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Home My WebLink About04-15-09 __ p2~-0~--~l0~'I LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET JOHN E. SLIKE CAMP HILL, PENNSYLVANIA 17011 CARLISLE OFFICE: ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 26 WEST HIGH STREET JAMES D. FLOWER JR EMAIL: attorney®sfl-law.com CARLISLE, PA 17013 CAROL J. LINDSAY wwwsfl-law.com TELEPHONE: (717)243-6222 JOHN B. LAMPI FACSIMILE: (717)243-6486 DANIEL L. SULLIVAN DEAN E. REYNOSA THOMAS E. FLOWER REPLY TO CAMP HILL MARYLOU MATAS JASON E. KELSO April 13, 2009 Q ~. ~g r ) ~ r!J "CT ~ { ~ r ~p Cumberland County Register of Wills =~~ ~~~ ~ ._ r Cumberland County Courthouse, Room 102 ~~ N . ~ ~~_- l r'z One Courthouse Square ~ ~ ~- ~!' `~- Carlisle, PA 17013-3387 ~ N --i Re: The Estate of Clara Belle Ream Dear Ms. Strasbaugh: Enclosed are two copies of the Commonwealth of Pennsylvania Department of Revenue Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax and the letter from Michael T. Foerster to include with the Petition for Adjudication/Statement of Proposed Distribution Pursuant to Pa. O.C. Rule 6.9 and the First and Final Account of Raymond C. Ream, Executor for the Estate of Clara Belle Ream which were filed incompletely on November 17, 2008. If you require additional documentation or have any questions or comments, please call. Sincerely, SAIDIS, FLOWER & LINDSAY I ~ J~ Ann Seker Paralegal ~s Enclosures ~9 .e COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL TOM CORBETT ATTORNEY GENERAL November 21, 2008 Charitable Trusts and Organizations Section 14t1' Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 783-6084 Facsimile: 7l 7-787-1190 mfoerster~~attorneygeneral. gov Thomas E. Flower, Esq. SAIDIS, FLOWER & LINDSAY A Professional Corporation 2109 Market Street Camp Hill, PA l 7011 RE: Estate of Clara Belle Ream: No. 2008-00661; Cumberland County. Dear Mr. Flower: This will acknowledge receipt of your letter and enclosures regarding the above- captioned matter. I have reviewed the will, petition and account of Raymond C. Ream, Executor of the Estate of Clara Belle Ream, Deceased, and have no objections. Please forward a copy of the confirmed account as soon as it is available so that 1 can complete my file. Please be advised that the above review was conducted pursuant to the parens pate°iae role of tl~e office and has no bearir_g on any matter unrelated to that fi>nction. Thank you for your time and attention to this matter. Sincerely, Michael T. Foerster Senior Deputy Attorney General MTFi srh COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL TOM CORBETT ATTORNEY GENERAL November 21, 2008 Charitable Trusts and Organizations Section 14t1' Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 783-6084 Facsimile: 717-787-1190 mfoerster@attorneygeneral.gov Thomas E. Flower, Esq. SAIDIS, FLOWER & LINDSAY A Professional Corporation 2109 Market Street Camp Hill, PA 17011 RE: Estate of Clara Belle Ream: No. 2008-00661; Cumberland County. Dear Mr. Flower: This will acknowledge receipt of your letter and enclosures regarding the above- captioned matter. I have reviewed the will, petition and account of Raymond C. Ream, Executor of the Estate of Clara Belle Ream, Deceased, and have no objections. Please forward a copy of the confirmed account as soon as it is available so that 1 can complete my file. .Please be advised that the above review was conducted pursuant to the parens pat~~iae role of the office and has no bearing on any matter unrelated to that function. Thank you for your time and attention to this matter. Sincerely, Michael T. Foerster Senior Deputy Attorney General MTF/srh APR ,, ~' y,-~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09) DATE 03-30-2009 ESTATE OF REAM CLARR B DATE OF DEATH 06-12-2008 FILE NUMBER 21 08-0661 COUNTY CUMBERLAND THOMAS E FLOWER ACN 101 SAIDIS ETAL APPEAL DATE: 05-29-2009 2109 MARKET ST (See reverse side under Objections) CAMP HILL PA 17011 Amount Remitted- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---- -~ R_ETA_IN LOWER POR_TIDN_ FOR YOUR RECORDS F- _ ______________ REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REAM CLARR B FILE NO. 21 08-0661 ACN 101 DATE 03-30-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,0 55.65 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 B. Total Assets (g) 12, 055.65 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,046.90 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.0 08 .75 11. Total Deductions (11) 7?. OS~.6~ 12. Net Value of Tax Return (12) .0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) .00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) . GO X 00 _ , DD 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = . 00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .00 19. Principal Tax Due (ly)= .00 TOX CRFTITTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .DO BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RFFIINn. CFF RFVFRRF STnF nF TNT( FnRM FnR iNCTRII/`T TnNC 1 1'i~R ~~ r_...w~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ~ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT OF TAX `' PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09) DATE 03-30-2D09 ESTATE OF REAM CLARR B DATE DF DEATH 06-12-2008 FILE NUMBER 21 08-0661 COUNTY CUMBERLAND THOMAS E FLOWER ACN 101 SAIDIS ETAL APPEAL DATE: 05-29-2D09 2109 MARKET ST (See reverse side under Ohjecti~ns) CAMP HILL PA 17D11 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---- ~-! RETAIN LOWER PORTION FDR YOUR RECORDS 4- -------------------- ---------------------------------------------------------------- REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE DF REAM CLARR B FILE N0. 21 08-0661 ACN 101 DATE 03-30-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .DO NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) DO submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,055.65 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) DO 8. Total Assets (8) 12, 055.65 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,046.90 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). 8.0 0 8.75 11. Total Deductions (11) 1~. O~F;.6F: 12. Net Value of Tax Return (12) .0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (lG) .0 0 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) . GO X 00 _ , 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Amount of Line 14 at Sibling rate (17) .DO X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .00 19. Principal Tax Due rev ror-nrr.. (19)= .OD DATE ~ NUMBER I INTEREST/PEN PAID C-) I AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~' IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE