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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~\ . <" ",... , l"4T,J;,~ Q.fr' INHERITANCE TAX
f-lEC~!J~~s~jj1iN't,t A.WlOWANCE OR DISALLOWANCE
}:'~::~l ~EpuCr'I~~S: AND ASSESSMENT OF TAX
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DATE 07-23-2007
ESTATE OF KRATER MARY C
DATE OF DEATH 09-09-2006
FILE NUMBER 21 06-0811
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-EX-AFP-coi:osj-NOTicE-OF-iNHERiTANCE-TiX-APPRAiSEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRATER MARY C FILE NO. 21 06-0811 ACN 101 DATE 07-23-2007
,.
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2001 JUL 20 PH 4: 0 I
MARLIN R MCCALEB
219 E MAIN ST
PO BOX 230
MECHANICSBURG
CLERK OF
ORPHAN'S COURT
CU~MX,',r..~.,: ,\':"\ r,'1 Pl\
1.'_ 'i ..' 'i'.' ,r
ESQ
PA 17055
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) 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)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
24.949.93
.00
.00
160,279.37
12,733.94
164,507.50
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was Issued previously, lines
reflect figures that Include the total of Abh
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
IS. Amount of Line 14
19. Tax Due
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Lineal/Class A rate
rate
Collateral/Class B rate
DATE
12-01-2006
05-17-2007
C
NUMBER
CD007498
CD008178
+
INTEREST/PEN PAID (-)
2,105.26
.00
INTEREST IS CHARGED THROUGH 08-07-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
UO)
16 ,543.52
'*'
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
362,470.74
17.1~l>.D8
345,334.66
.00
345,334.66
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
51,800.20
51,800.20
49,769.21
2,030.99
26.24
2,057.23
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) C1rtl
592.56
Ul)
(2)
(3)
(4)
US)
(6)
(7)
US)
. DO X DO =
. DO X 045 =
. DO X 12 =
345,334.66 X 15 =
(9)=
AMOUNT PAID
40,000.00
7,663.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470 EX (6-8'
. .
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Krater, Mary C.
REVIEWED BY
ACN
2106-0811
501
Daniel Heck
ITEM
SCHEDULE NO.
E 19
EXPLANATION OF CHANGES
This annuity is fully taxable as the decedent purchased this annuity as an investment. The
decedent had the option to withdrawn the monies at any time during her lifetime without
penalty.
ROW
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