HomeMy WebLinkAbout08-22-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2BO&01
HARRISBURG. PA 17128-0&01
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 07-0511
07132247
07-26-2007
REV-1543 EX AFP (09-00)
ANNA LEONARD
21 CHESTNUT ST
CAMP HILL PA 17011
TYPE OF ACCOUNT
EST. OF FREDERICK R LEONARD 0 SAVINGS
S.S. NO. 320-30-4824 IiJ CHECKING
DATE OF DEATH 03-11-2007 0 TRUST
COUNTY CUMBERLAND r-<' 0 CERTIF.
REMIT p~..~.~~.TT AND ~MS T~:
REGISTER OF<mLS J:;!a "
CUMBERLAND Cf:tg:;o.uRT gJpUSS
CARLISLE, PA-;~TtJ13 ~ ,
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PNC BANK has p..ovided the Depa..t.ent with the info...ation listed below whiclt-1:lJas-i,een used "in
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, you we..e~>joint owne~neficial'Y of
this account. If you feel this info...ation is inco....ect, please obtain w..itten co....ection f..o. the financial institution.\iltach a copy
to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the Co..onwealth
of Pennsylvania. Questions .ay be answe..ed by c~ll;~g (717) 787-8327.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5140037609 Date 01-01-1978
x
8,969.47
16.667
1,494.94
.00
.00
TAXPAYER RESPONSE
To insu..e p..ope.. c..edit to you.. account, two
(2) copies of this notice .ust acco.pany you..
pay.ent to the Registe.. of Wills. Make check
payable to, "Registe.. of Wills, Agent".
Established
Account Balance
pe..cent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
NOTE, If tax payments a..e .ade within th..ee
(3) .onths of the decedent's date of death.
you may deduct a 5% discount of the tax due.
Any inhe..itance tax due will beco.e delinquent
nine (9) .onths afte.. the date of death.
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. r=J The above info...ation and tax due is co....ect.
1. You.ay choose to ..e.it pay.ent to the Registe.. of Wills with two copies of this notice to obtain
a discount 0.. avoid inte..est, 0.. you .ay check box "A" and ..etu..n this notice to the Registe.. of
Wills and an official assessment will be issued by the PA Depa..tment of Revenue.
B. ~ The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n
~ to be filed by the decedent's ..ep..esentative.
c. r=J The above info...ation is inco....ect and/o.. debts and deductions we..e paid by you.
You must co.plete PART ~ and/o.. PART ~ below.
LINE l. Date Established
2. Account Balance
3. Pe..cent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
[!]
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
I
2
3 X
4
5
6
7 X
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax ..ate, please state you..
relationship to decedent:
DEBTS AND DEDUCTIONS CLAIMED
DESCR I PH ON
AMOUNT PAID
TOTAL (Ente.. on Line 5 of Tax Computation)
.
I declare that the facts
ge and belief.
have ..epo..ted above a..e t..ue, co..rect and
HOME
WORK
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BAN6S LAW OFFICE
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: mikebangs@verizon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
,
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
WILLIAM E. MILLER, JR.
Of Counsel
August 20, 2007
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PAl 7013
RE: Estate of Frederick R. Leonard (File No. 21-07-0511)
Estate of Anna Leonard (File No. 21-07-0449)
Dear Mrs. Strasbaugh:
Enclosed you will find three completed Information Notice and Taxpayer Response forms signed
by June L. Koons regarding various accounts held by the decedents with PNC Bank at the time of their
deaths. As indicated, the assets will be reported and the tax paid by the estate on the appropriate
inheritance tax returns.
'\7\ ^ Y~ours",
I '-' v
?
Michael L. Bangs
wks
Enclosures
cc: Mrs. June L. Koons
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