HomeMy WebLinkAbout02-11-11Law Offices of
SAIDIS, SULLIVAN & ROGERS
A PROFESSIONAL CORPORATION
635 NORTH 12TH STREET, SUITE 400
ROBERT C. SAIDIS LEMOYNE, PENNSYLVANIA 17043 CARLISLE OFFICE:
DANIEL L. SULLIVAN TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805 26 WEST HIGH STREET
ELYSE E. ROGERS EMAIL: attorney@ssr-attorneys.com CARLISLE, PA 17013
JOHN A. FEICHTEL www.ssr-attorneys.com TELEPHONE: (717)243-6222
STEPHANIE KLEINFELTER FACSIMILE: (717)243-6486
DEAN E. REYNOSA
TODD F. TRUNTZ Of Counsel
MARYLOU MATAS
JASON E. KELSO JOHN E. SLIKE
JOHN B. LAMPI
February 10, 2011 REPLY TO LEMOYNE
(717) 901-7786
skleinfelterC~ssr-attorneys.com
Glenda Farner Strasbaugh
Register of Wills of Cumberland County `~~~`'
One Courthouse Square ~o "- ~D
Carlisle, PA 17013-3387 ~~~ ~ ~'
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Re: Estate of Janet E. Hoffman, Deceased -~ ~ ~ .
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File No. 21-10-0541 ~ ~ ~ ~~ ~-~ -~.~-
Dear Glenda: ~ ~~ ``'
I have enclosed for your review and convenience an Invoice issued by your
office for additional probate fees in regards to the Estate of Jane E. Hoffman,
Deceased. I have also enclosed a copy of the Inventory, which itemizes those assets
comprising the "Probate Estate." Probate Estate means property that is distributed
in accordance with the Decedent's Will or by intestate succession. In this case, the
Probate Estate is only $8,538.45. Your fee is only $45, which has been paid in full.
The additional fees you charged on the enclosed Invoice are on "Non-Probate
Property," property held by the Trustee of the Janet E. Hoffman Trust and
distributed in accordance with the Trust (not by the Will). This property is part of
the taxable estate and is clearly designated as held by the Trustee on the
Inheritance Tax Return, although all of it was not set forth on Schedule G of the
Return. Regardless, it really does not matter where the items are reported on the
Pennsylvania Inheritance Tax Return as long as they are clearly identified and
included in the "taxable estate" for inheritance tax purposes.
I never had a Register of Wills' Office calculate its Probate. Fees using the
Inheritance Tax Return when an Inventory clearly setting forth the Probate Assets
was filed with the Inheritance Tax Return.
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Glenda Farner Strasbaugh
February 10, 2011
Page 2
As stated above, the Probate Fees have been paid in full. Please adjust your
invoice accordingly.
Sincerely,
SAIDIS SULLIVAN & ROGERS, P.C.
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Stephanie HIeinfe ter
SK/krh
Enclosures