HomeMy WebLinkAboutOC1971-0123 - ESTATE OF BROCKMAN•....Funn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ..........X~p.P~~!7.....?I.......~.??.~......................
m;f*RTMENT OF REVENUE RESIDENT INHERITANCE TAX ............w.~.§b..;t.ngt..9.p........................................i;""\.COUNTYBtJil"EAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENt FILE NO.........??:?.~:.~?.................................................
Whereas...........................................Wj,l.l;l,~....N.~.....~r.9..9.~.~........................................late of ....................)~~y....................................................................
in the County of ......................................................W.~.~.h.~.!.)g~~:?J~................................................Commonwealth of Pennsylvania.having died on
the .................................f..;bf.~.h.............................................day of ....................~~.~.~~y...................................71 seized and possessed of an estate19.............
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I.ALFRED TOSI an appraiser duly appointed according to law........................................................................................................................................
having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAnetValuesMadeforInherllanceTaxPurpoul
$
.It.•ChAf'1rl TH7 A('('t.H?1_?m11_1 held in the UNION NATIONAL BANK OF
I-''''''~I~r ~I-I I-'':-iK IH(~H OFFICE P-lTT>:j.tlUttGH.FENNSYLVANIA.In the
names of WILLIAN N.BROCKMAN OR LYLE BROCKMAN.Opened July 6,1960.
Balance as of date of death.$2.564.27.2,564 27
,'Petal 26561.J.27
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.............·..·............tL)(2.·..(Number and Street)
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
vlilliam Brockman
Late of
Deceased.
Midway.............................,.
Da.te of Death,.1:':~5.:~~7J .
Appra.isement Docket Vol.,
Page,No QJ..~7.+::;l..?2 .
Filed in Register's Office,..lfeb.:?.19..TL...
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.
Entered and cluJrged,.
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RCC-134,1-69),'-
COMMONWEAL 'Ttl OF·PENNSY LVANIA
DH~RTMENT OF REVENUE
~UREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL t·HUoI'''SF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:LYLE BnOCKMAN
402 PROSPECT ITREET
Date:_J:::..a::.;n::.::.;u::..:a::.:ry:....L--=2:.=:5...z.'_1=.9:::..7.:..,:1=--_
County __,:.:.:va::;s:::.:h:.::l.:..:·n:.:,jg:a.;t:::..::o::.::n:.:-_
NUNXN;XIxquEN1iSUXXNIIXXXXIlUIX
MInlvAY,PENNSYLVANIA 15060
County File No._
Bureau File No.~L5 -r;;.,/2J
We have received notite that,d$.~XNBlhlml(JlOmxxxxxXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on .January S·19l1..,you came info ownership of certain property through~w~~
~X91~~JU{OC~l1kI;4~iOOftX transfer from,\HLLIA~I N.BROCKMAN,deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:Jt.Checking Acct.#73-70313-1,
held in the lINTON NATIOKAL nAJ:..l{BE PITTSnURGij,PITTSBURGH OFFICE,PITTSBURGH,
PENNSYJ.VANIA.In thenarnes of WILLmAN N.BROCKMAN or LYLE BROCKMAN.Opened,
Jnly 6,)960 Dalance as·of date of death,.$~2y,.....5u.6L:i4t..o.u2.....7w'L-_
appraised by the Commonwealth,as of the date of death,at $2,564.27
50 %of this amount is taxable at the rate of G %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$1,282.14 $--------
AMOUNT OF TAX DUE 76.93
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before AprilS 19 71 you may deduct a
discount of 5%of the amount of tax due,or 3.85----------------------
o This tax became delinquent,fifteen (15)months
after the date of death 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
$==============
(Agent for the Commonwealth)
76.93$
ASSESSED BY:_
INSTRUCTIONS TO TAXPAyERS
*If the tax is not paid by the above date odditional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE
,/1
APPR AISED BY:~~..-.......I."-1..-~---=--=:-::--r-
Make checks or money orders payable to:
~t?t.6'f .;;:f.d .s,1f?J
~tl4 (j tf flO J
To insure proper credit to your account
this Official Notice must accompany
your payment.Ma;I or bri n9 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,list below J.b.;~e paid,name and address of th~pers'''n to whom
you made payment,their official title and the amount........
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 property in the computation of tax due.If any
such expenditures meet all ofthe 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
personal 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 requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
SS:
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 payout 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__
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $•
Date of Approval:,
Register of Wills
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RCC-43 (4-69)
COMMONWEALTH OF PENNSYLVANIA REI"EIV
DEPARTMENT OF REVENUE '"BURvEAU~~
HARRISBURG I,DUNT'(COlLf ~"-IOHS
JAN I~410 PH ·71
lJ:
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
L11e Brockman ~
DECEASED JOINT DEPOSITOR,W1ll1ul N.Brookman :/?"TRUSTEE OR INVESTOR -=V~_
ADDRESSANDCOUNTY _-..,;.:;4O.;.;;2;;......;Pro;;..;;.;;;.8Lpe::;.;;;o..;.t...;,;S....:;.tre::;..;...;e..;.t,L..;;.;M1d=W!l~,:....P;;..:a:;.:.•....;1;;;::5;.;;.060=-_
NAME OF REPORTINGFINANCIALINSTITUTION __T_h_._U:_n_1o_n_N_a_t_1o_na1__Bank__o_t_P_1_t_t8_b_urgh~__
ADDRESS P.o.Box 871,Pittsburgh,Pa.15230
ACCOUNT NO.OF JOINT,Itta George K.Ste1Db&Uih~Left Vioe President
TRUST OR INVESTMENT DEPOSIT 173-70313-1{ChUkingJ
NAMES ON ACCOUNT William N.BrookmanORINVESTMENT o_r _
DATE OF DEATH J..;,;;;an;;,;;WU7=.J1~5,~lm.:....;..:;;~_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Lt.;;...l_e_Bro__cJman _
ADDRESS 40_2_P_ro_S_p8_o_t_S_tr_••_t_,_M1:_d_Wl"_,_Pa_._15_060 _
RELATIONSHIP TO DECEDENT__Son _
DATE DEPOSIT OR INVESTMENT J,,1'IP 6,1960WASESTABLISHED0IW0J -a;pr--_
BALANCE,INCLUDING INTEREST 2,564.27 ~::.-I)A?~I IfDUE,AT DATE OF DEATH S ~__~_
if II"~~'/~dJ't1./1';It,yJ
oFf;;~~.-:-j,R~
McDONALD OFFICE
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JAN 12 1971
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