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Home My WebLink About08-16-07 (2)15056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2soso~ 2 1 0 6 0 5 9 5 Harrisburg, PA ~712s-osol RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201074993 Decedent's Last Name BODWELL 06252006 06131918 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number ti - TMS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ~ J~ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) h g Decedent Died Testate (Attach Copy of Will(Attach Copy of Will) 9. Litigation Proceeds Received I ^ ~ Decedent Maintained a Living Trust (Attach Copy of TrusQ Suffix Decedent's First Name MI DOROTHY L 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) ^ 10' be~lvaeenl2 3~1~9Cred~t (d; tges~f death NameESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 1V Daytime Telephone Number WM. D. SCHRACK III 7174329733 Firm Name (If Applicable) SCHRACK & LINSENBACH PC First line of address 124 W. HARRISBURG STREET --~ C-) r-- .? Second line of address '~ `_' - P . O . BOX 3 10 ,~ <= DATE=r ~ D G~~ City or Post Office State ZIP Code _ ~=~~ ~~ J DILLSBURG PA 17019-0310 J,--~ ~ , -, ~~3 =-; - ~. - _~ ~ - - Correspondent's a-mail address: ~.~' ~ " - ~_~_' a~-,~ Under penalties of pery'ury, I declare that I have examined this return, includin~ accompanying schedules and statements, and to the best of my kno~aSdge and belief; it is true, correct and complete. Declaration of preparer other than the persona representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ^^(~,~,r ~ .~/'.c.~ Joan L. Wels ~~ ~~ aLCO 7 24 Winding Hill Drive, Mechanicsburg, PA 17055 SIGNATURE OF Pfj~PA OT =R THAN REPRESENTATIVE DATE (// Wm. D. Schrack III ~(~~4,,, ~- ~ ADDRE- S~ 124 W. Harrisburg Street, Dillsburg, PA 17019-0310 Side 1 15056041147 15056041147 REGISTER OF WILLS USE ONLY J REV-1500 EX Decedents Name: D o r O t h y L. B o d w e Decedent's Social Security Number 201074993 RECAPITULATION 1. Real Estate (Schedule A) ...................................................................................... 1. 2. Stocks and Bonds (Schedule B) .............................._.......................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .............................~....................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ................................................................ g, 25,000.00 25,000.00 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ............................._._................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................._.......................... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. 14. 0.00 25,000.00 25,000.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16• 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 2 5, 0 0 0. 0 0 1 g. 19. Tax Due ................................................. .............................................................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15056042148 0.00 0.00 0.00 3,750.00 3,750.00 Side 2 15056042148 15056042148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-0595 DECEDENT'S NAME Dorothy L. Bodwell STREET ADDRESS Bethany Village, 325 Wesley Drive CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty Total Credits (A + B + C) Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (1) 3,750.00 (2) (3) (4) (5) 3,750.00 (5A) (5B) 3,750.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. ^ ^x b. retain the right to designate who shall use the property transferred or its income; ................................ ^ c. retain a reversionary interest; or ..............................__.........................................................._................ ^ 0 d. receive the promise for life of either payments, benefits or care? ........................................................... ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................................. ^ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................ ^x ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)J. The statutedoes not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 F~(+ (8.98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bodwell, Dorothy L. 21-06-0595 All real properly owned solety or as a tenant in common must be reported at fair market value. Fair market value is defined as the price al which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real properly which is Jolntty-owned with right of survNorshlp must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Additional proceeds of $25,000.00 from sale of 200 N. 30th Street, Camp Hill, PA I 25,000.00 (see HUD-1) TOTAL (Also enter on Line 1, Recapitulation) I 25,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleA (Rev. 6-98) ~..~. ~~~~-vtda 8. TYPE OF LOAN: .~. DEPARTMENT OF HOUSING 8 URBAN DEVELOPMENT 1.aFHA 2.QFmHA 3. ~CONV. UNINS. 4. ~VA 5. QCONV. INS. 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT g. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown I " tems marked (POCj were paid outside . the closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BUYER: 7.0 3I9B (6ta8 ERTLE.054PFDr61a8 ERTLE.054l161 E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Sh irley M. Ertte single woman Estate of Dorothy Bodwell 200 North 30th Street 200 North 30th Street Camp Hill, PA 17011 Camp Hill, PA 17011 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1833632 I. SETTLEMENT DATE: 20 0 North 30th Street Robert G. Radebach Esquire Ca mp Hill, PA 17011 Cumberland County, Pennsylvania PLACE OF SETTLEMENT August 1, 2007 912 North River Road Halifax, PA 17032 J. SUMMARY OF BIfYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price I 230,000.00- 401. Contract Sales Price i 230 000 00 102. Personal Pro ert I . . 402. Personal Pro ert I 103. Settlement Char es to Bu er Line 1400) I 4,058.25 403. I 104. ~ 404. I 105. 405. I 106. Cit /Town Taxes 08/02/07 to 01/01/08 ~ 519.01 406. Cit /Town Taxes 08/02/07 to 01/01/08 I 519 01 107. School Taxes 08/02/07 to 07/01/08 2,400.13 . 407. School Taxes 08/02/07 to 07/01/08 I 2 400 13 108. Sewer Bill 08/02/07 to 01/01/08 70.22 . . 408. Sewer Bill 08/02/07 to 01/01/08 I 70 22 109. I . 409. 1 J.O. 410. 111. ~ 411. 112. I 412. I 120. GROSS AMOUNT DUE FROM BUYER I 237,047.61 420. GROSS AMOUNT DUE TO SELLER I 232 989 36 200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: , . 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De osit or earnest mone , 20,000.00 501. Excess De osit See Instructions I 202. Princi al Amount of New Loan s) ~ ~ 502. Settlement Char es to Seller Line 1400 I 5 015 08 203. Existin loan s) taken sub ect to I , . 503. Existin loans taken sub'ect to I 204. 504. Payoff of first Mortgage ~ 205. 505. Pa off of second Mort a e I 206. 506. 207• 507. De osit disb. as roceeds I 208. I 508. 209. I 509. I Ad'ustments or Items Un aid eller Ad'ustments or Items n aid B eller 210. Ci /Town Taxes to I 510. Cit /Town Taxes to i 211. School Taxes to I 511. School Taxes to I 212. Sewer Bill to ' 512. Sewer Bill to 213. 513. 214. 514. ~ 215. 515. 216. ~ 516. 217. i 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BUYER 20.000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 5 015.08 300. CASH AT SETTLEMENT FROM/TO BUYER: , 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. ' Gross Amount Due From Buver Line 120) 237,047.61 601. Gross Amount Due To Seller (Line 420) 232 989 36 302. Less Amount Paid By/For Buy r (Line 220) 20,000.00) , . 602. Less Reductions Due Seller (Line 520) ( 5,015.08 303. CASH (X FROM) ( TO UYE 2 .047.61 603. CASH (X TO) ( FROM) SELLER 227.974.28 uiwe~siyneu nereoy a I race r CO of pages 182 of this statement & any attachments referred to herein. Seller ~^~~ ~ , tate of Dorothy Bodwell SCHRACK LINSENBACH LAW OFFICES 124 W. HARRISBURG ST. P.O. BOX 310 DILLSBURG, PA 17019-0310 PHONE (717) 432-9733 FAX (717) 432-1053 August 14, 2007 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: The Estate of Dorothy L. Iiod~vell D/D: June 25, 2006 File #: 21-06-0595 Supplemental Return Dear Register: Attorneys WM. D. SCHRACK III BRIAN C. LINSENBACH I enclose two copies of the Supplemental Return filed on behalf of the Executrix of the Last Will and Testament of Dorothy L. Bodwell. The filing was prompted by the event of the sale of the decedent's residence at a price of $25,000.00 more than the appraised value for which it was shown in the original Inheritance Tax Return. Accompanying this filing you will find Executor's check #1089, for the sum of $3,750.00, which represents additional Inheritance Tax due, and check #1090, for the sum of $15.00, which represents the filing fee for the Supplemental Return. Please process the Return, and provide to me a receipt for the both the filing fee and the additional taxes, as well as atime-stamped front page of the Supplemental Return. Thank you for your assistance in this regard. Sincerely, Schrack III ~K &LINSENBACH .~ `vu ~, 4i~1,~ WDS/jsg ~~I ~ r~~0 enc. ~~.; ~~~~:~ .J cc: Joan L. Wels ~1Z ~ I !~d 9 I ~s'I~ L~'aJG