HomeMy WebLinkAbout02-13-07
LAW OFFICES OF
GATES, HALBRUNER &-HATCH, P.C.
1013 MUMMA ROAD. SUITE 100 . LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600 . FAX: (717) 731-9627
BRANCH OFFICE:
3 WEST MONUMENT SQUARE. SUITE 304
LEWISTOWN, PA 17044
(717) 248-6909
WEe SITE:
www.GatesLawFirm.com
CORRESPONDENCE ADDRESS:
Lemoyne Office
STACEY L. NACE
ParalegallOffice Manager
TRACI L. SEPKOVIC
Paralegal
VALERIE LONG I
Paralegal
LOWEll R. GATES, lL. M.
LL. M. in Taxation
Also Admitted to Massachusetls Bar
MARK E. HALBRUNER
CRAIG A. HATCH, CELA
Certified as an Elder Law Atlorney by February 13, 2007
the National Elder Law Foundation
MATTHEW J. ESHELMAN
Board Certified in Creditors' Rights
Representation by the American
Board 01 CertifICation
CLIFTON R. GUISE
Also Admitted to practice belore the
U.S. Patent & Trademark Office
SARAH E. McCARROLL
Certified Mail .. Return Receiot ReQuested
P A Department of Revenue
Bureau of Collections & Taxpayer Services
P.O. Box 281041
Harrisburg, PA 17128-1041
Re: Estate of Raymond L. Schaffer
File No. 2106..0423
Dear Sir/Madam:
I am writing in response to your communication dated February 9,2006, a copy of which
is attached hereto.
Please be advised that, althou,gh_Mr. ~cpaff~Ldied in March 2006, his Will was not
probated until September 28, 2006. Immediately thereafter, on October 6, 2006, the Executor,
George A. Weinrich, also died, and the proceedings to appoint a new administrator are somewhat
complicated. As a result, the information available to file a P A Form REV -1500 is incomplete at
this time. Please note that an estimated payment of Inheritance Tax in the amount of$3, 000. 00
was paid by Mr. Weinrich to the Cumberland County Register of Wills on May 17, 2006. A
copy of the Official Receipt No. CD 006706 is attached hereto.
Please accept this letter as a formal request for an automatic extension of time to file the
Pennsylvania Inheritance Tax Return. If any further information is required, kindly contact my
office. Thank you.
LRG:vl
Encl.
Cc: Bureau of Individual Taxes
(:l)IV1M<1NW~Ji~ l'lI or. "'!;I~N5'YLVi\.NII\
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RECEIVED rROM:
pENN$Yl VANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 006706
DUPLICA TE
WENRICH GEORGE A
4 LAUREL DRIVE
MECHANICSBURG, PA 17055
. ......... In'"
ESTATE INFORMATION: SSN; 000..00-0000
FILE NUMBER: 2106..0423
DECEDENT NAME: SCHAFFER RAYMOND l
DATE OF PAYMENT: 05/17/2006
POSTMARK DATE: 05/17/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/05/2006
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: GEORGE A WENRICH
CHECK# 509
SE;AI
INITIALS: eM
RECEIVED BY:
REGISTER OF WILLS
$3,000.00
GLENDA FARNER~$TRAS8AUGH
REGISTER OF WILLS
BUREAU OF COLLECTIONS &.
TAXPAYER SERVICES
PO BOX 281041
HARRISBURG PA 17128-1041
COMMONWEALTH OF
PENNSYL VANIA
DEP ARTMENT OF REVENUE
.
Inheritance Tax Non-Filer DelinQuencv Notification
REV-834 AFP (12-ll4)
PA 17043
DATE:
ESTATE OF:
RAYMOND
SSN:
DATE OF DEATH:
FILE NUMBER:
02/09/2007
ETAL GATES
i013 MUMMA RD
LEMOYNE
L SCHAFFER
177-12-7571
03-05-2006
2106-0423
A review of Department records has disclosed that you are responsible for the settlement of
the above estate, or that you represent the responsible party. The above estate is in a delinquent
status. According to Department's records, as of this date, the inheritance tax return has not been
filed.
The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all
outstanding liabilities by a personal represent~tive of the estate or a transferee within nine months
of the decedent's death.
If this estate was opened for the purpose of filing a lawsuit, please provide this office in
writing with the court term and docket number of the proceeding. The Department may postpone
any further action regarding the Estate pending the completion of the lawsuit. If there is any other
reason that a return has not been filed, please contact this office.
To avoid further action, a return must be filed within 15 days from the date of this letter.
If the return has been filed recently, please disregard this notice.
CONTACT:
RETIJRNS SHOULD BE FILED
AND PAYMENTS MADE AT
THE REGISTER OF WILLS
LISTED BELOW:
Harrisburg Call Center
(717) 783-3000
TDD# 1-800-447-3020 (Service for taxpayers
with special hearing and/or speaking needs)
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013