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BUREA~; INDIVIDUAL
INHERITANCE TAX DIYISION
PO !lOX 280cOl
HARRIS8URG PA 17128-0601
TAXES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 05-21-2007
ESTATE OF BODWELL DOROTHY L
DATE OF DEATH 06-25-2006
FILE NUMBER 21 06-0595
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( See reverse side under Objections)
Amount RemIttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ....... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-C03:0SJ-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
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WM D SCHRACK II I
SCHRACK & LINSENBACH
PO BOX 310
DILLSBURG PA 17019
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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/~isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
205,000.00
907,273.22
.00
.00
482.330.03
23.010.37
31,430.17
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,649,043.79
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
(9)
ClO)
87,875.94
5.076.71
Cll)
Cl2)
Cl3)
Cl4)
9~.91i~.61i
1,556,091.14
.00
1,556,091.14
NOTE: If an assessment was 1$$Ued prevIously, lInes 14, 15 and/or 16, 17, 18 and 19 wUl
refle'ctfIgures that Include the total of !!:.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
.00 X 00 .00
.00 X 045 = .00
.00 X 12 = .00
1,556,091.14 X 15 = 233,413.67
Cl9)= 233,413.67
'AX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) .
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-15-2006 CD007206 10,526.32 200,000.00
03-15-2007 CD007909 .00 22,579.25
INTEREST IS CHARGED THROUGH 06-05-2007 TOTAL TAX CREDIT 233,105.57
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 308.10
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.86
TOTAL DUE 312.96
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTTnN~.l
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