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Home My WebLink About04-05-07 LAW OFFICES OF KOLLAS AND KENNEDY 1104 FERNWOOD AVENUE CAMP HILL, PENNSYLVANIA 17011 WILLIAM C. KalLAS JAMES W. KalLAS OF COUNSEL MARY KalLAS KENNEDY TELEPHONE NO. (717) 731-1600 FAX NO. (717) 731.1460 April 3, 2007 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 7'- "'...~.') C) :- J I c..-' RE: Estate of Vincent E. Morgan 88#: 179-09-7023 f""..,) C..) Dear Ms. Strasbaugh: o Please be advised that Grace Morgan and Lois Morgan visited this office on April 3, 2007, for the purpose of responding to the two enclosed assessments. While they were in my office I contacted Belco Community Credit Union on Trindle Road, Camp Hill and discovered that there are not two accounts in Vincent and Grace's name but only one account and that account is 837734. According to Grace's records, who is the wife of Vincent Morgan, the balance on January 15,2007, was $15,473.96 which is broken down as follows: Savings Account: $3,645.42 and Checking Account: $11,828.54. Both the savings account and checking account are under one account number and have been established for more than 10 years. I do not have any knowledge as to why Belco Community Credit Union would send you Form 1549 indicating that there were two accounts. Moreover, Grace Morgan is 87 years old and her daughter, Lois, will be 67 years old on July 29,2007. They reside together at 15 Marshall Drive, Camp Hill, Pennsylvania. On March 7,2007, Lois paid the sum of$348.03 supposedly on account nunlber 838734. "there is no such account at Beico Community Credit Union. lvime importantly the account was in the sole control of Grace Morgan who among other expenses paid for the dinner at the church after the funeral in the amount of $405.34 by check number 1177 and paid to Musselman Funeral Home the sum of$3,178.46 with two checks numbered 1169 and 1196 from the real account number 837734. I cannot account for the mistake made by Belco which was occasioned when the two women requested Vincent's name be removed from the account. Since it was under the complete control of Vincent and Grace Morgan no part of it should of been taxable to Lois. Therefore, consider this a request for the return of the $348.03 which wa~ paid by Lois Morgan on March 7, 2007. t~ Glenda Farner Strasbaugh April 3, 2007 Page Two If you should have any questions, please contact this office. Very truly yours, KOLLAS AND KENNEDY W~rvJ C ~~IUIZ- William C. Kollas WCKJcar Enclosures cc: Grace and Lois Morgan COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 '*' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07-0226 07113367 03-28-2007 REV.1Sti3 EX IFP (09-00> EST. OF VINCENT E MORGAN S.S. NO. 179-09-7023 DATE OF DEATH 01-15-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT Ii] SAVINGS o CHECKING o TRUST o CERTIF. LOIS I MORGAN 15 MARSHALL DR CAMP HILL PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BELCO COMMUNITY CU has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent. you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions .ay be answered by c~lling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 837734 Date 02-11-2003 Established To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to. "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!I 15,518.50 X 16.667 2,586.47 X .045 116.39 TAXPAYER RESPONSE NOTE. If tax pay.ents are .ade within three (3) .onths of the decedent's date of death, you .ay deduct a 5X discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. A. r=J The above infor.ation and tax due is correct. 1. You .ay choose to re.it 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 "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. [CHECK ] ONE BLOCK ONLY B. [] 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. [] The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX 3 X 4 5 6 7 X 8 RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1 2 LINE 1- Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCR I PTI ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) . Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME WORK ( ( ) ) T!:"I !:"pun...!:" "'IIMR!:D nAT!:" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2BO&Ol HARRISBURG. PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07108364 03-01-2007 REV-1S43 EX AFP (09.00) EST. OF VINCENT E MORGAN 5.5. NO. 179-09-7023 DATE OF DEATH 01-15-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS Ii] CHECKING o TRUST o CERTIF. LOIS I MORGAN 15 MARSHALL DR CAMP HILL PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 P &., }f1 , 01 BELCO COMMUNITY CU has provided the Depart..nt with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent. you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect. please obtain written correction fro. the financial institution. attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of rtfllll::.iyl"'du.ia. ;;,utst.i.uns _it>>- be an~'W"f'wd by cdlliug (7Iii ID,-05i7. CO"PLETE PART 1 BELOW Account No. 83~ 111'f3 If If If SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date Established 02-11-2003 To insure proper credit to your account. two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills. Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 15,468.08 50.000 7,734.04 .045 348.03 TAXPAYER RESPONSE NOTE: If tax pay.ents are .ade within three (3) Months of the decedent's date of death. yoU .ay deduct a Sr. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. x PART [!] [CHECK ] ONE BLOCK ONLY A. OThe above infor.ation and tax due is correct. ~ 1. You .ay choose to re.it 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 "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. B. c=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. c=l The above infor.ation is incorrect andlor debts and deductions were paid by you. You .ust co.plete PART ~ andlor PART ~ below. 3.683.80 o n o If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 15,473.96 X 0 TAX ON JOINT/TRUST ACCOUNTS x PART [!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED I~~:~~~~;: DESCRIPTION I ~!:~~ n n ! !~:~m ~~: TOTAL (Enter on Line 5 of Tax Computation) AMOUNT PAID 1"m:H . 1 hR 1 RO of perjury, I declare that the facts I have reported above are of my knowledge and belief. HOME WORK (11 1 ( true, correct and ) 13.;J..-/ftJ 9 , ) ~!7...l D 7 -rr""1 r-nunLIr' LIIILlnr-n