HomeMy WebLinkAbout01-0065
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAl. USE ONLY
~
C'/
I r;r ;{Oc?l, - /0
w
....
::.:::'!If}
u"''''
w"u
,,00
u"'...
..'"
..
'"
FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
L2a6--5--
NUMBER
':<L-L2L
COUNTY CODE YEAR
I-
Z
W
C
W
(,)
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Tz..f W'~nf)
DATE OF DEATH (MM-DD-YEAR)
/1- i\;" ,^OoC!.
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANO MIDOLE INITIAL)
/<f.?f;/Tz.ea oaor/f r?
SOCIAL SECURITY NUMBER
J.O'!- - 03
/6$"7
DATE OF BIRTH (MM.DD-YEAR)
I - i3 - AO.
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
.
~ 1. Original Relurn
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date 01 death after 12-12-82)
07. Decedent Maintained a Living Trust (AllachcopyofTrust)
010. Spousal PovertyCredit(da\e.o{(\ealhbe~1\12'31-91 aI1ll1-1-%}
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11, Election to tax under Sec. 9113(A) {AttacnSch0)
....
z
w
C
Z
o
..
Ul
W
'"
'"
o
u
NAME
/lfi IT2..E-f(.
COMPLETE MAILING ADDRESS
"ao3 5 1IC//YlRn 5T
{:/VC'-11 f'/J 170).S".~q9-/-
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717' 73,{ -9"7 1S
1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
7. ;'66. '6 f
z
o
<
...J
::l
l-
ii:
cs:
(,)
w
0::
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
'7. $''::'1. O<"C
(6)
(7)
(6)
'7. ..t "16 '?<i_
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11) 7. S'5'7'- C1C"'_
(12) -c
(13) -c -
(14) -C' -
-0
x.O_ (15)
x.O_ (16)
x .12 (17)
x .15 (16)
(19) -C'
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
!;t
I-'
::l
ll.
:liE
o
(,)
~
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
-0 -
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable al sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 0 ,3 r
CITY
STATE
~11
:"/VC'C.-/)
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Disrount
(1)
-C'
Totai Credits ( A + 8 + C ) (2)
...c- -
3. InteresVPenalty if applicable
D.lnterest
E. Penalty
TotallnteresVPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
-C"'
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
Q
A. Enter the interest on the tax due.
(SA)
C'
8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
o
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
~
ff
~
ff
cv-
~
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;....... .......................
b. retain the right to designate who shall use the property transferred or its income;..
C. retain a reversionary interest; or....................... ......................"m <Um........................
d. receive the promise for life of either payments, benefits or care?. ................................ ......................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....... .....................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...
4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation? .. ..................................... ................. ..................
Under penalties of pe~liry, I dedare that I have examined !n;s return, including accompanying schedules and statements, and to the best 01 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.
SIGNAT DATE
.01
ADDRESS
frJ 3 -d ~ /U .~L. ~ t'j 'fJ1) _ / TCJ ::'J...L:}- .:2<f'~/
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
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 3%
[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 0% [72 P.S. 99116 (a) (1.1) (il)].
The statute does not exemot a 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 stepparenl of the child is 0% [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or forthe use of the decedent's lineal benefiCiaries is 4.5%, 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 12% [72 P.S. 99116(a)(1.3)]. A siblin9 is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
"'.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERHANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Edward H. Kreitzer
FILE NUMBER
2001-00065
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Cemetery lot $ 100.00
2. Richardson Funeral Home 2,889.00
3. Cemetery Vault 800.00
4. Opening and Closing of Ground 713.00
5. Casket 2,430.00
6. Head Stone Marker 495.00
:7 i
l
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commiss\o!ls
Name of Personal Representative (s)
Social Securily Numbe~s) I EIN Number of Personal Representative!s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 20.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 57.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees 55.00
7.
TOTAL (Also enter on line 9, Recapitulation) $ 7559.00
(It more space is needed, insert addijional sheets of the same size)
REV.,00"'.[,.".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Edward H. Kreitzer
All property jointly-owned with right 01 survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Metropolitian Stock
FILE NUMBER
2001-00065
VALUE AT DATE
OF DEATH
$ 1,286.88
2.
John Hancock Stock
$ 6,000.00
TOTAL (Also enteron line 2, Recapitulation) $ 7,ltib.n-.
(If more space Is needed, Insert additional sheets of the same size)
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of E ri(O a. rrl/ft rY?~'/ t ze r No. ~ - 0 1- OO~5
also known as To:
Register of Wills for the
. /' Deceased. County of CUJYI B E-R L-PrN D in the
Social Security No. ~ 0 '/ ()"3 / V; s- 7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrl' Y.
in the last will of the above decedent, dated
and codicil(s) dated fV"\ n \Ie y,\ \ S , cQOOC)
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
, Decendent was d?miciled. at .death i~ .f? ~'G7 Cum B.. County, Penn~lvania, with
hIS last famIly or pnncIpal resIdence at /S (1?' ~. H L--l m eor ,51' c 11 () 1(1"
rAil 09-..'5 I C__,l.-tJY1 he r {Q nd Co iA (\ + L.J , E C( s +- P ~ n n~ be (0 l(;j (). I
, I
(list street, number and muncipality)
0' /~ i..-YJ /} /) .-~ J --+
C (./ years of age, died / ~~ 6\ {)... '. ~ u (J l/ , ~
at ' /l.s . NNc)N '~ {)
Except as follow, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ L,}uOC,OO
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
(testamentary; administration c.La.; administration d.b.n.c.La.)
VJ
'-'
v
u
I::
v
~3
v I-;
~v
I::
-00
1::'0
C'j.;:
3~
v 4-
~ 0
~
I::
OJ)
Ci3
Db;--.0 fA V R,Kr~1 17- e ~
?D9 Si I H U /Yl t::;- Sf t- €-cf
E /J(j /4. PJ ,/?t? 9..5'-(}.. qq/
,~.u d^ ,/?, /f'-1 j',( ~LJV
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I s~
COUNTY OF c'ClmBERLJ\Nt) J ~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
A~Jr/ ;f ~~ 1t)
llo- ~CiL-IO
~
~.
:::s
t:l
......
~
~
~
N fJl-O(-LrD{y~
o. O't
Estate of
E:f>vv A1\ D ~-L K RE (7 ll2R
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
2- 00 t
AND NOW JA-N LtAR~ , to .%_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated m A l=(c.J-f j G I ~ 060
described therein be admitted to probate and filed of record as the last will of E D V\J A R D H. KRE ( TZ f:'R
and Letters TE~ r A III EN r AR Y
are hereby granted to DC RC TH 'I R. KREI TZE'~
FEES
4DOO
Probate, Letters, Etc. ......... $ . ,
Sh t C . f' t (1) $ 3 - 00
or ffuca es . . . . . . . . . . .-
R('Hl~iat1ott ................ $ q. 00
sep $ 5.00
TOTAL _ $ 51.0-0
Filed .. L-.I.~:-Q .t........................
~~{}'~~'PUtXn1'~~{j. 'U..
Reg'istert5f Wills ' bf~
J (
_ i
ATTORNEY (Sup. Ct. LD. No.)
ADDRESS
PHONE
LE rTG:R~ rY) Pn LB1) 'TO E:X-&-LL-LT DR,
Hl05.RO'i REV'J!Pl,
This is to certify that the information here given is correctly copied from an original certificate of death dul~ tIled with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records ()ffice for permanent filIng.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
6920702
No.
a //~ f~
1f....It/ ;/ ( ~ 1'2A4 ~,IL--
Local Registrar if
NOV 2 Z 2000
Date
5.143 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS
CERTIFICATE OF DEATH
DECEDENT'S EDUCRION MARITAL STRUS - Married
S if on h est com eled Never Married. Widowed.
ElemllfllarylSecondary College Divorced (Specify)
13. (Of~ (1.4orS+) 1.. Ma r r i e d 15.Do rot h y
Did 17C.~ Yes, decedent lived in E a s t Pen n s b 0 r 0
decedent
live in a
Cum b e r 1 and township? 17d.D :h::'-:~i~': 01
MOTHER'S NAME (First. Middle, Maiden Surname)
1.. Lottie Kerns
INFORMANT'S MAILING ADDRESS (Street. CltylTown. Slale, Zip Code)
.803 S. Humer St. Enola, Pa. 17025
PLACE OF DISPOSITION. Name 01 Cemetery, Crematory LOCRION . CltyfTown, Stat.. Z~ Code
or Olher Place
Woodlawn Mem. Gardens
21C.
NAME OF DECEDENT (First, Middle. Last)
1. Ed war d H. K rei t z e r
SEX
2. Mal e
AGE (Last Birthday)
UNDER 1 YEAR
Months Days
5. 80
COUNTY OF DERH
UNDER 1 DAY
Hours ! Minutes
I
BIRTHPLACE (City and
State or Foreign Country)
Yrs.
lb. Perry
DECEDENT'S USUAL OCCUPATION
(~,V:~~~'lih,~r~d:~u~r~~r~gr
. 11.. For em a n 11b. Con r ail
DECEDENT'S MAILING ADDRESS (Slleel, CltylTown, State, Zip Code) DECEDENT'S
8 0 3 S" Hum e r S t " ~~~~~NCE
Enola, Pa. 17025 ~~~:I:~)ns
1..
FATHER'S NAME (First, M.Odle. Lasl)
1.. E d war d K rei t z e r
INFORMANT'S NAME (Type/Print)
Do rot h yR. K rei t z e r
METHOD OF DISPOSITION
BurialU Cram.lion 0 Ramoval Irom State 0
Olher (Specify'
Ie. Dun can non
KIND OF BUSINESs/INDUSTRY
8d. Kin cor a P y t h i an
WAS DECEDENT EVER IN
U.S. ARMED FORCES?
Yes4J No 0
Home
12.
17.. State
Pa.
17b. Coun
27,2000
LICENSE NUMBER
Db. 0 1 2 7 7 4 - L
To the 01 my knowledge, death occurred at the time, date and place stated
ure and T.tle)
.. hems 24-26 must be completed by DATE PRONOUNCED DEAD (Monlh. Day. Year)
~ perllOn who pronounces death
=-- 24. 6 . 3 5 P M. 25. No V em b e r 2 2 2 0 0 0
27. PART I: Enta, the diseases, injuries or complications which c.used tha death. 00 not enter the mode 01 dying, such as cardiac or respiratory arrest. shock or hurt lailure.
List only one cause on aach line.
IMMEDIATE CAUSE (F.nal
disease or condition
resulllng .n death)_
Asp ,'(< A -i,'D)1J fJlf) EtA 11-10'" /A .
DUE TO (OR AS A CONSEQUENCE OF):
MCAlf( if CfRf~*AL tJAS('l..t/,.~ ~CC"t1Et1-1S
DUE TO (OR AS A CONSEQUENCE OF):
Sequentially list con4itions
il any. leading 10 immediate
cause Entef UNDERLYING
CAUSE jDisease or Inlury
. " that Initiated events
resulting In death) LAST
b.
DUE TO (OR AS A CONSEOUENCE OF):
d
WERE AUTOPSY FINDINGS
AVAILABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
DATE OF INJURY
(Month, Day. Year)
~
o
o
STATE FILE NUMBER
SOCIAL SECURITY NUMBER
3. 2 04 - 03 - I 6 5 7
DATE OF DERH (Month, Day, Year)
~November 22,2000
ERlOutpatient 0
~::IY) 0
RACE. American Indian, Black, White, etc.
(Specily)
10. Wh i t e
SURVIVING SPOUSE
(II wile, give maiden name)
Ritter
lWp.
citylboro
Lower
21d.
Paxton
Twp.
Pa.
NAME AND ADDRESS OF FACilITY
22c. R i c h a r d son F " H " 2 9 S " E n 0 1 a Dr. E n 0 1 a , P a . 1 7 0 2 5
LICENSE NUMBER ORE SIGNED
(Month. Day. Year)
2~. 2k.
WAS CASE REFERRED TO MEDICAL EXAMINERlCORONER?
Yes D Nn
2..
I Approximate
I interval between
onset and death
PART II: Other signifICant conditions contributing '0 death. but
not resuhing in the undellying cause given in PART I.
"" ~ L.'+ l^'s "
TIME OF INJ RY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED.
Pending Investigation
Could not be detefmined
D
o
D PLACE OF INJURY - At home, larm~~eet. lactory. off'lCe M.
building, etc. (Spec,ly)
30e.
Natural
Homicide
Accident
Yes D
No IKI
Yes 0
No 0
Suicide
.21a. 28b.
CERTIFIER (Check only one)
"CERTIFYING PHYSICIAN (PhySIC,an celtoly.ng cause 0' death when another phYSIClCln has pronounced death and completed lIem 23)
To the tlnl 01 my knowledge, dealt! occurr.ct due to the caUM(a) and m.nner.. .wted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28.
~... :-::
.
:~
~
'PRONOUNCING AND CERTIFYtNG PHYSICIAN (PhYSIC.an both pronounc,ng death and certifYing 10 cause 01 death)
To the tlnl of my knowledge, .alt! occuned al the lime, data, end p*e. and due 10 the cauaeta) and manner.. atated.. . . . . . . . . . . . . . . . . . . . . . . . .
"MEDICAL EXAMINER/CORONER
On the b.... of .xamlnatlon .nd/or Inv.atlgatlon,ln my opinIon, d.ath occ;urrecl.t the tlm., dat., and pbIc" and due to the c.uM(a) and
mann.r .. "ated.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31..
REG~ATUR~N~
33. ~' '" C ~~'"\'-1liC--~
.-
I ~1/1..l1 / ( I
I.
Yes 0
NoD
lOCATION (Street, City!Town. Stale)
o
D
32.
DATE FILED (Month. Day, Year)
(/
1M
LAST WILL AND TEST AMENT
OF
EDWARD H. KREITZER
I, EDWARD H. KREITZER, of 803 South Humer Street, Enola, East Pennsboro
Township, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do
hereby make, publish and declare this my Last Will and Testament, hereby revoking and making
void any and all Wills, Codicils, or writings in the nature thereof, by me at any time heretofore
made.
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts and any funeral expenses
not prepaid, including my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the administration of my
estate.
SECOND: RESIDUE OF EST ATE - I give, devise and bequeath all the rest, residue and
remainder of my estate, be it real, personal, or mixed, of whatsoever kind and wheresoever
situate, unto my wife, DOROTHY R. KREITZER, provided she shall survive me by thirty (30)
days.
In the event my wife fails to survive me by thirty (30) days, I then give, devise and
bequeath my estate as follows.
A. To each of my children, the respective items that were given to me by
that child; and
B. My children shall choose any other items that they desire, as they can
agree. The rest, residue and remainder of my estate shall be sold, and the
proceeds therefrom be distributed so that each child receives an equal
value of all assets received pursuant to this Subparagraph B.
P AGE ONE OF FOUR
.' 1
However, if a child does not survive me and leaves children who so survive me, such
children shall receive, per stirpes (by representation), the share my child would have received had
he or she so survived me.
THIRD: TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will, shall be paid from the residuary estate of my probate estate just as if they were my
debts, and none of those taxes shall be charged against any beneficiary or joint owner.
FOURTH: EXECUTRIX - I appoint my wife, DOROTHY R. KREITZER, Executrix of my
Will. In the event that she predeceases me or is unwilling or unable to serve as Executrix, I then
appoint my son, JAMES E. KREITZER, Executor of my Will. Neither my Executrix nor any
successor shall be required to give bond for the performance of their duties.
I grant to my Executrix and successors the power to compromise claims without court
approval and without the consent of any beneficiary.
FIFTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual
payment to a beneficiary or to his or her account, no interest in income or principal shall be
assignable by a beneficiary or available to anyone having a claim against a beneficiary.
P AGE TWO OF FOUR
J .
IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and
IlL..
Testament, consisting ofa total of FOUR (4) typewritten pages, this ~day of ~t,{ ~
2000.
/ 8>t~ ~I-!-/tf--'l~~ 5 ~.
EDWARD H. KREITZER, Testato
In our presence, the above-named Testator signed this and declared it to be his Will, and
now, at his request and in his presence and in the presence of each other, we sign as witnesses:
~/~~
~.U~
ST A TE OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
I, EDWARD H. KREITZER, having been duly qualified according to law, acknowledge
that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act
for the purposes therein expressed.
8o&d'J~J /{~~
EDWARD H. KREITZER, Testa r .r
PAGE THREE OF FOUR
I .
We, having been duly qualified according to law, depose and say that we were present
and saw EDWARD H. KREITZER sign the foregoing instrument as his Will; that he signed it as
his free and voluntary act for the purposes therein expressed; that each of us in his sight and
hearing and at his request signed the Will as witnesses; and that to the best of our knowledge he
was at the time 18 or more years of age, of sound mind and under no constraint or undue
infl uence.
4J~/~
~~. /) JtJku
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testator and by the
witnesses whose names ePpear
opposite on this J S"-f day of
rt.r c ~ , 2000.
W/lf~~
Notary Public '\
NOTARIAL SEAL
RlCMARO l WEBBER, JR., NOTARY PUBlC
IEWVILLE BORO., CUMBERLAND COUNtY
MY COMMISSION EXPtRES MAY 6
P AGE FOUR OF FOUR
y
:l6'-~C)Q-/D
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DOROTHY R KREITZER
803 S HOMEN ST
ENOLA PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-23-2001
KREITZER
11-22-2000
21 01-0065
CUMBERLAND
101
Sl
(/
~
REY-1547 EX AFP el2-00)
EDWARD
H
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifE-,,=is4-j-EX-AFP--fi"2:0(ir-NO,.-icE--OF--rNHEifiTAifcE-"AX-]rpPRjrisEiiENT~--ALiowAircE-o-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KREITZER EDWARD H FILE NO. 21 01-0065 ACN 101 DATE 04-23-2001
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. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
7,286.88
.00
.00
.00
.00
.00
(8)
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
14. Net Value of Estate Subject to Tax
(9)
(10)
7,559.00
.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
7,286.88
7.559 00
272.12-
.00
272.12-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045=
.00 X 12 =
.00 x 15 =
(19)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Edward H. Kreitzer
Date of Death: November 22, 2000
Will NcROO l-OOOh C)
(2001-00065)
Admin. No. 21-01-0065
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Dorothy R. Kreitzer
Address
803 S. Humer St., Enola, PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name ~~tu;-7(.~~
Address 7 () :3 J. ~L4nL--t.-- c-<tt; .u..:C
~(J--ll1 ~ r'--fJf), 17.1J<S-;J-.<t t.j /
(
Telephone (/1 'J 7 g ~ ' '9'7 1 :;-
Capacity: _ Personal Representative
_Counsel for personal representative
G
,~
,..
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Edward H. Krp;r7.pr
Date of Death: November 22, 2000
Will No.
2001-00065
Admin. No.
21-01-0065
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No . 9~~ _~ .r
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. .' Copies of receipts I releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:~.f1.p.~ q ~Oo J
)}~~- -;f~2P
Signature
Do ro/IJ //l( Kre//~er
Name (P leas/e type or print)
:1C3 .cJ, f/v/J1~ r Sf. ~N6lt.lP/J.
Address /7 d ;;;J-S-
(7/1) 7S~ - <77CfS
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
(MAH: rmf / AM3)
(
~~
~
~ ',t
C) , ~ ~
'-. "--
LU
~
I ,-.
~~~
o w~.
F~t-n
~=~
>S~
~(DQ.
""'-I....~
O~
t-,)-
Ul _.
~
:e
\
~
"'-.
\
~
~
01,
t
~
t
"'" .1~
=- 0 ~ l~
: gulj
== C? ~~
1'~~'"
'<:,,,
"-"'''. ''-,
~.""'~
I ==
-
t;Fl ?j'
c::J ~'
t.T1 -
(J1
...,. fT' c::
0..:00 2: .
-,~~_,-, U)
~
~
ir
~
---
~
~
~