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HomeMy WebLinkAbout03-06-07 ....... March 5, 2007 Susan E. Lmlpl;[~'; , , , 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, ~ f=cI -1~ .n . ..;'~: . ~ :.u I C') Susan E. Lederer Enclosure -0 ~ J.~ -.. w 4811 Jonestown Road. Suite 226 . Harrisburg, PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . susan@ledererlaw.com www.ledererlaw.com ..... ' 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 $30.00 check to this invoice and provide me with an invoice for any additional probate fees that are required. If you have any questions, please contact me. Very truly yours, ;I .~''L\-~--C ~~ Susan E. Lederer 4811 ]onestown Road . Suite 226 . Harrisburg. PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . sLlsan@ledererlaw.com www.ledererlaw.com LAW OFFICES OF SUSAN E. LEDERER 48,1 Jonestown Rd., Suite 226 Harrisburg, PA 17109 60-184/313 DATE 2-/i f J i 0 <..c J 376 j-" -f- ~~ f) ~'1 1 ~~~R~f I~~/:O--' ~ -C"'G I A i i ~ '--::']-f~L/\ ~~.(/t"CL!j ,.-c., ."" _"I ..~\. Commerce \,.J ~Bank Amerlu'sMostCon"milNrt &nk. . 1.8OD-YE$.21XJD oJL,\ . '-~1 . ie, / I $ c;:,(.; --1 3. C', /x.. "--I A F..... -DOLLARS l.!J ~ oJ'";.; III 0 0 3 7 b 2 III ':03 .30 .a ~ [;1: J. r-"'6' ..... ~ t. , 0"_L~~1~ . :::J AUTHORIZED SIGNATURE 00280 9 3111 .\:{.......,.~....j FOR 5 2 ?tf~l5:;{.tij?,~,.':!;~.~:i{~If~~;:~~~]~~if;ss~;Tij~t1~~~~:,f~100rI~i~~lli15'lli~W2~1~.ii;TI&~~G.:}C~l~~iI~~ft~~~:Jf~~.1J~~2;;@~i~E;t1ilii~fllii&Ji;.~~~~~:~~;;~~~{~1!;i1 , ."" -~....---~.'lIn..................... '_'I"'~u~~_u,_"_""""__",,,,,,,~ ~~ ~ (~ ELEANOR M. WOODS / /, 112 ?f KEVIN WOODS, POA ') / /~ /;.' I.':.'~~.~:~~~~~ g,,,, / / /:;{)?;;~.:~ ;; ~'NC/ Y'~ ! 4';~ C. 9,,75,':,[,'11:=' ~ ., ;;;:r ~/~;:'"i,L ~ 1:0 3' . l . 2 7 iB.: -,~.., : ","."r.:" .-. ,,:;-::~ . ~ -. ~ ~~...J"'i'IIl"lI'-.......~-~..,.....,_......................_~.......,_.......~ ,.. I ( ELEANOR M. WOODS 113 ~ KEVIN WOODS, POA 4b 5225 WILSON LANE APT 4100 ~~<~".,,,. //./;J;06 60-1273/313 MECHANICSBURG, PA 17055 --" _/ ",_ 3710 .J:?y /r- <15.:; A"1/,;-"J. ""'n---.,,, ,./ //./.7/1.. <~~ _ .- I ct '?U /C; 9~~r i (0:,....:.. r/ ,J..e.~/...L 2:./-:;;;.. ex '{4'~"//~ ./7"c'",~.n/ . '" _///,'" ~ T"Y_ Z ->""'7 . / .,>1 /~'.1 'r! /' .I. ". ;1.-9}.;/, .-..::' i ~-1u0' -~"'1 .4 4~~z.'lj:;pl ...-r'J'J1,:/:uV.'J..t /'/ ?r~':?)",If:t;:;s-' is i:E~ ~~ / ./I --' ; 'G PNCADVJSORS ~ ! PNC Baal:. N..A. 040 . ./ I I 5,,;;;';;k,h~n(-~' ~ :t&~/~ 11:03*3,27381: 50_30~2239~1"'~ O~(3 ';l)ilill"~''''''''fi'''J__''''''''~_~_,--,--.........c:~,~:.=~=~., ;;;-.m;;r,u."""'_:""'.."'_;:;;,m=i..",,,.._........... .., / -';?}" ,,.... /2~-<9-!VP J ~ 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, ;, c= __ ~ /i . ;- / \ fi" J~'\.,"~.j~. d~c....t~~ 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.