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Home My WebLink About05-03-12 Anne L. Hartrvigsen 950 Crandon Way Mechanicsburg, PA 17050 May 2, 2012 Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Inheritance Tax Notice File #21 ACN 12106031 To Whom It May Concern: 5~3~aa a Cal.Le.o~l ~ R~xnu~ CUf (~~1 U ~ ~ ~~ c.2, Sl~tow~ D t~~ . U 'p+ t'~ Yv~ l~ On Apri12, 2012 I mailed a check dated 3/31/12 to the Register of Wills, Agent, in the amount of $322.7b (copy attached) which reflects the applicable discount of 5%. Recently I received a notice from the Bureau of Individual Taxes (see attached copy} for the same account. Please confirm that this tax due has been paid. Thank you, ~~ Anne L. Hartwigsen qM, Enclosures ~ . ~ ~ ~: ;~? :.w. rr~ ~ y ... ~~ ~ , ; ._, +.~.~ r ~~~ v ~`~~ ^.... ~ s ~' ~~+' ra ti•~ c-r. ~' {UREAU OF INDIYIDWL TAXES Po sox zaasol pennSylvania NARRISaURG PA 1712E-0601 DE-MTWENT pF REVENUE [rv•u,[ [: ,vv n[au PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 AND ACN 12106031 TAXPAYER RESPONSE DATE 01-26-2012 ANNE L HARTWIGSEN 950 GRANDON WAY MECHANICSBURG PA 17050-9190 EST. OF ARTHUR J FRITZ SSN 183-18-6026 DATE OF DEATH 01-06-2012 COUNTY .CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER. OF WILLS 1 COURTHOUSE SpUARE TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. CARLISLE PA 17013 ~0~~ FULTDN HANK NA provided the OeparUent with the information below, which was used 1n calculating the inheritance tax due. Records Indicate that at the death of the above named decedent. You were a ~otnt owner/beneficiary of this account. If ydU are the spouse of the deceased and any amount other than zero is reflected below on the Potential Tex Due line, note no tax may De due. but you must notify the department of your relattonahip to th; deceased by checklny Box C in PART 1 below and writlnp spouse in PART 2. If yyou believe ht information is incorrect please obta n written correction Troy the financial tnstitutton, attach a LoDY Lo thia form and return it to tht abort address. Phase call 737.7!37.9327 with Questlona. • COMPLETE PART 1 BELOW ^'-6i~£' REVERSE'SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0007-31765 Dat• 02-03-2006 To ensure proper credit to the account, two Established copies of thls notice must aoeomosiW Account ialane• 15, 099.86 oaymant to the Repistar of Wills. Wake cheek .g pay abl• to "Register of Wills. Apant". Percent Taxabl• -: Arount Subject to Tax '1 Tax Rate :~~ Potential Tax Dup X 5o.oao $ 7,549.93 NOTE: If tax pay^ants an matla within three months of the dawdant's dat• of daeth, deduct a 5 percent discount on th• tax Oue. Any inheritanu tax dua will Dacoma delinquent nine months attar the dat• of tleath. CHECK ONE BLOCK ONLY abora infonation and tax dw, is Cornet. Ramat payment to th• Ragis'tar of Willi. with two copies of this notice to obtain a discount or avoid intarest,,or ratkrn this notice to the Register of Wills and an official assessunt will be.isuad-bY the PA Department of Revenue. E. ~ iha above asset has boon or will be reported and tax paid with the Pennsylvania inheritance tax ra turn filed by tM .stet. npresentatiw. C. ~ The abov Info r Son is lnearr and/or debts and deductions wer• paid. ComplaU PART Z and/orPART ~ below. PART If Sndieating a different tax rata, pleas. etas. O relationship to decedent: TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Dat• Established 1 2. Accoun t-9alanc• 2 - 3. Percent Taxable 3 •- X - - -- 4. Amount Sub~eet to Tax 4 s 5. Debts and Deductions 5 6. Amount Taxabl. 6 7. Tax Rat• 7 X E. Tax Du• 9 PART DEBTS AND DEDUCTIONS CLAIMED a DATE P AID PAYEE DESCRIPTION } WORK AMOUNT PAID 17 ~ 7(o/-~35~5 z /i. E NUMBER DATE Under Denaltles of perjury, I dedlar• that the facts I reported abov ar• true, correct and Comp ~ t• to thenbest rf mY knowledy• and belief. HOME C 'J/9 1 7G/- ~30{S %' • ~ 4/30/12 Wells Fargo View Check Copy ~. `'• ~; F.. .,..a CO ~; ;;I; Wetls Fargo Oniine® PY ~s~- . ~ ~~ ) ~ r;~ View Check Copy .. ... _ ~~- _... .~ ._... __. '~.. ,~ _ . __ .... b N .. . ~;`~ CheckNumWr f>atePo~sbd er Account um CMckAmwm ~ ,~,~~ 1231 04/05/12 5322.78CROWN CLASSIC BNJKING)00000000(Z476 _.. _ , 1r r~ECEarc« ~. NAmwbaEw / 5 ~I $ S 12s1 ANNE L, NAp1f W108FJ1 ~m w ~~ M 170/e Oadrr~ ~frGT Of ._x'.6_5~~4~' 'fJ1 ~ $ 3.7(0 Yd['EE~1d102:0..J~(~/•1LY~.7.~0_~*_'~'~'~~°O wWc. i~ ~= ~~r~~ ~~ fsC of J•f`+177L .. ~~s ~2h10reC9l , ~- '~ 1 ~1 -'~r ~:03L000SD3+:lDy0 232 242476w L23i b `' • 1 ~wf:_~~C-~ysc~s'6; '- _. .. ,mot s _ ;~ ~ K 4 ~ - S~• .. .. ~ ~pZ rTyii t~7 1 . m t$ Egwl Hous(ng Lendsr ®1995 - 2012 Wells Ferga. NI rights reserwtl. f`:'.i u, ,r; t;,, ?ro ~`~~~ r,c G httpsJAmage.wellsfargo.co~ma0emanldisplay.do?sessionld=7ci94604bdc340919faeecd47714591 d-... _......, ---_.. _ .... .. .f.m..-._.._ -. ,__ .,,.rm__, ..... - ._..._..- Pennsylvania BUREAU OF INDIVIDUAL TAXES -NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIYISION APPRAISENEN7, ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP C12.117 PO tOX 2e0io3 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRIS/URC PA 17126-0601 JOINTLY HELD OR TRUST ASSETS DATE 04-30-2012 ESTATE OF FRITZ ARTHUR J DATE OF DEATH 01-06-2012 ANNE L HARTWIGSEN 950 GRANDON WAY MECHANICSBURG PA 17050-9190 FILE NUMBER COUNTY CUMBERLAND ~~~~ SSN/DC 183-18-6026 ACN 12106031 APPEAL BY DATE:D6-29-2012 2N0 ~.1a71CE ? (See reverse side under Objections) Amount Remitted ~-~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 -- CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-~ REV-1548 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATES 04-30-2012 ESTATE OF:FRITZ ARTHUR J DATE OF DEATH:OL-06-2012 COUNTY:CUMBERLAND FILE NO.: S.S/D.C. NO.: 183-18-6026 ACNs 12106031 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FULTON BANK NA ACCOUNT NO.: 0007-31765 TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING t )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 02-03-2006 Account Balance 15,D99.86 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 7,549.93 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 7,549.93 REGISTER OF WILLS AT THE Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK Tax Due 339.75 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER 6ISCOUNT C+) INTERESTlPEN PAID [-> AMOUNT PAID PAYMENT MUST BE MADE BY 10-07-2012*. 1 s ;? ~r ~--- TOTAL TAX PAYNENT .00 BALANCE OF TAX DUE 339.75 INTEREST AND PEN. .00 TOTAL DUE 339.75 +~ IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TNLS FORM FOR INSTRUCTIONS. J r !~~ ~r= -.; A frs ~, 1y y ~~ ~f ~."~ ~ ~i s O O n .-r vhf ~' 0. C ~ x- O ,O ~ q cv .-.7 cam. ~ 4J C7 .C C ~ ~ ~' Q~ c~ a Q' M C/1 ^~ ,~ ~ O ova, O G~ ~ ~ ~ ~ ~ V .~-: w wA ..~ t4 i71 t'7 P') !*1 .y 4"1 1`' .r 4