HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
D:('{':G~":r'! ~c~ Df:: INHERITANCE TAX
· 1-......'APPMISDlEIIfr:,. M.LOWANCE OR DISALLOWANCE
C"[J'i(Ojf!DEDik'ttDNS.', AND ASSESSI1ENT OF TAX
I .L\J '--I. _I : \_j, ;, rc,,-
10-02-2006
BOUDER
08-27-2005
21 05-0853
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
~y!_~~p~g_!~~!_~~~~------~--_!~!&!~-~g~~!_~g!!!g~-~g!-!g~!_!~~g!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GLENN E FILE NO. 21 05-0853 ACN 101 DATE 10-02-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANSED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. ABount of Line 14 at Spousal rate (15)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. AIIount of Line 14 texable at Collateral/Class B rate (18)
19. Principal Tax Due
. ,.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
....OM O"T "J 1')1'11') 3 7
L uo Ii" -L rr It.: .
BRADLEY L GRIFFIE
GRIFFIE & ASSOCS
200 N HANOVER ST
CARLISLE
CLER'{ CF
ORP:~/~,.r\rs C~C)L~.lRT
j\ p!~
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PA 17013
ESTATE OF BOUDER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgegeslNotes Receivable (Schedule D)
S. CeshlBenk Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. DebtslHortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. ChBritable/Gove~ental Bequests; Non-elected 9113 Trusts
14. Net Velue of Estate Subject to Tax
NOTE:
DATE
05-30-2006
NlI1BER
CD006763
INTEREST/PEN PAID (-)
11.84-
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
103.024.36
4.676.33
62.655.88
(8)
*'
REV-1547 EX AFP (06-05)
GLENN
E
(9)
(10)
201645.69
1 00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your accountl
~it the upper portion
of this for. with your
tax paYllent.
1701356.57
20.1141> 119
1491709.88
.00
1491709.88
19 will
(19)=
.00
.00
71627.03
121922.69
201549.72
(Schedule J)
.00 X
.00 X
631558.60 X
861151.28 X
00 =
045 =
12 =
15 =
211488.16
938.44CR
.00
938.44CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIYO" (CR) I YOU MAY BE DUEC)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~
AMOUNT PAID
211500.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. ..
REV.1470 EX (6-88)
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
Glenn E. Bouder
REVIEWED BY
ACN
Sheila Megonnell
ITEM
SCHEDULE NO.
2105-0853
101
G 1
EXPLANATION OF CHANGES
Per the lawyer's letter dated 09/11/2006, the beneficiary of the 401(k) Plan was Carolyn
Weller (a niece of the decedent) therefore, the item must be taxed at 15%.
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