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Home My WebLink AboutOC1971-0269 - ESTATE OF BRABSONFonn RCC-2 • COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ Mar..ch ..... l2:~ ..... l97l................. . · !»EPARTMENT OF REVENUE ,-'1\UREAU OF COUNTY COLLECTIONS -1 HARRISBURG, PENNA. 77 72 7 COUNTY ............ ~~?..~.~.~~~~.~ ..................................... . FILE NO ......... ??..:?..~:?..?.?. ......................... _ ................. .. Whereas, .................................................. JOHN ... R. ..... BR.ABON ................................................. late of ................ MIDWAY ........................................................................ . in the County of ............................................... WAS.HINGTON ...................................................... Commonwealth of Pennsylvania, having died on the ............................... ?.~h ....................................... : ............ day of ........................ P~.G.~.mP.~.:r. .......................... 19 .... 7.9, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, FRANCES LEO 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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ Jt. Checking Account (1) #73-409'38. Jt. S'a.vin~Zs Account ( 2) #71-01131 13 held in the UNION NATIONAL BANK OF PITTSBURGH. PITTSBURGH OFFICE, PITTSBURGH. PENNSYLVANIA. In the names of JOHN R. BRABSON OR ALVETTA B. FRIDAY. On"''"'"'~ (1) C:hP.~ldntr-t;-J-61, (?) S-.<~vi nu!'l t;_J-61, Balance as of date of death. (1) $11._6.99 and (2) <£6.067 .1)0 6 .iLlL_ 1._9 Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con- formity with law on this ...... ·········/Z;£~ay of··························~·~·············~~ ...................................................... · ............. ~.· ........... App iser · .................................................. ~ ........................... ... ···················································· If b~~ Street) ' .z. 4 Penna . ................................................................................................... . .... ..................... , (Post Oftlee I I ' I I I I ' I ' ' I I I I I r-------------------------------------------------------------------------------------------------------------------~------------------------------------------------------------------------------------------------------- WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .JOHN .. R ..•..... :S.B.:N.?.$QN ............................................... . Deceased. Late of MIDWAY .......................................................................... . Date of Death, ............... l.?..~?..$.~7.9 ...................................... . Appraisemel!t Docket Vol., Page, 6JQ71-269 Filed in Register's Office, ......... Mar.ch ... l2 ... 19 .... 7:m Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, • Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, / .zr COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG .- RCC-43 (4·69) 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: NAME OF REPORTING T u .,_ na1 n--'-t p FINANCIAL INSTITUTION he nion .. tio »>WL 0 itteburgh P. O. BOi 837, Pitteburgh, Pa. 152.30 ADDRESS Attna George K. Ste1nbaugh, Aaa 1t Vice President ,ACCOUNT NO. OF JOINT, . 173=4093R(Oheo1dilg) TRUST OR INVESTMENT DEPOSIT #73...011343-S(Saviaga) J NAMES ON ACCOUNT JohA a. Brabson or I L { D ORINVESTMENT _______________________________________ ~ Alvetta B. Fr14q j( DECEASED JOINT DEPOSITOR, Jolm R. Brab"*"'ll 0// r . TRUSTEE OR INVESTOR-~----------v_____ ~. ~~8RcEJONTY 202 lorth Aventte, M1dV8J, Pa. 15060 DATEOFDEATH ____________ D_8_0_~ __ r __ ~_, __ 1~ __ 0 ______________ _ SURVIVING DEPOSITOR, Alvotta B. ll'ridq BENEFICIARY OR INVESTOR _____________________ _ ADDRESS ____ ~_2 __ No_~ ___ k_~_en_u_e_,_Ml_d_~ ___ ,_P_a_._l_~------------------ RELATIONSHIP TO DECEDENT_.__,D~a=ug-.h_te-...r"XZ""'lrt'7a:-.-:::.~::::;-------- DATE DEPOSIT OR INVESTMENT Mii 4, 1964(CheCk1iJ) WAS ESTABLISHED -------a-:Ma,rz-r4-;;:'~ln9.r64::-:::(r8a:r::~~!Dg-r-=:-a-) _____ _ BALANCE, INCLUDING INTEREST tJ46.99(CheCk!iii) DUE, AT DATE OF DEATH $ ____ 16_,_o6_r7_.s_o_(_Sa_~_1DI __ e)_~----- Y,c<·o 7 ;;s Q~% ~ .S% ~ J-o?S--// ~ Signature eaiatant Vice President McDONALD on"ICE '\ '· J l...l \\ RCC-134 ( 1-69} COMMONWEALTH OF PENNSYLVANIA .. &EPARTMENT OF REVENUE BUREAU'OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ; ASSE-TS NOT SUBJECT TO ADMINISTRATION TO: Alvetta Friday Date: January l21 1971 m Nprth AvOllliC //..3 CJitt/lod -S! County _...JYw-Ja;l.i;s;whu.i.u,ngb.Jt~.O.u.D'-------- Midwa.y, Permsy1vania 15060 U.ft JES jc;.!(lo; ;Vj County File No. ________ _ , _ -/J/f~ Bureau File No. CJ -2/-~~.f 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. Checldng Account (1) #73-40938, Jt. Savi.n£s Account (2) #73-011343 held in the mUON NATIONAL BANK OF PITTSI3UH.GH,PITTSB'URGH OFFICE, PIT'rSSr1RGH, P£mTSYIJU1TJt~. In the ua:mes o£ .TOHN H. BRABSON OR. ALVETTA B. FRIDAY, Onened (1) Checking-Nay 4, J964, (2) Savings ... Nay 4, 1964. Balance as of date of death, (1) Checking-$346.99. (2) Sa~_ngs-$6,067.50. appraised by the Commonwealth, as of the date of death, at $ 6,kU .49 50 % 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 D If you pay the above amount within three (3) months . of the date of death of the decedent, or on or before·· N:arch 28 19 71 you may deduct a discount of 5% of the amount of tax due, or D 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 *If the tax is not paid by the above d~te additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ __ ,3,_., 6&.120Lf.7_....,. 2-...5~----$ ~dol ; ___ r eZ IIi il 6.{'-S 7 --___ 2. • .6~--- 192.43 ASSESSED BY: _____________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 'PoJ --8' ~ c? o( / ~a-J /o?./97/ A c_ '?1'>-f/ ,(? y j? -U' To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: ~ ~ • ...j ,i; ~ \ t\SHl .~ ., t. It r'-H ,,._ If de yo you have already paid this tax to an executor, administrator, attorney or other personal representative of the cedent for forwarding to the Commonwealth, list bel& tlie-date paid, ,name and address of the person to whom u made payment, their official title and the amount. . ~--.. Do Un or Officia(Title \. te Paid Name and Address of Paxee Amount Paid der certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses 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 su ex th ch expenditures meet all of the three following tests, it is recommended that you itemize the payments below, ecute the affidavit, and return this notice. The Register of Wills will examine the debts cla!med and allow ose which he determines to be proper. The tax will then be recomputed and you will receive an amended as sessment of tax. T HE THREE TESTS WHICH MUST BE MET ARE THAT: . 1 -You were personally legally responsible for these debts, and 2 -You actually paid these debts ou-t of the account or property described above and can furnish proof of such payment, i'F required, and 3 -These same debts are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the dece~ent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS D ate Paid Name of Payee Description of Obligation Amount Paid TOTAL . $ (attach separate sheet if required) OMMONWEAL TH OF PENNSYLVANIA) SS: OUNTY Of ) c c I f I hereby certify that -the foregoing is a just and true statement of uneral expenses and other debts of the decedent, , for which I 'W as legally responsible and which I did pay out of the·property herein taxed. i further certify, that to the b est of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance ax purposes. s WORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Signature of Taxpayer REPORT OF REGISTER OF WILLS 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 "• ' ; ;, have already paid this tax to an executor, administrator, attorney or other personal representative of-the ~;tllbcltMilt.for forWarding to the Commonwealth, list below the date paid, name and addres~ of the person .to whom.~ _ .. .,..,...,_.~!'f'"""'"·., their offic iaJ title and the amount. • . ' tfame qnd Address of Payee Official Title Amount Paid ~ .... : i f in circumstances, if, ofttr the date of death of the decedent, you ptrsonally paid funeral expenses _.~t11!.-r··tlf!tt debts of the decedent, with funds derived from the property herein taxed, such amounts expended qualify as deductions against the gross value of the property in tht computation of tax due. If ~ny JI=41Sl~i~X~~nd _ meet all of the three following tests, it is recomm~nded thot you itemize the payments~below, affidavit, qnd return this notice. The Register of Wills will eJamifte the debts claimed and allow • which he determines to be proper. The tax will then be recomputed ond ,ou will receive an amended . ·~-ssm~nt of tax. · ._..-.*·Me! ·TESTS WHICH MUST BE MET ARE THAT: I . ,.; Yi.u .were personally legaiiJ responsible f~r these debts, and .:..2•You actually paid these delrts out of the account or property described a~ and can furnish proof ~.:·.'·~~such payment, if require4. an.d _ . ..;;, I . . . . . . · '· 13-These same debts are not otso claimed, for tax purposes, by on executor, administrator or other . . ,, ~-..~ ., .... • ·!"'c·~ 1·-·~ personal representative of the dece~ent handling the administration of the general estate of the decedent or.any other trandtree . separate sheet i ~~ED BEF~RE ~~-:l~ I ~A y OF l~ _[~ it;, :3 !) MARILYN C. DIANA Signature of Taxpayer Notary Public in the St;}te cl New Yorlt AppolirtM 11. e .. doa ·,Ouflty My Commission Expires March 30, 19 .. 1~J REPORt OF REGISTER OF WILLS '. :. 33-094!>475 . lr the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I hove allowed deductions listed above in the totul amount of S --------· Oote of Approval:_.. __________ _ Register of Wills -· .... ~ •• ... ...\,-............ ~"S-.... ,