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Home My WebLink About03-18-14 March 13, 2014 RE: ESTATE OF : COURT OF COMMON PLEAS OF : CUIVIBERLAND COIJNTY, PA JACK C. EADS, JR. : ORPHANS' COURT DIVISION Deceased : No. 21-12-0822 ORPHANS' COUR.T Honorable Christylee L. Peck, Judge Your Honor, After consulting with legal counsel, I have determined that I wish to withdraw my Appeal. See enclosed `ORDER OF COURT' for your reference. Confirmation of my withdraw would be greatly appreciated so I know your office has received such and neither myself nor the Court spends any more time on this case. Thank you for your time and consideration in this matter. Sincerely, ��,U'�`'�` � � "„J �"'.� s' � �� _� t'�7 r r �' { '�! Michael Eads �' �°' =-- � � � �-- � - � =, �� - � �-. �;. •�..::� .1 L _J� Cc: Lora A. Kulick ' ryr ` - c-�c;- � ' Senior Counsel �-� � ��. � ; Office of Chief Counsel � ��` 4; `:�� PO BOX 281061 °`' �" Harrisburg, PA 17128-1061 �tGC � 1 �,��`�, March 13, 2014 RE: ESTATE OF : COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY,PA JACK C. EADS,JR. : ORPHANS' COURT DIVISION Deceased : No. 21-12-0822 ORPHANS' COURT Lora A. Kulick/Senior Counsel Office of Chief Counsel Counsel, I consulted with local counsel and understand that while my late brother thought he was helping my Mother by putting his and my name(s) on her accounts, he actually cost her a substantial amount of money. I also understand that as unfair, in my opinion, as this may be,the law in Pennsylvania apparently and unfortunately will not take into consideration any reason(s)why this occurred. When considering my Mother's frail health and condition, as well as the likelihood that she would not be able to physically appear in Court, I'm forced to concede to your demands. Please advise me as promptly as possible, and by e-mail if possible, as to the final amount due on this matter. If any consideration can be given to eliminating costs outside the Principal, ie, penalties and/or interest, my Mother and I would greatly appreciate so. As stated in my Appeal, the notices were being sent to my deceased brother's address in Camp Hill and not to me here in Seattle. Why so I have no idea as the State should've had my Seattle address, considering I was `co-owner' of the accounts, and seems to me should've reported such to the Dept. of Revenue when expecting a tax from me. Thus the extended time lapse before I even became aware of this. Thank you for your time and consideration in this matter. Please advise me as to the `bottom line' you will accept to clear this matter. Sincerely, ,,%K.w'' �. Michael Eads 4138 SW Southern Seattle, WA 98136 206-933-1336 eads.m(�a,comcast.net Cc: Honarable Christylee L. Peck, Judge Court of Common Pleas/Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVAl'1IA 3ACK C. EADS, JR., : ORPHANS' COURT DIVISION Deceased ; NO. 21-12-0822 ORPHANS' COURT ORDER OF COURT AND NOW, this 7`" day of February, 2014, a Citation is hereby issued on all interested parties to show cause why Petitioner Michael Ead's petition to the Orphans' Court of Cumberland County should not be granted, said Citation to be heard at a hearing scheduied for Monday, April 7, 2014, at 3:00 p.m., in Courtraom No. 5, Cumberland Caunty Courthouse, Carlisle, Pennsylvania. BY THE COURT, ��`�r� �,�..� ,�-�f�� Christy�e L. Peck, J. �I � � � -�''�� Lauren A. Zaccarelli Chair, Pennsylvania Department of Revenue Board of Appeals _ P.O. Box 2$1021 Harrisburg, PA 17128-1021 c5 � �s � c� `�`' r� � Department of Revenue � � � �=' � Office of Chief Counsel � � � � `'� 4�s P.O. Box 281051 ,..s �„ -� f�i �_' � � r�� „:�� 4:� Harrisburg, PA 17128-1061 �� - � �` `�' t� � --t� -�., :-, c.-°3 c"� -r�, .� �t 1.,� r«,.'. . ... Courtesy Copy: = �s¢ c..� �.. ;,.� .� {�_ , Rob Bleecher, Esq. �� -��,-' �`" -� Pecht &Associates, PC 1205 Manor Drive Suite 2Q0 Mechanicsburg, PA 17455 rc .�.__.__._... - - �...�____.__..�.___.___.__.�_.n,___�._ _.�._.._ _ �' � ��` PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE No. 21 BUREAU OF INDIVIDUAL TAXES Po eox zaocoi pennsylvania AND ACN 12143001 NARRISBURG PA 17128-0601 DEPARTMENTOFREVENUE TAXPAYER RESPONSE DATE O7'3O'ZOLL 1 REV-1543 EX AFP (OS-11) TYPE OF ACCOUNT EST. OF JACK C EADS � SAVINGS ` $$N 191-40-8541 � CHECKING DATE OF DEATH 07-16-2012 � TRUST COUNTY CUMBERLAND � CERTIF. REMIT PAYMENT AND FORMS T0: MICHAEL A EADS REGISTER OF WILLS 110 HILLCREST RD 1 COURTHOUSE SQUARE CAMP HILL PA 17011-1905 CARLISLE PA 17013 MEMBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU are thE Sp0U52 Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line. note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 7ll-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 343748-0 0 Date 11-25-2008 7o ensure vroPer credit to the account, two EStabli5hed copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $` 280,806.38 pavable to "Register of wi11s, Asent". Percent Taxable X 16.667 NOTE: If tax pavments are made within three Amount Subject to Tax g 46,802.�� months of the decedent's date of death, TaX Rate X , 12 deduct a 5 percent discount on the tax due. Any inheritance ta�c due will become delinquent Potential Tax Due $ 5�616.2�+ nine months after the date of death. PART TAXPAYER RESPONSE � 'V ` V� �� a � �� VA�� : .�� Te �� \\ � � �. ��y��....:��\\\\.\\\\\\:\�i \\\�\\\� ,�.��\��; ��.��,. e��. .��...,��\\a..��\��..... .\\\�\ \\� \��,\.. ...\�\\:��.; A. ❑ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Wills and 0 N E an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. � The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. C. � The above information is incorrect and/or debts and deductions were paid. Complete PART 2� and/or PART 3� below. If indicating a different tax rate, please state �� ` ��"�� PART ��\\\�� \� �� \� �� relationship to decedent: �\\��\�� . \\\\�\\�o��\��\ �\��\ � �"��-� � �� ❑2 ��\��\\ � � o�� \\\\ ��\�� ^� � ��\�� TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS �� `� � ` � �� ` ��z��\\V�� A� �� A��\ LINE 1. Date Established 1 ��\\\��`�� V��``��`�`��`��°�� \��\\\ �� A��A�\��°�� 2. A c c o u n t B a 1 a n c e 2 $ �\��\�"�, � ��\\\\\V��V�\� ��\�� V�A�� A��A\V��AV��A\A\�r��VA� ��AA� �. X ��`�\��\��\\�� \\ 3. P e r c e n t T a x a b 1 e 3 ��\� �� o��o�� \�� `��A , a � � 4. Am o u n t S u b J e c t t o T a x 4 � �� : ��\\AVAV�\\��"t��\\��0��\V��\\\\�\\\�A��A ��`��,�\�y�\��y��y�yy\\y��y��yy�,�y�A\��\��` 5. Debts and Deductions 5 ' �� , � �� A��V��VAV\�\��A��\�� 6. Amount Taxable 6 $ �� \��\\�\��`��A` �� V A`V\��VV��VA�A��`\��o�� 7. Tax Rate 7 X `��"��A�� \�� \� � �� \\ � \\��\�t\�`�\\��`��`��y \\\\�� 8. T a x D u e 8 $ �\�� \� ��\\�� \\\ � � - � e�C'�ti�l `"'!..�:.....�;� ... ...o,°w...,. ,-.,.�... ..��....��...a.... .. ..� . , -� PART DEBTS AND DEDUCTIONS CLAIMED � DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) 8 Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE �� PENNSYLVANIA INHERITANCE TAX � INFORMATION NOTICE BUREAU OF INDIVIDUAL raxES FILE NO. 21 aa sox zao6oi enns�/lvania AND HARRISBURG PA 17128-0601 � r ACN 12143003 DEPARTMENTOFREVENUE TAXPAYER RESPONSE DATE O7'.3O-LO12 r REV-1543 EX AFP (05-11) TYPE OF ACCOUNT EST. OF JACK C EADS � SAVINGS $$N 191-40-8541 � CHECKING DATE OF DEATH 07-16-2012 � TRUST COUNTY CUMBERLAND � CERTIF. REMIT PAYMENT AND FORMS T0: MICHAEL A EADS REGISTER OF WILLS 110 HILLCREST RD 1 COURTHOUSE SQUARE CAMP HILL PA 17011-1905 CARLISLE PA 17013 ME MBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU 0�e the spouse Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 717-787-8327 with questions. COMP-LETE PART 1 BELOkd � SE� �;�YERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 343748-1 1 Date 11-25-2008 7o ensure uroper credit to the account, two Established copies of this notice must accompany 67,416.69 vavment to the Re9ister of Wills. Make check Account Balance $` payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three AroOUnt SUbjECi to T2X $ 11,236.3�+ months of the decedent's date of death. Tax Rate X , 12 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potent121 Tax DU2 $ 1,348.36 nine months after the date of death. PART TAXPAYER RESPONSE � VA � °. �A\�� A�� O ��VA � V V o� ��A� 1 o��v.��a��.��\�... ��\��'��,,��,��";.,\��\��a�:.��\a:��.�,�\��..��a�� .��"��aa��., A. � The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Wills and C0 N E � an official assessment uill be issued by the PA Department of Revenue. B L 0 C K B. � The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. C. � The above informa ion is incorrect and/or debts and deductions were paid. Complete PART 2� and/or PART 3� below. PART If indicating a different tax rate, please state \��\��\�\��\\�, ` ��" ��"� � ; ��''� � relationship to decedent: �\�� \�\\�`��g\\\\��\�`��\O\ ��\\� \\�a\��\ \\\\\\�\��\ � •�� \\ \ \\\\\\\\ \��o� ��\� ��\�� \�\\��\��' TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS � � �� `� �� \`�� LINE 1. Date Established 1 ��\��0��u'Z��ya��\��\��\�\�a�a��\�� , � 2. Account Balance 2 $ ��:`�\"��\��\��\��\��\��\\"\�\�\�\�\\�� \� � ��\��.� �� 3. P e r c e n t T a x a b 1 e 3 X �� \\��\\�`\��V��\�V��A� �� $ ��`��V�� ` � A� ��A\��\��\�c� � � 4. Amount Subject to Tax 4 \ �� A ��`�� \�\��V�\��V A�\\\ �A�� °\V ��\�\��\��\\��\��A�� \�� 5. Debts and Deductions 5 - ��\\ �\\��\��\��\��\\�� \\� ; �� \\\�� T\'� � 6. A m o u n t T a x a b 1 e 6 $ ��\\\\��\\��`��\��\��\�\�� \� ��A�\\� 7. Tax Rate 7 X V��V�V��\V��\�AAA��A��QV�\��A\�A`\��A��V�� \� ��` � �A � �\� � ` 8. Tax Due 8 $ \�\��\�\��\��\��`�\��\��\\\\�\��\\�� \��V�� \�A�A\�\� � �A��\��A, �� \AVAV�,��. ..:a��..., . ,.;��..�� .�..� .-��a..... .�V�p_.. -o: � PART DEBTS AND DEDUCTIONS CLAIMED � DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE