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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF RfVENUE
<
--, ,', '- .Non CE OF I NHER IT ANCE TAX
' A~p~~iiSiMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 10-16-2007
ESTATE OF GAUGLER KEITH A
DATE OF DEATH 11-08-2006
FILE NUMBER 21 06-1061
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 +-
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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 GAUGLER KEITH A FILE NO. 21 06-1061 ACN 101 DATE 10-16-2007
2D07 OCT /2 Ptl12: 09
C' E:n;r ('r
'L _, ,,\ l)l-
ORC,q/ \/'(': ry,! JC'T
I I r ..' ~'!" ',...' ,,/i,)~jlll
MARY A MCCLELLAN CUf,T"';
1209 NEW BERLIN HWY
MIDDLEBURG PA 17842
12/:
, "
*
REV-1547 EX AFP (0'-05)
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. Stacks and Bands (Schedule B)
3. Closely Held Stack/Partnership Interest (Schedule C)
4. Mortgages/Nates 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:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Nan-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 ALL
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T .
NOTE:
o
INTEREST/PEN PAID (_)
3,052.63
.00
DATE
01-22-2007
07-30-2007
NUMBER
CD007732
CD008466
(1)
(2)
(3)
(4)
(5)
(6)
(7)
90,000.00
113,717.00
.00
.00
191,264.00
.00
131,630.00
(8)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this farm with your
tax payment.
526,611.00
13.e;~~6nn
513,075.00
22,706.70
490,368.30
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
Cl5)
Cl6)
Cl7>
(18)
.00 X DO =
.00 X 045..
381,403.70 X 12 =
108,964.60 X 15 =
(19)=
(9)
ClO)
5,258.00
.00
.00
45,768.45
16,344.69
62,114.14
TOTAL TAX CREDIT 62,491.63
BALANCE OF TAX DUE 377.49CR
INTEREST AND PEN. .00
TOTAL DUE 377.49CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~ I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
-
8,278.00
(11)
Cl2)
Cl3)
Cl4)
AMOUNT PAID
58,000.00
1,439.00
REV-147D EX (6-88) . ..
'* t
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Keith A. Gaugler 2106.1061
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Transfers are taxable outright to the transferees before determining residue.
ROW
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