HomeMy WebLinkAbout84-0061
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LAW OFFICES
SCOTT W. MORRISON
CENTER SQUARE. P.O. BOX 232
NEW BLOOMFIELD, PA 17068
TELEPHONE: 717-582-2300
FAX: 717-582-4220
April 11, 2008
Register of Wills of Cumberland County
Cumberland County Courthouse
Carlisle, P A 17013
RE: Jacob E. Kretzing Estate
Estate No. 21-84-61
DaD: 10/28/1983
Dear Sir or Madam:
I represent Joyce E. Kretzing, Administratrix of the Jacob E. Kretzing Estate. In
May 2007, I attempted to obtain an inheritance tax certification on a tract of land situate
in Tyrone Township, Perry County, Pennsylvania; however, the description on the
original return was too ambiguous.
As such, in June 2007, I filed an amended inheritance tax return to clarify the
legal description of the property so that I may obtain our inheritance tax certification
from your office. On April 3, 2008, I received the enclosed Notice of Appraisement J
Record Adjustment relating to the Estate.
Enclosed you will find check no. 1140 in the amount of $15.00, payable to your
order. Please send my office the Pennsylvania Inheritance Tax Certification on the
property reflected on schedule A of the amended tax return.
Thank you for your assistance.
SWMldbm
Enclosure
Very truly yours, "pV
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~:.
BUREAU OF INDIVIDUAL TAXES :-~~'~?~~~~~ ~~ INHERITANCE TAX
INHERITANCE TAX DIVISION .~,~ -
Po Box zso6ol , , +, ,:;_ .. ~ t+ -NlE~ORD ADJUSTMENT
INRRISBURG PA 17128-0601
2008 APR I { PM 1 ~ Q {
SCOTT W MORRISON
P 0 BOX 232
6 WEST MAIN STREET
NEW BLOOMFIELD PA
CLERK pF
pRPHAi~'S CCt;RT
17068
REV-1593 EX AFP C03-05)
DATE 04-03-2008
ESTATE OF KRETZING JACOB E
DATE OF DEATH 10-28-1983
FILE NUMBER 21 84-0061
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to Your account, submit the upper portion of this form with Your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1593 EX AFP C03-05) w ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF KRETZING JACOB E FILE N0. 21 84-0061 ACN 101 DATE 04-03-2008
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRFrTION
VALUE OF ESTATE:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest CSchedula C)
4. Mortgages/Notes Receivable (Schadula D)
5. Cash/Bank Deposits/Misc. Personal Property CSchedula E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule 6)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expanses (Schadula H)
10. Debts/Mortgage Liabilities/Lions (Schedule I)
11. Total Deductions
12. Nat Value of Tax Return
cl) 500.00
c2) 9,848.99
c3) .00
c4) .00
c5) .00
c6) .00
(7) .00
ce) 10,348.99
(y) 3, 660.40
clo) 350.00
(11) 4,010.40
(12) 6,338.59
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchadule J) C13]
t t
Tax
bj
t
S (14) 6,338.59
14. Net Value of o
u
ec
e
Esta
TAX:
15. Amount of Line 14 at Spousal rate C15) . 00 X 06 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 6,338.59X 06 = 380.32
17. Amount of Lina 14 at Sibling rate C17) . 00 X 00 * .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax D uo C19) 380.32
ncaia ..~.
DATE
NUMBER
INTEREST/PEN PAID C-)
AMOUNT PAID
07-26-1984 XA087307 .00 600.00
06-27-1985 REFUND .00 219.68-
iuiw~ :ww
80.32
BALANCE OF TAX DUE .OD
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-7470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
Jacob E. Kretzing
Charlotte R. Lamke
NUMBER
21 84-0061
101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
A ~ ~ Accepted the change to the description of the property.
ROW
INHERITANCE TAX
~EXP'LANATION
OF CHANGES
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