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MARTSON
LAW OFFICES
Ill EAST HICiI'1 STRFF.T
CARLISLE, PENVS~'LVANIA '17013
TI;IaPHC~nr_ (717) 243-3341
FACSrn1ILe (717) 243-1850
I~TftRVi~.T wu-w.martsonlawcom
PA Department of Revenue
Bureau of Individual Taxes
Post Assessment Review Unit
P.O. Box 280601
Harrisburg, PA 17128-0601
RE: Annette Friedberg, Deceased
File No. 21-08-1089
SSN: 172-38-8985
Our File No. 13221.1
Dear Sir or Madam:
\YhLLI.v~I F 1~IARTSON
JrrHti B. FO~k']1R III
DANIF.C, R. DF.ARDORFE
THC>tiLts J. ~~Ii.I,IA~a*
I~~c~ V. Caro III
H;!IsERT Y. CJILROF
GE()RGF. B. I";1I.LIR JR.*
'BOARD CERTIFIED
December 8, 2009
os`
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Our firm represents the Estate of Annette Freidberg. The Pennsylvania ]
Return was filed on June 8, 2009, and Appraisement of the same was issued on Novi
Upon our review of the Return, we noticed that the Schedule G asset was include
estate residue to be distributed to the charity listed on Schedule J, II, B, thus no tax
Commonwealth. The Estate paid $7,624.50 as a result. The asset was in fact a tran
Rentschler and taxable at a rate of 15%. Accordingly, we enclosed a copy of the
Return as filed and a check for additional tax owed ($4,488.65) plus interest ($84.:
$4,572.90. We also enclosed an amended Schedule J for your information.
Please contact our office should you have any questions or need additional
Further, please provide our office with confirmation that the amendment and adc
satisfy the obligation owed to the Commonwealth.
Very truly yours,
CER/vlo
cc: Mr. Maxwell Rentschler
Enclosures
F.~FILES`:Clients1I3221 Ftiedberg113221.1.pa.rtv.1
MARTSON LAW OFFICES
Christopher E. Rice
DAVID t~. I'ITZSI4tONS
CHRISCOPHER L. RICE
JENVIPF,R L. SPEARS
Sr:'rII T. ilostt[~F'1~
TRUDl• E. FLHIdNrLR
I{ATIE J. ivi~~~~~EI.I.
J Acos M. THI315
TRIAL SPECIALIST
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Ieritance Tax
Aber 16, 2009.
as part of the
as paid to the
;r to Maxwell
leritance Tax
~ for a total of
payment
INFORMATION • ADVICE • ADVOCACY SM