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HomeMy WebLinkAbout02-01-11NAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 www. bogarandhipplaw. com e-mail mail®bogarlaw.com JAMES D. BOGAR JENNIFER B. HIPP' LAUREN E. BOGAR 'Also admitted to New Jersey Bar January 31, 2011 TELEPHONE (717) 737-8761 FACSIMILE (7 7) 737-2086 Direct e-mail~bogar(a}bogarlaw.com I >~ Laurel Fulmer Commonwealth of Pennsylvania Department of Revenue # a~. Inheritance Tax Division P.O. Box 280601 Harrisburg, PA 17128-0601 ~.~ na RE: Estate of Charles W. Fealtman ~ Date of Death: 1/18/2009 ~~ File Number: 2109-0337 Dear Ms. Fulmer: In accordance with your letter to us dated February 5, 2010, a copy of which is attached, we are advising that the statu of this Estate has not changed. As we previously advised, thi Will was probated for purposes of following through with a perso al injury claim instituted by the Decedent prior to the Decede is date of death. The lawsuit is currently pending in the Cuy hoga County (Ohio) Court of Common Pleas, Case No. 376610. To d to the claim has not been resolved. Therefore, it is unknown hen the administration of the Estate will be completed. For yo r convenience, a copy of our letter to the Department of Reve ue dated January 28, 2010 is attached. We anticipate moving as expeditiously as possible. Ho ever, we will not be able to file a Pennsylvania Inheritance Tax eturn within the time mandate as set forth in your letter. At th's point, we are uncertain as to whether or not Pennsylvania Inheritance Taxes are due and payable. Accordingly, we request a further one (1) year extensic Please advise us as to the grant of this request for extens~ ~~ ,~ r~ e ~~~ c_'~ ~ ~~ Laurel Fulmer January 31, 2010 Page 2 Your time and consideration are greatly appreciated. V ry tru y yours, ~D AMES D. OG JDB/bbl Enclosures cc: Jennie W. Fealtman, Executrix Glenda Farner Strausbaugh, Cumberland County Register Wills of COMMONWEALTH OF PENNSYLVANI.~ BUREAU OF INDMDUAL TAXES DEPARTMENT OF REVENUE Po sox 280601 HARRISBURG PA 17128-0601 m JAMES D BDGAR 1 W MAIN ST SHIREMANSTOWN PA 17011 REV-965F0 AFP (12-0~ DATE: 2/5/2 O 10 ', Estate of CHARLES W FEALTMAN Date of Death: 1/18/200 File Number: 210 9 - 0 3 3 Deaz JAMES D BDGAR: The Department of Revenue has .been advised that the above-referenced estate is presently involved in litigation. The Department will suspend further activity on this estate until 2/3/2011 You aze required to notify the Department when the status changes or the extension date expires. If you have any questions, please contact me at the number below. ~X ~~~ ,._~' -~ -=-s rr{ c:~ -.a rv rv e Sincerely, cv LAUREL FULMER ~' ~, ~ ~~ ~ ~ Q a. Inheritance Tax Division c ~ ~: ~ = ~ G Telephone: 717 - 78T - 65 0 5 ~; C' S ~ ~ ©c ..~- ~ v ~ FAX: 717-772-0412 ti~ ~, ~ I `-~ '~^ ~::. ~ ~.; j c~v ~ "' ~ ' ~ TDD# 1-800-447-302 0 (Service for taxpa ers ~: ~~_? ~ rz -' with special hearing andlor speaking ne ) cf ~ ~.~ .~ a ~~ ~ , ~ ~ NAMES D . B O GAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN,PENNSYLVANIA 17011 e-mail mail®bogarlaw.com JAMES D. BOGAR JENNIFER B. HIPP' 'Also admitted to New Jersey Bar January 28, 2010 TELEPHONE X717) 737-8761 FACSIMILE 717) 737-2086 Direct a-m I Jbogar®bogarlaw.com i C7 I c ~~r ~ c ~ . . . ~. G ~ ~ ~ -~ r~, r T , B f- GO ~ 1: ~ '{ ~= _.. a .. f .-.- ~1 o c.~ rn Commonwealth of Pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services P.O. Box 281041 Harrisburg, PA 17128-1041 RE: Dear Sir or Madam: Estate of Charles W. Fealtman Date of Death: January 18, 20 9 File Number: 21-09-0337 We write in response to your letter dated ~Tanuasy 25, 2010. A copy of that letter is enclosed. Please be advised that this Will was probated for pure ses of following through with a personal injury claim institute by the Decedent prior to the Decedent's date of death. The la suit is currently pending in the Cuyahoga County (Oriio) Court of Common Pleas, Case No. 376610. To date the claim has not b en resolved. Therefore, it is unknown when the administration of the Estate will be completed. For your referenc e, we enclose a copy of Pa. O.C. Rule 6.12 Status Report that we filed in the Cumberland County Register of Wills Office on October 26, 2009. ~ We anticipate moving as expeditiously as possibl we will not be able to file a Pennsylvania Inheritanc within the time mandate as set forth in your letter. point, we are uncertain as to whether or not Pennsyly Inheritance Taxes are due and payable. Ho ear, x e~"urn , thi ~ ~ ~ ~ ~~ ~~ ~ ~ -,-a d t ~ ~' n ~ v Commonwealth of Pennsylvania Department of Revenue January 28, 2010 Page 2 We welcome any questions that you have with respect to matters. y tr ly yours, .. ~~ J 5D. BG JDB/bbl Enclosure cc: Jennie W. Fealtman, Executrix Glenda Farner Strausbaugh, Cumberland Cotu~ty Register c Wills Ithese ~f BUREAU OF COLLECTIONS & TAXPAYER SERVICES AO BOX 261041 HARRISBURG PA 17I2S-1041 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Inheritance Tax Non-FilerDelirzguencyNotifcation JAMES D BOGAR 1 W MAIN ST SHIREMANSTOWN PA 17011 Date: Estate of: CHARLES SSN: Date of Death: File Number: W FEALTMAN 201-16-580 01-18-2009 2109-0337 Department records indicate you are responsible for the settlement of the above estate or th you represent the responsible party. The estate is in delinquent status, as the inheritance return has not yet been filed. I~ The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all ou standing liabilities by a personal representative or a transferee of an estate within. nine months of a de edent's death. If this estate was opened for the purpose of filing a lawsuit, please provide the court term an docket number of the proceeding in writing to this office. The Department may postpone further ac 'on regarding the estate pending the completion of the lawsuit. If there is any other reason that a return h not been filed, please contact the office listed below. ~, Under Act 40 of 2005, additional collection costs, including but not limited to fees of up to 39 percent of the amount due and attorney fees incurred in securing payment, maybe imposed on any liability not paid prior to referral to a collection agency or contract counsel. To avoid further action, a return must be filed within 15 days of the date of this letter. If the return has been filed recently, please disregard this notice. Direct any questions regarding this estate to: Harrisburg Call Center (717) 783-3000 TDD# 1-800-447-3020 (service for taxpayers with special hearing and/or speaking needs) RETURNS SHOULD BE FILED AND PAYMENTS MADE AT THE REGISTER OF WILLS LISTED BELOW: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 C Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: CHARLES W. FEALTMAN Date of Death: January 18, 2009 File Number: 21-09-0337 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~Y 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: This Will was probated for the purposes of following through with respect to a personal injury cl by the Decedent prior to the Decedeat's date of death. To date, the claim has not been resolved. it is unknown when the administration of this estate will be complete. 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^ Y b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ................... .......... ^ Y cl. Copies of receipts, releases, joinders and approvals of formal or informal accounts filed with the Clerk of the Orphans' Colu-t and maybe attached to this report. Date t O { ~ ~ (9Q' ~.,.. t~ , C:=~ c- . C_, , _} '~ C,• , ~.~ LA ,^r? ~/ ~' Y L.. -~~ - S ~} :~.. ~ ._ -_ r , ~ C~ _ ~ r.1 ~. _ c°. C~ ~~ of 0 No instituted erefore, ^ No ^ No be SignatuFe of Person Filing $L1S~~ Capacity: QPerson presentative ~Cou#lsel James D. Boger, Esquire Name of Person Filing this Form One West Main Street _._ __ PA 17011 (717) 737-8761 Telephone Form RW-10 rev. 10.13.06 __