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Home My WebLink About07-12-13 RECORi1ED OFFIC[ OF' ]� pennsylvania REGISTEit OF k'<i� � `��' DEPHRTMENTOFREVENUE BUREAU OF INDTVIDUAL TAXES IN�ERITANCE TAX REV-16o7 IX nFP (12-12) INHERITANCE TAX DIVISION �jqr�T TF�f�*�FNT OF ACCOUNT HARRISBURG6PA17120-0601 1U13 JUI. 1% I I � � (�( CLERK 0'r DATE 07-08-2013 ORPHANS� COURT ESTATE OF WERTZ RICHARD H DATE OF DEATH 04-27-2013 CUMBERLAND CO., PA FILE NUMBER 21 13-0540 COUN7Y CUMBERLAND RICHARD R WERTZ p�N 13501559 428 SUNGLOW CT Amount Remitted . ORLANDO FL 32803-6724 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NDTE: To onsure propor croEit io your aecount, submit tho upper porSlon of this form wlth your tax payment. CUT ALON6 THIS LINE �—► RETAIN LOWER PORTION FOR YOUR RECOROS F - - - - - - - - - - - - - - - - " " " " " " ' - " - - - - - - - - - - - - - - - - - - - - - - - - - " " " " " " ' - - ' - - REV-1607 EX AFP (12-12) ■�■ INHERITANCE TAX STATEMENT OF ACCOUNT ■�■ ESTATE OF:WERTZ RICHARD H FILE NO. : 21 13-0540 ACN: 13501559 DATE: 07-08-2013 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE� APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PkOJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-24-2013 PRINCIPAL TAX DUE: 216.42 PAYMENTS CTAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-15-2013 CD017631 10.82 205.60 TOTAL TAX PAYMENT 216.42 BALANCE OF 7AX DUE .00 INTEREST AND PEN. . 00 TOTAL DUE .00 t IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. 1/� IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM ; � FOR INSTRUCTIONS. PAYMENT: Dekach the too oortion of this nokice and submit v3Yh your uavmenk maCe oayable to khe name and address printed on the reverse side. , If oaymenk is for a resitlenk decedent, make check or money order oavable to: Register of Wills, Agenk If oayment is for a noo-resident decetlent. make check ar money order pavable to: Commonwealth of PennsYlvania Fa31ure to oay the taz, interest, antl oenalty due mav result in the Filing of a lien of recard in the aooropriate countv, or khe issuance of an Orvhan's Co�rY citakion. REFUND (CR): A refund of a kax credit. which vas not reuuestetl on the taz reYUrnr maY be reouestetl by completing an "ApplicaYion for Refund of Pennsylvania lnheritance and Eskate Tax" (REV-1313). Applications are available From departmenk's veb site at vw.revenue.skate.pa.us, anv Register of Wills or Revenue OistricT Office o� From khe deparYment's 24-hour answering service: 1-800-3624050; services for Yazoayers with soec3al hearing antl/or speaking needs: 1-800-44]-3020 QT onlv). REPLY T0: puestions regartl3ng errors should be atltlressed to: PA DeOa�tment of Revenue. Bureau of Indivitlual Taxes. ATTN: Post Assessment Review Unit, PO Box 280601� Harrisburg, PA 17128-0603, or call O17) 18]-6505. UISCOUNT: If any tax due 3s paitl vithin three calendar monkhs after Yhe tlecetlenY s tleath, a five oerceni discount of the kax paitl is allowed. PENALTY: The 15 percent tax amnestv non-partic3oat3on Oenaltv 3s com0uted on khe tokal of tF.e tax and interesk assessetl, antl nok paid before Jan. 18, 1996, (khe first tlav afker the enE of the tax amnesty Oeriotl J INTEREST: IMerest is chargetl beginnin9 with First tlay of tlel3nquenw. or n3ne months antl one dav from the tlate of tleakh, to Yhe tlake of pavment. Taxes vhich became tlelinauent before Jan. 1, 1982, bear inkerest at the rate of s3x percent per annum calculaketl at a tlaily rate oF 0.000364. All t�es which became delinnuenk on and aHer Jan. 1, 1982. vill bear interest ak a rete vhich var3es from vear ko year with Yhe rate announced by the PA Uepartment oF Revenue. RaYes for 1982 through 1999 can be fountl in the Pennsvlvania Resitlent Instruct3on Booklet (REV-1501). the Pennsvlvania Nomresitleni Instrucfion Booklet BEV-1]36) or on Yhe OevartmenY of Revenue Web site ww.revenue.state.oa.us. The applicable interesk rates for 2000 through 2013 are: Interest Oailv Interesk Oa31y Inierest paily Year Rate Factor Year Rafe Fa<YOr Year RaYe Factor ZOOD e% .000219 2001 9Y. .00024] 2002 6Y, .000164 2003 5Y. .00013] 2p04 4: .p00110 2005 5% .00013] 2006 7Y. .000192 200] BY. .000219 2008 ]Y. .000192 2009 5'/. .00D137 2010 4Y. .000110 2011-2013 3Y. .000082 Interest is calculaked as follows: INTEREST = BALpNCE OF TA% UNPAID X NUMBER OF OAVS OELIN7UENT X DAILV INTEREST FACTOR AnY noY3ce issued aFter khe taz becomes tlelinnuent vill refleck an interesY calculai3on Yo 15 tlavs beyond khe date ot the assessment. If oayment is made afYer khe interest computation tlate shovn on the notice, aJtl3tional inkerest must be calculatetl. � pennsylvania �� DEPNRTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-12) INNERITANCE TAX DIVISION RECOR��9r��ENT OF ACCOUNT NARRISBURG6PA 1 7128-06 01 rICE OF REGISTF,q pf �,��LS DATE o�-os-zois IOi3 ��'� y2 � �� ESTATE OF WERTZ RICHARD H P� 2 DATE OF DEA7H 04-27-2013 �[.ERK CF FILE NUMBER 21 13-0540 ORpHQ COUNTY CUMBERLAND VICTOR E WERTZ NS' COURT ACN 13501558 7594 LAKESI�E AVE �UMBER�pt�D �p, p Amount Romittee HARRISBURG PA 17112-4212 � MAKE CHECK �PAYABLE AND REMIT PAYMENT 70: � � REGISTER OF WILIS 1 COURTHOUSE SQUARE CARLISLE PA _ 17013 • NOTE: �TO onsure proper cre03t to your a«ount, suEmfY tho upper portlon of this form with your tax payment. CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS H - - - " " - - - - - " ' - - - - - - - - " ' - - - - - - " ' - - - - - - - - - " " - - - - - - " ' - - - - - - - - " - - - - - - " REV-1607 EX AFP C12-12� ■ax INHERITANCE TAX STATEMENT OF ACCOUNT ■ax ESTATE OF:WERTZ RICHARD H FILE NO. : 21 13-0540 ACN: 13501558 DATE: 07-08-2013 � THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATEO ACN IN THE HAMED ESTATE. BELOW IS 11 SUMMARY OF THE PRINCIPAI TAX DUE, APPLICATION OF ALl PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, p PROJECTEO INTEREST FIGURE. DATE DF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-24-2013 PRINCIPAL TAX DUE: 216.42 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID OATE NUMBER INTEREST/PEN PAID (-) 05-21-2013 CD017660 - 10.82 205.59 07-05-2013 � SBADJUST � .00 . O1 TOTAL TAX PAYMENT 216.42 � BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . 00 k IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR LALCULATION OF ADDITIONAL INTEREST. . \ IF TOTAL DUE IS REFLELTED AS A "CREDIT" (CR), YOU MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM \\\ �\ FOR INSTRUCTIONS. \n\v) `\ PAYMENT: Detach the foD porkion of khis nok3ce antl submit with vour paymenk matle payable ko tha name and address nrinted on ihe reverse side. If Dayment is for a res3tleni tlecetlenk, make check or moneY order payable ko: Register of Wills, Agent If oayment is for a non-resitlent dacedent, make check or money ortler oayable to: Commonwealth of PennsYlvania Failure To oav khe Yax, interest, and penalty tlue may result in the filing oF a lien of record in the aoaropr3aYe countv, or the issuance of an Orphan's Court citation. REFUND (CR): A refuntl of a tax cretlik� vhich vas not requesYetl on Yhe tu return, mav be requesYed by completing an "Application for Refund of Pennsylvania lnheritance antl EstaYe Tax" (REV-1313). Applications are available from department's web site at w .revenue.state.Da.us, any RegisYer of Wills or Revenue District Office or from the tleoarYmenY s 24-hour answering service: 1-800-3622050; services for taxpayers w3M special hearing and/or speak3ng neetls: 1-800-447-3020 QT onlv). REPLY T0: Quesi3ons re9artl3n9 errors shovld be addressed to: PA Oeoarkment ot Revenue, Bureau of Individaal Taxes, ATTN: Post Assessmenk Review Unit, PD Box 260601r Harrisburg� PA 1]128-0601, or call (117) 767-6505. DISCOUNT: If any kax tlue is paitl within three wlentlar moMhs atter the decedent's deafh, a five percent discaunt of khe k� paid is allowed. PEINLTY: The 15 percent taz.amnestv non-pariicipation penalkv is comouYetl on the Total oF the Sax antl 3Meresi assessetl� and nok oaitl before Jan. 18, 1996, (khe first tlay after the end of khe taz amnesty DeriodJ INTEREST: Inkeresk is chargetl beginning vith first day of delinauencv, or nine months and one dav from the tlake of deathr to khe tlate of payment. Taxes which became delinuuent before Jan. 1. 1982, bear 3nteresY aY Y�e rate af six oercent per annum calculaked ai a tlailY rate of 0.000164. All taxes which became delinquent on antl afier Jan. 1. 3982� vill bear interest at a rate which varies From vear to vear w3th the raYe announcetl bv The PA DeoaMment of Revenue. Rates for 1982 through 1999 can be fovnd in the Pennsvlvan3a Res3tleni Inrtruction Booklet (REV-1501). the Pennsvlvania Nomres3tlenk InsYruckion Booklet (REV-1]36) or on the OeOartment of Revenue Web site www.revenue.state.pa.us. The aoolicable interest rates for 2000 through 2013 are: Interest Dailv Inkerest Uaily Interesi Oailv Year Rate Factor Year Rate Fackor Year Rate FacTOr 2000 8v. .D00219 2001 9: .00024] 2002 6'/. .OD0164 2003 5% .00013] 2004 4Y. .000110 2005 SY. .00013] 2006 ]R .000192 200] B: .000219 2008 9% .000192 2009 5'/. .00013] 2010 4% .000110 2011-2013 3% .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX �NPAIO % NUMBER OF DAVS OELINQUENT X MILY INTEREST FACTOR Arry notice issued after the tac becomes delinquenk vill reflect an interest calculation to 15 tlavs bevond khe date of the assessment. If pavment is matle afker the interest comoutafion tlate shown on the noYice, adtlitional interest must be calculafetl. �� pennsylvania RECORDE �,p- y.� 'r..��' OEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES e�^I �HCIR�u��E TAX REV-1607 EX qFP a2-1D iNHERITANCE TAX DIVISION !\ d F�,�tT�E�l�T��QF ACCOUNT ra eox zeosa� HARRISBURG PA 1'l128-0601 �Oi3 JU�. �Z PI ' 2 `L2 DATE 07-08-2013 ESTATE OF WERTZ RICHARD H CLERK OF DATE OF DEATH 04-27-2013 ORPHANS� C��Rj' FILE NUMBER 21 13-0540 CUMBERLANp CO., P� ACNNTY CUMBERLAND THOMAS P WERTZ 13501557 127 MOUNTAIN VIEW DR Amount RemitteA ENOLA PA 17025-1535 MAKE CHECK PAYABLE AND REMI7 PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To onsura proper credlY to your accounY, submSt the uppar poriion of thfs form wit� your tax payment. CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORUS F - - - - - - " ' - - - - " - - - - - - " " - - - " - ' - - - - - " ' - - - - - ' - - - - - - - " " - - " ' - - - - - - " ' - - - ' REV-1607 EX AFP C12-12J ■�■ INHERITANCE TAX STA7EMENT OF ACCOUNT ■�■ ESTATE OF:WERTZ RICHARD H FILE NO. : 21 13-0540 ACN: 13501557 DATE: 07-08-2013 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. /+PPLICATION OF ALL PAVMENTS, THE CURRENT BALANLE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-24-2013 PRINCIPAL TAX DUE: 216.42 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT � DISCOUNT (+) qMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-14-2013 LD017610 10.82 205.59 07-05-2013 SBADJUST .00 . O1 T07AL TAX PAVMENT 216.42 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 � IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREOIT" CLR), YOU MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM �� FOR INSTRUCTIONS. PAVMENT: OeYach the too vortion of fhis nok3ce and submit uith Your oavmenT matle oavable to khe name antl atltlress orinked on the reverse sitle. If oavment is for a resitlenk tlecedenY, make check o� moneY ortler oavable to: Registe� of Wills� Agenk If oavment is fo� a nomresitlent decetlenY, make check o� money order oavable to: Commonwealth of Pennsvlvania Fa31ure to pay the taxr interest, antl oenaltv due mav res�lt in the filing of a lien of recorA in Yhe aporopriate county, or khe issuance oF an Orphan's Court cikation. REFUNp (CR]: A refuntl of a tax credit. which vas noY requesteE on the tax return, may be renvestetl bv completin8 an "AVOlicat3on For Refund of Pennsylvania lnheritance antl Estate Tax^ (REY-1313). Aool3cai3ons are available from , tle0arimenk's web site at ww.revenue.state.pa.us, anv Reg3ster of Wills or Revenue OistricT OfHCe or from the deOaMmenk's 24-hour answering service: 1-800-362-2050; serv3ces for taxpavers vikh special hearin9 antl/or speakine neetls: 1-800-441-3020 (TT onlv). REPLY T0: Vuestions regarding errors shoultl be atldressetl to: PA Deoartment of Revenue. Bureau of Indivitlual Taxes, ATTN: Posi Assessment Review Unit, PO 6ox 280601, Harrisburg, PA 1]128-0601, or call (]I]) ]8]-6505. OISCDUNT: If any taz tlue is oaid vithin Yhree calendar months after the decedenk•s tleathr a five oercent discount of the tax paitl is allowetl. PENALTY: The 15 percenk tax amnesty non-participakion oenalty is compuketl on Yhe fofal of the tax and inte�est assessetl, and noY oa3d before Jan. 18. 1996, (the first dav atter the end of the kax amnesty periotlJ INTEREST: InYeresf is chargetl beg3nning with firsY tlav of tlel3nouencv, or nine months and one dav from the date of tleath� to the date of oaymenk. Taxes vhich became tlel3nqueni before Jan. 1. 1982, bear interest at the rate of six percenk oer annum calculaYeE at a tla31v rate of 0.000164. All t�es which became tlelinquent on antl after Jan. 1, 1982, will bear interest at a raYe which var3es from vear to vear with the rake announced bY the PA Ueoartment of Revenue. Rakes for 1982 throu9h 1999 can be fountl 3n khe Pennsvlvania Resident Instruction Booklet (REY-1501), tha Pennsvlvania Non-resident Instruction Booklet (REV-1]36] or on the Oeparkment of Revenue Web s3ke ww.revenue.state.oa.us. The applicable inkerest rates for 2000 throu9h 2013 are: InYeresk Da31v InYeresT Oa31v Interest Dailv Year RaYe Factor Year Rate Factor Vear Rate Factor 2000 BY. .000219 2001 9Y. .00024] 2002 6Y .000164 2003 5Y. .U0013] 2004 4% .000130 2005 5Y. .00013] 2006 ]Y. .000392 200] BX .000219 2U08 �Y. .000192 2009 5Y. .000137 201D 4Y. .000110 2011-2013 - 3Y. .00OOB2 Interest is calculated as follovs: INTEREST = BALANCE OF TAX UNPAIO X NUMBEB OF OAYS OELINpUENT X OAILY INTEREST FACTOR Any noiice issued after khe Yax becomes tlelinquenk w311 refleci an 3nterest calculaY3on Yo 15 tlavs beyontl khe tlate of the assessmenS. If paymenk is matle after the interest com0�fation date shovn on the nokice, adtlikional inferest musk be calculated.