HomeMy WebLinkAbout07-01-13 (4) I ^.
BUREAU OF INDIVIDUAI 7AXE5 N07ICE � INNEQISANCE TAX
INNERITANCE T,IY DZYZST�7 6Pp'K128@!lEN�S��t AGLQI(AIICE � DISALLO�IAMC� � pennsylvania
PO 6tlX 2806U3 OF QBD{�.{"TIlp1O S� /la�'.F$B�' �` '1'8�C �11
HARRTSlURG, PA 1712!•0601 }3ECURI'EY ACCGUNTB 86LD IN DEPARTMENT OF REVENUE
�1�{�r�i L�i t� '�i�i� �" 6.+� $�fEFZCSARY FCMZ![ eex.izccv arr uz.�:o
REG15��<<;, G�� '; ,� ' `.;
� �- DAT£ D7-�1-201E
ESTATE OF WERTZ RICHARD M
��ii.� Jiii_ j �'1'i i ,f,7� DATE OF DEXTN 04-27-2�13
FILE HUMBER 21 13-0540
C LE N IC G'�� C4UNTY CtlM&ERIAND
SSN/DC 201-19-8911
THOMAS P �{A�(�� Gr�;;�;� ACH 13501557
127 MOUNTA�I ������o�� 1�7f� {Seereve esideunder06jections)3
ENOCA 3 .
A�ount ReMitied C�—��—_--�
MAKE CNECK PAYABGE AND REMIT PAYMENT 70:
RE62STER 4F WILLS
1 CpURTHOUSE SqUARE
CARLlS�E PA 17013
CUT ALON6 THIS L2NE ^'► R£TAIN �QWER PORTIQN FOR YDUR REC4RD5 �"'
" " ' . ' - . - " " '-"- -'-' -- '-"-"-----'-"-" -'--'--`-- '--'-"-�'-^"""'-'
REV-1548A AFP C12-12)
N4TICE OF INHERITANCE TAX APPRAISENENT. ALIDYtANCE OR DISALtOWAkCE OF DfDUGTIQNS
AND ASSESSMENT OF. TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
IIATE: p7-Q1-2013
ESTATE OF:WERTZ RICHARD H pATE OP DEATH: 04-27-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0540 S.S/D.C. NO. : 201-18-8911 ACN: 1350155�
TAX RETURN WAS: LX3 ACCEPTED AS FZLED C }CHRNGED
BEkEFICIARY FORM OF ASSET SNfQRMATION
NAME OF SECURITY: MERRILL IYNCH ACCOUNT NO. : 872-10734
TYPE OF ASSET: t ) $ECURITIES ( x SECU2ITY 11CC C ) STOCK ( > BONDS
DOD Yaluation 14,428.U6 NOTE: TD ENSURE PR�PER CREDTT TO
Pertent Taxable X 0.333 YOUR ACCOUNT, SUSMIT THE
Ampunt Sub�ect to Tax 4,804.31 UPP£R PORTION DF THIS N4TICE
Debts and Deductions .00 WITH YDUR TAX PAYMENT TO THE
Taxable Amount 4.809.31 REGISTER OF WIILS AT THE
Tax Rate X .�45 ABOVE ADDRESS. MAKE CHECK
Tax Due Z1b�42 OR MONEY OROER PAYAB�E T0:
'BE6ISTER qF WIL�S, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCDUNT {+) AMaUN7 FAID
DpTE NUMBER INTEREST/PEN PAID C-)
PAYMENT MUST BE MADE BY 01-28-2014■ . TOTAL TAX PAYMENT •Op
BAIANCE OF TAX DUE 21 .4
INTEREST AND PEN. .00
T4TAL DUE 21b.42
� IF PAID AFTER TNIS pATE, SEE REVERSE F6R CALCULA7ION OF ADDITSdNAI INTER£ST. � .(
IF TOTAL DUE IS REF4ECTED AS p ^CREDI7° CCR), VOU MAV AE DUE A REFUND. �� �ry`
SEE REYERSE SIDE 6F TNZS F4RM FUR ZNSTRUCTZ4NS. �y
PI%iPOSE OF
NOTICEz To fulfill tha reouira�artts pf Stttion 2140 ot tAa I�haritanca a�tl Estat4 Tm� Aet, Ad 23 ot 2008. p2 P.S. Sact3on 9140).
PxYMENTx Uatac� the tov Vartian o# th#s notite and suM3t pith ywr vsY��nt to tha Rapistar of Wills prinkad on tha
r�r�rsc aida. Mak� eh�ck or �omy ortiv oaVe611 toi R�Yfsbr Of Wilis. Apmt.
REFIIND CCR)� A refund of a tax cr�tl}t, rRio� xas not rapuaskotl on tha tarz return. �afr Et rcpuastad tri ca�PletinD an
"honlicatien fer Rofund of PonnaYlvanie InharitsnCe entl Est�ta Tex^ (REV•1313). Applicatinns ero aveilapla frw
tM OrDart�nt•s W�b zita at nw.evvsnut.atKs.p:.us, arqr R�Ylst�r o# MSlYS or Rpanur �istriet Oft1c� or frw the
p�peMOnt's 24-hour answ�rinp s�rv3o�x 1-6tl0-362-2Q58; serrices fvr tmco�a�s vith speciei Mar}np �ptor
spaakfnp ns�dn 1-L00•447-3029 CTT on1y1.
OBJECTIONS: A�ry peHy in inkares4 no! saiisfiqE uith thM apprais��Ynt� eilwanea or tlixallwatlu of tl�tluctions nr axsoss�onk of tmc
tSntlutlSnY d}s�ount or 3ntercaU aa shawn o� thSa ootioa r,ay ob3�tt within 68 davs of O�a date ot rauipt o# th5s notice
bY:
A3 Protast to tha PA Oop��#�cnt of REranuc. 8o�rtl of Apvaa?s bv filinY a orqtest enline at
www.Eaardof�pp�sls.atat�.o�•�s an or bafora tM 6@-tley aoDnl otriod sxoiras. I� o�tle� for
an alaetranic orotast tp b� valitl. voo �uat rocaiv� e conflr�atien nu�bar and oroe�ss�tl Eete fro� YMa
Eoartl of Mpo:ls Ysb sit�. You �w also sae�tl a pHttsn pro#�sk te� PA Dapart��nt of R�venuo, .
loyrG of ApOaals. PCX Dmc 2b1U21. NhrrSiburp, PA 3772l-1023. Petitlons iay rnt be fsseG; of
8) Elact to hav� !ha ntt�r Aeterwinad �t tM1� sudit of iho e�rsonel noru�ntatiw aecount; or �
C3 Appsa2 to the Urphahs' tautt.
AOMIN-
257RATIYE .
CORRECTIONS� Factual orrors slizcowr�tl on this assossrent shou3d 6r �tltltvasW 9n writing toe PA Rowttatnt of Rovarwe,
Bu�eau of Imiiv4EUa1 Tazas� ATTNi Posk Assess�ank kwiw Unit� PO Bes 2tl0601, Narrfsbura� PA 1712fi-0601
or call t77T) 7tT-b8@5. S�a Papo 4 of ^Instructicnx for Snharftancc T� Raturn for a ResiAenk DoceENnt^ BEV-150ll
for an sxplenslf9n of adeinistrativelY correCtatrla �rvors.
DISCOtJMTx if am ta�[ due is 6aitl uitpin throa calandar �onthx af#ar the datadaot's tleathr a fflva parcant tliseount of tha tax paid
is allwad.
INTEREST. Intarost is charpeE �apinniny witM firsY Gay of Ealfnqwncy or nin� �onths and oaa tl� fro� thc tlnto of tlaath ta tM �
data of ply�Y�4. TaXBS which baewa dalinouant before Ln. 1. 1982. baer SnNrs9t qt tha raYa ot six parmnt oer .
aonw cal<uleted ak a daily rata of 0.0003b4. AII tarzYS vhieF boCOY 6o2inqu�M on or aftar Jan. 1, 19E2. uil} baar
intarost at a rata rhtch va�iss fro� yasr t6 va�r witb ttw rata m,munc�d DY tM PA Denart�cnt of Ravanue.
Ratas for 1982 throuah 2U06 can b� fbuntl in tha Pannzvlven7a kesitl�nt lnntruction 9nokl�t (RE4-150ll� --
the Pannsviqnia kon-rasitlant Snstruction iopkl�t (REY-1736) or on t�� D4par#oM af R�ranue Wo0 sita
ww.rpv�nw.stste.oa.us. TM aco33eaDle iManst rotes Por 20d7 throuph 2833 are: �
Intceask �ailY Znterost Dailv Interpst Da31v -
Vear Rak• F�ctor Y�ar R�tq Factor Yoar Rate factor -
2007 BX .00U214 2Q08 7# .99Q392 2969 5% .U@813T �
2010 4X .OpUI}0 2011-2013 3Y. .00D082
Interesk 3s calcula#aG es follows� '
INTEREST 6 BALANCE OF TAX UNPAIO X NUNlER OF MYS dELINQUENT % WILY ZNTEREST FACTOR
Am nctica issuad afkar the tass baco�ax dolinquant rRii rvfiact an intarast calculation taIS daYs
beyontl tha dat� of the assoazunt. It vm�ant is ude att�� the inte�ert eo�putetion este ahpm oo tM
notiee, atltlitional 3nterast �uxt ba calculated. .