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Home My WebLink About02-0436 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHEARER VICKI J 76 KENSINGTON DRIVE CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 126-46-3762 FILE NUMBER: 2102-0436 DECEDENT NAME: OZOLINS ARNOLD DATE OF PAYMENT: 05/01/2002 POSTMARK DATE: 04/13/2002 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2001 NO. CD 001137 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01155525 I $284.85 I I I I I I I I TOTAL AMOUNT PAID: $284.85 REMARKS: VICKI J SHEARER CHECK#1369 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATE 21-~--V""/J 01155525 11-21-2001 REY-1545 EX AFP 109-001 VICKI J SHEARER 76 KENSINGTON DR CAMP HILL PA 17011 EST. OF ARNOLD OZOLINS S.S. NO. 126-46-3762 DATE OF DEATH 07-12-2001 COUNTY CUMBER (.AND . :;;;(,. 0 REHIt fJAYHENMND FOIu1STO: REGISTER OF WILJ..S CUMBERLAND CO ~URT HOUSE CARLISLE, PA r1013 I --- TYPE OF ACCOUNT [Xl SAVINGS o CHECKING o TRUST :::; 0 CERTIF. HEHBERS 1ST FED CREDIT UNION has provided the Department with the inforllation listed below,Which has ~_n used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joiht'owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a COpy to this form and return it to the above address. This account is taxable in accordance with tha Inheritance Tax Laws of the Commonwealth uf PQf1nsylvai-.ia. Qulis:,ioil\5 ila~ be ans.weriJd by oalling (717) 787'-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 152994-00 Date 07-24-1995 Established x 3,797.97 50.000 1,898.99 .15 284.85 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust accompany your payment to the Register of Wills. Make check payable to: RRegister of Wills, AgantR. Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax payments are made within thrae (3) months of the decedent's date of death, you lIay deduct a 5% discount of the tax due. Any inheritance tax due will becolle delinquent nine (9) months after the date of death. Tax PART [!J A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you lIay check box RAR and return this notice to the Register of Wills and an official assessllent will be issued by the PA Department of Revenue. ~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. [] The above information is incorrect and/or debts and deductions were paid by you. You IIUSt complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Computation) :: Under penalties of perjury, I declare that the comp~ ~. th~ best of my knowledge and belief. TAXPAY~NATUR~ facts I have reported above are true, correct and HOME ( WORK ( TELEPHONE ) ) NUMBER DATE \,/?-6/- .:Y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEJlENT.I. ALLOHANCEQR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-IS48 EX AFP 101-021 '02 JUN 17 f~ (~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-17-2002 OZOLINS 07-12-2001 21 02-0436 CUMBERLAND 126-46-3762 01155525 Allount Rellitted ARNOLD VICKI J SHEARER 76 KENSINGTON DR CAMP HILL PAL17011 p \ "tu: MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iifi=is4li-ix--AFP--foi-:021------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-17-2002 ESTATE OF OZOLINS ARNOLD DATE OF DEATH 07-12-2001 COUNTY CUMBERLAND FILE NO. 21 02-0436 TAX RETURN WAS: S.S/D.C. NO. 126-46-3762 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FED CREDIT UNION ACCOUNT NO. ACN 01155525 152994-00 TYPE OF ACCOUNT: (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-24-1995 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 3,797.97 0.500 1,898.99 .00 1,898.99 .15 284.85 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-13-2002 CDOO1137 .00 284.85 TOTAL TAX CREDIT 284.85 BALANCE OF TAX DUE .00 INTEREST AND PEN. .05 TOTAL DUE .05 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )