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HomeMy WebLinkAbout11-13-06 JERRY R. DUFFIE RICHARD \iV. STE\VART C. ROY WEIDNER. JR. ED\IUND G. MYERS DAVID W DELuCE JOIl0J A. STATLER JEFFERSON J. SHIPMAN RALPH H. WRIGHT. JR. MARK C. DUFFIE JOHN R. NINOSKY MICHAEL J. CASSIDY MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY ELIZABETII D. SNOVER KELLY L. BONANNO OF COUNSEL HORACE A. JOHNSON LAW OFFICES JOHNSON DUFFIE F. LEE SHIPMAN (1965-2006) VVRITEH.'S EXT. NO. 120 E-l\'lAIL egm@Jdswcom November 8, 2006 Re: (') Co :s: :J:J ~n'-o >, ;J.: () ~:"! ~. 'm --- :2; :p '/ ef) 7' : \:5C10 I no-n Estate of George .1\. Sharpley (:> 'jj No. 2005-00581 pA No. 2105-0Sjr Our File - 14680~ 1 I t-3 c:=> ~ c:T' :;r.: o .c: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 w ~ - - .. cJ'1 0"\ Dear Mrs. Strasbaugh: Mrs. Margaret M. Sharpley has retained us with respect to e Estate of her late husband, George A. Sharpley. She has received a letter from the Department f Revenue, a copy of which is enclosed, regarding the status of administration. I Mrs. Sharpley Petitioned for Letters Testamentary and probat~d her husband's Will asa step necessary to pursue a medical malpractice claim on be~alf of her de4eased husband. Subsequently, she learned that the attorneys evaluating the claim concluded that Ithey would not take the case. Accordingly, the purpose for which she qualified as Executrix no longfr exists. All of the decedent's assets were owned jointly with her, as husband and wife. His insurance policy and IRA both named her as the beneficiary. Accordingly, nq inheritance tax would be due unless the litigation were pursued and resulted in a judgment or settlenj1ent. . I I I I I 301 MARKET STREET PO. BOX 109 LEMOYNE, PENNSYLVAN~A 17043-0109 I WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAI~@JDSW.COM JOHNSON, DUFFIE, STEWART & WEIDNER, p.e. ~~ Register of Wills November 8, 2006 Page 2 Please mark your records accordingly. If there is something else which needs to be done, please let us know. Very truly yours, Johnson, Duffie, Stewart Weidner &:iG~M~ EGM:ctr:286416 Enclosure I 14680-1 + cc: Mrs. Margaret M. Sharpley Pennsylvania Department of Revenue, Bureau of Individual T es I ! 11/06/2006 KON 10=33 PAX 717774 8548 D.l~. Dental NC lZlo02/002 mJRR4D OF t'nr r IIr"!rTr'W\IS A r..u:P.A.YD.smr:vICSS IOKJX2Ilt41 JJADDIIDJI(;PA 11UlI-IlHl COMMONWEALTH OF PENNSYLVANIA . I DEPARTMENT OF REVENUE HARGARET H SHARPLEY 1937 PRINCETON AVE CAMP HILL PA 17011 DATE: ESTATE 0 GEORGE SSN: DATE OF FILE NU . D~. MHV 13. AJIt' C12-lH) 10/27/2006 A SHARPLEY 046-24-8011 04-16-2005 2105-0581 A review of Department records has disclosed that you are re onsible for the settlement of the above estate, or that you represent the responsible party. The ab ve estate is in a delinquent status. According to Department's records, as of this date, the inheri . e tax return has not been filed. The Inheritance and Estate Tax Act mandates the filing of a return and payment of all outstanding liabilities by a personal representative of the estate or a feree within ninc months of the decedent's death. If this estate was opened for the purpose of filing a lawsuit pI ase provide this office in writing with the court term and docket number ofthc proceeding. e 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 om the date of this letter. If the return has been filed recently. please disregard this notic . CONTACT: Harrisburg Call Center (717) 783-3000 moo 1-800-447-3020 (Service for taxpayers with special hearing and/or speaking needs) OUID BE Fll.J:ID S MADE AT TIIE REGIS OF WILLS LISTHDBEL W: . . I RESISTER F WILLS CUMBERLAN CD COURT HOUSE CARLISLE, PA 17013