HomeMy WebLinkAbout08-27-0815056041125
'~ REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 8 0 0 4 0 1
_ Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 9 9 0 5 8 4 0 9 1 2 1 7 2 0 0 7 1 0 0 3 1 9 1 8
Decedent's Last Name Suffix Decedent's First Name MI
M A C K E Y A R T H U R B
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
M A C K E Y M A B E L K
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
[]X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wifl) (Attach Copy of Trust}
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL GORRESPONDENGE AND GONFIUENI IAL IAX INFUKMAI IUN SHUULU !3t UIKkG I tU I U:
Name Daytime Telephone Number
R O G E R M M O R G E N T H A L 7 1 7 2 3 4 2 4 0 1
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLX
S M I G E L A N D E R S O N& S A C K S ~I
First line of address ~_~
`~ '
4 4 3 1 N F R O N T S T ~"
_ _ ? s; >
Second line of address _ --, ~~ i
__; I
3 R D F L O O R -,
DATE ~il•~D _z'
City or Post Office State ZIP Code -
H A R R I S B U R G P A 1 7 1 1 0 .~,-~~ ~~
- cn
t~.:
Correspondent's a-mail address: RMORGENTHAL(a~SASLLP.COM
Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT R F PE~gON g~SPO SIB E FOR LING RE RN DATE
"~ - ~;C.X~.~1 , ~ ~'~ ~~Q ~ p L-~ 811212 0 0 8
415 OPOSSUM LAKE ROAD ~ CARLISLE PA 17015
SI PREPAR OTHER THAN REPRESENTATIVE DATE
8112/2008
ADDRE
4431 N FRO T ST, 3RD FLOOR HARRISBURG PA 17110
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125 J ~
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15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: ARTHUR B. MACKEY 1 9 9 0 5 8 4 0 9
RECAPITULATION
8 1 5 5 9
2 0
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) ........................ ... 8. 8 1 5 5 9 , ~ 0
9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9. 7 0 0 0 • 0 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) ........ ... 10.
11. Total Deductions (total Lines 9 & 10) ........................ ... 11. 7 0 0 0 • 0 0
12. Net Value of Estate (Line 8 minus Line 11) ...................... ... 12. 7 4 5 5 9 • 2. 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............... ... 13. •
~ ~ 5 5 2
9 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ............... ... 14. •
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x.o _ 7 4 5 5 9 2 0 15. 0 0 0
16. Amount of Line 14 taxable
0 0
0
0
0
0
at lineal rate X .0 ~ 16 .
17. Amount of Line 14 taxable 0 0 0 0 0 0
at sibling rate X .12 17 .
18. Amount of Line 14 taxable
0 0
0
0
0
0
at collateral rate X .15 18 .
0 0 0
19. Tax Due ............ ........................... ..... ..19. .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042126 15056042126 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
2l 08 00401
DECEDENT'S NAME
ARTHUR B. MAC KEY
STREET ADDRESS
415 OPOSSUM LAKE ROAD
CITY 'STATE ZIP
CARLISLE PA ~ 17015
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total InteresUPenalty (D + E) (3) 0,00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (56) 0.00
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 : ................................................................. ..... ^
.
b. retain the right to designate who shall use the property transferred or its income;
::::::::::::::::::
:::::::
c. retain a reversionary interest; or ............................................................ ::::: ^ ^
X
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................................. ..... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... ..... ^
4. Did decedent own an Individual Retirement Account, annuity, or olhervon-probate property which
contains a beneficiary designation? ............................................................................................ ...... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS 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)].
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)]. The statute does not exempt a 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)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT '_
~-~ =,
OF m '-
ARTHUR B. MACKEY ~ ~ ~ ' ~ ~~ ~~
I, ARTHUR B. MACKEY, married man,of Lower Frankford Township (mail'rtrd;~~ires~?
415 Opossum Lake Road, Carlisle, PA 17013), Cumberland County, Pennsylvania, beingco~goundo ' `'
and disposing mind, memory, and understanding, do hereby make, publish, and declaret~' ~ ancg - =. c'=~
for my Last Will and Testament, hereby revoking and malting void any and all Wills byaa~ at and ~, ;, n
time heretofore made. o ,
0
1. I direct my hereinafter named Executor to pay all of my debts to which [ am bound and
the expenses of my funeral, last illness, and of the administration of my estate as soon after my
death as may be found convenient to do so.
2. I declare that I am married to MABEL K. MACKEY and that we have two children,
CAROLYN MARIE WAHLS, and REBECCA RUE GATTEN. I further declare that I have no
other children.
3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and
wheresoever the same may be situate, I give, devise, and bequeath to my wife, MABEL K.
MACKEY, her heirs and assigns, to the exclusion of my child or children, born or unborn, provided
my said wife shall survive the by a period of ninety (90) days. In the event that my said wife should
predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event
all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same
may be situate, I give, devise and bequeath as follows:
(a) I give the sum of One ($1.00) Dollar to my daughter Rebecca
Rue Gatten and the sum of One ($1.00) Dollar to my son-in-law, William
Gatten. I have made no further provision for either of them for the reason that
provisions that were made for each of them during their lifetime.
(b) All the rest, residue and remainder of my estate, real personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath to
my daughter, CAROLYN MARIE WAHLS, her heirs and assigns, per stirpes.
4. Should any person less than 21 years of age be entitled to distribution from my estate,
in such event the share that person would otherwise have received shall be paid to my hereinafter
named Executrix or Executor in tnrst. I authorize the herein named trustee to receive and invest the
same, and to pay the income arising therefrom, together with so much of the principal thereof as in
his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and
education of such person, to or for the benefit of such person, and upon such person attaining 21
years of age to pay to him or her the then remaining principal together with any undistributed
income.
5. I hereby nominate, constitute, and appoint my wife, MABEL K. MACKEY, as Executrix
of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such
event I nominate, constitute, and appoint my son-in-law, ROBERT P. WAHLS as Executor ,and I
further direct that neither of them shall be required to post any bond [o secure the faithful
performance of his, her, or its duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
6. In addition to the powers conferred by law, my herein named Executors and Trustees
are empowered:
a. To invest any part of the trust corpus in such securities, investments, or other property
as may be deemed advisable and proper, irrespective of whether the same are authorized for the
investment of [rust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which may
be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale
of the property of any such corporations; to make any surrender, exchange or substitution of such
stocks, bonds, or other securitres as an incident to the merger, consolidation or reorganization of
such corporations; to pay al] assessments, subscriptions and other sums of money which may be
deemed wise and expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be conferred upon
the holders of such stocks, bonds, or other securities of such corporations either for the conversion
Page 1
Zz ~
of the same into other securities oX for the purchase of additional securities, and to make any and all
necessary payments which may 6e required in connection therewith; and generally to have and
exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is
under [rust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate shares
shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and partly
on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the
trust estate, and no purchaser at any such sale shall be bound to tnquire into the expediency or
propriety of any such sale or to see to the application of the purchase money arising therefrom.
e. To keep on hand and uninvested such moneys as may be deemed proper and for such
period as may be found expedient.
f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust
estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against the pnncipal or
income such other reasonable expenses and charges as may be necessary and proper to incur for
the proper discharge of fiduciary duties and for the proper management and administration of the
crust estate.
h. In making any division of property into shares for [he purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in cash or
in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any
division or distribution in kind may allot any specific security or property or any undivided interest
therein to any one or more of such shares, and to that end may appraise any or all of the property so
to be allotted and the judgment as to the propriety of such allotment and as to the relative value for
purposes of distribution of the securities or property so allotted shall be final and conclusive upon
all persons interested in the trust or in the division or distribution thereof.
i. Authorized to register any shares of stock or other assets of any trust in their own
names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which 1 may own at the time of my
death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as
may be deemed advisable or proper, irrespective of whether the same are authorized for the
investment of trust funds under the laws of any governing jurisdiction.
L To determine from time to time whether all or some portion of realized capital gains
shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be
retained as part of the corpus, and such designation need not be consistent from one year to
another.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on 3 pages, this ry/`t, day of ~ ~ i. ~ I , 2Q03_
.. , . " ~ /~ (SEAL)
ART UR . MACKEY .
Signed, sealed, published and declared, by ARTHUR B. MACKEY the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request,
and in the presence of each other, have hereunto subscribed our names as attesting witnesses.
~~r~\~~~ ~ J ~Qiz/~
age 2
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ARTHUR S. MACKEY 21 08 00401
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at 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 proaerty which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VAI'_UE AT DATE
NUMBER DESCRIPTION ~DF DEATH
1. REAL ESTATE PREMISES ON LAUREL RUN ROAD, ROUTE 00233, TYRONE TOWNSHIP 81,559,20
PERRY COUNTY, PA, CONSISTING OF VACANT LAND, VALUED IN ACCORDANCE
W[TH CURRENT ASSESSMENT AND COMMON LEVEL RATION FACTOR
TOTAL (Also enter on line 1, Recapitulation} ~ $ 81,559.20
(If more space is needed, insert additional sheets of the same size)
Tax Parcel No.
THIS DEED,
MADE THE ~ ~ day of October in the year of our Lord two thousand six (2006).
BETWEEN WILLIAM H. GATTEN, married man, and ARTHUR B.IVIACKEY,
married man, both of Cumberland County, Pennsylvania, parties of the first part,
Grantors,
and
ARTHUR B. MACKEY, married man, of 415 Opossum Lake Road, Carlisle,
Cumberland County, Pennsylvania, party of the second part,
Grantee:
WITNESSETH, that in consideration of One ---{$1.001 ---:Dollar, in hard paid,
the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and
convey to the said Grantee, his heirs and assigns,
ALL THAT CERTAIN tract of land situate in Tyrone Township, Perry County,
Pennsylvania, bounded and described in accordance with the Final Subdivision Plan for
William H. Gatten, and Arthur B. Mackey, prepared by Eric L. Diffenbaugh, Professional
Land Surveyor, dated October 8, 2004, revised January 6, 2005, and December 2, 2005
and recorded in the hereinafter mentioned Recorder's Office in Plan Book 55, Page 75 as
follows:
BEGINNING at an existing stone pile in line of lands now or formerly of
Vincent W. Baughman and in line of lands now or formerly of David and M. Marie
Kessler; thence along said lands now or formerly of David and M. Marie Kessler, North
83 degrees 30 minutes 26 seconds East a distance of 704.57 feet to an iron pin set in
stones at the dividing line between Lots Nos. 1 and 2; thence along the dividing line
between Lots No. 1 and 2, South 11 degrees 30 minutes 53 seconds East a distance of
3,215.98 feet to a stone pile set in line of lands now or formerly of the Commonwealth of
Pennsylvania, known as Tuscarora State Forest; thence along said lands now or formerly
of the Commonwealth of Pennsylvania, South 86 degrees 26 minutes 44 seconds West a
distance of 211.53 feet to an existing iron pin in stones; thence by same, North 74 degrees
52 minutes 15 seconds West a distance of 181.50 feet to an existing stone pile; thence by
same, South 85 degrees 37 minutes 45 seconds West a distance of 922.75 feet to an
existing stone pile in line of lands now or formerly of Vincent W. Baughman; thence
along said lands now or formerly of Vincent W. Baughman, North 00 degrees 40 minutes
32 seconds West a distance of 3,107.64 feet to an existing stone pile in line of lands now
or formerly of David and M. Marie Kessler, the Place of BEGINNING.
CONTAINING 71.987 Acres and being all of Lot No. 1 as shown on the Final
Subdivision Plan for William H. Gatten and Arthur B. Mackey.
THE WITHIN conveyed Lot No. 1 is conveyed together with the 20-foot wide
right-of-way extending southwardly from SR 0233 over lands now or formerly of David
and M. Marie Kessler to the northwestern corner of Lot No. 1 as shown on the Final
Subdivision Plan for William H. Gatten and Arthur B. Mackey.
THE ABOVE described Lot No. 1 is a portion of the premises which Perry
Perch, anon-profit corporation, by deed dated October 1, 2003 and recorded in the Office
of the Recorder of Deeds, in and for Perry County, at New Bloomfield, Pennsylvania at
Deed Instrument No. 20313887, granted and conveyed to William H. Gatten and Arthur
B. Mackey, the Grantors herein.
UNDER AND SUBJECT to the Declaration of Non-Building for Lots Nos. 1 and 2 as
well as the nine plan notes on the aforesaid Subdivision Plan as well as building setback
lines, and all other conditions, easements, limitations, notes, and matters set forth on the
Subdivision Plan recorded as aforesaid.
THE WITHIN conveyance if from father and son-in-law to father and is,
therefore, exempt from realty transfer taxes.
THE WITHIN Grantors do each warrant that no divorce proceedings are pending
against each in the Commonwealth of Pennsylvania or in any other jurisdiction.
AND the said Grantors do hereby covenant and agree that they will warrant
SPECIALLY the property hereby conveyed.
IN WITNESS WHEREOF, said Grantors have hereunto set their hands and
seals this day and year first above written,
Signed, Sealed, and Delivered
in the Presence of
~~ ) ~ .~ ~ ~ - (SEAL)
IL IAM H. ATT
ARTHUR B. MACKEY
Commonwealth of Pennrylvania
} ss.
County of ~e,r•r- ~~
SEAL)
On this, the ~ day of October, 2006, before me, the undersigned officer,
personally appeared WILLIAM H. GATTEN, known to me (or satisfactorily proven) to
be the person whose name is subscribed to the within instrument, and acknowledged that
he executed the .same for the purposes thrrein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal. - .'
~~ • .
,~
~' c = --
. ~,
.1 (SEAL)
NOTARIAL SEAL
L1NDA J. NAIL, NOTARY CQ BPA
Newport Borough, Petty
M Commlaalon Ex fires Nov. 29, 2007
Commonwealth of Pennsylvania
} ss
County of Cumberland
On this, the S i ^ day of October, 2006, before me, the undersigned officer,
personally appeared ARTHUR B. MACKEY, known to me (or satisfactorily proven) to
be the person whose name is subscribed to the within instrument, and acknowledged that
he executed the same for the purposes therein contained.
IN WITNESS WIIEREOF,1 hereunto set my hand and official seal.
(SEAL)
NOTARIAL SEAL
RO6ERTG FREv NOTARYPUBUC
Borough of Carlisle Gumbertand Gounry PA
My Cnmmrss~on Expnes .June 4 2010
1 do hereby certify that the precise residence and complete post office address of
the within named Grantee is 415 Opossum Lake Road, Carlisle, Pennsylvania 17013.
~~
Robert G. Frey, Esguire
Attorney for Grantee
PERRY COUNTY REAL HSTATE TAK N(3TZCS
200A COUNTY/MUNICI ?T.L
(270) 'fYRON¢ TOWASIiIP
iv yubia DELOR I9 E. BITNER, 2AX COLLECTOR
•.ti: P.O. HOX 156
LOYSVILLE, PA 17097
MABCH 8, 10AD1-12NOON
orerra MARCH 29, lO AI{-12ISOOH
roo^s ALL OTHER TIMES CALL !OR
APYOINTN![N1' 717-789-3193
r~a~o
o+~ac:
[uuT u^
»a
P~Ti]1
270,160.00-012.000
ZLAURBL RIIN ROAD
ROp'I8 00233
02006-10886
MAC&EY, 1-gTFtUR B
415 OP053[7M LA705 ROAD
CARLISLE PA. 27013
2e CU rn Bi it wLth Payment. For Receipt,
rn nl ncr SaYE-addressed Stamped Rnvelope
Control: (27 DC 3-1)
1111l~IiI~N~NINI~{6iINl{iN~iNINN1III~NII~~II~IN~111 3111 ~: ao5~~
Dale: FEB 01. 2009
Assessment Land Suilding Total.
59,970 0 59, 97C
Description Fate - viscount Fare . Peratty
COUNTY REAL ESTATE 4,050 M 238.02 242.68 267.17
MUPIICZPA,L RjE .260 M 15,28 15,59 17,15
TOTAL TAB AMOIINT DUS > 253.30 258.47 284.32
BETwseN BJr~reeN Ar~TSR
C2; 01/2008 C4J07;2008 o6/Oli2D08
03/71/2008 05/31;2008
2008 ANNUAL hPPEALS ARE DUE ON OR BEFORE SEPTCMBER 2, ZGOB
VNPAZ7 B?LI.~ TO TA7[ CLAIM Ifl/20 D9
Parwardiag escrowed real eet^te bills i^ the taxy^yer's reapoaeibi lity
Aceornmodztioas frill bn made Eor tho Physically Impaired
(VICW PROPERTY INFO A7 COUATHOU5 ~'Ot1LIN6-COM CONTROL~005206G1 FfL~5W0RD=PR2%'c,CFSI
Revenue: Perry County
http:/Iwww. revenue.state.pa. us/revenue/cwp/view.asp?A=3 &Q=204368
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Common Level Ratio (CLR} Real Estate Valuation
Factors
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Perry County
ACCEPTANCE
DATE CLR
FACTOR ACCEPTANCE
DATE CLR
FAC"TOR
FROM TO FROM TO
7-2-1986 6-30-1987 6.25 7-1-2006 6-30-2007 1.33
7-1-1987 6-30-1988 6.80 7-1-2007 6-30-2008 1.36
7-1-1988 6-30-1989 7.46
7-1-2008
6-30-2009 1.49
7-1-1989 6-30-1990 8.20
7-1-1990 6-30-1991 8.26
7-1-1991 6-30-1992 8.55
7-1-1992 6-30-1993 8.62
7-1-1993 6-30-1994 9.01
7-1-1994 6-30-1995 10.20
7-1-1995 6-30-1996 9.52
7-1-1996 6-30-1997 10.64
*7-1-1997 6-30-1998 6.73
*7-1-1998 6-30-1999 6.67
7-1-1999 6-30-2000 7.63
7-1-2000 12-31-2000 7.3 5
* * 1-1-2001 6-30-2001 1.00
* *7-1-2001 6-30-2002 1.00
7-1-2002 6-30-2003 1.05
7-1-2003 6-30-2004 1.07
7-1-2004 6-30-2005 1.10
7-1-2005 6-30-2006 1.16
* Adjusted to reflect assessment ratio change effective Feb. 24, 1997.
** Adjusted to reflect assessment base change effective Jan. 1, 2001.
Content Last Modified on 5/29/2008 2:06:23 PM
1 of 2 5/30/2008 11:04 AM
REV-1511 EX + (10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ARTHUR B. MACKEY 21 08 00401
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (sj
Street Address
City State Zip
Year(s) Commission Paid:
2, Attorney Fees 5MIGEL, ANDERSON & SACKS, LLP
3, Family Exemption: (If decedent's address is not the same as claimants, attach explanation)
Claimant MABEL K. MACKEY
Street Address 415 OPOSSUM LAKE ROAD
City CARLISLE State PA Zip ] 7015
Relationship ofClaimanttoDecedent SURVIVING SPOUSE
4• Probate Fees
5 Accountants Fees
6. Tax Return Preparer's Fees
7
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
3,500.00
3,500.00
7,000.00
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ARTHUR B. MACKEY 21 08 00401
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1. MABEL K. MACKEY Spousal 74,559.20
415 OPOSSUM LAKE ROAD
CARLISLE, PA ]7015
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)