HomeMy WebLinkAbout03-07-11Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
Kirk S. Sohonage, Esquire
Solicitor
1 Courthouse Square, Room 102
Carlisle, PA 17013
OFFICES OF
Marjorie A. Wevodau
First Deputy
Wanda S. Zeigler
Second Deputy
(717) 240-6345
FAX (717) 240-7797
1-888-697-0371 x 6345
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March 7, 2011
Stephanie Kleinfelter, Esquire
Saidis, Sullivan and Rogers
635 North 12`'' Street, Suite 400
Lemoyne, PA 17043
IN RE: Estate of Jane E. Hoffman, Deceased
Docket No. 21-10-0541
Counselor,
In response to your letter of February 10, 2011, my office policy is to verify the amount
of the additional probate due, if any, based on the figures reported to the Department of Revenue
in the REV 1500 Inheritance Tax Return. According to J. Paul Dibert, Chief of Inheritance Tax
Division, all probate assets should be reported on Lines 1-5. Line 6 and 7 are considered non-
probate assets. We deducted these lines from the Total Gross Assets reported on Line 8 to find
the amount of probate assets.
Additionally, the Instructions for Form REV-1500 Pennsylvania Inheritance Tax Return,
Resident Decedent (REV 1501), page 9, first paragraph, last line, states that all real estate held in
a trust is reportable on Schedule G. You may wish to speak with the Department of Revenue to
clarify this matter.
To allow time for you to review this matter, the invoice will be put on a "hold" status for
two months.
Thank you for your understanding in this matter. If you have any questions or concerns,
please feel free to call.
Yours truly,
lenda Farner Strasbaugh
Register of Wills & Clerk of Orphans' Court