HomeMy WebLinkAbout07-01-13 BUREAU OF INDIVIDUAL 7AXES NOSICE OF IN9BkITANCE T6%
z�ERtT.�� T� o�YZS�oN �Z� �,� � D��.�� pennsylvania
po eox zeosni OF OEDtICTIWI� AND dSSBSSI�HT � TAX Qii
HARRI5$URG. Pn 171is•06a1 (�(� �yy '`� B@NRI�'Y ACCOUNSS �LD IN DEPARTMENTOFREVENUE
��VV�AIJt.I�� i•;�'�..��Y'�.. �J�' B��'���Y• � 4EY.L54MLR�02-t21
�1'�ls��+ ic.c'i U�� �..��i_:_-`.. DATE U7-01-2013
ESTATE OF WERTZ RICHARD H
t(jj� ��i � ��� i ��� AATE 4F DEATH 04-27-2Q13
FILE NUMBER 21 13-p54p
�L��Y� r.;_ COUNTY CUMBER�AND
SSN/DC
TNOMAS P �{ANS� GC�:;t?i ACN 13501557 �
127 MOUNTA�I ������0�-,I��� (SeeEeversesideunderObjee�ns} 3
EN6tA
A�ount Rs�ltted ��
MAKE CNECK PAYABLE AHD R£MIT PAYMENT T0:
REGISTER 6F WILLS
1 CDURTHOUSE SQUARE
CAR�ZSIE PA 17013
CUT ALONB THIS LINE �'► RETATN 40WER P4RTION F4R Y4UR REC4RU5 �"'
" " "'--"" -. -"-'-'-'-"-'--' -"'-'--"-'-' "-'""'-"-'-"-'"-"-.."_"'
REY-1548A AFP (12-12)
NOTICE OF INNERITANCE TAX APPRAISEMENL A�LONANCE QR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF. 7AX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 07-01-2013
ESTATE OF:W RTZ ttICHARO N DATE OP DEATH: 04-27-2013 C6UNTY: CUMBER�AND
FILE NO. : 21 13-0540 S.S/D.C. NO. : 201-18-89t1 ACN: 13501557
TA7C RETURN WAS: tX} ACCEPTED AS FIIED { ?CNAN6ED
B5NEF2CIARY FORM OF ASSET INFORMATI4N
WAME OF SECURITY: MERRILL LYNCH ACCOUNT NO. : 872-10734
TYPE OF ASSET: � J SECURITIES ( X SECURITY ACC C 3 STOCK C ) BpNOS
DOD Valustion 14,428.06 NDTE: TQ ENSURE PROPER CREp2T TO
Percent Taxable X p.333 YOUR ACCOUNT, SUBMIT THE
Ampunt Subject ta Tax 4.804•31 UPPER PORTIOt{ OF THZ5 NOTLCE
Debts and Deductions , .00 WITM YpUR TAX PAYMENT TO THE
Taxable Amount 4.809.31 RE6ISTER OF YtILIS AT THE
Tsx Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 216.42 OR M4NEV ORDER PAYABIE Tq:
"&EGISTER OF WItLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+1 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BV 01-28^2014■. TOTAL TAX PAYMENT .00
BAtANCE OF TAX DUE 21b.42
INTEREST AN� PEN. .00
TOTAL IlUE F1b.42
* IF PAID AFTER THIS DATE� SEE kEYERSE F6R CALWlAFiOH OF ADDSTTONAL INTEREST. � �
IF TOTA4 DUE IS REFLECTED AS p •'CREDIT^ (CR)� YOU MAY BE DUE A REFUNA.
SEE REVERSE SIDE OF THFS FORM FOR INSTRUCTS4XS.
PIWtPOSE OF
NQTICE� To fultiA Ma roquirsaaMz ¢{ Saction 2540 of tM Inharit�nca antl Estata Tvc Aetr Act 25 of 2000. i"/2 P.S. SactSOn 4140).
FkYNEXT: Datxh #ha tau vort3on ot th3s notitc ena s�e.it with vour py.r�nt to tM RapYstcr of Wills printstl on tha
��r�rse zitl�. MakM cN�ck or �onp erEar ob+bla to: R�yish� Qf Wills, Acfnt.
REFIWD (CR). A rofund of a tax cratlit. rhich vas not rvquixttd on #M tu roturn. �ry ba rvquasbd bY co�platinQ an
"Applicntion far kafunG af Pannsylvanie InhaMt�nc� anE Ectafa Tax^ (REY-1313). Appliestions ar� �vail�bla fro�
th� WOart�mY s M�b sit� at vww.r�v+nuastat�.w.usr aW R�pSst�r of Wills or R�v�nue Dfstrict Offic� or tro� tha
Danart��nL's 24-hour ansreerinC seewiee. 1-@89-3d2-2058, serveiees for tmcwYfrx xith waolal Mari�p andtor
s0eakinp naqds� 1•!00•447�SB20 (TT on1Y).
BBJECTI6NS� AM� Party in iMarost not satiafl�G with iha eporaisa�ant, allowanec or Gis�llowmce of tlatlu<tions or azsoYS�9nt of tuv
tlnalud3n9 tliscauni or "sn#a��sU as shwn on thia notdca uv obj�et w3thin 60 tlays ofi tA� tlate of ��n30� of #hiS nekica
bv:
A) Protxst ko kha PA Osoerbant nf Rwenue, Board ot AVOaals bv filina +l nroiest onlina at
++wwAOa�tlof�poqlz.stata.pa.ux on or Wfore tM d8-GSy aypaa7 periotl cxpiros. In brEa� far
an ol�etronlq oroLat to ba valid. You �ust r�caiv� a conF3netipn nu�0�r antl vrocess�tl data frbn the
Boerd of Appaals Mab site. You say slsa smtl a rritton protast to� PA Dnpartunk of Ravanue,
6wrd of Appcals, PO tl0X 261927. Xtr�iib4�9. PA 1712G-1821. Patitiona �ay not bs tas�d; ot
!7 Elaet ta hsv� th� nttar dabninaA at th� �uEit of tho o�nonel nqr�s�nUYiva acmuM; or
C7 Apo�al to tha Orphens' Cwrt.
pONIN-
T&7RA7IVE
COItRECTIONS: Fcetusl arrorx discor>rad on this assessnnt sboultl W addrossad irt r�ztinp to: PA Oauartwnt of Revanus.
Bureeu of Intlivitlu�l Tex�a. ATTW Post Asaass�ant Rw3�w Uni6. PO bx 2t9681, Naroisburp, PR 1A2E-O501
et cs12 tT17) TbT-8505. So� Aapa 4 of ^Instructiqu for Tnh�ritene� Te�s R�turn far a Resitl�nt Oecetlent" CREVQ501)
for an m[ol�nntion qf DC�SIfiSS�lkSvR2Y comRetablt arrors.
DISC01&!T: Sf ary tu dus 3s paid rithin th�N caUnear wnths aftar tho dacaA�nt's dseth, a five o�rcant diaepunt of iho fax oaitl
is allowetl.
INTERE5Tz interest is charYStl Lapinninp rit� first tlav of tltlinqurncv or n3na �onths antl orw dry frw tha dste ofi Eaath ko t�e �
date of payNant. Tez�s rhich b�ea�� delinawnt bafora Jao. !, 19p2, baar iMer�st at th� rab of zix oorcant par �
annuM celeul�tad eS a daily rata of 0.000164. All texas which baee�a dalinawn! on or aftar Jan. 1, 19l2, will bear
infsresY at s rats rAieh vsrivs fra� va�r to Yaar with tha rate annonnwtl bv the flA DaoartMnt of R�v�m�s. �
ReLS fer 1462 khrpuah 2Dtl6 can be fountl in SpY P�Onrylvible Rasitlant 7nsiruet4on 9oaklat CREY-159ll. �
the Pannsylraoia Nbn-nsid�nt In6#ructiM iaoklYt CREV-173d) or on iha Q�oart��nt of Rwanu� W�b sita '
Mvw.tYYlRw.Ytlt�.pk.uS. T#N #PP}itihli i06atOiL HLtS fOr 2007 LhPOUph 2813 A(Y: �
Intarest DaIly intarest 6aily IMarast Da31v
Y�ar Reb Fsetbr Yqar Rat• Futor Y�.ar Rste Pactor
20U7 8Y. .ODQ234 2D08 7X .8i@F42 2@89 SY. .OB6137 ,
2tl10 4Y. .000118 2011•2013 3% .000082 -
Inkerest is calculaksd se follwsr
INTEREST • BAL�NCE qF TAX UtRAID X NVMBER OF IY1YS OEIINQUENT X CMIIY INTEREST FACTOR ,.
Amr notice iasw0 after tha tauc bacoNds dslinauqnt wi21 raflect an inlarest cal<ulet3on toI5 tlays
beyontl the date af tha asseszMnL �S4 o��nt is Yatls afUr the inL�resk co�CUUtiOn d+tf shwn on the
notiee, atltlitionel Snterest �usk ba caleulatatl. .