HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (08-I3)
.P0.BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF UBER RICHARD B
DATE OF DEATH 08-14-2013
FILE NUMBER 21 13-0910
K COUNTY CUMBERLAND
KELLY JACQUELINA
ACN
STE 12 APPEAL DATE: 08-02-2014
845 SIR THOMAS CT (See reverse side under Objections)
HARRISBURG PA 17109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +---
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REV-1547 EX AFP COB-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: UBER RICHARD BFILE NO. :21 13-0910 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1,230,050.00 NOTE: To ensure proper
2. Stocks and Bonds CSchetlule B) (2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule CJ C37 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,270. 08
6. Jointly Owned Property CSchetlule F) (6) 13,039.82
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 1 ,263.359.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,227.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 34.938.96
11. Total Deductions (11) 67, 166.78
12. Net Value of Tax Return (12) 1,196,193. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 1 , 196, 193. 12
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX: n o
15. Amount of Line 14 at spousal rate (15) 13,039.82 X OOC=
16. Amount of Line 14 taxable at lineal rate (16) 1 •183.1 53.3n X 04�;_c 534241;- On
17. Amount of Line 14 at sibling rate (17) -nn X IZTT-
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15�_O= 7
19. Principal Tax Due (P9-)
_,- {� :, 5 ,141'90
TAX CREDITS: c� o
PAYMENT RECEIPT DISCOUNT (+) (7 n (D
AMOUNT PAID n O T Z3 _T1
DATE NUMBER INTEREST/PEN PAID C-) n
01-29-2014 CDO18712 .00 54,602.05 - 1 fV rte- rn
D 0.-1 Co o
p n
TOTAL TAX PAYMENT 54,602.05
BALANCE OF TAX DUE 1,360.15CR
INTEREST AND PEN. . 00
TOTAL DUE 1,360. 15CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE ` \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. V�
REV-114IPU 70 EX(01-10)
p ennsylvania INHERITANCE TAX
. DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Richard B. Uber 2113-0910
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Changes made per correspondence received.
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