HomeMy WebLinkAbout04-02-91 (2)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 11128-0601
INHERITANCE TAX
STATEMENT OF ACCOUNT
ACN
101
REV-1BO? EX (12-89)
ESTATE OF MUMMA
DATE OF DEATH 04-12-86
NOTE: TO INSURE PROPER CREDIT
TD THE ADDRESS SHOWN.
DATE
FILE NO. 21
COUNTY CUMBERLAND
TO YOUR ACCOUNT, SU8MIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
,
ROBERT
M
ARTHUR L KLEIN ESQ
C/O MORGAN ETAL
2000 ONE LOGAN SQ
PHILA PA 19103
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
REV-1BO? EX (12-89)
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.. INHERITANCE TAX STATEMENT OF ACCOUNT ..
ESTATE OF MUMMA ROBERT M FILE NO. 21 86-0398 ACN 101 DATE 03-25-91
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 PRO~ECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-16-90
PRINCIP AL TAX DUE:...................................................................................................................................................
665,060.43
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT \ +) AMOUNT PAID !
DATE NUMBER INTEREST (-)
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
02-25-91 600206 19.02- 1,212.24
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TOTAL TAX CREDITS 665,061.33
BALANCE OF TAX DUE .90CR
INTEREST .00
TOTAL DUE .90CR
. IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF AODITIONAL INTEREST
731
(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.)
...
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 (CRl: 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- t 3131. 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 - (717) 787-8094, in ~hiladelDhia - (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.
(7171 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 allowed.
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 appliCBble 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 qelinque'nt 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.