HomeMy WebLinkAboutOC1969-0732 - ESTATE OF BROCKRCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF -LNH.&:~nA~CE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
j
TO: _--IJRAIBAIIZ...,.E~L_P:LlOwRu...TuE.a.~oB.L--_____ _ Date: ___ M_ay~_28----!...., _1::...9.:...6.:...9:.__ ___ _
307 LOCUST AVENUE County _ _;W::..:A.:..::S:::.;HI:.::.!,!N=.GT.::...:O~Nc!..._ ____ _
___ W~SHINGTON,. PENNSYLVANIA 15301 County File No. _________ _
Bureau File No. &.5-t,y-Z3 U'
We h~ye rec;.elved notice th..Q,\t ~y~'tMtlHOblHXJLUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on •laY .L_, 19_0_~ you came into ownership of certain property through]UI91i~l&Di4'X*DK
X.B'llnKil't~lbu.Dlt~iiHX transfer from E. C. BROCK, Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you, as transferee.
The property on which tax is hereby assessed consists of: Jt • Checking Acct. #668-2399 held in
the MELLON NATIONAL BANK, lvASHINGTON OFFICE, WASHINGTON, PA. ~ in the names of
E. C. 'BROCK or HAZEL PORTER. Opened 4-15-68. izu Balance as of date
of death, $603.'79
appraised by the Commonwealth, as of the date of death, at $ 603 • 79
100 %of this amount is taxable at the rate of 6 %
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
0 If you pay the above amount within three (3) months
of the date oA death t the deceJent, or on or
before ug. 3 19 9 you may deduct a
discount of 5% of the amount of tax due, or
0 This tax became delinquent one year after the date
of death of the decedent and, in addition to the
tax, statutory interest at the rate of 6% of the tax
per annum is also due as of*---------
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6% per annum unti I
paid
TOTAL AMOUNT DUE $
ORIGINAL ASSESSMENT
$ _ __::6_.::,0.:;_3 •:....:7~9-
36.23
1.81
AMENDED ASSESSMENT
Z o.J<7 [> $------~~---=~-/3 _yo. y...S--
-
-
36. 23 $ ============--'-~} "'\ .
ASSESSED BY: /{__,v-.-4"~_/_/ ~:_::_'4:fl-~!./-..:....-.:....t..:...._.·tl(.--....:::~~.:....· ~---
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
(over)
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
If you have already paid this tax to an executor, administrator, attorney or other personal representative of the
decedent for forwarding to the Commonwealth, li'st below the date paid, name and address of the person to whom
you made payment, their offic ia I title and the eil'if~un\";
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses
or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended
by you may qualify as deductions against the gross value of the prope.rty in the computation of tax due. If any
such expenditures meet all of the three following tests, it is recommended that you itemize the payments below,
execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow
those which he determines to be proper. The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts, and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment, if required, and
3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other
person,al representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY Of _______ _
I, hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent, , for which I
was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the
best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ______________ 19 ___ .
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Regi·ster of Wills in and for the above county, do respectfully report that I
have allowed deductions listed above in the total amount of$ --------e
Date of Approval: ______________ _
Register of Wills
RCC-103 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
FILE # t. 3-C?-7.3.;{.~
INHERITANCE TAX R'ETURN
FOR IN SOL VENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF_--.!1~~A~S~H~I~N~G~T~O.!..:.N __
This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within one
year after date of death, unless an extension is granted by the Secretary of Revenue.
/
-----------------------------------------
Will
Admn. No. ___ l9 ____ I, __ H_A_Z_E_L...,--P_O...,...R_T_E_R _______ of 307 LOCUST AVE., WASHINGTON
(Name) (Address) Misc.
being duly sworn according to low, deposes and says that he is the __ J.=-T • DEPOSITOR
(Exec., Adm., Legatee, etc.)
of the estate of ___ __.,a;.E ...... ~c ....... .--~B~B~O~C ..... Ku,._ _______ late of _.uWnA...,S~H~I ...... N~G"-'T....,O"'-'N.,._--=--:--~-------
<c}.'fa.ysorarl,or i~~ip)
deceased, and that the whole of the estate of S<Jid decedent, who died on ________ ___:~---:-'-----------------------(Date)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
Sworn and subscribed be{ore me
the _______ day of _______ l9 __
Type of Asset:
Real Estate, Pers.
Property, Jointly
Held Prop. or
Transfers
(Signature)
ASSETS
(Attach additional sheets if necessary}
Description of Asset
Jt. Checking Acct. #668-2399 held in the
MELLON NATIONAL BANK, WASHINGTON OFFICE,
WASHINGTON,PA.,in the names of E. C. BROC
or HAZEL PORTER. Opened 4-15-68. Ba1anc
as of date of death, $603.79
TOTALS
REPORT OF INHERITANCE TAX APPRAISER
(Title)
Estimated
Market
Value
603.79
603.79
Department
Valuation
CAUTION
(Do not writ.e
in this space)
603.79
603.79
I, the undersigned duly appointei1 Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule at the ues set m in
the last colu to the right.
Dated! /t'.
Name of Payee
ROBERT E. HUNNELL
FUNERAL HOME
DEBTS AND DEDUCTIONS
Nature of Claim
FUNERAL SERVICE
TOTALS
REPORT OF THE REGISTER OF WILLS
Amount
Claimed
1,380.95·
1,380.95
Amount Approved
by Register
1,380.95
1,380.95
I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount
in the last column to the right, which greater or lesser amount represents the sum allowed as a deduction.
Date of Approva I:------------------------ReaistAr of Wills
Will } Administration No. Year __
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
C. E. BROCK
WASHINGTON
Deceased
late of ________________________________ __
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL