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Home My WebLink About10-01-09 (2)August 18, 2009 Joseph A Macaluso Attorney at Law P O Box 83 Orrstown, Pa 17257 Dear Attorney Macaluso: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 Telephone 717 783-6893 Fax 717 772-0 1 c-~ ~' ~. ~~ ~ n m ~ ~,; -o .~ ,,, --- ~ ~~ ~ Re: Estate of Stanle~hen k File Number 21 0913 cn This is in response to your letter of July 9, 2009 concerning the inheritance tax return due in the above referenced estate. Since it is apparent that you will be unable to file a tax return in the near future, the estate record will be placed in an informal hold status for an additional period of six (6) months so that the department will initiate no enforcement activity. At the end of that period we would ask that you contact us to provide an updated status for our file. The return may be filed at any time during the informal hold period. Kindly note that this action will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. Thank you for your cooperation, and, if I may be of any further assistance, please feel free to contact my office. cerety, Supervisor Inheritance Tax Division Ifulmer a~7state.pa.us ~`, ~. -, .. ~ .. August 18, 2009 Joseph A Macri M & T Investment Group P O Box 2961 Harrisburg, Pa 17105 Dear Joseph A Macri: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 Telephone 717 783-6893 Fax 717 772-04 ~ n ~~ ~~ ~ ~~~ ~ rn ~~= c-~ ~ 't~ rJ ~ ~ Re: Estate of John page W Q File Number 2108-1111 c~ This is in response to your letter of July 23, 2009 concerning the inheritance tax return due in the above referenced estate. Since it is apparent that you will be unable to fife a tax return in the near future, the estate record will be placed in an informal hold status for an additional period of six (6) months so that the department will initiate no enforcement activity. At the end of that period we would ask that you contact us to provide an updated status for our file. The return may be filed at any time during the informal hold period. Kindly note that this action will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. Thank you for your cooperation, and, if I may be of any further assistance, please feel free to contact my office. ' cerely, aurel Fulmer Supervisor Inheritance Tax Division Ifulmer a~7state.pa.us ;` ~.. i^~_ i _ ,, _~ , ~:-. _.-r .' _ ' ;~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 August 20, 2009 Charles E. Shields, III Attorney at Law 6 Clouser Road Mechanicsburg, PA 17055 Dear Sir or Madam: Telephone (717) 787-3930 FAX (717) 772-0412 O -- ~. ~ ;. c' _ FLL.~ r-r-i ca ,., ~:::~ C7 ~~ C~ -n -o ~. - ~ r, ~ '.~, W ' " Re: Estate of Stella L. Sf~riff File Number 2108-1176 c.~ This is in response to your request for an extension of time to fife the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 02/16/10. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6} months, no additional extension(s) will be granted that would exceed the maximum time permitted. We now offer you the option to request your extension request via a-mail. Please use the following a-mail address: RA-InheritanceTaxExt state.pa.us. We are also able to respond to your extension request via a-mail. Please refer any questions to me concerning your extension. No questions will be answered from this e-mail address. Sincerely, ~/~'~ G~~ , ,_ Claudia Maffei, Super~i.s~ Document Processing Uri Inheritance Tax Division ~P COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 August 26, 2009 Charles E. Shields, III 6 Clouser Road Mechanicsburg, PA 17055 Dear Sir or Madam: Telephone (717) 787-3930 FAX (717) 772-0412 C ~_ ~ 1 '; 1 ~ L ~ r+ fb.. .. .-n. _.~ .. ..~ ~ Re: Estate of Melvin C. ~ ~~ ;.. - File Number 2109-0 -~~- _ ~° ' ~ . . ~ . i w ~ ' "'~ cn This is in response to your request for an extension of time to file the inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 03/09/10. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. . We now offer you the option to request your extension request via a-mail. Please use the following a-mail address: RA-InheritanceTaxExtC~state.pa.us. We are also able to respond to your extension requdst via a-mail. Please refer any questions to me concerning your extension. No questions will be answered .from this a-mail address. Sincerely, G~/~~ Claudia Maffei, Superv4s~ ~~-= Document Processing Unit Inheritance Tax Division COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,, ~-. - - BUREAU OF INDIVIDUAL TAXES `: `" NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION -' °•APPtt'A~~Eh1~N'F, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP CO1-04) ~~~~ ~~~ ~ ~ ~~ ~` ~~ DATE 08-31-2009 C~.ER~~ ~~ ~PH~'~ U~U~T C~.3~~'~~~~c,~~ ~{~,, PA, MARTHA 0 SOLOMON 3812 LEYLAND DR MECHANICSBURG PA 17050-7634 ESTATE OF ODONNELL VIRGINIA P DATE OF DEATH 06-01-2009 FILE NUMBER 21 09-Ob97 COUNTY CUMBERLAND SSN/DC 143-1b-6798 ACN 09143291 APPEAL DATE: 10-30-2009 (See reverse side under Objections) 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 FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1548 EX AFP COl-09) NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AFIID ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-31-2009 ESTATE OF ODONNELL VIRGINIA P DATE OF DEATH 06-01-2009 FILE N0. 21 09-0697 S.S/D.C. N0. 193-16-6798 COUNTY CUMBERLAND ACN 09143291 TAX RETURN WAS: tX) ACCEPTED AS FILED t ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0193166748-S4 TYPE OF ACCOUNT: C )SAVINGS 4() CHECKING t )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 03-10-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,701.02 X 0.500 850.51 .00 850.51 X . 4.5- - 38.27 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT t+) INTEREST/PEN PAID t-) AMOUNT PAID 07-27-2009 CD011537 1.91 36.36 TOTAL TAX CREDIT 38.27 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS TH1AN ~1, NO PAYMENT IS RE4UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~