HomeMy WebLinkAbout05-18-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,_r-.'~!U'CEcDB(lllHERITANCE TAX
AP'PRAI!EMEN1'; ALto-ANCE OR DISALLOWANCE
Qj::-D~DUCUO'tS.ND ASSESSMENT OF TAX
05-21-2007
BODWELL
06-25-2006
21 06-0595
CUMBERLAND
101
APPEAL DATE: 07-20-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~
BURcjU OF INDIVIDUAL TAXES
INHEkJ"TANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2GGl M.t\'t \ 8 PH \: 0'1"E
ESTATE OF
C\ tRY nF DATE OF DEATH
--;;"(,'::.;,,, I':)T FILE NUMBER
q\3!)C\i\,":::'. ~),',., \ ,I-COUNTY
CU' ACN
WM D SCHRACK III
SCHRACK & LINSENBACH
PO BOX 310
DILLSBURG
PA 17019
*'
REV-1547 EX AFP (06-05)
DOROTHY
L
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BODWELL DOROTHY L FILE NO. 21 06-0595 ACN 101 DATE 05-21-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
SEE ATTACHED NOTICE
( X) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
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)
8. Total Assets
NOTE:
NUMBER
CD007206
CD007909
+
INTEREST/PEN PAID (-)
10,526.32
.00
DATE
09-15-2006
03-15-2007
U)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
UO)
(5)
(16)
(7)
(18)
205,000.00
907.273.22
.00
.00
482.330.03
23,010.37
31,430.17
(8)
87,875.94
5.076.71
.00 X
.00 X
.00 X
1,556,091.14 X
AMOUNT PAID
200,000.00
22,579.25
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
1,649,043.79
(11)
(2)
(13)
(4)
9?91i?~1i
1,556,091.14
.00
1,556,091.14
00 =
045.
12 ..
15 =
.00
.00
.00
233,413.67
233,413.67
(9)=
TOTAL TAX CREDIT 233,105.57
THE BALANCE OF TAX DUE 308.10
INTEREST AND PEN. 4.86
TOTAL DUE 312.96
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
INTEREST IS CHARGED THROUGH 06-05-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1.70 EX (6-88)
,'*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
REVIEWED BY
ACN
2106-0595
101
Dorothy L Bodwell
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H B7-14 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania
inheritance tax purposes.
ROW
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