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Home My WebLink About02-01-08 JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail maiI@bogarlaw.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 JAMES D. BOGAR JENNIFER B. HIPP' * Also admitted to New Jersey Bar Direct e-mail Jbogar@bogarlaw.com January 31, 2008 Commonwealth of Pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services PO Box 281041 Harrsiburg, PA 17128-1041 .' , RE: Estate of Alma N. Eby SSN: 206-10-9146 Date of Death: 12/27/06 File Number: 21-07-1103 ~ . , i I ......1 ~.,....,... """""':) .) ".) Dear Sir or Madam: ~) c."..) We write in response to your letter to us dated January 28, 2008, a copy of which is attached hereto. Please be advised that we first became involved with respect to the administration of this estate on November 6, 2007. Enclosed is a copy of Pennsylvania Inheritance and Estate Tax Official Receipt dated January 15, 2008 showing payment on account of Pennsylvania Inheritance Taxes in the amount of $3,585.28. We are also attaching a time-stamped copy of the cover page of the Pennsylvania Inheritance Tax Return _ Resident Decedent (REV-1500). This return was filed on January 15, 2008. As you will note, we have moved quickly to file the Pennsylvania Inheritance Tax Return and to make the Inheritance Tax payment. Kindly advise if you require any further information with respect to this Estate. We look forward to receiving the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax (REV-1547). v Commonwealth of Pennsylvania Department of Revenue January 31, 2008 Page 2 Your time and consideration in this matter are greatly appreciated. JDB/bbl Enclosures cc: Barbara Ann Davis (w/enclosures) Cumberland County Register of Wills (w/enclosures) BUREAU OF COLLECTIONS & .TAXPAYER ~ERVlCES PO BOX 281041 HARRISBURG PA 17128-1041 COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE Inheritance Tax Non-Filer Delinauencv Notification JAMES D BOGAR BOGAR & HIPP LAW OFCS 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE: ESTATE OF: ALMA SSN: DATE OF DEATH: FILE NUMBER: 01/28/2008 REV-834 AFP (12-04) N EBY 206-10-9146 12-27-2006 2107-1103 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 representative 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: RETURNS 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 COMMONWEALTH DC PENNSYLVANIA 'DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES . DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 009178 DA VIS BARBARA ANN 350 HEMLOCK LANE ETTERS, PA 17319 -------- fold ACN ASSESSMENT CONTROL NUMBER AMOUNT ESTATE INFORMATION: SSN: 206-10-9146 FILE NUMBER: 2107-1103 DECEDENT NAME: EBY ALMA N DA TE OF PAYMENT: 01/15/2008 POSTMARK DATE: 1111 5/2008 COUNTY: CUMBERLAND DATE OF DEATH: 12/27/2006 101 I $3,585.28 I I I I I I I I TOTAL AMOUNT PAID: $3,585.28 REMARKS: RECEIPT TO A TTY CHECK# 92 SEAL INITIALS: CJ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER --.J 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 -ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 7 County Code Year File Number 1103 Date of Birth 206109146 12272006 03211913 Decedent's Last Name Suffix Decedent's First Name MI EBY ALMA N (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Mf Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum 0 2. Supplemental Retum 0 3. Remainder Retum (date of death prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Retum Required (date of death after 12-12-82) fK] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 ' 8. Total NumBer of Safe' Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31-91 and 1-1-95) (Attach Sch. 0) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAXINFORMA nON SHOULD BE DIRECTED TO: Name Daytime Telephone NumbeN JAMES D. BOGAR 71773 7r!&7 61 FF-D Finn Name <'f Applicable) ';~: ~ .-: ~~~ 8 REGISTER OFWiwcs USE:O'NLY C'.~ i:C:S -' . ~~~; :'P U1 : . ~ ~-~~ BOGAR & aIPp LAW OFFICES First line of address C;;::.;, ONE WEST MAIN STREET ~3(~ "";""~ I~~ -~ .;? =~:'J ;~.~~ , " Second line of address - :>~ ---j-j ....:::-' ~_C'i City or Post Office SHIREMANSTOWN r-v -.J ~ ,'::~ (-) -n~ State PA ZIP Code 17011 DATE FILED ADDRESS Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of 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. SIG TURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ,Jy ~ Barbara Ann Davis I /1 J /0 8 James D. Bogar DATE I /lIfo? , Shiremanstown, PA 17011 L Side 1 15056041147 15056041147 ~