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HomeMy WebLinkAbout01-23-08 JAMES D. BOGAR ATIORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN. PENNSYLVANIA 17011 e-mail maiI@bogar1aw.com TELEPHONE (717) 737-8761 FACSIMILE (7 I 7) 737-2086 JAMES D. BOGAR JENNIFER B. HIPp. .A1so admitted to New Jersey Bar Direct e-rnall Jbogar@bogarlaw.com January 22, 2008 Commonwealth of pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services P.O. Box 281041 Harrisburg, PA 17128-1041 o Cg ." \ ] i '~ ~ c-:' ~~;~ ~ r-..::> I":::~,;) ~ <= ,- )-~ ~'.!~ N W (:.) -n ~:; ...... RE: Estate of Frank H. Roth Date of Death: July 1, 1994 File Number: 21-07-0946 f') -J Dear Sir or Madam: We write in response to your letter dated January 8, 2008 as forwarded to Marion W. Roth, Executrix of the Estate of Frank H. Roth. A copy of that letter is attached. Please be advised that we will be working with Mrs. Roth to ensure full and complete compliance with respect to the matters contained in the January 8, 2008 letter. We anticipate moving as expeditiously as possible. However, we will not be able to file a Pennsylvania Inheritance Tax Return within the time mandate as set forth in your letter. At this point, we are uncertain as to whether or not pennsylvania Inheritance Taxes are due and payable. We welcome any questions that you have with respect to these matters. ~~~rs, JAMES D. B~AR JDB/bbl Enclosure cc: Marion W. Roth, Executrix Glenda Farner Strausbaugh, Cumberland County Register of Wills BUREAU OF COLLECTIONS & TAXPAYER SERVICES PO BOX 281041 HARRlSBURG PA 17128.1041 COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE REV.867 AFP (05-04) DATE 1/8/2008 MARION WROTH Estate of: 302 W COURTLAND AVE ROTH FRANK H SHIREMANSTOWN PA 17011 Date of Death: 7/1/1994 File Number: 21 07-0946 De~ MARION WROTH This is to advise you that the above estate is in delinquent status. According to Department records, as of this date, the estate is still not settled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative of the estate or a transferee within nine months of the decendent's death. The Department's records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. The law provides that any person who willfully fails to file a return required under the provisions of this Act shall be personally liable for a penalty of twenty-five percent of the tax determined to be due or $1,000, whichever is less. This penalty is in addition to any other liabilities imposed by the Act. If this estate was opened for the purpose of filing a lawsuit, please provide this office in \vnting the term and docket nu.'nber of the la'~Tsuit so that the Department may postpone <'Iny further action pending completion of the lawsuit. Accordingly, you are directed to file a return and pay all tax due including interest within ten days from the date of this letter. If you fail to comply with this directive, the Department may file a citation requiring you to appe~ in court to show cause for your failure to comply with with the law. A finding of contempt in this matter could subject you to additional penalty and/or inc~ceration by the Orphans' Court Division of the Court of Common Pleas of Cumberland County. RETURNS SHOULD BE Fn.,ED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS. AGENT Any questions regarding this estate: cc: CONTACT: Harrisburg Call Center (717) 783-3000 TDD# 1-800-447-3020 (Service for taxpayers with special hearing and speaking needs)