HomeMy WebLinkAbout09-08-08 REAGER &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 SUSAN H. CONFAIR
LINUS E. FENICLE JOHN H. PIETR2AK
THOMAS O. WILLIAMS RICHARD J. JOYCE
PETER R. WILSON
Writer's E-Mail Address: Jgross@ReagerAdlerPC .com + Certified Civil Trial Specialist
September 5, 2008
(VIA FAX ONLY)
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Department of Revenue ; ~ ~ rn ~°`~ E_
Inheritance Tax Division
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Attention: Bill Lyons -
Fax: (717) 783-3467 -~~' ~ ~ y. ~__ '=~x.~,
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RE: Estate of Peter Miller -a
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File: 21 08 0096 y
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Our File: 08-006
Dear Mr. Lyons:
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,
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S~u H. onfair
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pc: Cumberland County Register of Wills (w/enclosures)
. ~ 15056041125
REV-1500. Ex (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOx 280601 INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 0 9 6
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Bil1h
1 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
0 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after 12-12-82)
QX 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 CONFIDENTIAL 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 (ff Applicable)
R E A G E R & A D L E R p C
First line of address
2 3 3 1 M A R K E T S T R E E T
Second line of address
City or Post Office
C A M P H I L L
Correspondent's a-mail address:
REGISTER OF WILLS USE ONLY
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Under penalties of perjury, I dedare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, corned and complete. Dedaration 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
`~~ !l A 1.t ~ i/ s D f DATE
ADDRESS
710 STERLING COURT
SIGNATURE OF PR ARERpT~THAN REPRESENTATIVE
2331 MARKET STREET
L 15056041125
State ZIP Code
P A 1 7 0 1 1
ENOLA
CAMP HILL
PLEASE USE ORIGINAL FORM ONLY
Side 1
PA -17025
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PA 17011
15056041125 J