HomeMy WebLinkAbout05-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, JliOtlCE OF INHERITANCE TAX
APPRAtSEM~NT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 05-21-2007
ESTATE OF HOLMES ALICE L
DATE OF DEATH 05-23-2006
FILE NUMBER 21 06-0514
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( See reverse side "nder 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 HOLMES ALICE L FILE NO. 21 06-0514 ACN 101 DATE 05-21-20D7
BUREAU OF INDIVIDUAL TAXES
INHER~TANCE TAX DIVISION
PO BfJ)( 280601
HARRISBURG PA 17128-0601
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STEPHANIE KLEINFELTER r,\~:\\1 ,
KEEFER ETAL v,
635 N 12TH ST STE 40D
LEMOYNE PA 17043
REV-1547 EX AFP (06-05)
) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
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)
8. 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
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 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abb 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
12,524.86
.00
.00
172.301.99
.00
42,234.82
(8)
227,061.67
23,785.06
(9)
(10)
1.172.99
(11)
(12)
(13)
(14)
?6.QIiR.O'i
202,103.62
.00
202,103.62
(IS)
(16)
(17)
(18)
.00 X
202,lD3.62 X
.00 X
.00 X
00
045..
12 ..
15 ..
.00
9,094.66
.00
.00
9,094.66
(19)"
NUMBER
CD007127
+
INTEREST/PEN PAID (-)
454.73
AMOUNT PAID
8,775.00
DATE
08-19-20D6
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,229.73
135.07CR
.OD
135.07CR
( 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.)