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Home My WebLink About09-17-08REAGER &ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A. ADLER + DAVID W. REAGER LINUS E. FENICLE THOMAS O. WILLIAMS PETER R. WILSON Writer's E-Mail Address: Jgross@ReagerAdlerPC.com September 5, 2008 (VIA FAX ONLY) Department of Revenue Inheritance Tax Division Attention: Bill Lyons Fax: (717) 783-3467 RE: Estate of Peter Miller File: 21 08 0096 Our File: 08-006 Deai• Mr. Lyons: SUSAN H. CONFAIR JOHN H. PIETRZAK RICHARD J. JOYCE + Certified Civil Trial Specialist n ~~ ~"' U ~, r~ ~ C'1 rat -v _ f ~ ~ ._.a ` ~ _~ ;--~ ~~ -cs ':~ ~ V - , i ._ , , In reference to your conversation with Jennifer Gross of our office, please move the Real Estate on Schedule A to Schedule G of the Inheritance Tax Return. The return was filed on September 3, 2008, a copy of the front page of the return is attached. The real estate is held in the name of the Miller Family Trust and is anon-probate asset. Our office incorrectly stated it on Schedule A when it should have been placed on Schedule G for non-probate property. By placing this item on Schedule A, it triggered the Cumberland County Register of Wills to include it as probate property and issue an invoice for additional probate cost. By copy of this letter, we are asking the Cumberland County Register of Wills to put a hold on this invoice until the Department of Revenue makes a determination on the return. Should you have any questions, please feel free to contact me. Very truly yours, ~- ~~' Su - H. Confair SHC/jsg pc: Cumberland County Register of Wills (w/enclosures) ~i 15056041125 REV-1500. Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes tY PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 8 0 0 9 6 _ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth :L 8 3 1 4 4 9 3 3 1 2 1 8 2 0 0 7 0 5 2 4 1 9 2 1 Decedent's Last Name Suffix Decedent's First Name MI M I L L E R P E T E R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI M I L L E R A R L E N E Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~~ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Retum (date of death prior to 12-13-82) ~~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ~~ 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ~~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFID ENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number S U S A N H C O N F A I R 7 6 3 1 3 8 3 Firm Name (If Applicable) R E A G E R & A D L E R P C First line of address <"? 3 3 1 M A R K E T S T R E E T SE:cond line of address City or Post Office C A M P H I L L State ZIP Code P A 1 7 0 1 1 Correspondent's a-mail address: REGISTER OF WILLS USE ONLY ~7 ~~ n ~ ~ t •_... ..._~ T ~~ ~ t ~ r',7 .f ~~ f7 Q - ~ ~ ' ~A LED .f.` .7a w ~~~ f^. RV - - Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, wrrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN D TE ADDRESS y 710 STERLING COURT ENOLA PA 17025 SIGNATURE OF PR ARER THER THAN REPRESENTATIVE 97~TnE ADDRESS ~ ~' 2331 MARKET STREET CAMP HILL PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 15056041125 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 INVOICE :Bill To: REAGER & ADLER PC 2331 MARKET ST InvoiceNo: Invoice Date: Estate of: Estate No: 2133 9/3/2008 MILLER, PETER 21-08-0096 wz CAMP HILL, PA 17011 Qty Fee Description Fee Total 1 Additional Probate 215.00 $215.00 Total: $215.00 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.