HomeMy WebLinkAbout02-22-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'" . [,HOTI-CE OF INHERITANCE TAX
APPRA.ISEMENT', ALLOWANCE OR DISALLOWANCE
OF i,DEDUCnONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
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DATE 02-11-2008
ESTATE OF DYBLIE HARRY G
DATE OF DEATH 08-29-2006
FILE NUMBER 21 06-0854
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-11-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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PATRICIA D ARCURI
950 GLENEAGLES DR
YORK PA
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17404
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 DYBLIE HARRY G FILE NO.21 06-0854 ACN 101 DATE 02-11-2008
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
CloselY Held Stock/Partnership Interest (Schedule C) .00 submit the upper portion
3. (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 85,098.02
6. Jointly Owned Property (Schedule F) (6) 13,010.20
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 98,108.22
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,215.87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,843.64
1l. Total Deductions (11) 17.01i9.1i1
12. Net Value of Tax Return (12) 86,048.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 86,048.71
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 rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 86,048.71 X 045 = 3,872.19
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,872.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-27-2006 CD007479 171 . 05 3,250.00
11-01-2007 CD008901 13.43- 464.57
02-04-2008 SBADJUST .00 1. 98
TOTAL TAX CREDIT 3,872.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ( ",
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, 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.)