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Home My WebLink AboutOC1971-0601 - ESTATE OF BRAKECOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RC C-43 (4-69) May 24,1971' NOTE:TOBE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue· Bureau of County Collections . 26S.4th StreetHor~isb~rg,Pennsylvania Dear Sir:-.~ ..1 •I {'..t "'.' .,'I Assistant Manager Pursuant to Section 742,'Pennsylvania Inheritance and Estate Tax Ac't of 1961, we herewith submit the following report:. NAME OF REPORTING ,. FINANCIAL INSTITUTION Western Penna.Nat'l Bank ADDRESS Fc)Urth &Main St.',Monongahela,Pa.1$063 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings Account #35322 NAMES ON ACCOUNT OR INVESTMENT _~~Lo=u~el.:!llll'!lilaiill-olooB~raJA~IlooI:'e~orL.-LT~ra.8.....I:B;J,I;r:&akjge~,......,.;dZ'~.t'-·--.:..._ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR _-:-Lo-u-e;..;;;ll;.;;;;::.a-B..;;.r.;:ak=.:e=----,.-_ ADDRESS 228 GANDCOUNTYregg ,St.,MpnQng~la,Pa.Washington County DATE OF DEATH __.;L:5-:.c;2~2-=-7.,..1-.;.;....,_-..:....:.-_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR:-'=Ir:.::a=-B=r:.::a=~.x,e,p...-=J.a;;r...~_ ADDRESS __2...:.;45:...-G_re....:g:::::g~St..:...:...!.:....,M.....:,o:.:;:.~.:.:o.:.:ngs.:ah=e=la~,L.:.·"'.:.P~a.!--..:.-_-,.-_ RELATIONSHIP TO DECEDENT __,...;;.;,....;·-,..;..~o_I1:....._--..;..~__--..:..._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED --I.7=.-S;.l.::-6:w.7.J---'--_ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEAIW$-:3:;.1i,=13=6=.4=O~__---.,;.._...:.·""_ ~if'~a d 3/3 t,¥o::.~.r:t ~:<iJUJ. (,:1d 'If-16-~8':,,(0 -:..F:;t/r {}9 1f1cJ!'-<f~,o 9.::.~7 i) RCC-134 (1-69) COMMONWEi"L TH OF"PENNSYLVANIA 'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS /INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:IRA BRAKE"1m. 2/15 GRFOG STRgRr Date:IInne 2"J SllJ County 1.TASHTli!QTON MONONGAHFLA,PENNSYLVANUl J 5063 County File No._ Bureau File No.bt5 -7(-b 0/; We have received notice that,~XXXXXXXXXXXXXXXXXXXXX{XXXXXYXXXXXXXXXXXxxxxxxx on l~22 19~,you came into ownership of certain property through I I transfer from LOUELLA BRAKE,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.Savings Account 1135322 held in the \'JESTERN PENNSYLVANIA NATIONAL BANK.MONONGAHELA OFFICE.NONONGAHELA,PENNSYLVANIA. In the names of LOUELLA BRAKE OR IRA BRAKE,JR.Opened 7-5-67.Balance as of date of death.$3.}36.40 appraised by the Commonwealth,as of the date of death,at $3,136.40 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT $-----_........---- 94.09 $1.568.20 DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT"-"-_"~YI..O''J·"'il·"lJnr~t~J -rf'·.~a~T.unl tt~~J J..;.(~!:..,'l (\1 AMOUNT OF TAX DUE ',5 -'I ~-,!:,I;,tll',elt :i',·1 f',o If yo'u pay the-above"amount,within-three'(3)m~nths of the date/of death oHheldecedent,or on o~,._ before -,''August,22.19 ~71 .r you ~ay "deduct a discount of 5%of the amount of tax due,or o This tcix beccime delinquen't,-fifteen:(l5Lm_o~n;!~.s~r 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 date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $911.09 $-======= APPRAISED BY:~I 11,UA../t/n,jj,u)ASSESSED BY:_ .t ','.'J)'"'I ,'(lnheritance-Tax'Apprafse().(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS.,..~,.....;.l #..,"i~. Make checks or money-orders payable to: -4.-•• -•••,I ~I_","rr'"--.L-J,--,(,~,~~"'"'_,\r;,.. ,...'"1. 13 /l.;j.s-/ To insure proper credit to your account this Officiol Notice must accompany -y'our payment.Mail or bring it to: ,, 1(wmIlAM~ Alhlf~ft l ..£tOMMONvv~ALfrl '.UllltWSE "lSI~N&tol",PEriNA.15301 If you have already paid this tax to on executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below,the da,te paid,nome and address of,t,he ~'rson~to whom' you mode pt'.JCment,their official title and the amount.'"~',-.::";,",'-,..'".:''.;-. '. :·i..~..•l,";:.I •...... Dote Paid Nome and Address of '~ayee . ,., _"'Official}itle.-Amo~~t Poi,d'.'\ .\1.,).;;••:._.." ...~-,.-'... Under certain circumstances,if,after the dote of death of the decedent,you personall}'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 prop,erty in the compu,tat,ionof t.a,x due.,If ,any such expenditures meet 'all of the three following tests"it iS,recommend,ed that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will exam~ne the.gebtsdo'imed and'-alloy.. those which he determines to be proper.The tax will then be recomputed and you will receive on 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 de'bts out of the account or property described above and can furnish proof of such payment,if requ!red,and 3 -These same debts are not also claime'd,fortax purposes,by an executor,administrator or other personal representative of the decedent handl ing the admin istration ,of the general est,ate ofthe decedent or any other transferee.: ,"' Dote Paid Nome of Payee SCHEDULE OF DEBTS Description of Obligation (attach separate sheet if requ ired) 'TOTAL.$ Amount Paid COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _ I,hereby certify that the foregoing is aJust and"irue statement of funeral expenses and other debts of the decedent,,for wh ichl 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 Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do r'espectfully report that I have allowed deductions listed above in the total amount of $------.,..--0 Dote ,of Approval:-=.,..-_ Register of Wills J4,•f~.~.., COUNTY w.~.~h~tQ.A . FILE NO•.......§?:?.~:.~?..~_ . Form RCC-2 C>EPARTMENT OF REVENUE iUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE June 17,1971 Whereas,................................................l...LQUEW....aRA~.................................................late of MONONGAHELlI:,............................................................................................................... in the County of ........................................................WAS.HI.NGT.ON..............................................Commonwealth of Pennsylvania,having died 'on the .......................................2.~q...............................................day of .......~y..............................................................71 seized and possessed of estate19............,an 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 1nterest 1n th1s estate 1s transferred 1n possess1on or enjoyment to collateral he1rs of the decedent after the exp1ration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the r1ght to appra1se and assess transfer 1nher1tance taxes at the lawful collateral rate on any such future 1nterest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpo.e. $ Jt.Savings Account #35322 held in the WESTERN PENNSYLVANIA NATIONAL BANK.MONONGAHELA OFFICE.MONONGAHELA,PENNSYLVANIA.In the na.JIJ:l S of LOUEllA BRAKE OR IRA BRAKE,JR.Opened 7-5-67.Balance as of date of d mr:k death,$3,136.40 ,-; i -I~' "t. " I form~v~hb~e:::I:h~w<>rJl~:':~~~~w:~~o7:~:~~:7:~;,~..i:~t~~!~: Appraioer .................................................................................................................................................................... (!lumber and Street)........................................W~~~............................,Penna. I WASHlr£TON County '1' l RESIDENT INHERITANCE'TAX APPRAISEMENT Estate of LOUELLA BRAKE............................,. Deceased. Late of .........MONQNG.A~:LA... Date of Death,$22""72 .. Appraisemel!t Docket Vol.,.. Page,No q?.~7.l.:=~.9!... Filed in Register's Office,.......~~~....l.:.'l.........19..7.~... Amcunt of tax due $.,. DEPARTMENT OF REVENUE' Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,.. Entered and cIWrged,.. -.j /"' I II' ,.