HomeMy WebLinkAbout08-02-13 • NOTICE 6F INNERITANCE TAX � pennsylvania
BUREAU 6F INDIVIDUAL 7AXES
ApOFAtSEIIllCTI4HSLANQAASSESSMEN7A0FQTAXCE ��� p�PARTMENTOFfiEbENUE
INXERFTBt�E 7AX DIYZSION REY-154T IX AFP CD}.13)
P� !OX 28P601
HARRISBURC, PA 171F8-0603
DATE 07-24-2613
ESTATE OF BAKSA JR WILLIAM G
DATE OF DEATH 03-D7-2011
FI�£ NUMBER 21 11-0418
COUNTY GUNBERLAND
BARBER IIt ESq AMAN M p�N Spl
STE 200 APPEAI DATE: 09-27-2013
425 S MA I N ST (.See reverse side under 06%eclians)
NORTH WALES PA 14454 A�ount Rerittedi-� � �
NAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
' 1 COUR7flDUSE SQUARE
CARLIS�E PA 17013
CUT ALONB THIS LINE � RETAIN LOWER PdRTION FOR YOUR RECORIlS 4-� _____
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REV-154? ElC AfP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 6R
DISALLQWANCE qF DEOUCTIONS AND ASSESSMENT OF TAX
ESTA7E QF: BAKSA JR WILI.IAM GFILE N0. :21 11-OG16 ACN: lOt DATE: 07-24-2013
TAX RETURN WAS: t > AGCEPTED AS FIIED ( }(1 CHAN6ED SE6 ATTACNED NOTIGE
APPRAISED YALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. O1
i. Raal Estata (Schadule A} (ll •60 NPTE: To ansura propnr
2. Stocks and Santls LSChadula H) {y7 .00 �radit to your acccunt.
.00 submit ths uppar partion
S. Clasaly Hold Stock/PartnarshSp Intarest CScfictlula C7 �32 cf this forw with vour
4. MorL4ageslNOtas R�calVable (Schetlula 0) ea� •�� tax paymont.
5. CashlBank Devosits/Misc. Parsonal Proparty CSOhrvOUlo E) C57 1r2?9.�4
b. JaSntly Owned Proparty CSChatluls F� <6� .04
7. Transters tSchctlule G3 ��� .06
b. 7ota1 Assets ta? 1,2]9..04
APPROYED DEDUCTIONS AMD EXEMPTIdNS:
4. Funatsl ExOenses/Atlm. Costs/Mlsc. Expenses (9chadula HS (9) .n�
10. BabtslMOrtgaA4 LSab3litisSJLiens (SChotlule I) �}03 .00
11. Total Datluctions C111 .00
12. Nat Value of 7ax Raturn {121 1r279.04
13. Gharitabla/GOVnrnmpntal Haquests; Han-olacted 4113 irusts tSchsduls J) <13a .DO
14. Net Yalue of Extatp SubYoet tp Tax �iq} . 7.SU2.48-
NOTE; if an asxess�ent vas issued previausly, Lines 14: 15: 16. 17, 18 and/or 19 wiil
reflect fipures that include the total of all returns ass63sed ta tl�Yte.;,c, i�V�
ASSESSMENT OF TAX: -��� `-' � , -
l,`i
15. Amount af LSne 14 at spousal rate C16? .�� :a( DO r '�'� .60
��
16. Amount pf Line 14 kaxa6lu et lineal rate C16) ��R��-..� ��5 ` .�w k-.! .00
17. Amount of Line 14 �Y siblSng rata fi73 -�����-X ,1�� z �����.�0
18. A�ount of lSne 14 taxsble aY collatr�ral roYa C187 �� `�' �i—i�r�
t5 �0U
14. Princival Sax Due ,..: t143��_p(J
TAX CREDITS: `'f.' ;"- ' : i! ,:';;
PAYMENT RECEIPS ➢ZSCOUNT Gr) AMOUM7 PASD ` � �� � �'t
DATE NUXBER INTERESTIPEN PASD C-) ��� �
.... F_� t`.,� r7
;,: � Y+
TOTAL TAX PAYMENT .OD
BAIANCE OF TAX DUE !� .00
INTEREST AND PEN. .00
TOTAL AUE .QO
w IF PAIO AFTER DATE INOtCATED, SEE REVERSE IF TOSAL DUE IS REFI.ECTED AS A CREDIT CCR), YOU MAY BE DUE�
FOH CALGULATION OF ADDI7IONAL INTEREST. A REfUND. SEE REYERSE SIDE FOH IHSTRUCTIONS.
RE9ERVATION: Es�tes of decedanis dying on or before�ec.72,1982-if eay tutwa iMBree[i�tlie�estate is trartsterrpd in p�session or
BNoYmdnt ta doilateral.bqneticj§ries of dre decedertt at�r tlre exptradon�.cd�+�eafate fior 44a ar yeacc;the Commomaeaith
hereby ezpreaaly ieserves tfie right to appra�se and assess trar�s4er iMtieritence t�es ffi Stre(awiui poqeterai rate on any such �
fu[Ure iMereSt
PAYMENT: petach the d�p pbqion of UVs rwtice and.submiY wifh yaur paymeM to tlte Repister of�Iis indcatetl on Me front of the noNce. .
Make cheCk 6r Mp�ey drd�r p9��&�:REGlSTER OF WIi�L,AGENT.
REFUND(CR): A rptund of a Wc crec&t not rec�ested on the te�c retarn may be requested by ' 8n AppGf,�e�Gon fpr Relund of -.,
Pennsylvania lnh9rftar�aru!E�a�Tae{REV-i3t 3). AppNcetlare aro a �tom��r�Ys web site at
www.raven ,any Rapister M Y�fiNs or Roverrrae 14�t�iet tfl��a frcun 1M depeM�eMC6 2+whour fams aMerirag
servk;e:t-804�62- 060;servisaas for 2a�Speyms wkh spedat hearirp eet�Uw ePeakinD needs:t-eU0•a47-3020{TT only).
Plsass allaw M8 weeks ftom�e dste a refiand was granied to arriva .
OB,lECTIONS: Any p�rly in interest rat satis8ed wiih ttre appraisemeM,aii9wance or disa(fawance of dedudipne,or:,�saasm4nt of tau
{iroqxAng tRSCOUnt or irKerest)as sMwm on this np6cs rteay ot�ect wltlNn 60 days of the dada of reeeipt of this no4Ce by: -.
A) Fiii�p art appeai onNne at� py1911Is,618ttl,{6p,u8 on ar 4efore the eppeal��dats identlfied on ttw ftoht��tl}is rq6ce.
flr serxffng a wniten protestto:pi4 �De¢ertmeM'ot Revenue,Board ot Appeals,PG�80X 2&f 2Qt,Marrisburg PA i 7i 28-i021; �
B) NavMQ tfie.mstle�dsterminedai aur�t'of tlie aexoouM bt kro person8i ,or .
Cj C)AppaaNnp to the Orphens'Court. ..
ADMlNISTRATIYE Enors discravered on ihis assessment should be addressed in wrifing�:PA DepartmeM of Revenue,8ureau of ir�ritk�ai �
CORRECTK3NS: Taxec,�ATf'N:Pob,t Aseeaiment Review WnR.PO.BQX 280801,Hartisburq PA,17728-f021,Ptqne{717}787-65Q5. See page 4 _
inatructlons for inhe�itance Tau Retum for a HasideM Decedent{REV•154t)for an�exp�nafinn of adn+inistraNvely c�rrroctable �.
ertors.
DIS60UNT: tf any ta�c due is paid�within three caiendar moMhs after the decetlenYa deall�,a five peraeM xNSCOUrrt af the tax paid is aibwabie. -
INTEfiE.ST: interest is charged bepinMng with first day of deAnquency or ni�e manths and one date from date of tleath,to fhe date of � '
payment. Mrwal irrterest 2tes are available o�Form fiEV-1611,av�labb at � ,or upon�est t�y ,
cailing t-888-728-2987.
�nierest ia calCUlated as folbws: -
INTEREST=BALANCE OF TAX UNPAID X NUMBER QF DAYS DEIiNOUENT X DAiLY iNTEREST FACTOR �- �
Any Nofice issued aftar the tax becomes delirpuent wiN refletX an ir�terest caicutation ta 15 days beyond the date of the ��
assessment. If payment is made atter ttre iMeresi calcul��an date shovr on the tJO6ce,ati�tianal iMerest must be�ca�ulated. ..
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REV t+]OEX�ptyD)
pennsytvania lNHERf7ANCE 7AX
DEPARTMENT OF REVENUE EXPLANATiON
BURBAU OFINOIVIpUALTAXE$ OF CHANGES
Pq Box 280807
DECEDENTS NAME FlLE NUMBER
Wiiliam 8aksa Sr 2111•0418
REYIE4VEDBY yvonne Bricker acN 10�
iTEM
SCHHDULE Np, E%PIANATiON OP CHANGES
Appiied excess deductians from priar return(s).
Rtrw Paae