HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~,~~~~i4~OWANCE OR DISALLOWANCE
~$E~U~~~,~ ]AND ASSESSMENT OF TAX
ZO i ~ JUN 12 AM 1 I ~ 32
~1.~~i',l . .
`~ ~T
AMAN M BARBER I I I ES ~.. PA
STE 200
425 MAIN ST
HARLEYSVILLE PA 19438-2311
cl) .00
C2) .00
C3) .00
C4) .00
c5) 8,287.71
c6) .00
C7) 1,840.00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F•
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAKSA JR WILLIAM GFILE N0.:21 11-0418 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvarna ~ -
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 10 , 127.71
C9) 13,865.68
clo) 5.344.28
11. Total Deductions C11) 19,209.28
12. Net Value of Tax Return C12) 9,081.57-
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 9,081.57-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
~..~r'~n~ I Ke~tari I DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE 06-05-2012
ESTATE OF BAKSA JR WILLIAM G
DATE OF DEATH 03-07-2011
FILE NUMBER 21 11-0418
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.