HomeMy WebLinkAbout06-29-07
06-25-2007
HOLMES
07-12-1999
21 07-0397
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AP~~~~,,~~~~~E OR DISALLOWANCE
OF':ij~.~,l.tt_'1".fomT~Ir ~$SESSMENT OF TAX
:cL:/.:',:) I i~6 C)r !
DATE
2U07 JUN 29 PH I: f!TATE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHANS COURT COUNTY
CUI./.r.. ,r-D:- .. ''"' "".^ D ACN
1'\ .,' , I . 1 ^
... ". ."..). " H
STEPHANIE KLEINFELTER
KEEFER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
'*
REV-1547 EX AFP (06-05)
GEORGE
C
TO:
~Y!_~~~~~_!~~~-~~~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-!Q~~_~~~Q~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOLMES GEORGE C FILE NO. 21 07-0397 ACN 101 DATE 06-25-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
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.
4.
5.
6.
7.
8.
(I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
138,741.44
3,452.82
.00
.00
(8)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
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
(9)
(10)
342.00
.00
ell)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
142,194.26
36?nn
141,852.26
.00
141,852.26
NOTE: 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 !Y.. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS) 141,852.26 X DO .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 06 .00
17. Amount of Line 14 at Sibling rate (17) .00 X DO .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00
19. Tax Due (19)= .00
C
A C +) AMOUNT PAID
DATE NUMBER 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. (1,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.