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HomeMy WebLinkAboutOC1970-0893 - ESTATE OF TELLECKCOUNTY ~~.~.h:.~.~g.~.~..~. FILE NO ?}.:::..?.9..:..~.~..~.. ., Fonn RCC-2 ..DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 ...I.•\'1: COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE September 15,1970.........................................". Whereas,J..:tJ.l..i.a.T..e.11.e..c..k.,late of 9..h~..:r.~.~:r..9..:i,. in the County of Ji.~.$..h.i.ngt.Q.n Commonwealth of Pennsylvania,having died on the !.~~.~day of ~.':l:1.y 19"".7..9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W..,..R~."O'.ha..ne.y ,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 foIlowing 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 Ufe 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. Description of Asset JT.HELD: FEDERAL SAVINGS AND LOAN ASSOCIATION.CHARLEROI OFFICE.CHARLEROI.PENNSYLVANIA.In the name~of JULIA TELLECK or STEPHEN TELLECK or NICK TELLECK. Onened.3-5-51.Balance as of dea1:of cip.:I.t:h $12,427.08 (One-third is taxable) Total Unit Values $ Appraisement Made for Inheritance Tax Purpoles 4.142 36 4 142 1h 'iASa.JNQlrQN ....County Date of Death, L RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JULIA TEL~ECK Deceased. Late of (;.'::'C".!\RLER9.I~. July 11,1970 Appraisemel!t Docket Vol.,. Page,No §..~.~.7.Q.~.e.~.~. Filed in Register's Office,..s..~.p.t..L ...l.5.J9 7.0 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement,. Appeal f1'Qm Appraisement,.. Entered and charged,.. :".... .. • .. RCC-43 (5-65) '~~COMMONWEALTH OF PENNSYLVANIADEP~TMENT OF REVENUE HARRISBURG J 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 FINANCIAL INSTITUTION -~':':":'=':p.:fl---H~~~~trl¥i-J,,;.A.i,~~I:----- ADDRESS ..=.:..:.:..:.:.:.::.=....,:....+~..---........;:.-.----- ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT ~_ NAMES ON ACCOUNT Julia Tel1eck or Stpphen Telleckor Nick TelleekORINVESTMENT_ DECEASED JOINT DEPOSITOR,Julia TellcckTRUSTEEORINVESTOR _ ADDRESS 809 Center Ave.,North fllarleroi,Pa.15022 DATE OF DEATH _J_ul_y_,_1l_,_1_97_0 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __St_,e_p_ho_n_,_To_l_l_oc_k_or_U:l_'c_k_T.o_'_l_le_c_k _ ADDRESS Stephen-R.D.#2,Charleroi~Fa.Nick-Taylor Run Rd.11onongahcla.,Fa. RELATIONSHIP TO DECEDENT SODS to Julia Te11eek DATE DEPOSIT OR INVESTMENT Harch.5'1951 WAS ESTABLISHED # BALANCE,INCLUDING INTEREST 12,427.08 DUE,AT DATE OF DEATH $_ Y,/y,<.J Co = ~/07 j,j f @ tX~ 5/:,.()~-/0 ~//·;/O Signature TITLE 110nager Charleroi Fed I(..:;/L era SaVings and oan AaSOciation ,.::?~~~u/~xI~~0/c-<'/'7kd ~ Date:__A_U=.IU_s_t_31--"r.-·_1_9_10_._ County __Wi_&_s_·'M_.._'n..;,:g::;.t_o_''l'l_.'_'_ 15022 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION N.CHARLEROI.PENNSYLVANIA TO:_S~T:;..;.;E....:;..pg;;:;:,.··...;..~N...;...'1'...;..E....:.;.L...;..LE_C_K_·_ a09 CENTER AVENUE County File No._ Bureau File No.t:;3 ~lo 'f'1.3 We have received notice that,mxmXXXXxmxxx:unXXXXUU on ,July 11 ...1970,you came into ownership of certain property through~DmLlU~~ ~~tra:mttel't'roltl.JULIA TELt.~CK,detea.aed..,; RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVAtllA DEPARTMENT OF REVENUE -' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiability for the payment of the inheritance tax due is imposed upon you,as transferee. The 'p'rope!.ty.on whichtax is hereby assessed consists of:,Jt.BaV!ftgaAeeount #3666,helc1i1'l ' the ,cHARLlSROI,FEDERAL SAVNQS'AND LOAN ASSOCIATION,CHARLEROI OFFICE,s CHARLEROI, PENNSYLVANIA...1.the'~of JULIA nELIBCK or STEPHEN T!ttECK ~r NICK appraised by the Commonwealth,as of the date of death,at $12,421.08 1/3Xi of this amount is taxable at the rate of §,% ORIGINAL ASSESSMENT DATE OF ASSESSMENT1/Jof 12,4%1.08 ,'!\it 4t142,.36~~------ TAXABLE AMOUNT 1/2 of 4,142.36 -2,0'1.18 $2.011.19 tESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX .DUE AMENDED ASSESSMENT o If you pay the above amount within three (3)months of the datec~tdeahof the dec16ent,or on or before .".19··'you may deduct a discount of 5%of the amount of tax due,or 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 *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 $124.21 APPRAI SED BY:,.:,.\~~-4-----\:~~~~~ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~&y//9/,1...J-O AS P /~~O'9 .~«/y.?<:l - To insure proper credit to your account thiS Official Notice must accompany yolirp~rment.Mail or bring it to: -- If you have already pa id th is tax to an executor,admi nistrator,attorney or other personaI representative of the decedent for forward ing to the Commonwealth,Iist below the date paid,name and !lddr~ss of the person 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 aU 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 personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. Date Paid SCHEDULE OF DEBTS Name of Payee Description'of Obi igation //........ Amount Paid .J:r 00 //_1-.G 6 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: TOTAL $/tJO~.S-;; 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 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_ Si gnature 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 $• Date of Approval:_ Register of Wi lis TO:NICK TELLECK -TA.:¥L9ft RUN-ReAD ,Pd,go/cl~0 MON9NGABGtA ,~PENNSYLVANIA 1:5&i&- ~~~.A~o.2.z Date:August '31.,1910 County liashington County File No._ Bureau File No.?J -26 .-F,73 RCC-134 (1-691 -COMMONWEALTH OF PENNSYLVANIA ','DEPARTMENT OF REVENUE".. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION •OFFiCiAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J We have received notice that,t,xxxmxxxx on July 11197,,0 ,you cam,e intoownershipof certain propertlthroug ',,',,''1"',,r ..ax "'",,transfer from.,Julia Telleek,4eeeased., Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The p{operty on which tax is hereby assessed consists of:Jt ..Savings Account IJ ~G66 h~ld itl the CHARLEROI FEDERAL SAVlNOSAND tAON ASSOCIATION,CHARLEROI QIRIY$X OFFICE. CHARLEnOl,'PENNSYLVANIA.,On thcf tmtnes of'JULIA TEtLECK ,or STEPHENTELLECK.or'NICK .TELLECK ..,Opened ,3...5.51.,llalance aa of date ofd$atb,.$12 j 42'1.08 appraised 'by the Commonwealth,as of the date of death,at $12.,427.08 1/3 ¥of this amount is taxable at the rate of 6 % .'ORIGINAL ASSESSMENT~~:~BO:E A:~~~~TE17~3 ott4~i4~~i60~~:~~:f:$:&.071,1$ LESS:ALLOWED DEBTS "NET TAXABLE AMOUNT ASSESSED BY:_ (Agent for the Commonwealth) AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of d,eathof the decedent,or on or before Oct..11 ,19 70 you may deduct a discount of 5%of the amount of tax due,or 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 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid $ 124 ..21 6.21 ------'---- 124.27 AMENDED ASSESSMENT s/l----------- $====~=6=.::::t.L=:==:= - Make checks or money orders payable to: ~AIR /<1.r 6.,£3 ~~~6(J,CY /'/~/(f To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bring it to: If you have already paid this tax to on executor,administrater,atfcirney or other personal representative of the decedent for forwarding to the Commonwealth,list below the dote paid,name and address of the person to whom., you mode payment,their official title and the amount.•..•. Dote Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the dote of death ofthe 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 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 some debts are not also claimed,for tax purposes,by on executor,administrator or other persona I representative of the decedent handl ing the admin istration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Dote Paid Name of Payee -Description of Obligation Amount Paid ?-/(;'""7rJ I/Z/"""~A AJ~-~...:h.../x:Z-./l.A/-,A ....1700 1'7_-,/..-76 ~~.A"J--://'.J 'J:.,/",j e--1 /?<--J~/-7 A7--?/-r/",...,~S:C)O 'j;r '7"":..'76 IvY;h:""",L-AL '-7%,.....-'%-'.J ~/~~~""-',')3 ~y/ Ie -26'70 1-./~.~4 ;'./;.1/-:hAl,~.A'_____;,J.."~~-/'-J'.>'L ~0 '"'1-,-t:..-'7,-')1'-~~*.J.111 ''---/P-'d .,..//"-J1 -/1 ,;?-:;:;:;lr.Jc..~-70 "/"J../A'/;;;~.VA .,?',A1 n ./....~~/P ///~~';"4 __7~.,i /v /'" "'. TOTAL $/f OO?'-.r7 (attach separate sheet if required) 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 some 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 Register 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 Wi lis N.CHARLEROI,PENNSYLVANIA OFFiCiAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:A_u=g_u_s_t_2_5--,-,_1_9_7_0 _ County __~W:.;.;;A~S;;..::H=I=N.:..;:;G-=T-=O=N _ County File No.3%-/~;6 -.3 Bureau File No.&.3-70 -tf3» 15022 TO:STEVE TELLECK 809 CENTER AVENUE COMMONWEALTH OF PENNSYLVANIA ,l:1EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION We have recited notice th&t,aU&UJI~Ut~XXXX~XXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXX. on July 192-,you came Into ownership of certain property through ~~HJ,XBmxx ~~i~XJMoc~transfer from,JULIA ~ELLECK,DECEASED. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:It I Checking Acct.#02 03250 3 09 held in the FIRST NATIONAL BANK &TRUST COMPANY,WASHINGTON PA.,CHARLEROI OFFICE,CHARLEROI.PENNSYLVANIA.In the names of Julia Telleck or Steve Telleck.Opned,12-4-45.Balance as of date of death,$1,478.37.- appraised by the Commonwealth,as of the date of death,at $1,478.3T 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $..L7w..39"""'......1....9l--_$-------- AMOUNT OF TAX DUE 44.35 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Oct.11 19 70 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 date additional interest is due at the rate of 6%per annum until paid INSTRUCTIONS TO TAXPAYERS ASSESSED BY:_ (Agent for the Commonwe.alth) $-=====Lt:::./~::=:::t:/:::=:.}======44.35$TOTAL AMOUNT DUE Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mail or bring it to: COURT HOUSE WASHINGTON,PENNA.15301 ~. If you have already paid this tax to an executor,administrator,attorney or other personal representative o-~~"~ decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount.•. Date Paid Name and Address of Payee Official Title Amount Paid ii 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 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 p~r~onally 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 '1:' 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 J J Date Paid Name of Payee"Description of Obligation Amount Paid TOTAL $ (attach separate sheet If reqUired) COMMONWEALTH OF PENNSYLVAN'IA) 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 Signature of Taxpayer .\.~ I,the und:ersi'goe:d;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 Wi lis -----------. TO:MR.&MRS.STEVE TELLECK .SO!eluR5B AYENYE-:fj)-I~.80/S/S'Jl If.CHARLEROI,PENNSYLVANIA 15022 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:__...::.A::.;:u=g:>.:;u=s-::t'---=.3=1••--'1=9:-7.:..;0=--__ County W_A_S_H_I_N_G_T_ON _ County File No ....3 g-/tJ~-~ Bureau File No.'t:,3 -ZtJ -q 3 We have received notice that,~~XXXXXXXXXXXXXxx.xXXXXXXXXXXXXXX on Ju1y 11 191.0-.,you came into ownership of certain property throug~IJiB~ ~X1~~~~~transfer from,JULIA TELLECK,deceased. "';-.:c.RCC-13411-69),.""-COMMONWEAL TH OF PENNSYLVANIA •.,rtEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 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 #14636,held in the CHARLEROI FEDERAL SAVINGS &LOAN ASSOCIATION,CHARLEROI OFFICE,CHARLEROI PENNSYLVANIA.In the names of JULIA TELLECK or STEVE TELLECK or·FRANCES TELLECK.Opened,12-31-65.Balance as of date of death,$7,326.60. appraised by the Commonwealth,as of the date of death,at $7,326.60 1/3 ~of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_--:2:.;,,-4.:...,;4:..:2:.,:•.=2:.:::;0__$--------- AMOUNT OF TAX DUE 146.53 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Oct.11 19 70 you may deduct a discount of 5%of the amount of tax due,or 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 *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 $146.53 APPR AISED BY:~-Y-:---tq.......-l.e;:::!~~!:::¥-ASSESSED BY:_ (Agent for the Commonwealth) Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bring it to: •.,i::.\Jr.i iVl~N~_£AdH COURT HOUSE WASHINGTON,PENNA.15301 ,~ 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 the date paid,name and address of the person to whom 4- 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 of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and retur.n th~s 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 describ~d 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 required) 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 gnoture 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 $p Date of Approval:_ Register of Wi lis