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Home My WebLink About10-23-06 rn rn ~ w ). CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY, ..JR. ..JOHN H. ENOS III GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE ..JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR ..JOHN A. FEICHTEL DONALD M. LEWIS]]I STEPHANIE KLEINFELTER ERIC R. AUGUSTINE TODD F. TRUNTZ KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 210 WALNUT STREET P. O. BOX 11963 HARRISBURG. PA 17108-1963 OF COUNSEL: HEATH L. ALLEN N. DAVID RAHAL SAMUEL HARRY ESTABLISHED IN IB78 PHONE 1717) 255-8000 WEST SHORE OFFICE: 415 FALLOWFIELD ROAD CAMP HILL, PA 17011 (717) 612-5800 EIN NO. 23-0716135 www.keeferwood.com WRITER'S CONTACT INFORMATION: October 20, 2006 (717) 255-8059 Fax: (717) 255-8003 E-Mail: rchurch@keeferwood.com VIA HAND DELIVERY Pennsylvania Department of Revenue Bun:au ulInuividuai Taxes Inheritance Tax Division - EXT Department 280601 Strawberry Square Harrisburg, PA 17128-0601 .~; ! .. , " '- ) --::1 ~ i , - \ r q - 0'\ Re: Estate of Russell E. Allyn, Deceased File No. 21-05-1035 Extension of Time to File PA Inheritance Tax Return Gentlemen: This firm is counsel to J. Kenneth Lowrie and Crystal U. Hackett, the Co-Executors of the Estate of Russell E. Allyn, Deceased. Dr. Allyn (the "Decedent") died testate on November 17,2005, domiciled in Cumberland County, Pennsylvania. The Decedent's Pennsylvania inheritance tax return was due on August 17,2006. On August 16, 2006 I wrote to the Pennsylvania Department of Revenue (the "Department") to request a six month extension of the time in which to file the Decedent's Pennsylvania inherirance tax return. My extension request was delivered to the Department's Harrisburg ofiice on August 16, 2006. A copy of my file-stamped letter is enclosed, for your reference. Today I received a delinquency notification letter from the Department. A copy of that notice, dated October 20,2006, is also enclosed. It appears to me that the Department has failed to take timely action upon my previously-filed extension request, which was filed properly, before the August 17 deadline. ~. Pennsylvania Department of Revenue October 20, 2006 Page 2 Please grant the previously-requested six month extension of time in which to file the Decedent's Pennsylvania inheritance tax return. Thank you for your anticipated assistance in this matter. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP By: ; ?I? {f Robert R. Church RRC/kpf Enclosures / cc: Register of Wills, Cumberland County (wi ends) Crystal U. Hackett, Co-Executor (w/o ends.) J. Kenneth LO\\-Tie, Co-Executor (w/o ends.) ~ o (J CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY. ..JR. ..JOHN H. ENOS m GARY E. FR ENCH DONNA S. WELDON BRADFORD DORRANCE ..JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR ..JOHN A. FEICHTEL DONALD M. LEWISm STEPHANIE KLEINFELTER ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L VERISH KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 210 WALNUT STREET P. O. BOX 11963 HARRISBURG. PA 17108-1963 OF COUNSEL: HEATH L ALLEN N. DAVID RAHAL SAMUEL C. HARRY ESTABLISHED IN 1878 PHONE 17171 255-8000 WEST SHORE OFFICE: 415 FALLOWFIELD ROAD CAMP HILL. PA 17011 17171 612-5800 EIN No. 23-0716135 www.keeferwood.com WRITER'S CONTACT INFORMATION: August 16, 2006 (717) 255-8059 Fax: (717) 255-8003 E-Mail: rchurchCa>.keeferwood.com VIA HAND DELIVERY Pennsylvania Department of Revenue Bureau of Individual Taxes Inheritance Tax Division - EXT Department 280601 Strawberry Square Harrisburg, P A 17128-0601 L Re: ~ " AUG 16 J]j \ ! ~lJl["r- . OJ DEPARTMENT OF REV!i11IJ/i File No. 21-05-1035 HARRISBURG DISTRiCt OF~te& Extension of Time to File PA Inheritance Tax Return Estate of Russell E. Allyn, Deceased Gentlemen: This firm is counsel to J. Kenneth Lowrie and Crystal U. Hackett, the Co-Execptors of the Estate of Russell E. Allyn, Deceased. Dr. Allyn died testate on November 17,2005, domiciled in Cumberland County, Pennsylvania. , At present the Co-Executors are waiting for additional information to finish the Federal and Pennsylvania death tax returns. Accordingly, the Co-Executors are filing an application for the . 't automatic six month extension of time to file the Federal estate tax return. The Co-Executors hereby request a similar six month extension of time to file the Pennsylvania Inheritance Tax Return, which is due on August 17,2006. Please note that no payments on account have been made because the estate assets pass to the surviving spouse in a spousal trust; therefore no inheritance tax is expected to be due on this return. Thank you for your assistance in this matter. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP )} ~f " ~. J \. tt:~~\;'vv"L By: Robert R. Church RRClkpf cc: Register of Wills, Cumberland County Crystal U. Hackett, Co-Executor J. Kenneth LowTie, Co-Executor BUREAU OF C0Ll.ECI10NS & TAXPAYER SERVICES PO BOX 281041 HARRISBURG PA 17128-1041 COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE '* Inheritance Tax Non-Filer Delinquencv Notification ROBERT R CHURCH PO BOX 11963 HBG PA 17108-1963 DATE: ESTATE OF: RUSSELL SSN: DATE OF DEATH: FILE NUMBER: REV-834 AFP (12-04) 10/20/2006 E ALLYN 179-36-2491 11-17-2005 2105-1035 A review of Department records has disclosed that you are responsible for the settlement of the above estate, or that you represent the responsible party. The above estate is in a delinquent status. According to Department's records, as of this date, the inheritance tax return has not been filed. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative of the estate or a transferee within nine months of the decedent's death. If this estate was opened for the purpose of filing a lawsuit, please provide this office in writing with the court term and docket number of the proceeding. The Department may postpone any further action regarding the Estate pending the completion of the lawsuit. If there is any other reason that a return has not been filed, please contact this office. To avoid further action, a return must be filed within 15 days from the date of this letter. If the return has been filed recently, please disregard this notice. CONTACT: RETURNS SHOill,D BE FILED AND PAYMENTS MADE AT THE REGISTER OF WILLS LISTED BELOW: Harrisburg Call Center (717) 783-3000 TDD# 1-800-447-3020 (Service for taxpayers with special hearing and/or speaking needs) REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013