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. Law Offices of
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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: attorneyQssr-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 JOHN E. SLIKE
JASON E. KELSO JOHN B. LAMPI
April 12, 2011 REPLY TO LEMOYNE
(717) 901-7786
skleinfelterC~ssr-attorneys.com
Glenda Farner Strasbaugh ~.;.~
Register of Wills of Cumberland County ~ ~...
One Courthouse Square o ~ -z,;
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Carlisle PA 17013-3387 ___ .~
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Re: Estate of Janet E. Hoffman, Deceased ... _`_
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File No. 21-10-0541 :~-~ ~
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Dear Glenda: ~=`
Thank you for your letter of March 7th, a copy of which is enclosed for your
convenience. I have not changed my position concerning your fee. I do respectfully,
ask that you do take a closer look at the filings. Now that I know your practice, I
will not make the mistake again of reporting Non-probate property on certain
schedules of the Pennsylvania Inheritance Tax Return, even if such items are
clearly identified as Non-Probate.
The Inventory which I filed clearly itemizes those assets comprising the
"Probate Estate." Probate Estate means property that is distributed i.n accor_dance
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. Please adjust
your invoice accordingly.
Sincerely,
SAIDIS SULLIVAN & ROGERcS, P.C.
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By 1
Stephanie Kleinfelter
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Enclosure
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Glenda Fanner 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
~.egi~ter o~ ~t~~~ ~~b ~Yer~~ of t~je Q~r~~j~n~' ~~ur~
C~ou>t~tn of ~umberlnn~
March 7, 2011
Stephanie Kleinfelter, Esquire
Saidis, Sullivan and Rogers
63 5 North 12t1' 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, 201 1, 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 Ue 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 ~ 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,
~~ ~ .
Glenda Farner Strasbaugh
Register of Wills & Clerk of Orphans' Court