HomeMy WebLinkAbout06-17-80
REV. 19 (8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
Post Office Box 2970
Harrisburg, Pennsylvania
17105
IN YOUR REPLY PLEASE
REFER TO
June 17, 1980
Mary C. Lewis
Register of Wills
Cumberland County
Court House
Carlisle, Pennsylvania 17013
Attention: Mr. Walter Z. Sanker
Reference: Estate of Thomas J. Eddy
File No. 21-78-0315
Date of Death: June 1, 1978
Dear Mr. Sanker:
Acknowledgement is hereby made of your memorandum of May 7, 1980.
The Debts and Deductions claimed by Attorney Jefferson Armstrong
for settling the Catherine Eddy estate and the debts claimed by Myers,
Myers, Flower and Johnson for settling the Equity Action are allowable
deductions and should be approved by the Register of Wills.
If you have any questions, please contact me.
Very truly yours, I
~;?/ ;;J:t<?!
Gary1l. Schetrompf /~
Administrative Assistant
Investigation Division
GLS:to
..
REV. 19 (8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
Post Offi ce Box ~70
Harrisburg, Pennsylvania
17105
4..J,.'.
June 17~ 1980
IN YOUR REPLY PLEASE
REFER TO
Jerry R. Duffie~ Esquire
Myers, Myers, Flower & Johnson
Third and t~arket Streets -
Lemoyne, Pennsylvania 17043
Re: Estate of Thomas J. Eddy
File No. 21-78-0315
Date of Death: June 1, 1978
Dear Mr. Duffie:
I am replying to your letters of May 15,.1980, May 19, 1980 and
a second letter of May 19, 1980, concerning the above-referenced estate.
The letter of May 15, 1980 addresses the filing of the supple-
mental tax return for the $7,000.00 recovery by the estate as the result
of an Equity Action instituted by the estate, and the Life Time Transfers
not recovered by the estate. The reporting of the $7,000.00 recovery will
fulfill the estate's requirement with respect to assets administrable by
the estate. The remainder of the Life Time Transfers not recovered by
your Equity Action will be investigated by this department to determine
the taxability thereof and the collection of inheritance tax due from the
transferee.
The first letter of May 19, 1980 addresses the issue of the
attorney fee claimed for the settlement of the Equity Action. The-fee
claimed by you for the settling of the Equity Action would be an allow-
able deduction against the $7,000.00 recovery. By a copy of this letter,
the Register of Wills will be advised to allow the deductions and assess
the inheritance tax due thereon.
The second letter of May 19, 1980 addresses the filing exception
by the Register of Wills to the First and Final Account and Proposed Dis-
tribution of the estate's assets. Once the Register of Wills has approved
the Debts and Deductions, assesses the inheritance tax due on the estate
as reported by you, and the tax liability has been met, the Register of
Wills will not file exception against the estate's First and Final Account
and Proposed Distribution.
If you have any questions, please contact me.
Very truly yours,
GLS:to
cc: Register of Wills ~
Cumberland County
Knovel F. Lamberti
District Administrator
Gary L. Schetrompf
Administrative Assistant
Investigation Division