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HomeMy WebLinkAbout08-05-11I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ARTHUR R. DUNKELBERGER, II ORPHANS' COURT DIVISION DECEASED NO. =~1" ~~'~~' -- L~'C$~ PETITION FOR CITATION TO THE HONORABLE THE JUDGES OF SAID COURT: AND NOW, this day of comes the Commonwealth of Pennsylvania, by Thomas O. Armstrong, Acting Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, who avers: i . That Arthur R. Dunkelberger, II, deceased, (hereinafter referred to as "the Decedent"), died on October 14, 2005. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Arthur R. Dunkelberger, III, Executor, (hereinafter referred to as "the Executor"). Letters Testamentary were granted to the Executor on May 23, 2006. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 7 -~ .._ -~ ' ,,, y ~ _1 _.: _ ta) ~> ~'~7 _ - F ':C~-n . '_,j L._ .,~ . _ .. ?~ ..v_ ~'~~ t 7 "~'? t_..: 3. That on February 2, 2011, a certified demand letter was sent to the Executor, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executor of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executor, directing the Executor to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required bylaw; and to further direct that the costs of this action shall be borne by the Executor. COMMONWEALTH OF PENNSYLVANIA BY ~- d - Gm~`~ Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation FOR: Daniel Meuser Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Thomas O. Armstrong, Ph.D., Acting Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge, information and belief. ~~ ~- Wv1~ Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscribed ~~- before me this ~ ~ day if ~ ~ ~ _ ~~ ~ ~,~~~ ~~: r COMMONWEALTH OF PENNSYLVANIA Notarial Seal i Sue E. Hetrick, Notary Public City of Harrisburg, Dauphin County My Commission Expires April 10, 2014 Member, Pennsllvania Association of Notaries Page t of 1 PETI'l'TOIY E'OR PROI3AT1, and C;RAN1' OF LET'T'I,KS Eirora of ARTHUR R DUNKEI.BFRGF.R.1(_. No, 0?) Can - 1I ~r3 .~~, 0110 AROWn ni 1'O: S,h ial.Securir}• ,5b. Deeewed Register of SYills for lht: County of CUfvIBERi_AND in the; Commonwealth of Pennsylvenia 71ie petition of the undcrsi~ncd respectfully reprcttnts that Your petitioner(s), who Ware 18 years of aFe or older an the extcu1413_ named in tha last w'lll of the nbovc decedent, dated MAY 6. 2~Od and codicil(s)dateJ _. ___ ___ _. p4tt rAarim clrcumatrxer, a g. nrunciKien, deolh of exccriar. ae ) Ueaedmd was dmniclled ai death in Counn', Penns}~Ivanla with hl$-iastfamilyorprincipalresidenceof 1'I ~nM[- i~ G Q'nv -Fi1~ -~,_ ~~~ t161 watt, nwnl,a inJ m~mcq~diry) fk~~edent, Then g() years ofsge, died ~LI'~3~pLl (~ ~ Z-00 ~ at hxce_pt os 1'ollo+ss, dccedtnt did nut marry, +vas not dl+'oreed and dW not have a child lwm or adopted eftcr cxccutirxt of the wIU otibrcd for probata; wns not the victim of a klllirtg and w;ts never aJudlcated ituompetcnt; - - Qaccdrnt at death owned prvperty with estimated values as follows. (If domiciled In PeJ AIt personal property 5 ~( O+-p Q-~ • ~~~ ]]foot dnnticllcd in Pa.) Personal property in Pennsylvania S (If not domiciled In Pa.) Pcnonal propcriy in County S Yalue oftrAl astute in Pcnnsylvanla S situst~i as follows: ----~-- 5Yi1CRF,FORF petflinnm(s) rospeclfuliy request(s) the probate of the last will and codicils) prtsenlad i>erewitl d )im gr nt of 1 j,ESTAMi; jq~~Y Ihtteon. (taimne,tsry, eMninulraliao c L u ; ^Jmin?sir eiRx7 d.b, n c. t t } \ ~ THUR R. C~t~N E RG , 3A Plc~rl it E ~ t .. _... ~~" lisle, E'A i~ ~~ ;x ,., ,.~ r.:. c, OATH OF PERSONAI<. )R>F'.PRESEN'TA'T'['~'E CnMlSipNWEALTii OF' 1'>v,NNSVLVANIA l S~ couNTV Uft ~StMf3F -.f~~ J The petitioner(s) abavc•namcd s++Yar(s) or aalrm(s}that the stnttmtnts in the for n ng pttltion arc mfa anti correct to rho Itcst of Iho knowledge end belief of pe1N' s) ttncLi~al per ,nal reprtsan- wtivc(s) ofthe strove dcccdrnt petitioner(s) will well and to a+ ~` t I t a ur m latr . SwtiiM to of aFilnnctl ars~subscribcd before ma this ~` day of ~ Y -- .J :, -: ,, -, ,; , ~.:, :; ,,,. http:/h•ecords.ccpa.net/weblink~ublie~l'int/ImageDisplay.aspx?cache=yes&sessionkey= 2/]4/201 1 ~xwr~rl' ~ Page 1 of 1 No. o?I.OLp ~ ~~"~3 Estate of ARTHUR R DUNKS 0l;RGER II __ ___ , Dcccltsed I~ECRFF. OF PROBATE AiVU GRANT OF [,ETTF,RS AND NOW btt9Y.~~ Oti , in considcralion o(thc pclilion do the rcs~ersc side hereof, sotlsfitctory~ proo(having Uteri presenkd htfaro rite, IT I5 DECIlL'• liD Ihal the Grslrumeat(s) dated 616104 - . described thtrein be ndmittrd 1o probate a,ki filod ofrccord as the last wii4 0{ PRTHUR R. DUNKELDERG~ tt and Len<rs gsTn~ pt]'p~iY art htroby granttd to _ ----~--^- ARTtIUR R. DUNKELIiERGER 111 ~C_PHc{, l x,. ~ ~~~ ~iAu u St' b Ft!F.S ts..>o 'f3~~fY,LLY IND~R ~)~~ lr~ • \1 Probato, Lcttcrs, lilt......... S ~l5 _c.r~ --- Short Ccrtilicatos ( ) . S 4 • u0 ATiO1tNEY ISUC. C+ 1 D, No 1 ~ ~,~,,,,+.,,,o.+r-~~ g , 5 . ~u 9874 MOLLY PITCHER HIGHWAY J C-P _. g ~b SHIPPENSI3URG ~~ 17257 AIN~RGS$ "TOTAL _ S `~`+, a~ 717 632 3476 File) . , ~•sr..r.~,~ .,. CVO ~v .... , P1lUNu :._> ' . •~ i. i N , lU ]lttp://records.ccpa.net/weblinl:~~ublic~rint/ImageDisplay,aspx?cache=yes&sessiol~lcey= 2/1 X1/201 1 ~'XHI~IT R COMMONWEALTH OF PENNSYLVANIA H.4kklsBln<c DISTkICT OFFICE DEPARTMENT OF REVENUE P.4 DEPARTMIENT OF REVENUE 181>STANL E}' DkIVE H.4RRISBIikG PA 17103-I??6 Date: ARTHUR R DUNKELBERGER 1138 RANA VILLA AVE Estate of: CAMP HILL PA 17011 DUNKELBERGER Date of Death: File Number: Dear ARTHUR R DUNKELBERGER: kE\'-869 F0 .4FP i07-0X1 2/2/2011 II ARTHUR R 10/14/2005 21 06-0453 (Certified Mail-Return Receipt Requested) Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the tiling of a tax return and payment of all outstanding liabilities by a personal representative or a tl•ansferee of an estate within nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN FIRS NOT BEEN FILED. If the return was tiled, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the team and docket number of the proceeding in waiting to this office so that we may postpone any further action. 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 incun-ed in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contract counsel. This notice shall serve as a foiznal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 (717)425-7704 cc: SALLY J WINDER 9974 MOLLY PITCHER HWY SHIPPENSBURG PA 17257 tXHIr~iT b COMNIONtiYEAI.TH OF PENNSYLVANIA HARRISBURG D1STRlCTOFFlCE DEPARTIYIENT OF REVENUE PA UEPARTbSFNT OP REVENUE 1825 STANLBY DRIVE HARRISBURG PA 1 7107 12 56 Date: ARTHUR R DUNKEL$ERGER Estate of; 1138 RANA VILLA AVE DUNKELBERGER CAMP HILL PA 17011 Date of Death; File Number: REV-E69 FO AFP (07-0.3) 2/2/2011 II ARTHUR R 10/14/2005 21 06-0453 (Certii:ied Mail-Return Receipt Requested) Dear ARTHUR R DUNKELBERGER: Department records indicate you are responsible for the settlement of the above estate or that you ..,__ __....,....,;hto „p,.~, q~ ~f this date, you have failed to resolve this matter. ' • ~ ins unsettled. ^ omplete !tams 1, 2, and 3. Aiso complete A. Slgnalure ~ - , em 4 1f Restricted Delivery Is desired. X ~ , payment of ^ Print your name and address on the reverse / ~ Agent ~zstate within nine so that wa can return the card to you. ^ Addresses ^ Attach this card fo the back of the mallpleca, B. ecelve b Printed Name) C. Da of ellvery 'mains open because: or on iha front if space permits, ! f~,~ 1. Article Addressed to: D. Is elivery ddress different from Item 1? Yes !I FILED, If YES, enter delivery address below; O No ate was opened for the nrrxvRRDUNxaLSERCt:R :the proceeding in writing 1138 RANA VILLq AVE 'C~VvtP HILL PA 1701 ! :21 060453 DIAgATpLpMEO 3. Servicelype ;d to fees of up to ^ Cert}fled Mall p Expmss Mail D Registered ^ Retum Receipt for Merchandise 1ent' may be ^ insured Mail ~ C.O.D, r contract counsel. 4, Restricted Delivery? (F~dra Fee) O Yes '- Article Number ; Department of (frans/erfiomserv!celabelJ 709 16$Q ppd~, ~,q7d 5898 i requiring you to S Form 3811, February 2004 Domestic Return Receipt fA flndlrig Of Contempt In dais maaer cuu,u 5~+~~~,,. yam...,, ,.~....____._ , ,ozs9soz.M.,~ by the O,phans' Court of C'r,mberland County. RETURNS SHOULD BE FILED AND CHECKS 1VIADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia Di$artolomeo Direct any questions regarding this estate to: C 717) 4 2 5 - 77 0 4 HARRISBURG DISTRICT OFFICE cc: PA DEPARTMENT OF REVENUE SALLY J WINDER 1825 STANLEY DRIVE 9974 MOLLY PITCHER HWY HARRIS$URG PA 17103-1256 SHIPPENSBURG PA 17257 EXH! BiT 6 Aage 1 01' 1 C'I~:RT'IF'ICATIUN C)h iti'UTIC'E U~tDI?R i);1. U.C. Rule 5.6(>}) RGGISTIiR f~P N'I1~L$ ,_ r_'oUNTY, PC1\~lSl'L.\',\~[!~ Name of pcccdcnt: /~.~, ~ ~ ,Q~,s/ ~ f)atr of Ueal}t:~1. I~{_ 711U~ _ File Number. ~~ - O ~ ^'~~~___~_ I)atc Lcttcri Granted: '' `I /)D (~ T` To the Rcgistn. 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