HomeMy WebLinkAbout06-25-07
06-18-2007
STURDIVANT
01-08-2006
21 06-0631
CUMBERLAND
101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
I~H'~ITANCE TAX DIVISION
PO BOX 2B0601
, HARRISBURG PA 17128-0601
r,-{'I"....,~ ~_ NOTICE OF INHERITANCE TAX
;' =~-,:j(~~~~J (Ej~~~TI; ')I)fLOWANCE OR DISALLOWANCE
F':~:r/~r::p~l;lUC1ln~~ AND ASSESSMENT OF TAX
;........>""i; i." ' )
ZOD7 JUN 25 PM 3: 57
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MICHAEL A SCHERER
OBRIEN ETAL
19 W SOUTH ST
CARLISLE
CI FR:K nc
~_., VI
ORptlA,\J'S COURT
ES~Ur);' ' . T"'\n flA
-1..- ,. I if....
PA 17013
REV-1547 EX AFP (06-05)
DOROTHEA
K
l
PAYMENT TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STURDIVANT DOROTHEA K FILE NO. 21 06-0631 ACN 101 DATE 06-18-2007
TAX RETURN WAS:
X) CHANGED
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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)
.00
.00
.00
.00
289,210.92
25,879.86
.00
(l)
(2)
(3)
(4)
(5)
(6)
0)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
ClO)
16,000.69
2.566.77
Cll)
Cl2)
Cl3)
Cl4)
10.
II.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
315,090.78
18.li67.46
296,523.32
.00
296,523.32
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
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
rate Cl5) .00 X 00 .00
Lineal/Class A rate (16) 296,523.32 X 045 = 13,343.55
rate Cl7) .00 X 12 .00
Collateral/Class B rate Cl8) .00 X 15 .00
Cl9)= 13,343.55
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-06-2006 CD007291 .00 15,000.00
TOTAL TAX CREDIT 15,000.00
BALANCE OF TAX DUE l,656.45CR
INTEREST AND PEN. .00
TOTAL DUE l,656.45CR rJ
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
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.)
REV-1470 EX (6-66)
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Dorothea Sturdivant
FILE NUMBER
REVIEWED BY
Sheila Megonnell
ACN
2106-0631
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F
Total on Schedule "F" was not correctly carried forward to recapitulation page.
ROW
Page 1