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Home My WebLink About05-23-14 INHERITANCE TAXT pennsylvania BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION PO BOX 280601 REV-1593 EX AFP (12-13) HARRISBURG PA 17128-0601 DATE 05-14-2014 ESTATE OF WERTZ RICHARD H DATE OF DEATH 04-27-2013 FILE NUMBER 21 13-0540 COUNTY CUMBERLAND ACN 101 OLSEN ESQ LINDA J Amount Remittetl STE 202 2000 LINGLESTOWN RD HARRISBURG PA 17110-9347 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE m--0, RETAIN LOWER PORTION FOR YOUR RECORDS 4— REV-1593 EX AFP (12-13) x■ INHERITANCE TAX RECORD ADJUSTMENT N ESTATE OF:WERTZ RICHARD H FILE NO. :21 13-0540 ACN: 101 DATE: 05-14-2014 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) (1) 75,000.00 2. Stacks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 1,699.55 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 (6) 6. Jointly Owned Property (Schedule F) 16.145.55 00 7. Transfers (Schedule G) (7) B. Total Assets - 14.428 06 DEDUCTIONS AND EXEMPTIONS: C8) 107,273. 16 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) 20,506.10 10. Debts/Mortgage Liabilities/Liens (Schetlule I) (10) 269.55 11. Total Deductions 12. Net Value of Tax Return (11) 20,,775."65 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) '(12) -6 86::A97.51 � ) M .00 14. Not Value of Estate Subject to Tax n (13) TAX: C (14) 8 , 7.51 0 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate (15) . ^) PTA ITT 00 17, amount of Line 14 at Sibling rate 86,497.51 7-X 4b' 3;Sp.?�.39 18. Amount of Line 14 taxable at Collateral/Class B rate (18)- 00 05 19. Principal Tax Due •00 C : Z —.00 TAX CREDITS: n 5 PAYMENT .) 1-' 3 T-89121.39 RECEIPT DISCOUNT C+) O DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C13 N _n •X SUMMARY OF ALL 05 PAYMENTS *** � i 04-03-2014 194.62 4,314.55 TOTAL TAX PAYMENT 4,509. 17 BALANCE OF TAX DUE 616.78CR INTEREST AND PEN. . 00 " IF PAID AFTER DATE INDICATED, SEE REVERSE T D IF TOTAL DUE IS REFLECTEOAS A CREDIT" (LRJ, VOU MAV BE DUE 78CR FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTPHrTTn.� , �vdstoEXinxgal lvania 2011$•891 p @nns Y INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION 4/27/2013 BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 289801 HARRISBURG PA 17178-0601 DECEDENT'S NAME FILE NUMBER Richard H. Wertz 21 13.0540 REVIEWED BY ACN Steven James 101 SCHEDULE ITEM Np. EXPLANATION OF CHANGES The security account listed on Schedule G was also individually billed directly to the named beneficiaries. To prevent duplicate taxation, the individually billed accounts have been adjusted to $0 and the posted payments transferred back to ACM 101. A request to refund the remaining overpayment has been submitted. Row Page 1 pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 IX APP Q2-13) INHERITANCE Tax DIVISION PO BIZ STATEMENT OF ACCOUNT HARRISBURG URG PA PA 17128-0601 DATE 05-19-2014 ESTATE OF WERTZ RICHARD H DATE OF DEATH 04-27-2013 FILE NUMBER 21 13-0540 COUNTY CUMBERLAND OLSEN ESQ LINDA J ACN 101 STE 202 Amount Re mi tteE 2000 LINGLESTOWN RD — HARRISBURG PA 17110-9347 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS t— _ _..____ .._-'_________ ______ _ _ _ __ _ _ _ _ _ _ ____� _ _ _ _- __- __ - -_ - _ REV-1607 EX AFP (12-13J ��* INHERITANCE TAX STATEMENT OF ACCOUNT ■x� ESTATE OF:WERTZ RICHARD H FILE NO. : 21 13-0540 ACN: 101 DATE: 05-19-2014 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 PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-13-2014 PRINCIPAL TAX DUE: 3,892.39 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID k��t DATE NUMBER INTEREST/PEN PAID (-J rU 0 ** SUMMARY OF ALL 006 PAYMENTS ■x* s 70 rn 05-16-2014 194.62 3,697.7 0 :x7 hJ f-I (TT WV Cj Ca tD "TT rm o co (n ° y cn I TOTAL TAX PAYMENT 3,892.39 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 "CREDIT" (CR), YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \ ] pennsyLvania BUREA�1 OF INDIVIDUAL TAXES INHERITANCE TAX DEPARTMENT OF REVENUE POHBOXT280601TAX DIVISION STATEMENT OF ACCOUNT REV-1607 Ex AFP (12-13) HARRISBURG PA 17128-0601 DATE 05-19-2014 ESTATE OF WERTZ RICHARD H DATE OF DEATH 04-27-2013 FILE NUMBER 21 13-0540 THOMAS P WERTZ COUNTY CUMBERLAND 127 MOUNTAIN VIEW DR ACN 13501557 ENOLA PA 17025-1535 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this Form with your tax payment. CUT ALONG THIS LINE �-► RETAIN LOWER PORTION FOR YOUR RECORDS (— _ _ _ _ _ " _ " _ - _ _ - _ _ _ _ _ _ REV-1607 EX AFP C12-13) * INHERITANCE TAX STATEMENT OF ACCOUNT NN* " " " " " ESTATE OF:WERTZ RICHARD H FILE NO. : 21 13-0540 ACN: 13501557 DATE: 05-19-2014 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 PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-13-2014 PRINCIPAL TAX DUE: 00 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 07-05-2013 SBADJUST . 00 .Olc-> C7 s m 3 o �c rz rn in a M M r rn _-rj o o "TI ~' r rn w CD cil TOTAL TAX PAYMENT .01 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .O1CR IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \vn/ \ M\ pennsyEvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX a1v1s1DM PO BOX OX 2606806 01 STATEMENT OF ACCOUNT HARRISBURG PA 17128.0601 DATE 05-19-2014 ESTATE OF WERTZ RICHARD H DATE OF DEATH 04.27-2013 FILE NUMBER 21 13-0540 COUNTY CUMBERLAND VICTOR E WERTZ ACN 13501558 7594 LAKESIDE AVE HARRISBURG PA 17112-4212 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE —i RETAIN LOWER PORTION FOR YOUR RECORDS d— REV-1607 EX AFP (12-13J *** INHERITANCE TAX STATEMENT OF ACCOUNT x*- ESTATE OF:WERTZ RICHARD H FILE NO. : 21 13-0540 ACM: 13501558 DATE. 05-19-2014 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 PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-13-2014 PRINCIPAL TAX DUE: .00 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID ^) DATE NUMBER INTEREST/PEN PAID (-) a M 07-05-2013 SBADJUST .00 .01 M r ny M .77 W G n7� Co p ? =D n "TL C7 > :3 O _ r, _ C'7 r rn C) c n '*I TOTAL TAX PAYMENT .01 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .DICR • IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT PD BOX 280603 HARRISBURG PA 17128-0601 DATE 05-19-2014 ESTATE OF - WERTZ RICHARD H DATE OF DEATH 04-27-2013 FILE NUMBER 21 13-0540 COUNTY CUMBERLAND RICHARD R WERTZ ACN 13501559 428 SUNGLOW CT emittea ORLANDO FL 32803-6724 Amount R MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4— REV-1607 EX AFP C12 * INHERITANCE TAX STATEMENT OF ACCOUNT I*; ESTATE OF:WERTZ RICHARD H FILE N0. : 21 13-0540 ACN: 13501559 DATE: 05-19-2014 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-13-2014 PRINCIPAL TAX DUE: .00 PAYMENTS (TAX CREDITS) : I-`- ry PAYMENT RECEIPT DISCOUNT (+) o m DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID c o rn C-> o rn cn � � -mac => -T --n za o r _T oc �, )r C> r- rn TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE •00 INTEREST AND PEN. .00 TOTAL DUE .00 x IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.