The URL can be used to link to this page

Home My WebLink About03-12-15 (2) March 9,2015 Lisa M. Grayson,Esq. Register of Wills &Clerk of Orphans Court Cumberland County Courthouse One Courthouse Square, Carlisle,PA 17013 Re: Bettie R.Elliott Estate, Estate No.21-14-1063 .v Dear Ms Grayson: _0 rn' Enclosed please find our check for$41,958, paid to"Register of Wills,Ageifit'�or :23r-7T o payment of the balance of the presently estimated amount of inheritance tax that3vill be he c. on the estate of Bettie Elliott(Estate No.21-14-1063). Mrs.Elliott lived in Newville, PA, &Td died on October 17,2014.The amount of the enclosed check is the difference between the $42,000.00 check we sent and that was receivedby your office on January 15, 2015, and the ` $42.00 for which M&T Bank processed the check due to a clerical error on the worded - � amount line of the check. (Please also see the attached copies of clarifying correspondenN we received from your office via our attorney, Craig Hatch).. I telephoned your office on February 25,2015,immediately after receiving notificatiofi ' that our check was credited to the Cumberland County Inheritance Tax account for only$42, instead of the intended$42,000.The purpose of my call was to make arrangements to send a new check in a manner that would allow us to still qualify for the 57o discount on the inheritance tax paid within 3 months of the decedent's death.In that call, your office advised me that we could certainly send a new check,but that only the Commonwealth of Pennsylvania Department of Revenue could determine if we would still qualify for the discount.Before sending a new check,I desired some assurance the discount would apply, so I then telephoned the Department of Revenue Bureau of Individual Taxes,Inheritance Tax Division,to ascertain their stand on our eligibility for the discount. I have been in conversations with various staff members of the Inheritance Tax Division regarding this issue, until today when I spoke to Charlotte Corish there (tel.717.787.8030).Ms. Corish advised me that given the circumstances of our having received a receipt from the Register of Wills for a$42,000 payment on January 15,2015,the Department of Revenue would deem us as qualifying for the discount,provided we immediately remit payment of the$41,958 balance.Ms. Corish recommended that we ask your office to accept the enclosed payment to rectify the discrepancy realized on the payment your office received on January 15,with the expectation that we would qualify for the discount. Please credit the enclosed payment for$41,958 to the inheritance tax to be due on Mrs. Elliott's estate, and apply the discount appropriate for payment of inheritance tax sums within three months of the decedent's death. Thank you very much for your assistance.Please contact us with any questions. Sincerely yours, 44YNR o�h�nM.Tho _Karen Elliott-Thorp,Executor 1240 N.Utah Street, Arlington,VA _ Tel: (703)522-4312; (703)622-5110 cc: Atty.Craig Hatch,Halbruner Hatch&Guise,LLP, 2109 Market St., Camp Hill;PA 17011 Ms. Charlotte Corish, Commonwealth of Pennsylvania Department of Revenue,'Bureau of Individual Taxes, Inheritance Tax Division, P.O.Box 280601, Harrisburg, PA 17128-0601 Lisa M.Grayson,Esquire aF cu 49 Register of Wills& ��, Marjorle A.Wevodau Clerk of Orphans'Court > First Deputy o Z Wayne M.Pecht,Esquire " ° Wanda S.Zeigler Solicitor Second Deputy One Courthouse Square,Suite 102 1750 Phone:(717)240-6345 Carlisle,PA 17013 Fax:(717)240-7797 www.ccpa.net OFFICES OF 1-888-697-0371 x 6345 SP.Otell Of WIWS a" URA* of dw (9*Ifi+I w-s eowd etu ag o f ectn&utand February 19,2015 Craig Hatch, Esquire Halbruner Hatch&Guise LLP 2109 Market Street Camp Hill PA 17011 IN RE: Estate of Bettie R. Elliott,Deceased Docket No.21-2014-1063 Dear Attorney Hatch, Please be advised that the Pennsylvania Department of Revenue has directed this office Lo void Receipt No. CD 020127.This receipt was an inheritance tax payment made with Check No. 9441, from your client, Karen E. Elliott-Thorp for-$42,000.00. Check No. 9441 was received by the Register of Wills office on January 15,2015.with a postmark date of January 13,2015. Based on the banks research,they determined the check was written for the amount of$42.00 not $42000.00. We have voided Receipt No.CD 020127 and issued a new receipt. The new Receipt No. is CD 020254 in the amount of$42.00. If your client has not already done so, she may make another inheritance tax payment to this office.Your client will be given credit for the payment as of the postmark date on the envelope. If you have any questions or concerns, please feel free to call. Yours truly, Lisa M. yson,Esq. Register of Wills&Clerk of Orp ourt COMMONWEALTH OF PENNSYUVANIA REV-1"162 EX(11.96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.280601 HkRRISBUR3,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE ANIS ESTATE TAX OFFICIAL RECEIPT No. ca 020127 DUPLICATE HATCH CRAIG ALLEN HALBRUNER HATCH & GUISE LLP 2109 MARKET STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $42,000.00 ESTATE INFORMATION: FILE NUMBER: 2114-1063 DECEDENT NAME: ELLIOTT BETTIE R DATE OF PAYMENT: 01/15/2015 POSTMARK DATE: 01/13/2015 COUNTY: CUMBERLAND DATE OF DEATH: 10/17/2014 TOTAL AMOUNT PAID: $42,000.00 REMARKS: CHECK# 9441 INITIALS: DB1 �qEA RECEIVED BY: LISA M. GRAYSON, ESQ. . REGISTER OF WILLS-nT WK&C, `tet �:,�. ; T` i ` �1z 1� Wiz. COMMONWEALTH OF PENNSYLVANIA REV-1 162 EX01-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 020254 ELLIOTT-THORP KAREN E 1240 N UTAH STREET ARLINGTON, VA 22201 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold 101 $42.00 ESTATE INFORMATION: FILE NUMBER: 2114-1063 DECEDENT NAME: ELLIOTT BETTIE R j DATE OF PAYMENT: 02/19/2015 POSTMARK DATE: 01/13/2015 COUNTY: CUMBERLAND DATE OF DEATH: 10/17/2014 TOTAL AMOUNT PAID: $42.00 REMARKS: RCPT TO ATTY CHECK# 9441 INITIALS: D131 SEAL RECEIVED BY: LISA M;-GRAYSON, ESQ. REGISTER OF WILLS v REGISTER OF WILLS r d