HomeMy WebLinkAbout03-06-07
.......
March 5, 2007
Susan E. Lmlpl;[~';
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Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
RE: Estate of Charles J. Woods
File No. 2006-00472
To Whom It May Concern:
On December 8, 2006, I mailed the enclosed letter to your office regarding the
misapplication of the checks that were mailed when the Pennsylvania Inheritance Tax
Return for this matter was filed. A few days later, a representative of your office
contacted me and stated that the check for $270.00 was applied to Pennsylvania
Inheritance Tax instead of additional probate fees. The Representative stated that the
Pennsylvania Department of Revenue had been contacted and that once your office
received the funds, they would be applied to the account. I was also told that I had the
option of paying the additional funds that were due or waiting until the $270.00 was
applied to this bill and a new receipt would be issued. Finally, I was told to ignore any
notices that I received that did not reflect the credit.
I am enclosing a check for $50.00, which is the additional probate that is due. I
assume that once the Pennsylvania Department of Revenue issues the check for $270.00
those funds will be applied to the outstanding balance.
If you have any questions, please contact me.
Very truly yours,
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Susan E. Lederer
Enclosure
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4811 Jonestown Road. Suite 226 . Harrisburg, PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . susan@ledererlaw.com
www.ledererlaw.com
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17G13
Receipt Date:
Receipt Time:
Receipt No.:
3/06/2007
13:26:50
1047568
WOODS CHARLES J
Estate File No. :
Paid By Remarks:
2006-00472
SUSAN E LEDERER
CJ
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
ADD PROBATE FEE
Check# 4552
Total Received.........
50.00
----------------
$50.00
$50.00
CUMBERLAND COUNTY GENERAL FUN
December 8, 2006
L
SUSillI L Ledel'Bl'
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
RE: ESTATE OF CHARLES J. WOODS
FILE NO: 2006-00472
To Whom It May Concern:
On December 5, 2006, I mailed to your office the Pennsylvania
Inheritance Tax Return for the above-mentioned estate. Included with this return
were three (3) checks. I have enclosed a copy of the three (3) checks and a copy
of the enclosure letter that was mailed with the return. The check for $2,419.94
was for additional Pennsylvania Inheritance Tax. The check for $270.00 was for
additional probate costs. The check for $30.00 was for the filing fees. I received
a receipt for the $2,419.94 check and the $270.00 check. It appears that both of
these amounts were applied to the Pennsylvania Inheritance Tax. The check for
$270.00 should have been applied to the additional probate fees. It appears from
the receipt that it may have been applied to the Pennsylvania Inheritance Tax. I
did not receive a receipt for the $30.00 check. I received a receipt indicating that
there is a fee for additional probate of $320.00.
Please let me know if it is possible to apply the $270.00 check and the
$30.00 check to this invoice and provide me with an invoice for any additional
probate fees that are required.
If you have any questions, please contact me.
Very truly yours,
;I
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Susan E. Lederer
4811 ]onestown Road . Suite 226 . Harrisburg. PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . sLlsan@ledererlaw.com
www.ledererlaw.com
LAW OFFICES OF SUSAN E. LEDERER
48,1 Jonestown Rd., Suite 226
Harrisburg, PA 17109
60-184/313
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Decembel: 4, 2006
Susan 11ederer!
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
RE: Charles J. Woods
Sodal Security Number: 010-07-2899
To '0lhom It May Concem:
Enclosed for filing with your office is one (1) completed Form REV-lSOO with
date of death valuations, in duplicate, together with the following attachments for
the above decedent:
One (1) additional photocopy of the front-page of the completed REV-JsOO fonn
has been provided. Please time/date stamp these copies as received and rerum
them ta me in the envelope provided.
1. Check far Filing Fee ($30.00);
2. Check for additional Pennsylvania Inheritance Tax
($2,419.00);
3. Check for additional probate ($270.00)
4. Two (2) copies of the Charles 1. Woods Living Trust;
5. One (1) copy of the Last Will and Testament of Charles 1.
Woods;
6. One (1) copy.of a Disclaimer and Renunciation signed by
Eleanor M. Woods;
7. One (1) capy of the Federal Estate Tax Return for the Estate;
If there are any questions or fuliher requirements regarding this retum, please do
not hesitate to contact me,
Sincerely,
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Susan E, Lederer, Esquire
Enclosures
48 II Jooew,wo Rood . S";" "6 . H''';'b",. PA j 71 09 . Phood 176517 "3 . Po> 717.651.7340 . '"'"" @Ied",,.,,,",coo;
www.ledererlaw.com
C<OlIvlMOI')WE.L\L TH OF PENNSYLVANIA
DEP"'Rn~ErH OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT 230601
H~RRIS8URG, P,r... '171 ~8-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLV ANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
LEDERER SUSAN E
4811 JONESTOWN ROAD
SUITE 226
HARRISBURG, PA 17109
_n.__._ lold
ESTATE INFORMATION: SSN: 020-08-2899
FILE NUMBER: 2106-0472
DECEDENT NAME: WOODS CHARLES J
DA TE OF PAYMENT: 12/06/2006
POSTMARK DATE: 12/04/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/14/2006
NO. CD 007528
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $270.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECI<# 112
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
$270.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CoJlvl1v10NWEtl.l TH OF PEhINSYl\!AI"IA
OEP.Q.RTMENT OF REVEIWE
BURE.l\U OF INDIVIDUAL TAXES
DEPT. ~80601
HARRISBURG, F'A 17128-0601
REV-'116::! EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
LEDERER SUSAN E
4811 JONESTOWN ROAD
SUITE 226
H.ARRISBURG, PA 17109
u____u laic!
EST ATE INFORMATION: SSN: 020-08-2899
FILE NUMBER: 2106-0472
DECEDENT NAME: WOODS CHARLES J
DA TE OF PAYMENT: 12/06/2006
POSTMARK DATE: 1 2/04/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/14/2006
NO. CD 007529
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $ 2,4 1 9. 94
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARI<S:
CHECI<# 113
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
$2,4 19:94
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
. ..
Glenda Farner Strasbaw}l
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
1187
12/7/2006
GiARLES T. WOODS
21-06-472
SUSAN E LEDERER, ESQ
4811 JONESTOWN ROAD
SUITE 226
HARRISBURG, PA 17109
JA
Qty
1
Fee Description
Additional Probate
Fee
Total
$320.00
320.00
Total:
$320.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice 'With your payment. Thank you.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
r
INVOICE
Bill To:
SUSAN E LEDERER, ESQ
4811 JONESTOWN ROAD
SU 1TE 226
!-L\RRISBURG, PA 17109
Qty
1
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
1187
12/7 /2006
CHARLES 1. WOODS
21-06-472
JA
Fee Description
Additional Probate
Fee
Total
320.00
$320.00
Total:
$320.00
Third Request
***********
Please pay promptly.
Checks should be rnade payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.