HomeMy WebLinkAbout07-01-13 (2) HUREAU tlF INDIYIDUAL "°�$ �' . �I� . NCCIC6 OF IN9ERIS6NCE TAX
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INNEkITpNCE TAX DIYISIpN IiTYKA=�.�{.�T ALLONBNCE mt DZ8ALLC�tANCE s pennsy vania
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FiC t�(' �svtL_t..T- DEPAHTMENTOFREVENUE
HARRISBURG� PR 17128-0601 s�{ig17�Z a +�'0�� �Lti �N
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ESTATE OF WERTZ RICHARD H
(:��i{i{ �i` pATE OF DEATH 04-27-2013
��'SYk3�11'��� G1��1�T FILE NUMBER 21 13-Q540
GUNBERLAt�D C4., 4�� SSNNDC
YICTOR E WERTZ ACN 13501558
7594 LAKESIDE AVE APPEA4 BY DATE: 68-30-2013
HARRISBURG PA 17112-4212 (SeereversesidennderObjections)
A�ount Re�ittadi t
MAKE CHECR PAYAB�E AND REMIY PAYMENT T0:
RE6ZSTER OF .WILLS
i C4URTHOUSE SQUARE
CARLISLE PA 17013
CUT A14N6 THIS LYNE ____.� RETAIN LOWER PORTION FOR YOUR RECORDS �
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REY-1548A AFP C12^12)
NOTICE QF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR UISALL6MIANCE OF AEDUCTIONS
AND ASSESSN£NT OF TAX ON SECllRITY ACGOUNTS HELD IN BENEFSGIARY FORM
DATE: 07-01-2013
ESTATE OP:w�RT7 RICHARO H DATE OF DEATH: 04-27-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0540 S.SlD.C. NO. : 201-18-8911 ACN: 13501558
TAX RETURN WAS: CX) ACCEPTEO AS FILED C )CHANGED
BENEFICIARY FpRM OF ASSET INFQRMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT NO. : 872-10�34
TYPE tlF ASSE7: C ) SECURSTIES f JI SECURI7Y AGC C ) STpCK O BONDS
DQU Valuation 14,42$.06 NOTE: 70 ENSURE PROPER CftfDIT TO
Percent Taxable X 0.333 YDUR ACCOUNT: SUBMIT THE
Amount Subject to Tax 4,809.31 UPPER PORTION OF THIS NOTICE
Dahts and Deductions - .00 WITH VOUR TAX PAYMENT TO THE
Taxable Amaunt 4.809.31 REGISTER DF WIILS AT THE
Tax Rate X , .045 ABOVE ADDRESS. MAKE CHECK
Tsx Due 216.42 4R MONEY ORUER PAYAS�E T0:
"REGISTER Of WILLS, AGEMT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+? AM6UNT PAID
DA7E NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 01-28-2014*. TOTAL TAX PAYMENT .00
BAIANCE OP UX DUE 2 6.42
INTEREST AND PEN. .00
TpTAL DUE 216.42
+ SP PALD Af7ER THIS DA7E, SEE REVERSE FOR CALCULATION OF ADDITIpNA4 INTEREST. � J�
IF TOTAL DUE IS REFLECTED AS A °CREDIT° CCR3. VOU MAY BE 6UE A REFUND. �y
SEE REYERSE SZDE OF TN25 FORM FOR INSTRUCTIONS.
PIWiPOSE UF
NOTICE: To fiulfill tht rp9uira��nta o} Saet3on 214R of the InhaMtsnc¢ an0 Estata Tau Act, A<t 23 of 2008. p2 P.S. Ssction 9I40).
PAYNENT: Dctach the tap aart3on af this aokiw end xob�it rith vour nayunt to tb� N�tliater of Millx printotl oo tho
rovarz� aido. Maka chsck ot aoewY at�d�r OaYabla tw A�p;ster Qf Wills� Ay�nt.
REPtlNU (CR7� A nfuntl of a taz cndit� whic� wes nat rapuastad on th� tsx r�turn. �ay be rtauosted by cqw3atinq an
^Appli<�tion for Rofuntl af Pannrylvanie Inh�ritaAe� �nd Estrt� Tu[" CREV4513). Aoplieations art arailabla fro�
th� D�c�rtw�nt•s W�b aib et M�M.���MU1.ak�t*.pN.Ul. aml�R�yfst�� of Mills er R�rmu� OixiHet Uffiee ar fr1n� khtr
INOartw�YS 24-Mur a�nsrarinp f�rvtu� 1-D66-b62•2i5tl; s�rvlc�s fpr tewv+Y�rs rith sn�cial hmrina ��d�or
ueakinc n+eds� 1-a08-44J-S020 CTT anly).
08JECTTBNS� Am varYV in intarost not setisffad �iih Yha aooreisa�ant. allwance or dissllwanca of daductions or asseasront of tan
C3nelad3tW tliecount ar intanst3 as sbovn en khis not;c� �ey pb�eet vithln 60 tl�p.s of th� tlat� of rac�fpt of this netic�
by:
A? Prot�st ko the PA Dwar���nt of R�varw�, bpard of Ap»alx bY fiSliaG a vrot�si oniina at
� Mn.beArdof11DD1ala.sta4�.Va•us on or b�fqre tM dU-tl�y aoo�al o�ried expiros. in ordar tar
an alwtronic probst to b� valid, vou �ust ree�Sv� a confir�+�tion nw6ar end nroeassre date trw the
Govd Of AoPSals Wab sit�. You �aY IIlYO smq � rhitkm ohotost tov P4 U�paM��nt of Nawout.
loartl nf AoWal:r PO Har 2b1021. X�rristiyrp. P8 1712!•3021. PatitSOns �aY not bo fmc�d; or
E> Eiact to Aav� th� Httsr MtarllinrA at tM audit aF tbr person.i r�pr�a�ntativa account; or
C) Appsal tp tM Oroham• Lourt. .
ASNiIN-
ISTNA7IVE �
CORRECTIOMSa Factual arrars discowrad on tM1SS assoss�ant zhoultl Eo adUross�tl in vritfn0 ta PA Woar4un# of 6awnua.
6ureau of IrMivitlusl Tsxas, ATTN� Ppst Ass�sa�ant Raviw Oeii. PO Dox 2lOd01. H�rcisburp� PA ll128-0601
or sall C717T 7E7-6595. Su PaYO 4 of 'Inztructians for Iaharitanct i�u Return for e R�xident Dacadent^ (BEV-1501)
fOr an axplanation et atl�inistratSvalY correctd62� arrArS. �.
OISCqUNT: If ew tass dua Fz naitl vithin thr�e calanda� �onths aftor th� tlec�tlfnt's tlsath. a fiY! 6Y(`CetiY ESSCOWI2 of t�� tar paitl
is allowad. -
INTEREST� Interest is phsrped b�pinninp x£th first tlml of da3invumcY or nim �ontha and om tlav frq� the tlrt� af tleat� to the -
dete of osYUnt. Tax�s rhich Mcare tlelinqwnt bafa» Jen. T. 1952. haar inkanst at tM reta af aix narc�nt per �
annu� eplculatstl sY s daily rata of 0.0091b4. A71 kaYSS which Csca� delinqu�nt on or afta� .len. 1. 19i2, will bear �
intorost at a rab rhicA vaHas fro� vaa� to Year with thc rate ennpunesA by tM PA Wpart�ertt of R�wnuo.
Ratas for 1982 throuqh 2086 can bo tountl in thM P1Mf{ylvania Rlxidant Inst�uetion looklat SRfY•1581)e
the Paansv7vmie Nan•raaitlant Instruation louklei CREV4736) or on iM O�part�WnY of R�v�nua W�b sita -.
++w.��wnua.stst�.Pa.ux. Tha apol3eebia int�r�st ratas for 2007 th�ouph 2013 a�ae
Intrrast Dailv Int+ras; Oa37v Intsrast DailY
Ya�r ReLe Factor Y�+� RaYa Facto� Yt^ar Rata Facto� .
2807 8% .080214 ZUDB ]Y. ,OOtl19Y 2U09 5X .UY0137
281Q 4X .OBB17Q 2811-2G13 S% .00q0A2 � �.
IMarast is celcu3ataQ as to2lpess �
INTERESi = BALANCE Oi TAX UNPAIp % NUMlER OF MVS DELINOUENT X d1ILY INTEREST FACT4R �.
AM �otica issuad eHer the tax bYCMeS tlpY1M1qYYni vill rpRYCt a0 iMerest Celculatlob k015 daY5 .
beYand the Uate of tha azsassM�nt. If pa»�nt is aada aftar tha iniarest owpuk�tien dei� shwn an tM .
notice, ntlditicnal interest wst tra wlculat�d.