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DATE 06-18-2007
ESTATE OF GELBAUGH SR KERWIN E
DATE OF DEATH 07-08-2006
FILE NUMBER 21 06-0702
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remitted[ ~
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 +-
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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 GELBAUGH SR KERWIN E FILE NO. 21 06-0702 ACN 101 DATE 06-18-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'i':)',:T\ r'::::CN'Oi'fI'CE OF INHERITANCE TAX
;~~PP~lS~~'E~T, ALLOWANCE OR DISALLOWANCE
'- · :: ''9F,.'DE,DUCn ONS AND ASSESSMENT OF TAX
2007 JUN 25 p~-, 3: 5S
CLERK OF
ORPH,.1J0'S COURT
LINDA A CLOTFELTER @~b'P::- . rr'~Cj. Pi;
L A CLOTFELTER LW FIRM
5021 E TRINDLE RD 100
MECHANICSBURG PA 17050
-
REV-15'i7 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lB. Amount of Line 14 taxable at Collateral/Class B rate
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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)
(1)
(2)
(3)
(4)
(5)
(6)
0)
.00
.00
.00
.00
1,441.80
72 .145.48
2,500.00
(B)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
Cl 0)
6,336.15
.00
Cl1)
Cl2)
Cl3)
Cl4)
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE:
19. Principal Tax Due
TAX CREDITS,
Cl5) 69,751.13 X 00
Cl6) .00 X 045 =
Cl7) .00 X 12
ClB) .00 X 15
Cl9)=
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
76,087.28
6.336.11;
69,751.13
.00
69,751.13
.00
.00
.00
.00
.00