HomeMy WebLinkAboutOC1968-0222 - ESTATE OF FULTONv Testate Form
-.: PETITION SUR AUDIT
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
SARA E. FULTON Estate of _____________________ -----___ -------------___ -----___ ----... --------.... ---.--No. ___ §}::_~-~~-?.~_? ___ ~_r_J~-~-~--A~ .. ~-~----------
Fiduciary .... HQMC.E ... R. ___ f.UL.T.ON.., _____________________ _
__________________ :r;:_~~-<;.~_tQ?; ___________________________________________ .
Deceased
Date of Date of
Decedent's death.-----~-~-~ ~.?:;t?Y ... J}~-~-{ .. J -~-~-~------.. __ ...... Grant of Letters. _____ f ~Q~~-?:;J;".Y_ --~-tg_,_ .. J ~_(?_ ~. ------.. ---... .
This is the ...... f.i.:r.~tt_:§._l}g ___ f..i.n..~J: ......... : ........................ account filed in this estate
If there have been former accounts filed in this estate, list file number or number and term .... ---·----------------------------
-------------------------------------------------------------------------------------------··-----------------------------------------------------------------------------------------·--;/,
Election to take Date Election Place of;
Under cx~klxt will. (cross out one) Filed -----------···-··-----------------Record --------------·---------------
Name of surviving spouse .......... N.9.n.e _________________ _. __ ·---···-··----------·----------·---------------·--------·-··--------------------------------·-·--------·
List issue, where material: Frances M. Hamilton -daughter
Horace R. Fulton -son
Janet Fulton Hamilton Macuzak -granddaughter
Barbara Ann Anderson, formerly
Barbara Ann Whitesell -Granddaughter
Did decedent marry after execution of will? (indicate)x~. No. Any children born after execution of will? (indicate)
~~ No. If answer yes, name them _________________________________ : _________________________________________________ ·-----·--··-·-----··----·--·-··-·--·-·-··-·-··
Leg.atees
Florence R. Whitesell
Barbara Ann Anderson
Relationship Interest
Stepdaughter Specific
Legatee
formerly Barbara Ann Whitesell Granddaughter Specific
Legatee
Janet Fulton Hamilton Macuzak Granddaughter Specific
Legatee
Frances M. Hamilton
Horace R. Fulton
List, if exceptions to above: Adeemed:
None
If partial intestacy, give facts:
No
Daughter
Son
Revoked:
Residuary
Legatee
Residuary
Legatee
Lapsed:
Fiduciary, if deceased or not sui juris
Abated: Give Cause:
Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. x~-
If any exception give cause: ..... }[QIHL ........ ---··-··--·-----·-···
File copy of Notice
and date of mailing ......... May. .. l+.--1.9.69 ............................................................................... : .................................... .
Is estate subject to the filing of a Federal Estate Tax Return? ................. ~.<?. ................................................................ .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $--~-~~-:-~-~---··········································
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ..... N9 .......... .
Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account: $.~.J..~).4 . .:o.1.~---··············
Total additional debits (Add) $ ... QQ .•. Q.O .........••••..••••..•
Itemize any additional credits nbt shown by account:
. :
Total additional credits (Subtract) Pa. Inheritance Tax $~-~-~-!-~.§ ..................... .
Balance for distribution $.~-~-~-11:~.!-~-~---··············
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
1 full set of dishes - $ 20.00
1 set of silver knives
and forks
One diamond ring
1111[_~ ,
35.00
~~ $100.00
-~---~-":'__ ----------·---~~-·····--. I
·"
If Family Exemption claimed by Petition, give place of Record: .................... -~9.. .. : ..................................................... .
If Family Exemption is claimed at audit, give nome, relationship and basis for Cloim: ............ ~9 .............................. .
List any advancement or distribution on account that has been mode, and nature and amount of some:
1 full set of dishes to Florence R. Whitesell -$20.00
1 set of silver knives & fbrks to Barbara Ann
Whitesell -now Barbara Ann An~erson -$35.00,
1 diamond ring to Janet Fulton Hamilton Macuzak -
To Horace R. Fulton -advance cash -$1,500.00
To Frances M. Hamilton -advance cash -$1,500.00
$100.00,~
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
to take in kind if balance is not in cosh: residuary shores being stated in proportions:
To: Horace R. Fulton -one half residuary
Frances M. Hamiiton -one half residuary
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ...... ~~-q~P: .................... doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
to. the best of ...... h!.~ ................... knowledge and belief .
........ §~Qf"JL .......................... to and subscribed before
me this .. .l.~ .. day oL .. ~~-,;.,--.:M~Y., ..... '-:.:············19.Ei.L /~:.@. .. ~ .... £~""
Signature of Officer.~.! .. .;.;,.. . .... ~ .. w'!..J.~-~ ~ ~......... l ~,. ,..
Title of Officer ...... QQ~f:IA.J!;L~NN.F.V.~P.A:::~~i,~:~~~P.ti.~t ........ . WashingtoriiWeshi~tgton Co-;, Pe.
· My Commission Expires April 9, 'i973 Office expires ............ --.:······························'···················· .................................................................................................................................. ······~·
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No ..... 9.~.-:.§J~:::~-~-~---Q.f.. .. J .. ~_§_CJ ___ "!}..!.~.! ...
Estate of ...... .S . .t\M .. E .. • .... f.!Jk'rQJL ................ .
Deceased
Fiduciary .... ~.C?.~~E R. FULTON, ......................................................................................
.................. E!~.~9.ll:.t9.~ .................................. .
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Court Rules
adopted effectiv~December 3, :1951, being
rule No. 9: pa fhtJ rap hob~. d!nd divisions
thereof: shown o'C::Pages 2~-~-=
1 .. Written pra~pes ofZ,a~~nsel in the
case . · ····-'-'-~ . "".::X: ...:.0~
2. Copy &f:Jorder appointiag ;:Guardian ad
litem TrRertment. -l w c.9 't ] -. w !-z 3. Copy dt Orf!gr app~rnti'ng;: Trustee ad litem,lL9ert~nt. ~ c:; en
4. Proof ef-serv~ of al%v~ ;
5. Letters...([est~entary or Administration
C. T. A or an attest copy of Wi II.
6. Copy of inventory and appraisement.
7. Proof of advertisement of grant of letters
if not filed with account.
8. Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9. Signed and itemized elections if any
distribution in kind.
10. Copy of Federal Estate Tax return if es-~::;8~
......... G.<?-.Y.:!-.Qf.4 __ _vx_. ____ Gf.~§_I}Jo§.~-----------------·
Attorney
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Affi~auit ®f fxrrutnr ®r 1\~ministratnr
l'tntr nf Jrnnaylunnin, ~ ss:
C!Lnuuty nf llhts~iugtnn \
Personally before me, the undersigned authority, a ........... NQ.t.!i\.t:Y. .... ~:tJ.l?.J.i.g ........................... in and for said
County and State, appeared ........ .J~?..E~.:.~ .... ~ .. ~ ..... ~.~.~.~.~ ...................................................................... who, being duly
sworn according to law, deposes and says that he is the executor ~imM:~ of the estate of
............. ~.§.E~ .... ~.~ .... .f.~.!.~.~.~ ................................................................ deceased, that the foregoing schedules constitute a
I · T d · f h 1 d 1 f Sara E. Fulton comp ete mventor) an appraisement o t e rea an persona estate o .............................................................................. ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made. by the above named Executor ~at!illX
· · Sworn.and subscribed before me this .... 'f. .. ..c.:: ...... l ~ R 7~/:z:::::::--.da~:/f!?~ ... ftJJJ:); 9.~.f... ..,h .................................... E.~~~~~~ .......... .. <'4-~~-~te~ ............................................ .
Nctary ftlblrc, Washingtpn, .Washington co. ADDITIONAL INSTRUCTIONS
My_ Cor:Jmission Expi·•?s· SentPmb~Lr14 l~'l-d • h' h h f · f 1 · l. An mvet~~ory 'ffiusl.· ue ru~ wit m t ree mont s a ter appomtment o persona representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
llttUttttnry an~ 1\pprai.a.rm.rnt of the goods and chattels, rights and credits which
were of ................... ~?..E.~ ..... ~.~ ..... ~!.!:.'?..E"! ................................ late of ....... ~.~E.~.~-... ~.~.E.?.:P..~.~~ ..... !?..~~.~.~!.P. ........... .
Washington County, Pa., taken and made in conformity with the above affidavit.
Real Estate
Personal Property
Savings Account -Mt. Lebanon Federal Savings &
Loan Association.
Checking Account -Mellon National Bank & Trust Co.
One full set of dishes
One set of silver knives and forks
One diamond ring
Total
DOLLARS CENTS
None
$8,432 38
65 44
20 00
35 00
100 00
$8,652 82
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. /adD Gc4 &3 -~!-2..2...2_ :$;en;,
Inventory and Appraisement . ' \ . :-·, (~ . · .. .. . . ·~ IN THE ESTATE OF
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• I \ .~ Lt.; ~ · · ' ·<:;. ,:' Sara E. Fulton -........................................................................................................ .
' ? ' ,..,J ',' , ..
Filed .................................................................. , 196..9. ... .
.. -n en c..o ::f?J::o ::::ll: r->me: :::::::-. ({) G") (,j) ;;;;a rr1 :::: z,; (!) % --{ f"Y, -,...:> rn r ~::::o. f".J 0 .. oo_ -a :z: -n .!-:::X: :'7-0~::::0 rv o __
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Greenlee, Richman, Derrico &
Po sa Attorneys at Law Washington Trust Building
Washington, Pennsylvania
.... 9
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, ~ SS:
The within named Accountant being duly sworn according to law, depose and say that the above account
as stated is true' and correct as .............. h~---···············--·---verily believe. S •
Sworn and subscribed before me this .... J,../.~.
day o~ .4 ..................................... 19 ... 6..1----
-(~k;~(!-~-·. ···---~-----------······------------. Esclia (aJd~~ler
"Notery Public, Washingto-n, Washington Co.
My Commission Expires September 4, 1972
Warshington County, ss:
--~~-~~----------
I do certify that I have given leg'al notice to all persons
concerned of the filing of the within account in the manner
prescribed by Sta·tu:te and Rule of Court, as evidenced by proofs
thereof filed to No ..... ~~~~-/1 ..................... .
Witness my hand and official •seal this ..... /~-------------·· ~ . tl day of ......... :·-r--~--------·-········································ 19 ......... . . <!~ ~~-"/~.7?7~----------~---,. ___ {~gister of Wills
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H • · • ~ -0 ,. ' i 8 ::,; "' ·. . . • 2 0 ·; ~ ~: _ < ~ ~ '·;69 HA!t1z·· r" z z 1 ~ g ;i~ tN~~ ' --'-"•< ' , 9 8 ' ' ~, "" ~ " -" ' ' o, ' " " ~ 0 ' ~ • ~ E-<i :;l "" · "0 g ~ ·..! i I
j I ~ S! g 0 RUSsell MARi.. ~ ~ 0:: ! ;-.:,_
""(! E-< ~i ~ !:i! nErt.t.r.>TE_· 1i OF WfLLS .s . fil .. ! ~ I ' , -< · ,__, " '""' -A ,<:l ~ iii <!) : ~
: :U) 0 Q) s ~ c . . . -~ " ' ' <; 0:: "' > ~ ~ ""' I ' 0::, , 0 § Q!Ul
(\,! ~ r.i! ; ~ \'IASHit-IGTOtl CO., P i ~ ~ -~ ~ i ~
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN THE MATTER OF THE FIRST AND )
)
FINAL ACCOUNT OF HORACE R. FULTON,)
) No.
EXECUTOR OF THE ESTATE OF SARA E. )
of 1969, A.A.
)
FULTON, DECEASED )
The Accountant is charged as follows:
To Amount of Inventory and Appraisement
Assets Not Inventoried
Social Security lump sum de~th benefit,
October 29, 1968. $ 132.00
Mutual of Omaha health and accident
insurance policy benefit, June 21, 1968 81.00
Total Assets Not Inventoried 213.00
To Gain on Inventory and Appraisement 00.00
To Loss on Inventory and Appraisement 00.00
To Income on Personalty 00.00
Interest received from savings account
at Mt. Lebanon Federal Savings & Loan
Association from January 13, 1968 to
December 31, 1968. 240.69
To Loss on Sale of Personalty 00.00
To Income on Realty 00.00
To Gain on Sale of Realty 00.00
To Loss on Sale of Realty
TOTAL ESTATE
TOTAL DISBURSEMENTS
NET ESTATE
$ 9,106.51
2,171.72
$ 6,934.79
00.00
$ 453.69
$ 8,652.82
453.69
$9,106.51
... •
The Accountant claims credit as follows:
1968 --Feb. 15
June 21
K.V. Thompson -funeral and
burial expense.
Kurtz Monument Company -grave
marker.
Sept. 13 Washington Hospital -balance
on account, hospital services.
Feb. 16 Greenlee, Richman, Derrico &
Posa -reimbursement for costs
advanced in probate of will,
advertising and filing inventory.
Feb. Russell Marino, Register of Wills,
filing account.
Feb. Horace R. Fulton, Executor's
Commission.
Feb. Greenlee, Richman, Derric9 &
Posa, attorneys' fee for services
in estate administration.
TOTAL DISBURSEMENTS
...~-. -'";" :
$1,102.00
165.00
13.08
43.00
-·16 .00
432.64
400.00
$2,171.72
•
....
Observer -Reporter
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May, 1929,
P. L. 1784, a;s amended.
Commonwealth of Pennsylvania, County of Washington, SS: ........... .
Pe,rsonally appeared before me, a Notary Public in and for said County
and State, ......... Ri.~.b.a.r.~:t .. ~ .•.... CQW.3ll .............. , who being duly. srworn
according to law, deposes and says tha;t he is the Se.c..!.:y .•.... & ... T.re.as .•
of the Obsrerver Publishing Company, a Bennsrylvania corporation, and its
agent in thi-s behalf; that the said Company isr the owner and publisher of
the Observer-Reporter, succressor to The Washington Obs·erv€r, established
September 18, 1871, and The Washington Reporter, established Angu.srt 15,
1808, a daily newspape<I" of general circulation, printed and published and
havin'g its place of businesrs at Washington, Washington County, Pennsyl-
vania, where it or its prede-ces-sors have been established and publishled
continuously for more than six monthsr prior to the publication of the notice
hereto attached; tha;t the printed notice or advertisement hereto attached
is a -copy of an official advertisement, official notice, legal notice or legal
advertisement, exactly a:s printed or published in the Obs~erver-Reporter in
its regular editions on the following drate or date.s;
............... P.eb.r.u.ar.y. ... 2.3 . .,. .... Mar.ch ... l .... and .... 8..~ .... 1.9.6.8 ........................ .
that neithHr th!e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the aUega-
tions' of this affidavit as to the time, place and chara-cte-r of publication
are true. . ........................... &~~lf.:.e~~---···
Sworn to and subsc~ before me this ...... $ .. ~.b .... l.9.6.8
.. K~'<·:?1!··,;,;·;;··;oi;~······ w. 267!52
·.A)~,.:r . .. cS~~~IPON COUNTY
".,· C();.~:;;,S~jQ:; HPIRtS MAY 6, 196~
....
I EXECU'rOR'S NOTICE ESTATE OF SARA E. FULTON de· ceased late of North Strabane Town··
ship, Washington·· County, Pennsyl·
vania. Letters· Testamentary upon the
above estate having been granted to the undersigned, all persons having
1 claims against the estate are re-·'
1 quested to make known the sametio 1 the undersigned or. his attorney; and'
1 all persons indebted to the decedent., are requested to make payment to;'
the undersigned without delay. --·~ Horace R. Fulton, Executor R. D. 2 -~ '' Washington, Pennsylvania 1
Greenlee, Richman,
,Derrico & Posa 1325 Washington Trust :Sutldlnl
!Washington, Pa. Attorney 6846-Fri.·3t
Washington County Reports
~~a<ll!iKS%RE2X
Washington, Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16, 1929, P. L.
1784 Sec. 3, paragraphs (3) and (25).
CoUNTY OF WASHINGTON}
STATE 0!' PENNSYLVANIA SS.
Personally appeared before me, a Notary Public in and for <aid County and
Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and
says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the
official legal peri"odical for said Washington County, publis'hed weekly having its
place of business at Washington, Washington County, Pennsylvania, and is act-
ing as its agent in this behalf; that the said WASHINGTON COVNTY
REPORTS was established on March 31, 1920, and was designated as the official
legal publication for Washington County, Pennsylvania, by order of the several
courts of said County, dated November 11, 1920; that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement, exactly as printed
or published, which appeared in the said legal periodical in its regular issues on the
following dates:
...... ~~-~:.~~.::Y. ... ~?..~ ..... ?..?..L.~.?..~.~---··················
...... Ma.:r:.c.h ... 7 . ., .... l9.68 ............................................ .
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
<hi• •ffid•>ri<., <o '~"'"'"~" ~ ~ =•
_____::::.--;.. ..... ,~, ........................... ~ ............ = .. ···· .. ·········· ..
Editor
Sworn to and subsc
7th • ................... day of... .... !.'larch -~---, .................. :::·············· ....... /.~ ............ ,1968 K . -. Jl ... ~··· ....... .
ATHERINE C N ' ......... .
Washington .WYA~D, Notary p bll ot Y Public
M
• ashmgt u y Commission Eoxn . Co., p~
November 1 1 pll'eS ' 969
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration, in the
following estates. Notice is hereby givel}
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin'!·
istrators or their Attorneys.
• • • • • e • e • • • • • • • • •
FULTON, SARA E., Dec'd.
Late of North Strabane Township, Washington County, Penna. Executor: Horace R. Fulton, R. D.
#2. Washington, Pa. Attorneys: Greenlee, Richman. Der-rico & Posa, 325 Washington Trust Bldg., Washington, Pa.
1Jn tlfr (@rplfan.a· C!rnurt nf Dlla.aqingtnn cnnunty
In the matter of the Audit of Account in
Estate of SARA E. FULTON, deceased l No. 63-6~-222 , 19__§_2_, A.A.
TO THE AUDITING JUDGE:
Enter our appearancefor Horace.R. Fulton, Executor of the
Estate of Sara E. Fulton, deceased.
N. B.-Counsel shall, by separate paper, present a concise statement of each
claim, with supporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
POSA
19__§_2_
~
No. 63-6,8-222 , 19__§2_, A.A.
In re Audit of Account in Estate of
i SARA E. FULTON, deceased
AUDIT
Jrttttipt fnr 1\pptttrtturr
FOR
HORACE R. FULTON, Executor
of the Estate of Sar~~E·
c:n c.c Fulton, ;@.~~sed .::r:>o
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By:; NIWJI'b'~J~
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~u t!J:e aLnurt nf aLnmmnu ~JUras nf llns4iugtnu <ttnuuty.
J:enusylnnuin. ®rp4nns' aLnurt Dinisinu
ESTATE OF No. 63~68-222
Sara E. Fulton, In the matter of the Firat and Final
Deceased, Account of ___ ~H..:.o~r.:.:au.c'-lle"-· _ . .ol:R...., • ....._.F'-'u"""l.._t....,o ... n..._.,
Exec11tor
ADJUDICATION AND DECREE
And now An~1st ./~ , 19..6.S-, this matter come on for hearing,
audit and distribution at t is session and testimony token; and thereupon, upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$ 6 511:~.93 and the account is accordingly confirmed; and it is ordered,
adjUd'ged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached· and mode a port hereof, unless exceptions hereto be filed
sec. reg. or an appeal J::,e token herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account _________________ _
Additional credit asked at audit
Balance ______________________ _
Deduct Clerk's Costs & Receip+c, _____________ _
Attorney ____ J.liG;..L;r:J:le:J:lei.L.nul...s;;ew;e...,.,_...R.~-iu.C"-L· b.~.~,mwa:un•,~DI.Lie...,r~,.;.r~,.;.J.._· C~..W.~.o_&~.._P,~.~o~s.a.a_
Russell Marino, Agent, transfer inheritance
tax, $ .10
Interest from 4-13-69 to 8-25"69 .02
Florence R. Whitesell, step-daughter, specific.
bequest in kind of set of dishes, held in kind
and distributed as such at the appraised value,
credit to be taken by the accountant for items
advanced prior'to distribution by the Court,
Barbara Ann Whitesell, now Barbara Ann Anderson,
granddaughter, specific bequest in kind of silve
knives and forks, held in kind and distributed af
such at the a.ppraised value, credit to be taken
by the accountant for items advanced prior to
distribution by the Court,
Janet Fulton Hamil ton Ma.cuzak, granddaughter,
specific bequest in kind of diamond ring, held ir
kind and distributed as such at the appraised
value, credit to be taken by the accountant for
item advanced prior to dis tri but ion by the Court
$ 6,931,. 79
)88.86
$ 6,545.93
22.00
6,523.21
20.00
. 6,503.21
35.00
6,468.21
100.00
6,368.21
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Horace• R .. Fulton, son, 1/2 residue,
be taken b~ the accountant for funds
amount of $1500.00 advanced prior to
by the Court,
credit to
in the
distributio~
Frances M~ Hamilton, daughter, 1/2 residue,
credit to be taken by the accountant for funds
in the amount of $150o.oo·advanced prior to
dis.tri but ion ·by the Court,
3184.1]
3181!._. ],_(
No balance
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Form Nc•,':CC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, , / ~ ........... IANUARY '· '"'· "lLE •N DUPUCATE WITH CO>'Y OF W"-L ATTACHED) ' ' 0 3 -& ff_ . )__ J 2--
~ . OFFICE OF THE REGISTER OF WILLS /) ._ o]-1:Z-3
County of .... "W~.!:il:l;i..ng1=.QIJ ......... .
. . . . l:lP.t::9C.~. R· .. f~~ 1=P.r'! ..... · ................... of .. R· .. ~· .. 11.2.~ . ~~l?P.~t:l&~9!'J., .. ~~I)t:l~.Y.~Y.~t:l~.~
(Name) (Address)
being duly ________ f?_WQ~!L __________________ .according to law, deposes and says that he is the------------~-~~-~-~-~-~! ___________________________ _
· (Exec., Adm., Legatee; Etc.)
of the estate of _____ S_g_t:g ___ E_! ___ FJJ.l_f;:_Q!) _____________________ whose last residence was --~-9._! _____ !1_<;:,QJ~1J~!l.9.J~Q~_g ____________ _
(No.) (Street)
___ C.9J1Qfi~Q-~~g, ____ ~g_! _____________ .deceased, and that the whole of the estate of said decedent, who died __ -!.~£1-~~(fYJ ___ !~L-_1968
(City, Borough or Township) ~ ate
consisted of: // .~e>
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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.
Real Estate Estimated None Value
.
• f
'
Personal Property peJb
Savings Account -Mt. Lebanon Federal Savings & Loan Associatior V' $8,432.38 . .. , ;.· ..
Checkin2: Account -Mellon National Bank & Trust Co 65 .44
One full set of dishes 20.00
,. '·
One set of silver knives and forks 35.00
One diamond ring ' 100.00 J
Total $8.652.82
' .. : r '.TO:./ . (./ .!,Q
--..
-
-· .. .. .
"
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 liolders, certifying to amounts on deposit or owea by the
decedent as of the date of death. Such letters must be signed 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 L whic~ the account is registered.
I
Jointly Held Property Estimate<j..r .
Value
...
None -----'
-
Transfers within TWO YEARS Prior to Death
None -·
.
That at the time of death there was no safe deposit box registered ih 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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF
None
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS· OR
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF
forth this fact.) DECEDENT
Florence R. Whitesell Stepdaughter Yes
Barbara Ann Anderson,
formerlv.Barbara Ann Whitesell Grandaughter Yes
Jane_t_ .Fulton Hamilton. now
Janet -Hamilton Macuzak Gran daughter Yes
Frances M. Hamilton Daughter Yes
Horace R. Fulton Son Yes
I
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
Legatee
LeQ:atee
Legatee
Residuarv Legat
One-half Intere
Residuary Legat
One-half Intere
ee
st
ee
st
-~
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE: List first five items in tqe spaces so provided, observe notations thereon, and instructions.
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .--------=~~~----------·----,-----------------~------~~~~--,-----~--.--mEGISTERONLY
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses * (""'
Counsel fees *
idu 'ary commission * 432
165 00
13 08
Total 2,171
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission o!· debt is greater
or less than the estimated amount claimed and allowed. /~~~.0~ ..................... ~.~<.~~~---······ (Executor-Administrator)
... R, .. P~ .. {t2. ................................. .
(Street Number)
... W<il.~PJ~g-~~t:l, .. -~~.t:l~~y;J.,v~J;J.~~-....... .
(City or Town and State)
Having been du~ ~worn according to law, I do h y certify that the above appraisement is de in conformity with law on this
.............. /:.':Y..~ ...... day of .. · .... ······· ·;22· ............... · .. ·A· .. J' . I') ~ ..... 'k.!. ...... ~ . . ...... ~~--·· ... .
App iser
In the event that any future interest in this estate is transfened in possession or enjoyment to co Ia ral 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 ·inheri-
tance taxes at the lawful collateral rate on any such future interest.
I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . ............ County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent, e cept as to those items where a greater or Jesser amount
is set forth in the last column to the right in said schedule above, which greater ol11(e er amount represents the sum allowed as a deduction.
Dated: ............................... · ·. · · .... · · · ·.
Register of Wills
l.
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Fonn No. RCC-62 (12-66)
Will .
Administration lNo.6.3":"68.":"22.2Yearl96.9A .A
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.... ~9t:.~. ~-··. FMltP.I'! ........... _ .... .
Deceased
Late of4.Ql. Hc;:~.l:~1..1;:gl~ .~P-~Q ....... .
Canonsburg, Pennsylvania ..-
County of ... WashingtPn .. :· .......... .
Commonwealth of Pennsylvania
··.X
REPORIJ!. AJND AP~IS"NiJ. ~rTl.::U _ ..... n c: .
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
HARACE R. FULTON
(Executor~)·
IN YOUR REPLY PLEA8E
REFER TO 37-92-3
In Re: Estate of __________ ~S~AR~A~E~·~F~UL~T~O~N ____________ _
________ ___;W.:..:..:A.:..:S~H:.::I::.:N::::G.:::..TO~N::...._ ______ County -File No. 63-68-222
Dear Mr. Fulton:
You are hereby notified that the original
appraisement in the estate of Sara E. Fulton
has been filed in the office of the Register of Wills qf Washington
County on August 13 , 19_29. Said appraisement reflects the
following valuations:
Real Estate ---------------------------Personal Property ______ --~8~,6~5~2~.82~----
Transfers ________________ ~~--~-----
Total ______________ ~8~,~6~5~2~.8~2~--
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 one year from date of death, interest at the·rate
of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date _____ ~A~u~gu~s~t~l~3~·~1~9~6~9 ______ _ ev<
Appraiser Title W.R. Chaney,
DATE OF DEATH: January 13, 1968
Note: This is not a bill.
. .._./ '1
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of FULTON
(Last Name)
SARA
(First Name)
SUMMARY
E .• DATE OF DEATH 1-13-68 FILE NO. 63-68-222
(lni tial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: ----=0=8--=-1=-3L-_,6:.<.9 ___ _
01-13-68
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated: ________________________ _
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
$
8,652 82
$ $ ____________ ~---
8,652 82
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
8,652 82
annuities .. , ........... o •• o o $·---------4--
ESTATE TAX ASSESSMENTS $ _________ _.___
8,652 82'
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $ 2?/g
Tax on $ ----------------1---@
$ __________ -4----
$ ____________ ~---
Tax on$ 5% $-----------4---
Tax on$ 10% $ ___________ -4---
Tax on$ 15% $ ____________ ~---
fu~pti~s *
Total Estate --------------1---
TOTAL TAX $----------~----
Less tax previously paid. $========4==
BALANCE $--------+---
Less 5% of tax if paid within
3 months after death $=========
Add interest at rate of 6% from
-------to -----
AMOUNT OF ESTATE TAX ASSESSED $--------+---
Estate tax paid $ ______ ___,l.___
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $----------~----
Add interest at rate of 6% from
----------~10--------$---------~~-
TOTAL TAX BALANCE $ -------+---
PAID $---------~---
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
~
I
Will
Administration ~ No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
SARA E. FULTON
Deceased
Late of ............ CANO:NS.:S.U!LG .. .
County of . . . :WASHl:NO·.TON ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
)
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Fonn'RCC-2 1
~ COMMONWEALTH OF PENNSYLVANIA DATE ..................... A:ygy,.!?..t. .... .l-3. . .~ ...... +..9 .. ~9 .... ' ············
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .................. W.§,§.@.P..g:~.QP. .................... BUREAU OF COUNTY COLLECTIONS COUNTY ..............
HARRISBURG, PENNA. 111n , ., . APPRAISEMENT FILE NO. . ................. Q}.:.Q.$.::?.?.? ................... ~ .................. .... '
I
Whereas, ............................. Sar.a ... E ....... F.ulton. ....................................................................... late of ............................. .9.~?.~.~~~~.e. ..............................................
in the County of ......................... W.~~t.ing.'t.QP. ......................................................................... Commonwealth of Pennsylvania, having died on
the ......................................... l3. .... th .................................... day of ........................ .J.~:t:I.~.Y. .............................. 19 .. A?.., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................... W •. R ...... Chan.ey ..................................................................... , 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 Aaset Values Made for Inheritance
Tax Purposes
$
PERSJNALTY:
Savin_gs Account *-Mt. Lebanon Federal Savings
,Tin T.nt:~n A~~n~i ~t.ion 8~432.38
Checkine: Account -Mellon National Bank & Tr. Co. 65.44
One full set of dishes 20.00
One set of silver knives and forks. 35.00
One diamond ring. 100.00
8 652.S2 8~652 82
I
Total 8,652 82
·-
-
-
form~v~~hb~~ ::~h~wor!l~~J~:Y.r· ~~ o~~~~~c~~;;he·.~§~~isQl~
Apprat ...................................... L .......... ~~~ ... ~d···str~~·t·;· .............................................................
~'4<1 (;! ";'..;;"'om;;;j , Penna.
;
I ............ WASH.l.NG'l'ON ................... "....................... c OU1lty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
SARA E. FULTON
Deceased.
Late of
GANON.$.~W,i:G
Date of Death, ...... : .... January ... l3., ..... 1.9.68 .............. ..
Appraisemellt Docket Vol., .................. .3.7 ........................... .
Page, ......... 94.:::-3. ........................ No ..... 93.~.9..$~.?.?..?. .......... ..
Filed in Register's 0 ffice, .. Augus.t .... l3., .. 19' ... 69 ..
Amount of tax due, $ ................................................................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal fYom Appraisement, ....................................... .
Entered and charged, ....
\
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Form RC C ·10 DEDUCTIONS ALLOWED IN
OFFICE OF THE
REGISTER OF WILLS
STATEMENT OF DEBTS
AND DEDUCTIONS
. 1//q;,l v
THE SUM OF ...... :. . . . . $ ................................................ ..
oF -~W-=a:..:s:..:h=i~n~g;Lt;;:_o.=..;:;:n:...___• cou::y ... ~ .... ~r...-~ ... r.f .. .
AND AGENT OF THE COMMONWEALTH
DATE OF FILING APPRAISEMENT February I 1969DAT!i OF DEATH January 13. 1968 r
DATE NO. 01' NAME OF PAYEE REMARKS AMOUNT VOUCH!;" ;
l
K. v. Thompson Funeral and burial expense 1,102. 00
Kurtz Monument Company Grave Marker 165. 00
~Jashington Hospital Balance on account 13. 08
Greenlee, Richman_,_ Derrico
& ~~sa td rei~~u~seme~t ttor -. ~ -·
43. 00 cos :s ·::~ !vance in _oro >a :e ..
~f 1willi advertising and J. J.nP-: nventorv.
Russell I
16 00 \ Narino Register
· o:r: WJ.lls, fJ.lJ.ng account. ' f.'\;
f' Horace R. Fulton, 432 64 ..
' Executor's Commission.
i Greenlee. Richman, Derrico 400. 00
& Posa -attorneys tee
for services in estate I
admin~stration.
·~(q)~ 7/l-t>"l) -..
. -----~ . 2193 7-v: , . . "
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COMMONWEALTH OF PENNSYLVANIA ~ .
COUNTY OF WashJ.ngton }s•.
Horace R. Fulton --------=::..;;;;..::;.;:~~~-=-.::.:::..::...::..:.:. ___ ..,;_ ________ HEREBY CERTIFY, THAT. TO THE BE8T OF I,
MY KNOWLEDGE AND BELIEF, THII!: FOREGOING 18 A JUST AND T_aU E J!.fAIEMENT OF DEBT&, FUNERAL EXPENSES AND EXPENSES Of'
ADMINISTRATioN sueMITTED To· THE EST'"TE oF Sara t;. i'·u ton • · 1. " ECEASED, AS DEDUCTION$ FOR
INHERITANCE TAX PUMPOSES. . / • · / / _ ~
• . d ----,<;~~-=--=-=~_. ~CL').L~~~. ~?:::L,__(L, 5.)
SWORN AND .SUOSCRIBED. IIEF9R'~<: ME; THIS q?/ _,.... DAY 01" -~
~··4--.
MYRA :J. HARSH
Notary Public, Washington. Washington Co.
MY. Commission Expires March 12, 1973
RU'S S DJJ. ~At~Rfl'l.Ol
R E.G \51 ER 0 F WJLl!.S
Vi~SHH{CHO'N: CO'. ..• P~
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i\ffillnutt ®l8f£i;@i&~ -61); ~~~iutsir;in? 7r
. . -. . .w ~3-lt!!JS'-;J.r]j
&tutr nf Jrnnsylnuniu, l ss: I~ F ~ ~ fi? /!] .J.._. W ~-J
Cllnunty nf Bas~ingtnn ~ P~ ~ ·
Personally before me, the undersigned authority, a ........... N.9..~.~fY. ... ~.~.~.~.~ ........................... in and for said
County and State, appeared .......... ~~~~.~~ ..... ~.~ ..... ~.~~.~~·············································uo················· ..... who, being duly
sworn according to law, deposes and says that he is the executor ~~ of the estate of .
•••••••••••• ~.~~.~ •••• ~ •• ~ ••••• ~.~.~.~~ •••••••••••••••• , ••••••••••••••••••••• : ••••••••••••••••••• h ••••• deceased, that the foregoing schedules constitute a ·
I · , d · f h 1 d · 1 f Sara . E. Fulton .. ;o~~ .... A._n~c __ . comp ete mventor) an appraisement o t e rea an persona estate o ................. ; ......................................... ::·::~!?.:~;,r:::rr~
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date ofthe decedent's death, based upon a just appraisement of ea~h
item made by the above named Executor ~ . ·a'· .
Sworn and subscribed before me this ...... ?. ... !:'.--:!.... l {t. ff L/25C:
day of .... ~~~;t.:.gj{_···············: 9.j?..~
4
/-R ~· .. ;.:r. .. ~ .. ~~ .......... E·t~:--~ .......... ~ i;"~~f.N~J'if~NsTRUCTIONS
1. An inventory must be filed within three months after appointment of personal repre5en~~ti\>e.7':~
2. A supplemental inventorymust be filed within thirty days of discovery of additional assets. '·
S. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $5'o;Ooo, in-
cluding Copy of Will and copy. of Federal Estate Tax Return.
'Ll • REFERENCE FOR ADDITIONAL COPY
A,ct of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
1Juuttttnry aub 1\pprai.armrut of the goods and chattels, rights and credits which.
were of .......... :;.; ..... ~~.!:!. .... ~.~ ..... ~~.;,~.~ .... : ... : ................. " .... Jate of :······~-~~.~.~ .... ~.~.~~~.~~-~ .... ~~~.~.~~.P. .......... "
Washington County; P~., taken and 'm~e in' conformity with the above affidavit. ·
' ••. ;, • • ' ''·' .• 1 .
Real Estate
Personal PropertY .
Savings Account • Mt. Lebanon Federal S~vings &
Loan Association. · 1 I
Checking Account • Mellon National Bank;& Trust Co.
I i
One full set of dishes !
One set of silver knives and forks
One diamond ring
Total
•'' '·. l ;, '
"1,• ,. ' ',. '·
DOLLARS CENTS
None
20.00
35.00.
100.00
$8,652.82'
..
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N~ 1998 Washington, P_a.,_:;a~@,/L) • a , 19-il
OFFICE OF
REGISTER OF . WILLS
RUSSELL MARJIIIO, fleglster of Wille
)
ATTORNEY RECEIVED oF LV-. tv ') r c. ADMINisTRAToR
EXECUTOR
r_ ,>)L<!l t<: tt.. r "-' • -..&..{ ~ Deceased,
For ~· tu ...._, w u ~"'='
County • • • •. • $ ~ ·--
State • • ·• • • • • !:$===========
Total
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