CR) YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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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.
All payments received shall first be applied to any interest which may be due with any remainder applied to the tax.
REFUND (GR): 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 at the Office
of the Register of Wills. any of the 24 Revenue District Offices, or from the Department's 24-hour
Forms Ordering telephone lines in Harrisburg - (7 1 7) 787-8094, in Philadelphia - (215) 560-2065,
or in Pittsburgh - (412} 565-3601.
REPLY
TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601. Harrisburg, PA 17128-0601.
(717) 787-6505,
DISCOUNT,
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is a)Jowed.
INTEREST,
Interest is charged beginning with first day of delinquency. or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six
(6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and 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 1989 are:
Year Interest Rate Daily Interest Factor ~ Interest Rate Daily Interest Factor
1982 20% .000548 1986 10% ,000274
1983 16% ,000438 1987 9% .000247
1984 11% .000301 1988 11% .000301
1985 13% ,000356 1989 11% ,000301
1990 11% .000301
- -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 fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice,
additional interest must be calculated.