HomeMy WebLinkAbout12-08-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'^ ~~~~lO7~C~ `;pF INHERITANCE TAX
AIyP_RAIS`EME'~lT,,: ALLOWANCE OR DISALLOWANCE
:':;~Q~-;D~DU,CT~QNS AND ASSESSMENT OF TAX
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ROGER M MORGENTHAL ~~.,1'~' ~ ~ ~~ %.
SMIGEL ETAL
4431 N FRONT ST 3RD F
HBG PA 17110
cl) 81,559.20
c2) .00
c3) .00
c4) .00
REGISTER OF WILLS
CUMBERLAND I~0 COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ____________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MACKEY ARTHUR B FILE ND. 21 08-0401 AI:N 101 DATE 12-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) .00
c6) .00
cn .00
c8) 81,559.20
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 7„000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions X11) _ 7.000.00
12. Net Value of Tax Return I12) 74,559.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) C13) .00
14. Net Value of Estate Subject to Tax X14) 74,559.20
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 c15) 74,555.20 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 _ .00
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due c19)= .00
TAX CREL1TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
TOTAL TAX CREDIT .00
BALANCE OF T,AX DUE .00
INTEREST ANLI PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ^t
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.)
DATE 12-01-2008
ESTATE DF M.ACKEY ARTHUR B
DATE OF DEATH 12-17-2007
FILE NUMBER 21 08-0401
COUNTY CUMBERLAND
ACN 101
APPEAL DE\TE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: