HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX T,
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280661
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF UHLMANN DOROTHY J
DATE OF DEATH 03-05-2014
FILE NUMBER 21 14-0501
COUNTY CUMBERLAND
MCKNIGHT MATTHEW A ACN 101
60 W POMFRET ST APPEAL DATE: 11-21-2014
CARLISLE PA 17013-3243 (See reverse side under Objections)
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 F
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: UHLMANN DOROTHY JFILE NO. :21 14-0501 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. 00 submit the upper portio,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 35,934.44
7. Transfers (Schedule G) (7) 196,656. 12
B. Total Assets (8) 232.590.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 .034.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.720.03
11. Total Deductions (11) 8,754.56
12. Net Value of Tax Return (12) 223,836.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 223,836.00
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:
15. Amount of Line 14 at spousal rate (15) . DO X 00 =x_00
16. Amount of Line 14 taxable at lineal rate (16) 22;-R;/+- nn X c@5 = Yom,072-,0
17. Amount of Line 14 at sibling rate (17) -nn X 17L
18. Amount of Line 14 taxable at collateral rate (18) .00 X Im
19. Principal Tax Due tl 91 �j
r 1,0.,07-2i.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) -
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ;� ..) ry � O
05-22-2014 CDO19197 503.63 9,568.9 ,� ') -z-
9 'n
m
c.n (n o
W -n
TOTAL TAX PAYMENT 10,072.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE . 00
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.