HomeMy WebLinkAbout10-30-09 COMMONWEALTH OF PENNSYLVANIA
PP { ,TMENT OF REVENUE
'-CORv � �I ,Ft4fANCE TAX
BUREAU OF INDIVIDUAL TAXES nyC(�C/�'7r-ii i t� i � .
INHERITANCE TAX DIVISION REG�,lAT16` 4t, OF ACCOUNT qW
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1607 EX AFP (12-08)
2009OCT30 PM12: 06DATE 10-05-2009
ESTATE OF FRY CHLOE 0
CLERK' OF DATE OF DEATH 08-27-2008
ORPHANS COI;RT FILE NUMBER 21 08-0890
CU' J PA. COUNTY CUMBERLAND
BRIDGET M WHITLEY ACN 101
SKARLATOS & ZONARICH Amount Remitted
17 S 2ND ST
HBG PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure 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 4-
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REV-1607 EX AFP (12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF FRY CHLOE 0 FILE NO. 21 08-0890 ACN 101 DATE 10-05-2009
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, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-08-2009
PRINCIPAL TAX DUE: 220,782.00
PAYMENTS CTAX CREDITS) :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-26-2008 CDO10572 11,039.10 212,000.00
09-16-2009 REFUND .00 2,257.10-
TOTAL TAX CREDIT 220,782.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
■ IF PAID AFTER THIS DATE, SEE REVERSE
TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 41,
. NO PAYMENT IS REQUIRED. /1
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.
If payment if for a RESIDENT DECEDENT, make check or money order payable to:
Register of Wills,Agent
If payment if for a NON-RESIDENT DECEDENT, make check or money order payable to:
Commonwealth of Pennsylvania
Failure to pay the tax, interest, and penalty due may result in the filing of a lien 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
online at www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the Department's
24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 CTT only).
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, P.O. Box 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57) discount
of the tax paid is allowed.
PENALTY: The 15Y. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 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 (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 (6Y,) 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. Rates for years 1982 through 1999 can be found in the Pennsylvania
Resident Instruction Booklet, (REV-1501), the Pennsylvania Non-resident Instruction Booklet(REV-1736) or on the
Pennsylvania Dept. of Revenue web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2008 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 8% .000219 2001 9Y, .000247 2002 6Y. .000164
2003 5Y. .000137 2004 4% .000110 2005 5% .000137
2006 7% .000192 2007 8% .000219 2008 7Y. .000192
2009 5% .000137
--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.
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