HomeMy WebLinkAbout07-01-13 (3) BUREAU OF INOIVIDUAL TAXES NOTICE OF INBERISANCE SAX
INXENITRNCE TA% DIVISION APPRAIB�.N'Ct e�wnehce ort nxse�coMexce � pennsylvania
PO BO% 280601 ��cp� �'IONC1 AND ASSESBII@IT UF 1'A1I DN DEPARTMENT OF REVENUE
HARRISBURG� PR 17128-0601 ��'��.�}�P';''�^ ����rI V 1. U�' SE�RITY eC��� ��'� ZN
!- ''";'`' �' � B01�ICIARY FOFN
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rn DATE 07-01-2013
''ii;� J�uL 1 �I I 1 SS ESTA7E OF WERTZ RICHARD H
.. DATE OF DEATH 04-27-2013
FILE NUMBER 21 13-0540
CLERK ����� COUNTY CUMBERLAND
RICHARD R WE�I �k��A�s ����'��T SSN/DG
ACN 13501559
428 SUNGLOW �mNi�ERLAND GC�., �A APPEAL BY DATE: 08-30-2013
ORLANUO FL 32803-6724 (SeereversesideunderObjections)
A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013 �
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
'--" " ' - - " " - - - - " ' - - - - -- '-- - - " " - - - - - " " - ----- " " -- - - - - - " " - - - - - " "
REV-1548A AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 07-01-2013
ESTATE OF:WFRT2 RICHARD H_DATE OF DEATH: 04-27-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0540 S.S/O.C. NO. : 201-18-8911 ACN: 13501559
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT NO. : 872-10734
TYPE OF ASSET: C � SECURITIES ( Y SECURITY ACC O STOCK O BONDS
DOD Valuation 14,428.06 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.333 YOUR ACCOUNT, SUBMIT THE
Amount Sub�ect to Tax 4,809.31 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 4.809.31 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 216.42 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BV 01-28-2014�. TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 216.42
INTEREST AND PEN. .00
TOTAL DUE 216.42
� IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. t _ ,/��
IF T0T11L DUE IS REFLECTED AS A "CREDIT^ CCR), YOU MAY BE OUE A REFIIND. N3'1Y
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. V✓
PI9tPOSE OF
NOTICE� To fultill tha roouirqonta of Saction 214D of the Inha�4tanea and Estata isa Rct, Act 23 of 2009. 02 P.S. Saction 91407.
PAYMENTs Wkaeh ih� kop oortion pf this npkiae snd sub�it wiSM1 vour o�runk to th� R�pQStar of Wills priMad an the
r�wesa sids. Mek+ eheek or fY(1q pi`tli(' pEylbli i9x R�9S42l1' 4f YSllt. AqHiC.
REiUNd LCR)v A ro4unE of a tarz cred3t. whic� was ook nques4�0 on tha 4u raturvn, �ay Oa r�quasLd by co�nl�t3np an
"Applic�ti0n fior Refund tlf PennsvlVania 2nhaHtanea antl Eit�t� Tase^ tREY431A). AoollCetSons an evAlLnlo fro�
M� Oaw�kunt's W�b sik� at ww.nr�nw.st*t�.o�.us, amt Rqistor of Wills or Rwmw Oisthiet 44fiee o� fro� tAe
DePart�mt•s 24-Mw anawtrinp stiwlce: 7-b96-362-2950; sarrices tor Y�ocpaya�s xith spscial fiesHnp anNOr
spaakfny roaGS+ 7-E80-44T-3020 fTT only).
0lJECT20NS: Amr pertv in 4ntsrest nat satizfiwd with thu spvrais��snt� allowenca or dlsellowanca of tl�tluct3ans or assoss�ant of 4ass
Cinclutlinp tliacount or inter�zU as shown o� this natic� �av obi�ct �itMn 60 tl�VS of th� tlala cf r�caiot o4 this notice
bvt
A) Protest to the PA 6spartient af Ravenua, BoarG cf Appeals trv fi73� s orokozt onTina a#
�new.boartl6fi4u0wla.stst�.va.us on ar bafbru the 60•tlw mpul p�piotl axpiros. In ortlar for
en al�etronic vrot�st to b� valid, vou �ust rauiv� a confir�atdon nuW�r entl procass�d tlat¢ froe t�e
Co�rtl of APpuls Wab site. Yw �+ry elso s�h0 a vritt�n protast tn� PA Dapa�*h�n! of Ravanue,
lwrd of M+wals, P4 tmc 281621, Narris6urp, PA�1T328Q821. PtSitia�s �ay not ba fwrod; or
e) Elset to hava th� ptta� tlabnlfned at thr �udiY of tfie oersorni raoras�ntatdw account; or
L) APVaal te th� OroAanx' Court.
ApIIN^
ISTRATTYE
CORRECTIONSr Fsttual arron Giscovtrad on kM1is assas�ent shoultl b� atldrassatl in vr3tin0 ko: PA Dopart�ent of kererwe,
luraW of Zrttlividual Tmeaa, ATTN: Post Azsasrt�ent Raria�e UaSt, Pf! bw� 260SOI. Xar�;sburp, PA IA28-OWI
or call [�17? 787•6505. So� PaOO 4 of ^Instruckions fior InheHtWncc Tax R�4urn for a Rpsitl�nt Doc�drnt" CREV•I501)
for AO a%pLM1Ylt10� of atl�inis4r�kiv�lY corractabl� arrbrvs.
DZSCtlUNT� If am taz dw is naia xi#h3n threw <aleaFdar �a�tths aft�r the dacatl�ni's tlsath, a fivo pa�wM diacount af tha tm[ paid
is al}qipd. - �
INTEREST� In<erest is ch�rpa0 b�pinninp ri4h first Aay of tl�lintlu�nav or nlnf �onths antl una Eay fro� th� data of death 4o the
tlaSo af payiant. Taxas xhich trwaN delinquoat Oafors Jan. i. 39G2. �aar inta��nt at tbe rote ot six oarwnt per
ann� ca7cuFatsd at a daflv rota bf p.889kb4. A77 tasta Nt�Sth McmN deliPqu�ot oa or aftar dart. I, 7982. w111 baar
intaFest at a�rate which rarios fro� vaar to y�er wiih kM1a retr snnbun<ed bY th�PA Dopsrt�mt af Rwmua.
RS}pb for 19l2 khrou0h 2006 can ba Pound in th4 PmmYlvnnia R�siEaot Inakruction lookl�t (REV-15tlU,
the Pwnsylv�nia Non-residant Inst�nction 600kLt [REY-1736> or an 4hc Oaoar;��nt of Rwanue Web site �
vw.rsrrnua.state.w.as. TM Ep613G�b1Y i�t�Pp52 rates tor 2�07 lhroWh 2813 are:
Intarast Oailr Intrnst Ueflv InYaraat Deilv
Y�e� RaLe F+ctor V�ar Rei• Fecior Y�aw R�ta Fectur .
298T SX .60U214 2098 TY. .OR8742 2894 5X .0803ET
2830 4% .006730 2V33-2Ut3 b% .q09882
Interest is eaipulatetl as follwei� - �
IHTEREST = MIJ�NCE 8F T!J( UNPATO X NUX6ER OF DAVS DELINqilENT X WILY INTEREST FACTtlk
Aro notice issuaE after <he fax beca�es delinnuent will raflect en YntansY calculatibn ta15 tlevs
Eeyand tne tlaka nE tha aasezsunt. Jf aav�eni is uEa a#br the inUrut co�putatiao tlste siwsen m tha �
nokice. atldit3onal inYarat# �ust ka calcuintetl.