HomeMy WebLinkAbout06-27-07 (2)
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15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes .~
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
Fila Number
0390
Date of Birth
180263331
03042007
10211934
Decedent's Last Name
Suffix
Decedent's First Name
KRAUSE
MARIAN
MI
F
(If Applicable) Enter Surviving Spouse's Infonnatlon Below
Spouse's Last Name Suffix
Spouse's First Name
KRAUSE JR.
MILTON
MI
E
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
FILL IN APPROPRIATE OVALS BELOW
[J 1. Original Return
4. Limited Estate
0 2. Supplemental Return 0 3. Remainder Retum (date of death
prior to 12-13-82)
0 4a. Future Interest Compromise [J 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
0 1 0 Spousal Povert}t Cred~ ~ date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -1-95) (Attach Sch. 0)
[J
[K]
6. Decedent Died Testate
(Attach Copy of 'Mil)
9. Litigation Proceeds Received
~ORRESPONDENT .. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
EDMUND G. MYERS 7177614540
Finn Name (If Applicable)
JOHNSON DUFFIE
City or Post Office
LEMOYNE
State
PA
ZIP Code
17043
REGISTER OF~LLS USE Q!!.Y
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First line of address
301 MARKET STREET
Second line of address
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Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and st 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 PE SO RESPONSIBLE F FILING RETURN DATE
Milton E. Krause Jr lr - D 1
EDMUND G. MYERS
DATE
C./zS"1 d 1
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
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15056041147
15056041147
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15056042148
REV-1500 EX
Decedenl'sName: Marian F KRAUSE
Decedent's Social Security Number
180263331
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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 Governmental 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
2,500.47
15.
0.00
16.
0.00
17.
0.00
18.
19. Tax Due................. ......................... ......... ... ...... ...... ....................................... ......... J9.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
2,930.47
2,930.47
430.00
430.00
2,500.47
2,500.47
0.00
0.00
0.00
0.00
0.00
D
15056042148
~
REV-1500 EX Page 3
. Decedent's Complete Address:
DECEDENT'S NAME
Marian F KRAUSE
STREET ADDRESS
9 Grinnel Drive
File Number 21-07-0390
Camp Hill
I STATE
PA
IZIP
17011
.--
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
0.00
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5) 0.00
-
(5A)
(5B) 0.00
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 [!J
b. retain the right to designate who shall use the property transferred or its income;.................................... D [!J
c. retain a reversionary interest; or...............................................................................................................0 [!J
O '-:-1
d. receive the promise for life of either payments, benefits or care?............................................................. I I!J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................ .................... ................. ................................0 [!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?....................................... ............................. ...... .........................................0 [!J
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. ~9116 (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. ~9116 (a) (1.1) (ii)). The statute does not exemDB 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. ~9116 (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. ~9116 1.2) [72 P.S. ~9116 (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. ~9116 (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.15G8 EX+ (8-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KRAUSE, Marian F
FILE NUMBER
21-07 -0390
Include the proceeds of I~igation and the dale the proceeds were received by the estale.
All property jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Genworth Financial Annuity Contract No. 0300185041
VALUE AT DATE
OF DEATH
995.68
2 Genworth Financial Annuity Contract No. 3853248
662.37
3 Genworth Financial Annuity Contract No. S000687179
1.272.42
TOTAL (Also enter on Line 5, Recapitulation)
2.930.47
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONINEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KRAUSE, Marian F
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07-0390
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Johnson Duffie 350.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 50.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 30.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 430.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-87
OTHER
ADMINISTRA TIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KRAUSE, Marian F
FILE NUMBER
21-07-0390
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills Office - Filing Fees for Inheritance Tax Return
and Inventory
30.00
Subtotal
30.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV-1513 EX+ (9.00)
.
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
KRAUSE, Marian F
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
Clistributions.l. and transfers
under Sec. l:I116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not Ust Trustee/a.
I.
1
Milton E Krause Jr
9 Grinnel Drive
Camp Hill, PA 17011
Spouse
FILE NUMBER
21-07 -0390
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
Entire Estate -
Surviving
Spouse
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
Form PA-1500 Schedule J (Rev. 6-98)
-
0.00
ESTATE OF MARIAN F. KRAUSE
SCHeJJULE OF EXHIBITS
EXHIBIT A Last Will and Testament of MARIAN F. KRA USE
signed and dated August 9th, 1999
EXHIBIT B Genworth Life and Annuity date of death letters
for 3 Annuity Contracts decedent owned at time of
Death
:299483
EXHIBIT A
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OF
MARIANF. KRAUSE
I, MARIAN F. KRAUSE, of Lower Allen Township, Cumberland County, Pennsylvania,
beiD.g of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby revoking and making void any and all
Wills or Codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
I give and bequeath my motor vehic1e(s) household and personal effects and other
tangible personalty of like nature (not including cash or securities), together with any existing
insurance thereon, unto my husband, MIL TON E. KRAUSE, JR., provided he survives me by
thirty (30) days. In the event that my husband, MILTON E. KRAUSE, JR., is not living on the
thirty-first (31 st) day following my death, I give and bequeath such tangible personalty and
insurance thereon unto those of my children as are living on the thirty-first (31st) day following
my death, to be divided between them by my Executor with due regard to their personal
preferences in as nearly equal shares as practicable.
ARTICLEID
I give, devise and bequeath all the rest, residue and the remainder of my estate, of
whatsoever nature and wheresoever situate, unto my husband, MILTON E. KRAUSE, JR.,
provided he survives me by thirty (30) days. In the event that my husband, MIL TON E.
KRAUSE, JR., is not living on the thirty-first (31st) day following my death, I give, devise and
bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, in equal shares, unto my son, BRYAN D. KRAUSE and my daughter, LINDA K.
MARROQUIN. Should either child not be living on the thirty-first (31 st) day following my death,
I give and bequeath such deceased child's share unto my surviving child. If neither of my children
is living on the thirty-first (31st) day following my death, I give, devise and bequeath all the rest,
residue and remainder of my estate, of whatsoever nature and wheresoever situate, in equal shares
unto my step grandchildren, CARLOS MARROQUIN and PATRICIA BENNAR.
ARTICLE IV
My Personal Representative(s) shall have the following powers in addition to those vested
in them by law and by other provisions of my Will applicable to all property, whether principal or
income, including property held for minors, exercisable without court approval and effective until
actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they may determine.
B. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification or risk.
2
C. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of
diversification or risk.
D. To sell at public or private sale, to exchange, or to lease for any period of time any
real or personal property and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time think proper.
F. To compromise any claim or controversy.
ARTICLE V
I name, constitute and appoint my husband, MILTON E. KRAUSE, JR., Executor of this
my Last Will and Testament. Should my husband, MlLTON E. KRAUSE, JR, fail to qualify or
cease to so act, I name, constitute and appoint my daughter, LINDA K. MARROQUIN, and my
son, BRYAN D. KRAUSE, Co-Executors of this my Last Will and Testament. Should either fail
to qualify or cease to so act, I direct that the other shall complete the administration of my estate. I
direct that no fiduciary appointed herein shall be required to post bond for the faithful
administration of the duties required in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, this 90 day of ~ ,1999.
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MARIAN F. KRAUSE
(SEAL)
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Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
We, MARIAN F. KRAUSE, Ud-aeJ 'l.&.J~ and EdnLUrd G. L0~,
the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and that she had signed willingly and that she
executed it as her free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the
best of hislher knowledge the Testatrix was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
~1.~
F. KRAUSE
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Witness (/
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and
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Subscribed, sworn to and acknowledged before me by MARIAN F. KRAUSE, Testatrix,
. Uidll()L/ J~ f A.J h~ and
~,ev.> , witnesses, this 8'K day of A-us L<:Jt
1999.
~2i,m~
Notary Public
NOTARIAL SEAL Public
DAWN L tMYKO. ~ iii Co
lJInI)ynIlIcIrIllVl . ClIrl .. .
My CoIIIIIIssIan ExpIreS 'Mar. 19.2001
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EXHIBIT B
May, 10. 2007 1:45PM
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Genworth
Financial
Genworth Financial
No. 7096 P. 1
a_worth Life and Annuity
P.O. b 6158
Lyrdrburg. VA 2451J5.6158
88B 322-4112!/ x 4729 mil fr98
434-522-2979 fax
May 10, 2007
Dana Wieseman
FAX
717 761 3015
RE: Annuity Contract #0300185041
Decedent: Marian F Krause
Dear Ms. Wiescman:
As requested in your correspondence to our office, we have calculated the value of this contract as of
the date of death of Marian F Krause for you.
As of the date of death of March 4,2007, the value was $995.68.
Although we have determined this date of death value at your request, you should seck the advice of a
tax advisor concerning what amount, if any, is to be included in Mrs. Krause"s estate with regard to
this particular annuity contract.
Oenworth Financial is not responsible for any tax consequences, which may or may not occur as a
result of om submission of this information. The contract does not contain any provisions that allow
the right to advance, commute, or otherwise receive unscheduled payments.
Please advise if we may of further assistance with regard to this matter.
Sincerely,
Customer Service Representative
Annuity Claims
May. 10. 2007 1:45PM
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Genworth
Financial
Genworth Financial
No. 7096 P. 2
GtJIIWtlrtb Life
P.O. Box 6158
Lynchburg. VA 24505-6158
IJ8B 322-.f82!J Jt 472!J trJ/1 free
4JU22.2971'kx
May 10. 2007
Dana Wieseman
FAX .
717761 3015
RE: Annuity Contract #3853248
Decedent: Marian F Krause
Dear Ms. Wieseman:
As requested in your correspondence to our office, we have calculated the value of this contract as of
the date of death of Marian F Krause for you.
All of the date of death of March 4, 2007, the value was $662.37.
Although we have determined this date of death value at your request, you should seek the advice of a
tax advisor concerning what amount, if any, is to be included in Mrs. Krause"s estate with regard to
this particular annuity contract.
Genworth Financial is not responsible for any tax consequences, which mayor may not occur as a
result .of our submission of this information. The contract dOes not contain any provisions that allow
the right to advance, commute, or otherwise receive unscheduled payments.
Please advise if we may of further assistance with regard to this matter.
Sincerely.
Customer Service Representative
Annuity Claims
-
May. 10. 2007 1: 45PM
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Genworth
Financial
Genworth Financial
No. 7096 P. 3
Benwottb Lite
P.O. Box 6158
LyndDJrg. VA 245tJ5.6158
888 322..f829 x 4729 tD/J free
434-522-2979 fax
May 10, 2007
Dana Wicscman
FAX
717 761 301S
RE: Annuity Contract #8000687179
Decedent: Marian F Krause
Dear Ms. Wiescman:
As requested in your correspondence to our office, we have calculated the value of this contract as of
the date of death of Marian F Kmuse for you.
As of the date of death of March 4,2007, the value was $1,272.42.
Although we have determined this date of death value at your request, you should seek the advice of a
tax advisor concerning what amount, ifany, is to be included in Mrs. Krause's estate with regard to
this particular annuity contract.
Genworth Financial is not responsible for any tax consequences, which may or may not occur as a
I'Csult of our submission of this information. The contract docs not contain any provisions that allow
the right to advance, commute, or otherwise receive unscheduled payments.
Please advise if we may of further assistance with regard to this matter.
Sincerely,
Customer Service Representative
Annuity Claims
JERRY R. DUFFIE
RICHARD W. STEWART
C. ROY WEIDNER. JR.
EDMUND G. MYERS
DAVID W. DELuCE
JOHN A. STATLER
JEFFERSON J. SHIPMAN
JEFFREY B. RETTIG
KEVIN E. OSBORNE
RALPH H. WRIGHT. JR.
MARK C. DUFFIE
JOHN R. NINOSKY
MICHAEL J. CASSIDY
LAW OFFICES
JOHNSON
DUFFIE
MELISSA PEEL GREEVY
ROBERT M. WALKER
WADE D. MANLEY
ELIZABETH D. SNOVER
KELLY L. BONANNO
OF COUNSEL
HORACE A. JOHNSON
F. LEE SHIPMAN
(1965-2006)
Wr:TTFP'S E','!' N,,- ! 11
F~'1\l!\l i. dl\.ni.ijds\\.'.cOn\
June 25, 2007
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Marian F. Krause
Date of Death: March 4,2007
Your File No.. 21-2007-00390
Our File No. 7312-3
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns. There is no tax due. This is a spousal estate.
2. Inventory
3. One copy of Page 1 of the Return, which we ask that you time-stamp and return to us in the
enclosed envelope.
4. One copy of the of the Inventory to be time-stamped and returned to us.
5. Our check for $30.00 representing the filing fees for the Inheritance Tax Return and Inventory.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
matter.
Very truly yours,
\
eN~~N^ DUFFIE, STEWART & WEIDNER
~.W~
Dana L. Wieseman
Estate Administration Paralegal
c:
:302304
Milton E. Krause, Jr., Executor
301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109
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