[bookport] Re: Fw: The late Mr Werdon Douglas Anglin

  • From: "Robert C" <rclark0276@xxxxxxxxxxx>
  • To: <bookport@xxxxxxxxxxxxx>
  • Date: Fri, 5 Nov 2010 12:30:37 -0700

Try as I might, I see no connection to the Bookport here. So it must be spam.

Quote of the nanosecond. . .
A happy medium is one who makes contact with their party at a s'eance.
Robert & Dreamer Doll  ke7nwn
Home Page-

----- Original Message ----- From: "kevin" <kevinmulhern@xxxxxxxxx>
To: <bookport@xxxxxxxxxxxxx>
Sent: Friday, November 05, 2010 11:25 AM
Subject: [bookport] Fw: The late Mr Werdon Douglas Anglin

----- Original Message ----- From: Naomi Parry
To: kevinmulhern@xxxxxxxxx
Sent: Friday, November 05, 2010 3:32 PM
Subject: The late Mr Werdon Douglas Anglin

Dear Mr Mulhern

I do hope that this email finds you well.

I apologise for the delay in writing to say thank you for sending through the form R185s for each of the charities together with the copy documentation you have received from the various banks and building societies. I was hoping that I would hear from Mrs Winney regarding our queries on the estate accounts and could therefore respond to you in relation to both matters at the same time. I have yet to hear from Mrs Winney however.

Unfortunately, having reviewed the copy documents, it is clear that a large proportion of the tax included in the R185s is for tax paid during Mr Anglin's lifetime. We cannot reclaim this tax and we therefore cannot submit these forms to the Revenue. We can only reclaim our share of tax paid during the administration, that is from 4th January 2008 being the date Mr Anglin passed away until the date the relevant account was closed.

To try and keep things as simple as possible, we have looked at which accounts would have paid out a sufficient amount of tax on interest to make it cost effective to ask you to request further documents from the account holders so that amended R185s can be prepared. Please could you kindly request from the following institutions a tax deduction certificate specifically for the period between 4th January 2008 to the date the respective accounts were closed:

1. ING Direct - There is no reference to this account in the estate accounts so we presume it was closed prior to Mr Anglin passing away. However, if this is not the case, please can you ask ING Direct to provide a tax deduction certificate for the period 4th January 2008 to the date the account was closed.

2. Chelsea account number 23122801.

3. Lloyds Instant Access Saver account number 17424468.

I am sorry to have to ask you to contact the account holders again however without this information we will be unable to reclaim the relevant portion of tax and direct these funds to our charitable work.

If you would like to discuss this over the phone in the first instance please feel free to telephone me when I return to the office next Tuesday 9th November. Alternatively, if you would like Mrs Winney to deal with this enquiry along with the information she is preparing regarding our queries on the estate account please do let me know and I will write to her direct.

With thanks and best wishes,

Naomi Parry
Legacy Officer
Member of the Inst.of Legacy Management (Cert)

The Blue Cross
Shilton Road, Burford, Oxfordshire, OX18 4PF

Direct Telephone: 01993 825580
Direct Fax: 01993 825589
Email: naomi.parry@xxxxxxxxxxxxxxxx

Please note that my hours of work are 8.00am to 4.00pm. If you require assistance during my absence please contact a member of the Legacy Team on 01993 825554.

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