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Home My WebLink About09-06-79 RCC-84 (8-77) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT TO: l'.~, '; ':J" (:) /-: I ",- .1 ;. ~.. DATE '<~ ~, j( .1 ~: / / ...-~ t j. '.'f\ '-J'Y-\-J/(/'\ "", /.:! ('t. .~-- ESTATE Op'l ,,,,j," " :' ,~....< " tee'. '. ./ VI \ k ,\, ! J o FILE NO, ?\ / ) ,,~- .'7'?-;. d. For County Information purposes only COUNTY FILE NO: I I) / C ( , f ,i f"i I / ') , ," .t"l / /. Appraised Value of Estate: Real Estate Personal Property Jointly Held Property/Transfers $ i / . , .. Total Gross Estate $ '/ . ..~. /.., Total Approved Deductions Clear Value of Estate $ / Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ . I I / .... : Amount Taxable @ 6% Rate $ tax due $ .,' Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $, /- I Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT (..:?~ .~> '/ -: ! $./{ f . + $ $ $ /' .' 1_ ) i ~/l .I "J I '! 1../ .. ,; + + == it .....-\ ;" 'j BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ .!/ () .) I) ! Interest will accrue at the Inheritance tax from rate of six (6) I / percent I i ! ! per annum on the unpaid balance of to the date of payment. Assessed by: .. ',. T\.:' ;' .ti, ,.. ,,' ", / / / ' Avent'for the Commonwealth SEE REVERSE SIDE FOR INSTRUCTIONS REGISTER OF Will'S COpy ~sj1i Form No. REV-464 RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER $10,000. UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY I, 1962. (FILE IN C" 'UCATE 'WITH COPY OF WILL ATTACHED) *' SUPPLEMENTAL 21-78-262 OFFICE OF'THE REGISTER OF WILLS County of Cumberland Caroline Z. Brooks (Name) ~ 88 Asper Drive. R.D.2r Boiling Springs, (Addreaa) PA 17007 being duly. sworn she according to law, deposes and says that he is the Exec utr ix (Exec., Adm., Legatee, Etc.) of the estatl~ of Burr B. Brooks whose iast residence was 88 Asper Drive, Boilin~ (No.) (Street) Springs. Monroe Township (City. Borough or Township) consisted of: deceased, and that the whole of the estate of said decedent, who died 5/10/78 (Date) REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS Estimated Value Real Estatd None Personal Property None NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders I certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be 8igned by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in Jointly Held Property Estimated Value ... '" DAUPHIN DEPOSIT BANK AND TRUST CO. Acct. No. 01-2-0058 opened 9-19-73, Balance _'~kl I "- 1. Burr B. Brooks in trust for Mar Barbara Brooks -~ ---~- 1301.52\ 2. Burr B. Brooks, in trust for Burr B. Brooks, Jr. Acct. No. 01-6-1126-7, opened 1-21-77 , Balance ~~, Interest 2123.61 13.24 <--~ 3438.37..) -~ -- Total 3. t)L'C>( (j~iL{)l<$, "II .t<us~ telY- J '01<.(. (~1:.\.-\.~O'-~-OO~' 0 ' ',li \-.;)\-" - -4::; 1 I ~ ~~'-1: , <.7 I~. Transfers within TWO YEARS Prior to Death ~ 353l3S That at thEl time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- -~ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF jOiNT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - -- BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have an in- illegitimate children STATE YES ANNUITANTS BENEFICIAR Y Jerest, vested, contingent or otherwise, in estate.) are involved, set ORNO AT DEATH OF IN ESTATE forth this fact.) DECEDENT RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED OTE: List first five items in the spaces 80 provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN EGISTER ONL 1 $ Funeral expenses paid $ "- \""" Family exemption (will not be allowed unle.. decedent died residing with a spouse or children.) '. " OTHER DEBTS AND CLAIMS'. Administration Expenses · Counsel fees · /' Fiduciary commission · ( · ) See Note below v Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or! less than the estimated amount claimed and allowed. /~). (' ,"" Subscribed ,and sworn to before me this . . .d!.Sd.. . .,. . " ~/-d~../l':"--<:.c-.-, .. .6~~/.. _ (E%ecuY'.,.~Administ,..atc,..) I ' . ?8. .~~P.~!.. Pr:-. .,. . ~ ~ p ..). . . ... . . . .., ....... (Street Numt.er) . . . . 1/. . . . . . . . . day of . . .Apr.U . . ,. . . . . . . . . .. 19.7~. .~..y,.~(fC,'"'''''''' rJ' ,'" (ommission Expires July ILl. 1981 ~le. PA Cumllerland Count" . ~.Q .~+.~~.g. .$pr.illg.~ ". P.A. .1? O.Q 7. . . (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this I .. ...... ...... .. . ... day of . ...... ... ... ... ...... " . .... . ... ............19..... Appraiser In the eVlent 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. REPORT OF THE REGISTER OF WILLS I. the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have I allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last colunm to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. I Dated: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ........................................ ............................... Rqister of WillB R E V-48 4 IS-n) COU'1ty, Number ond Nome 21 File r~umber 21-78-0262 Date of Deoth_ 05/10/78 - Cumberland SUPPLEMENTAL SUMMARY :::stote Name BROOKS, Burr (FIRST NAME) B. (INITIAL) COMMONWEAL TH OF PENNSYL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT (LA.5T NAME) REPORT OF INHERITANCE TAX APPRAISER ~, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Penn:;ylvol1la, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the v'.'! ues set forth opposite each item in the last column to the right in Schedules" A", "B", "C", and" E". Cumberland 1'): ' September 5, 1979 '.,<J .till, ('l I,c( -..11 fJ) ( <: v INHERITANCE TAX APPRAISER ----_.,'~.~ -- REPORT OF THE REGISTER OF WILLS '.'1". ul'1dc~signed duly elected Register of Wi!ls in and for County, Pennsylvania, do respect- fl!ih. 'f'i'"rf that I hove allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lessc,r omount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allo'/€d os II deduction. Doted: REGISTER OF WILLS 'N\ bODE ADJUSTMENTS 'F~\iTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE l:hedu!e .'\) $ None 00+ 92+ / iSchedule Bl None 10+ r,'! (Sch2dule E) 4 . 353 35 20+ \lie C) None 30+ SS ASS ETS 4 _ 353 35 Gductions 40- 93- F) OF ESTATE R('a~ ',H~.?"-,~V {~-; Pef'SO;"<1\ ".'!'c'f'erh ,;')\r,L,,"'~<'d f'~-i)P:C Transfer:; {Sched TOT,"-L GRO Less Der.ts and D (SCHEDULE CLEAR VALUE Valv,,\;cm of life estates ar ~ PRINCIPLE FACTOR VALUE CODE I t= annuit:es...... it ~Ill if..It.... ... ..._ $ 1= I ESTATE TAX ASSESSMENTS _ $ To" Tax on $ Exemptions Tot (]; E ';.~ to +r; CODe: 2% $ 60l $ ,. $ 15~~ $ $ $ $." ----..t= $ I $ I COMPUTATION OF TAX FOR_.l15E;_~ REGISTER ONLY Tax on ~ TaxonS__ Tax en 5; ____ TOTAL TAX (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5;;; d tox i! paid wilhin 3mofi .' crce.,th C.?-iH!.'.RlTANCE TAX DUE $ G'~ ffJ ~C: o,f 69{, frorn $ ,\MO - D" ESlftTE TAX ASSESSED r:::;~:-- yoid $ $ I 1-- BilL ANC E DU E $ $ TOT AL T AX BALANCE $ PAID $ Add . ':< r;1 FE {:If 6~::; from 'j"r,; Suppl'.""ltal CCides: (FOR USE IN HARRiSBURG ONL Y) 48 '.i stmcnt 49 -/<.d n'stment 50"/;imuit)i 6O-Life Esiate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Rema inder Res;idue 96-Suc:cess i ve Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Wher4~ subsequent adiustments a~e made to the a~o\j.e cornputtltion of tax by the Register of Wills, for proper reason, same should be noted below, wiih short explanation. REV-518 (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Caroline Z. Brooks White Rock Acres, 88 Asper Drive R. D. /12 Boili~ Sfcrin~s> PA 17007 ecu or or dministratorl In Re: Estate of Burr Brooks, Sr. Cumberland County - File No. 21-78-0262 Dear Mrs. Brooks: You are hereby notified that the supplemental appraisement in the estate of Burr Brooks, Sr. has been filed in the office of the Register of Wills of Cumberland County on September 5 ,19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None None None 4,353.35 $4,353.35 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22,1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by th is notice may object thereto with in sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961. 72 P. S. 2485-1001, P. L. 373. Date September 5, 1979 Signed \./j~1 Pi cl irt ~ /I-r . . j.-' ) , , Title Appraiser NOTE: This is not a bill. REV-457 ,:8-78) DEPARTn~ENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVAiJIA I. RESIDENT INHERITANCE TAX APPRAISEM ENT I Dk ~ 1- __ September 5, 1979 Cumberland 21-78-0262 ~--~""'''''''''''''''----._-- COUNTY FILE NO. Whereas, Burr B. Brooks, Sr. late of ,Monroe T01Nn~h; r in the County of Cumberland Commonwealth of Pennsylvania, having died on the 10th day of May 19 ~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sandra 1. Stone , 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 collatNal rate on any such future interest. UNIT --. ...-..p A0praise\TIent DESCRIPTION OF ASSET VALUES \VJade icY Inheritance Tax Purposes Real Property $ None Personal Propertv None Joint-Held Property 4 , 353 35 Transfers None TOTAL ASSETS 4 , 353 35 I 1 i , , ~ '---' I i i I I I -=1 j I r I I I I I Have been duly sworn cu::cording to law, I do hereby certify that the above appraisement is made in conformity with the law on this _ )th day of .......~. / .. r.~ePte~ber 19 l!L.. . J, { Ice ( i (., . I t ( I ' , ft.ppraiser (Numper and Street) Harr1sburg (Post Office) , Penna. ~ ::tl ;!::. ~ <1> trj 0 '0 0 tl> ~. ,::I S 'c-t- '0 M- <::: ':tl <l) <l) s. <l) '-, tl> tl> ~o... ':tl 0-. <l) 1::1.. ~ 0"' 0... 0 1:lJ 0 C tl> :::3 S M- :::s l::l.. ;!::. 0... C} ~ '0 J::> ::r' 'Q '0 IlJ '0 'Q .~ QJ ~. "'~ (tl Ci}" (I) 0 ~~ <l) Q3 S S (1) ~o... ~ :::s ~..... ~M- : :0 ~ ~ m ;;? en ~ :::J ..... 0 0-. I.l:l 'Q (1) m (1) .5l> 0 0... tl> 0 Z C S" Ci}" ...., -l :::s S tJ 0 ..... ::tl <1> :b:l Z m 0 ~ tl> :::s: ~~ J: -0 ...., (1) ..... 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