HomeMy WebLinkAbout08-22-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 07- 0449
07132241
07-26-2007
REV-1S43 EX AFP C09-00)
EST. OF ANNA LEONARD
5.5. NO. 019-12-2361
DATE OF DEATH 04-11-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
D CHECKING
D TRUST
IXI CERTIF.
JUNE L KOONS
10 GLENDALE DR
MECHANICSBURG PA 17055
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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PNC BANK has p..ovided the Depa..tllent with the info"lIation listed below WhiChhio~Q. use';;;',_~l
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, YOU we..e a~ner~nefici-aMl,_".
this account. If you feel this inforllation is inco..rect, please obtain w..itten co....ection froll the financial-i:nstii~ion,Ntach ra'c:oi~)(
to this fO"1I and retu..n it to the above address. This account is taxable in accordance with the Inheritance r~)~S of the COII.~nwealth
of Pennsylvania. Questions lIay be answe..ed bY calling (717) 787-8327. ) C) "1, -n 'c,_'._~ ':,
COMPLETE PART 1 BELOW IE IE IE SEE REVERSE SIDE FOR FILING AND PAYMEN~~TRUC~NS, ....7~;!
Account No. 31500278001 Date 03-27-2007 To insure p..ope.. c..~d'1t to you.. ~.ount, tw.ol~,
Established (2) copies of this notice lIust a~pany your .
paYllent to the Registe.. of Wills. Make check
payable to: "Register of Wills, Agent".
'"
=
=
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Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
55,541.66
100.00
55,541.66
.045
2,499.37
NOTE: If tax paYllents a..e lIade within th..ee
(3) 1I0nths of the decedent's date of death,
yoU lIay deduct a 5% discount of the tax due.
Any inhe..itance tax due will becolle delinquent
nine (9) months afte.. the date of death.
Account Balance
x
PART
[!]
TAXPAYER RESPONSE
[CHECK ]
ONE
BLOCK
ONLY
A. c=J The above info"Mation and tax due is correct.
1. You.ay choose to ..ellit payllent to the Registe.. of Wills with two copies of this notice to obtain
a discount 0" avoid inte..est, 0" you lIay check box "A" and ..etu..n this notice to the Registe.. of
Wills and an official assessMent will be issued by the PA Depa..tllent of Revenue.
8. ~The above asset has been 0" will be ..epo..ted and tax paid with the PennsYlvania Inheritance Tax ..etu..n
~ to be filed by the decedent's ..ep..esentative.
C. c=J The above info...ation is incor..ect andlo.. debts and deductions we..e paid by you.
You IIUSt cOMPlete PART ~ andlor PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
LINE
RETURN - COMPUTATION OF
1. Date EstaDlisheo 1
2. Account Balance 2
3. Percent Taxable 3
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7
8. Tax Due 8
TAX ON JOINT/TRUST ACCOUNTS
PART
~
TAX
x
x
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCR I PTI ON
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
of perjury, I declare that the facts I have reported above are true, correct and
of my knowledge and belief.
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WORK ( 71 )
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BANGS LAW OFFICE
U9 SOUTH 18TH STREET
CAMP HILL, P A 17011
E-mail: mikebangs@venzon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
WILLIAM E. MILLER, JR.
Of Counsel
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
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.
V\~
Michael L. Bangs
wks
Enclosures
cc: Mrs. June L. Koons
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