HomeMy WebLinkAbout09-03-10-NOT-ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ APPRAISEMEMt, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1s1oN OF DEI)UCT~ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID F SPANG ESQ'lYt~f~E ~~ '°" " ' ' '
247 LINCOLN WAY EAST
CHAMBERSBURG PA 17201
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C5) 23, 106.00
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CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4-- _ _ ___________ _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR - -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MACKEY JEFFREY EFILE N0.:21 09-0439 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
_ . ..
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 23, 106.00
C9) 5,080.00
clo) .00
11. Total Deductions C11) _ 5, 080.00
12. Net Value of Tax Return C12) _ 18, 026.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax C14) 18, 026.00
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 18. n?6 _ On X 045 811.00
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 ~_ .0 0
19. Principal Tax Due C19),= $11.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-18-2010 CD012952 12.00- $23.00
08-23-2010 SBADJUST .00 .13
DATE 08-30-2010
ESTATE OF MACKEY JEFFREY E
DATE OF DEATH 05-02-2009
FILE NUMBER 21 09-0439
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 811.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.