HomeMy WebLinkAbout02-26-07
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Hanisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 06
0514
Date of Birth
194-16-4775
OS/23/2006
11/26/1923
Decedent's Last Name
Suffix
Decedent's First Name
MI
Holmes
Alice
L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
.. 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
8. Total Number of Safe Deposit Boxes
..: 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Stephanie Kleinfelter
Firm Name (if Applicable)
J
-~~ -.....-.r" --- --- - - -~.i:~
REGISTER OFWIt\..S USE ONl..."l;
Keefer Wood Allen &
1- J
First line of address
r'~,,)
L'-j
635 N. 12th Street
-)
Second line of address
Suite 400
["'._.l
City or Post Office
State
ZIP Code
DATE FILED
Lemoyne
PA
17043
Correspondent's e-mail address:
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSI.!'.LE FOR FILING RETURN
/h1.~Ju.Jv( IYl ~ I~ iU-ot,.". "~
ADDRESS
5223 Meadowbrook Drive, Mechanicsburg, PA 17050
SIGNATURE F P RE HER THA PRESENTATIVE
DATE
:l.. { ~J- to 1
DJE
;) ~alo/
ood Allen & Rahal, LLP, 635 N. 12th Street, Lemoyne, PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
--.J
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--I
15056052059
REV-1500 EX
Decedent's Name:
Alice
L Holmes
RECAPITULATION
1. Real estate (Schedule A).
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10)............................... ... . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Govemmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O _ 202,103.62
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
17.
18.
19. TAX DUE.. ................... ...................... .... ... ..... . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
Decedent's Social Security Number
194-16-4775
1.
2.
12,524.86
4.
172,301.99
42,234.82
227,061.67
23,785.06
1,172.99
24,958.05
202,103.62
0.00
202,103.62
9,094.66
9,094.66
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00 \\ '
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15056052059
~
REV-1500 EX Page 3
File Number
Decedent's Complete Address:
DECEDENT'S NAME
Alice L Holmes
1----------------
STREET ADDRESS
5223 Meadowbrook Drive
21
06 0514
DECEDENT'S SOCIAL SECURITY NUMBER
194-16-4775
I-
CITY
Mechanicsburg
I STATE
PA
ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
9,094.66
8,775.00
454.73
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
9,229.73
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
135.07
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(58)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~
c. retain a reversionary interest; or.......................................................................................................................... D [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [i]
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116{a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116{a){1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice L. Holmes
FILE NUMBER
21-06-0514
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
1,241.314 Units Franklin Floating Rate Daily Access Fund Class A
(Franklin Templeton Investments - Fund Account No. 489-305096)
VALUE AT DATE
OF DEATH
12,564.86
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12,564.86
REV-15G8 EX+ (6-98) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Alice L. Holmes
FILE NUMBER
21-06-0514
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Pennsylvania State Bank Checking Account NO.1 0001162
37,778.42
2. Pennsylvania State Bank Certificate of Deposit No. 11435000
12,729.07
3. Acacia Life Insurance Company - Life Insurance Policy No. 4010262780
Insured and Beneficiary: Allen K. Holmes, son
1,726.41
4. Acacia Life Insurance Company - Life Insurance Policy No. 4030244057
Insured and Beneficiary: Laurene L. Holmes, daughter
1,726.41
5. PA Bureau of Unclaimed Property - MetLife Inc. Demutualization - Property 10 5142551
711.80
6. 2002 Buick Century Sedan
10,000.00
7. Estate of George D. Holmes, Deceased
- 140,000 Secured Promissory Note from Allen K. Holmes; 6% Interest
Paid in monthly installments; Final Payment Due February 1, 2019;
Can Be Called In Full on January 29, 2009, and January 1 of each succeeding year
Principal
$106,607.90
Accrued Interest
395.48
107,003.38
8. Highmark - Health Insurance Premium Refund
454.01
9. Conseco Senior Health Insurance Company
- Long Term Care Reimbursement
157.50
10. Restitution Award
Common v. Romo, Robin Louise
Cumberland County Docket No. CP-21-CR-0000927-2005
14.99
TOTAL (Also enter on line 5, Recapitulation) $
172,301.99
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX+ (6-9S*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-06-0514
ESTATE OF
Alice L. Holmes
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Pennsylvania State Bank - Individual Retirement Account 42,234.82 100 0.00 42,234.82
Beneficiaries: Children, Allen K. Holmes, Laurene L. Holmes and
Marsheelah M. Preston, and grandson, Edward A. Preston
Principal $41,497.19
Accrued Interest 737.63
TOTAL (Also enter on line 7 Recapitulation) $ 42,234.82
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice L. Holmes
FILE NUMBER
21-06-0514
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
AMOUNT
DESCRIPTION
1.
FUNERAL EXPENSES:
Mauk & Yates Funeral Home, Inc,
Funeral Reception
1,747.32
295.00
B. ADMINISTRATIVE COSTS:
10.
11.
12.
1.
Personal Representative's Commissions
Name of Personal Representative(s) Marsheelah M, Preston
8,200.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 5223 Meadowbrook Drive
City Mechanicsburg
Year(s) Commission Paid: 2007
State P A
Zip 17050
2.
Attorney Fees
8,200.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Marsheelah M. Preston
Street Address 5223 Meadowbrook Drive
3,500.00
City Mechanicsburg
State PAZip 17050
Relationship of Claimant to Decedent
4.
Probate Fees
260,00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
The Sentinel - Legal Advertisement
Cumberland Law Journal - Legal Advertisement
Keefer Wood Allen & Rahal, LLP - Miscellaneous Disbursements
Miscellaneous Costs Associated with Probate of the Estate of George C. Holmes
Cumberland County Register of Wills - Filing Fees
Cumberland County Register of Wills - Inventory and PA Inheritance Tax Return filing fees
122.51
75.00
59.88
800.00
61.00
30.00
8.
9.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets oj the same size)
SCHEDULE H
FUNERAL EXPENSES &
ADDMINISTRATlVE COSTS
(continued)
ITEM
NUMBER DESCRIPTION
13. State Farm Insurance Companies - Auto Insurance
TOTAL
AMOUNT
434.35
$23,785.06
REV-1512 EX+ (12-03) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Alice L. Holmes
FILE NUMBER
21-06-0514
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Verizon - Telephone Service
33.44
2.
Citizens & Northern Bank - VISA Credit Card Account
38.31
3. Links 2 Care - Medical Expense
Week ending 5/7/06 - $245.72
Week ending 5/14/06 - $307.15
Week ending 5/21/06 - $298.37
851.24
4.
Cardiovascular Surgical Inst. - Medical Expense
250.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,172.99
REV-1513 EX+ (9-00) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Alice L. Holmes
FILE NUMBER
21-06-0514
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1. Marsheelah M. Preston, 5223 Meadowbrook Drive, Daughter 49,662.70
Mechanicsburg, PA 17050
2. Allen K. Holmes, 836 Wynnewood Drive, Camp Hill, PA 17011 Son 51,389.11
3. Laurene L. Holmes, 31 North 26th Street, Camp Hill, PA 17011 Daughter 51,389.11
4. Edward A. Preston, 369 Fingal Street, Pittsburgh, PA 15211 Grandson 49,662-70
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 B, AS APPROPRIATE, ON REV-1500 COVER SHEET
Jl NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
~.
AtIJ:rr~~ ACACIA
..~ LIFE IN~lIIlANCE COMPANY
A UNIFI Company
Annual Report
May 16, 2006
Page' of2
PO BOX 818891 LINCOLN NE 68501-1889
800-745-1112
Return Service Requested
GEORGE C HOLMES
5223 MEADOWBROOK DR
MECHANICSBURG PA 17050-6833
Annual Report
...,.....'-,.<,.... .:. ~.' ."
Congratulation~ on re':lc~il1g ~ilOt~~tal1nlversary date with your Acacia Life Insurance:Company Policyl
. , . ..... .. ,'.' ~ 'M"1~-! .~; "lr~:... 1-',,_"." '. ~..'.'."
We honor tIle trust and ':C"on~de'~'~e-y6U'llave"plac~d in 9ur company: Remember;' Life "Insurance not only
provides""death benefits,'~"for your'loved()ne~,:.6ufcanalso: provide valuable, r~liv ing'benefits" (financia r
-.- goals such - asretirement~.colJe9~~~tc};-Jg)tJirrreJ9tipqate YOiJdnso'ranteand: f irlan'Cial heeds? .If you're
.if:::i~:~i.U7~C.jy,r-;!0)!!'~\8:tj~;\~~~~~~fld:~~~hiwtm'~f\f~:yj~~rt;l~ y~u'r. .
.:. ..'Please"~o~tact 'your 'feJlr-i~'en~~.~~Y~"~~.~'.~h~;.~:~oy~. pfrone:'.nuniber for more' infc"fm'a~i'~~~.". "'.",:?:
.- . '.' ;-.~.I..:..'.. ...:J::'...._~ .:-..' ,!.:..".".... ,',,::: ,", 'u' ....;'. ....,.. ......:. .
Your Contract Information As Of April 25, 2006
Policy Type: Life Paid Up @ Age 65
Policy Number: 4010262780
Insured: Allen K Holmes
Owner: George C Holmes
Death Benefit: $3,546,00
Issue Date: Apri125,1961
Issue Age: 000
Your Annual premium of $23.32 is paid to April 25, 2007.
Death Benefits
(Life Insurance Coverage)
Living Benefits
(Cash Values)
Basic Coverage
Paid Up Additional Insurance
$2,000.00
$1,546.00
Cash Value of Basic Coverage
Cash Value of Paid-Up Additional
Insurance
$874,00
$852.41
Total Life Insurance Coverage
$3,546.00
Total Cash Value of Insurance Coverage
$1,726.41
Recent checking account activity to appear on a future statement:
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Alice L. Holmes
also known as
, Deceased
No. 21-2006-0514
Date of Death May 23.2006
Social Secu rity No. 194-16-4775
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets
wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of
Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this Inventory are true
and correct l!We understand that false statements herein are made subject to the penalties of 18 Pa. C.S Section 4904 relating to unsworn
falsification to authorities.
Name of
Attorney: Stephanie Kleinfelter
1.0. No.: 80089
Personal Representative:
~ rrt~ Pr1-o~
Marsheelah M. Preston
5223 Meadowbrook Drive
Mechanicsburg, PA 17050
Address: Keefer Wood Allen & Rahal, LLP
635 N. 12th Street, Suite 400
Lemoyne, PA 17043
Telephone: 717-901-7786
Dated
d--J...~- 0,
Description
Value
$186,080.03
--;,
See Attached Sheet
r.... ...,
I "'_~
(Attach Additional Sheets if necessary)
,
Total: $18~,080.0:r~
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
Form RW-7 (Cumberland County - Rev. 9/92)
qt~-
RECEIPTS OF PRINCIPAL
Estate of Alice L. Holmes
As of 12/31/2006
Assets Listed in Inventory
(Valued as of date of death)
Checking Accounts
Pennsylvania State Bank Checking Account No.
10001162
Common Stocks
Franklin Tempelton - Franklin Floating Rate Daily Access
Fund- Class A
1,241.314 Units
Certificates of Deposit
Pennsylvania State Bank
Certificate of Deposit No. 11435 000
Interest Rate 2.7%: Maturity Date 06/30/06
$31.30 Accrued Interest
Debt Instruments
Secured Note From Allen K. Holmes Dated December
31, 1998; 6.0% Interest, Due In Monthly Installments
Beginning On February 1, 1999; Maturity Date February
1, 2019
$395.48 Accrued Interest
Misc. Personal Property
2002 Buick Century
Refunds
Highmark - Health Insurance Premium Refund
Miscellaneous Property
Commonwealth of Pennsylvania
Unclaimed Property Notice re Demutualization of Met Life
Inc
Acacia Mutuallfe Insurance Company
Life Insurance Policy No. 965916
Conseco Senior Health Insurance Co - Long Term Care
Reimbursement of Medical Expense
$
711.80
$
4,706.00
$
157.50
Page 1
Fiduciary
Acquisition
Value
$ 37,778.42
$ 12,524.86
$ 12,729.07
$ 107,003.38
$ 10,000.00
$
454.01
RECEIPTS OF PRINCIPAL
Estate of Alice L. Holmes
As of 12/31/2006
Assets Listed in Inventory
(Valued as of date of death)
Restitution Award
Common. V. Ramo, Robin Louise
Cumberland County Docket No. CP-21-CR-0000927 -2005
$
14.99
TOTAL INVENTORY
Page 2
Fiduciary
Acquisition
Value
$ 5,590.29
$ 186,080.03
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY, .JR.
.JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
.JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONG YEAR
.JOHN A. FEICHTEL
DONALD M. LEWIS m
STEPHANIE KLEINFELTER
ERIC R. AUGUSTINE
TODD F. TRUNTZ
CAROL L. VERISH
KEEFER WOOD ALLEN & RAHAL, LLP
ATTORNEYS AT LAW
635 NORTH 12TH STREET, 4TH FLOOR
LEMOYNE, PA 17043
ESTABLISHED IN 1878
OF COUNSEL:
HEATH L. ALLEN
N. DAVID RAHAL
SAMUEL C. HARRY
PHONE 717-612-5800
FAX 717-612-5805
EIN No. 23-0716135
www.keeferwood.com
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG. PA 17101
PHONE 717-255-8000
(717) 901-7786
Fax: (717) 612-5805
E-mail: skleinfelter@.keeferwood.com
February 22, 2007
CERTIFIED MAIL
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Alice L. Holmes, Deceased
File No. 21-2006-0514
Dear Sir/Madam:
Please file the enclosed Pennsylvania Inheritance Tax Returns and
Inventories, and date stamp and return the enclosed copies thereof for my records.
I have enclosed a self-addressed stamped envelope for your convenience and a $30
check in payment of your filing fees. Thank you in advance for your assistance in
this matter.
Very truly yours,
KEEFER WOOD ALLEN & RAHAL, LLP
BY:~-!
Ste~ha~~ l{l;i~fe1ter
SK/waw
Enclosures
cc: Marsheelah M. Preston, Executor (w/o encl.)
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