HomeMy WebLinkAbout03-26-07
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Bureau of Individual Taxes
Inheritance Tax Division
Box 280601
Harrisburg, P A., 17128-0601
Reference: File 21-06-1147
ACN 07104409
Frances T. Brungard
To It Whom May Concern:
March 20, 2007
Laytonsville, MD
I recently received the enclosed billing for taxes that were paid in February.
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Attachment # 1 shows an identical billing with a copy of my check in payment.
Attachment # 2 shows a copy of that canceled check that cleared my bank on Feb 22.
Is the current billing shown, a duplicate or an additional billing for taxes that do not
seem to be applicable. Your attention to this matter is appreciated.
Atch: 2
cc: Register of Wills V
Cumberland County Penna.
Carlisle, P A 17013
Sincerely.
/~~(f0.A4
Russell G. Brungard
7013 Dorsey Road
Laytonsville, MD 20882
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-15~8 EX AFP C06-05)
RUSSELL G BRUNGARD
7013 DORSEY RD
LAYTONSVILLE MD 20882
DATE 03-19-2007
ESTATE OF BRUNGARD FRANCES T
DATE OF DEATH 12-02-2006
FILE NUMBER 21 06-1147
COUNTY CUMBERLAND
SSN/DC 177-09-8483
ACN 07104409
APPEAL DATE: 05-18-2007
(See reverse side under Objections)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
----euJ--AtONG- TH-1S--'L-I'~'.--'~ -+----- RETA--I--N --'L'OWE~-PDRTYO-N-'- FOR'--YOUR""'-RECORDS- '.--+-- -.---------- -.--~--- ---"~.--.--.--
REY=is4i-EX-iFP-C03=os5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-19-2007
ESTATE OF BRUNGARD
FRANCES
T DATE OF DEATH 12-02-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-1147
TAX RETURN WAS:
S.S/D.C. NO. 177-09-8483
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
07104409
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6205298736
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS OC) CHECKING ()TRUST ()TIME CERTIFICATE
05-21-2004
Account Balance
Percent Taxable
Amount Subject to Tax
--Debts and Deductions
Taxable Allount
Tax Rate
Tax Due
x
13,010.30
0.500
6,505.15
-_.._-~
6,505.15
.45
292.73
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 09-03-2007*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 292.73
INTEREST AND PEN. .00
TOTAL DUE 292.73
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
~.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIIlW'tL TAXES
DEPT. 28D&9l-.
HARRISBURG, PA 17121-0&01
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 211&-1147
ACN 011&4419
DATE 02-85-2801
1lE'I-154I EX N'P <0....,
EST. OF FRANCES T BRUNGARD
8.S. NO. 177-09-8483
DATE OF DEATH 12-02-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAYINGS
Ii] DECKING
o TIWST
o CERTIF.
RUSSELL G BRUNGARD
1013 DORSEY RD
LAVTONSVILLE HD 20882
REMIT PAYMENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CITIZENS BANK OF PA has provided the Department with the infonution listed be1cw which has ~lin used in
calculatin, the potential tax due. Th.ir records indicate that at the death of the above decedent. you were a joint owner/beneficiary of
this account. If you feel this inforaatlon is incorrect. pl.ase obtain written correction from the financial institution. attach a COPY
to this fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax L8N!-!f the C~~~~
_ ltt P.enns.ylvanh QU8dions..ey....b~sw...ed ~ <<:.111.... (1l")-7tt'J'~--.- --' -, --- -- - --, -
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6205298736 Date 05-21-2004 To insure proper credit to your account. tlro
Established (2) copies of this no1:ice I;urt aceo;rp!l!'!Y )'ou....
P8YIDent to the Reg1s'ter of Wills. ~ake ehedc
payable to: hRegister of Wil1s, ApentA.
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
13,010.30
50.000
6,505.15
.045
292.73
TAXPAYER RESPONSE
NOTE: If tax P8Yllents are Dade wi thin three
(3) months of the decedent's date of death,
YOU may deduct a ~ discount of the tax due.
AnY inheritance tax due will become delinquent
nine (9) months after the date of death.
Account Balance
\
Tax
x
PART
l!I
~=~:;;::_~;:~o:~~~,;~~~~_~~~::=:::_~~~~tj;~~~rJ]S~;~Jr~:j;:;~:~_~~L~YEli~~;~~.=i~~~Ii;~~~~L1~;;J:)~~:~~-r::lll~;~
A. 1QI Th. above infonaation and tax due is correct.
)ClI. You..v choose to reait pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay check box "Aft and return this notice to the Registe,. of
Wills and an official asses..ent will be issued by the PA Department of Revenue.
B. E:l The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. r=J The above info~.tion is incorrect and/or debts and deductions wera paid by you.
You .ust co.pleta PART [!] and/or PART ~ below.
[CHECK ]
ONE
BLOCK
ONLY
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oIEAN T. BRUNGARD 7-94 (\ ( 232 11
OR :;g=~~;~::RD \!:1eC-k /1 i~7 6f>1198/25~..
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AMOUNT PAID
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For !2J..=<D.b-: LL'i-1
.: 25 SO? I.qa I.':
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
c....';." t. thllft iI....7. .nd b.li.f. HO"E (~( ~ qVe> - 33~ q
.. rnEW CHASE~ BANK
p.o. BOX 1296
LAUREL, MD 20707
301-987-BANK
1-800-987-BANK (out of areal
888-345-2082 (TDD)
STATEMENT OF ACCOUNT
Page 3 of 3
JEAN T BRUNGARD OR
RUSSELL G BRUNGARD
7013 DORSEY RD
LAYTONSVILLE MD 208821220
Acc~t~
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stat8lll8flt Oats
February 26, 2007
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