HomeMy WebLinkAboutOC1968-1100 - ESTATE OF BULLARDR CC-81 (2-64)
COMMONWEALTH OF PENNSYL VAN IA
'DEPARTMENT OF REVENUE~
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
WEI'iiDEIL SHiJffiON MOORE
(Executor ~)
IN YOUR REPLY PLEA.E
REFER TO 37-137-2
In Re:Estate 0 f -=:HEL:::i'::.::EN::;:'.:-.=EL=Y=-..:JiJ:.:....:..L1:::"_AR....:..'D:..,,..:a:J../..::k:L/.:;,a _
_____W;.;..AS_~-=H;...I_lIG;...'iTO~N County -File No.Z63-368-1100
De ar Mr.Moore:
You are hereby notified that the original
appraisement in the estate of Helen Ely Bullard
has been filed in the office of the Register of Wills qf Washington
County on November 14 ,19 68.Said appraisement reflects the
following valuations:.,,~--
Real Estate 2.,~.J8
Persona1 pro-p-e-r"'-t-y----.,...12=-,~iS.J:-o:-"--
Transfers 11,000.00
Total 13,545.00
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e .=:N:.:::o~:v~em:::,b:::.:e~r~1:.::l4:..z.,__=19L6::::.;8:::..___
DATE OF DEATH:July 28,1968
Note:This is not a bill.
BULLARD,
j
RCC·39 ((;-67)
t':$M.MON,WISALTH OF PENNSYL.VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
..
REI.EN ELY a/k/a BULLARD,
FILE #63-68-1100
July 28,1968 1
SUMMARY
HELEN E.
FILE #63-68-1100
07-28-68
11-11-68
TtEPOH.T OF~INHE.RIT,AN-CR TliX APPRAISER .,:'.:
I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
#63 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"," "and "E".
~APPR~--Dated:
11-14-68Dated:
HEPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Wa.shington
Coun ty,Pennsylvania,dr'','sp0r tfully report that I have allowed deductions in the amounts
claimed by deponent,exc':jd as to those items where a greater or lesser amount is set forth
in the last colunm to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
REGISTER OF WILLS
======:-
10,125.89_
AS REPORTED VALUE AS APPRAI SED V~A~L~U~E~;-!;A~S"-~RE~AP~P-,,RA~I~S~Eo!!D
$.~.-$~----~
2"545.3q_._
11,000.OQ::::..::.:-
13,545.3.~
3,419.?0_
10,125.~~_
VALUE
$
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities.. . • . . . .$__~~__~__
ESTATE T"~~ASSESS~mNTS ~_
COMPUTATION OF TAX
Paid 10-28-68
(,::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
$=====:-
$-----<I>"======\..$_..:-.._---
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 ·months after death
FOR USE OF REGISTER ONLY
T ax on $_________R)~$_
T ax on $'.~6~~,o :,.'!'Tax on ~10,125.80 ~;,~__.::::.60:::.i7~.•~2L5~
Tax on $.lR%$
Exemptions :=(:::)
T 6tal Es tate------
3ALANCE OF INHERITANCE TAX DUE $-----------
Add interest at rate of 8%from
to $_--'-__._
AMOUNT OF ESTATE TAX ASSESSED $~
Estate tax paid ~~__
BALANCE DUE *_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $~_
PAID $
FOR USE OF REGISTER QNLY 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.
Will !...No.Administration
IN THE
..Year ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.11I!;~..~~.13~.L.Y.JiDB:I1</a ....
Deceased
Late of .
County of
v1.ALEXANDER
WASHINGTON.......
~'
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,,",....
t·
Form'RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE November 14 1968.........................................................................1..............................
DEPA"RTMENTOF REVENUE RESIDENT INHERITANCE TAX Washington..COUNTYBUREAU·OF COUNTY COLLECTIONS .,...............................................................................,.....................
",";APPRAISEMENT FILE NO..........................??::::;.~.?::::.~~?..............................HARRISBURG,PENNA.17127
Whereas,.................................~.~~.~.!!:...~~y.....~~.~!.~...~I.~I.~...................................late of ...............................¥.!.~.....~~~?<:~?:~.~.....................................
in the County of .....................................~~.~.~~.~~.?~.............................................................Commonwealth of Pennsylvania,having died on
the ........................z..e....:t.b......................................................day of .....................~W:y............................................19.9..$.....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................................~.~.~.~.....Q.h~.~y......................................................:......,an appraiser duly appointed according to law,
haYing 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 AppraisementOescr!ptlon of Asset Values Made for Inheritance
Tax Purposes
$
-PERSONALTY:
..
Household furniture 951.55 ..
InteJ!est in Estate of Archibald HUDD Bullard 1.579.75
Refund Home\7WIl6r Policy 14.00
2 '5J..'5 ,'30 2.5J..5 30
I
TRANSFERS:,
All that certain lot of £round situate 0 the south
side of Miia Street in theBorol.l£h of W.Alexander.Washington
County,Pa.,bounded and describedas follows:
Be£inniru::at a point on the South side of Main St.,
corner to lot now or forrnerlv of James R NcNinch
thence in a southerly diriction with the said HcNinch
line to a DOint 100 feet north of the Allev:thence
in a Easterlv direction and narallel with the North
line of said Alley 60 feet to a point in line of
lot now or formerly owned by lVlary E.Dunlap,100
feet North of said Alley:thence with the line now
or formerlY of said IVJary E.Dunlap in an Northerly
direction to the.South line of Main St.,thence with
the i;jouth line of Main St.in a Westerly diredtion
60 feet to the place of beginning.11,000.00 11,000 00
Total 13 ,545 30
form~;V;::t,~a~:::hi:w~aL~~~:~;~e~~~~~:r~t;;~~~
A?Za2,::::Z;A':":'
.···································"7;z;:.::;="···········....................,Penna.
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................liV~JP:J:P'I.'.~CqUtlJy
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........................tIl£.~.~~~x::iW~LM,R.,P..~.lk/.~.
Deceased.
Late of
W.ALEXANDER
Datc of Dcatlz,!1..QJ,.y.~.$".l..96.8 .
Appraisemellt Docket Vol.,.?.!..
Page,l37~2 No 63~.68".,llOO .
Filed in Register's Office,N9Y.~~P..~.:r...:.1.4..,19..68...
Ainount of tax due,$___--
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal j1'om Appraisement,.
Entered and charged,.
I ,~
.".
':\1.;i ':-,
II '
II
LAST WILL AND TESTAMENT .
OF
HELEN ELY BULLARD
.1,Helen Ely Bullard,of West Alexander,Washington County,
Pennsylvania,being of sound and disposing mind and memory,do hereby
make and declare this to be my Last Will and Testament,hereby revoking
any arid all wills by me at any time heretofore rr:ade:
First:I direct that all my just debts and funeral expenses b~iul~y
paid out of my estate by my Executor,hereinafter named,as soon after
my decease as the same may be convenient.
Second:I give and bequeath to my beloved son,Archibald Hupp
Bullard,',Jr.,the sum of One Hundred Dollars ($100.00).,
Third:I give'and bequeath to my beloved daughter,Mary Louise
Bullard Moore,the sum of One Hundred Dollars ($100.00).
Fourth:I hereby give,devj.se and bequeath all the rest,residue
and remainder of my estate,of whatsoeve~kind and nature and wheresoeverIsituateda~d located,to my beloved hu~band,Archibald Hupp Bullard,to
i be his absolutely and forever.In the ~vent my beloved husband,Archibald..
.t·Hupp Bullard,predeceases me or joins m~in death I hereby give,'·devise
IJ
and bequeath all the rest,residue and remainder of my estate,of whatsoever
BLlllard Moore,share and share alike.o
Archibald Hupp Bullard,Jr.,and to my beloved daughter,Mary Louise
II kind and nature and wheresoever situated and located to my beloved son,
I
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Fifth:I hereby nomina·te,designate,constitute and appoint my
~..
such Executor.
o
...
IiII son-in-law,.Wendell Simpson Moore,to be the Executor of this my Last
III·Will and Testament,and direct that he be not required to furnish bond as
I
IIIII
II
.,
IN WITNESS WHEREOF,I,Helen Ely Bullard,the testator herein
\{)n (f$o.It 4~~-""-a*!cUUk.1-1li.(Seal)
Helen Ely Bullal-d',1
c·4.
I
·11 named,have hereunto to this my Last Will and Testament,written on two'IIsheets of paper,affixed my signature and seal on this the J."tday of
"q,a£..J....,1964.
f do i
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·1
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II~
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II The foregoing will of Helen Ely Bullard dated the "2'Yday of
I az&~1964 was signed,sealed,published and declared by the said,I (/'(J
I testator,Helen Ely Bullard,as and for.her Last Will and Testarr.e nt in
the presence of us,·the undersigned subscribing witnesses,present at
the same·tin-le,who at her request and in her presence,and in the presence
,1964.
of each other have hereunto
or .
day of (/~
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\
subscribed our names as witnesses this l.-~.
,"""'-'.".,.,
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.i\ffillanit (@f 1£xrrutnr (@r i\bmiuistratnr
&tutt of 'tt1t1agluut1iU,l sa:
C!tOUt1ty of Bual1iugtnu \
Personally before me,the undersigned authority,a No.tar:v..l?.ub.lic...in and for said
County and State,appeared ~~~9.~.!.!§.~~p.~.~~~9..?E~who,being duly
sworn according to law,deposes and says that he is the executor Of~s(MIX<X of the estate of
Hel.en E~y.B.ullar.d deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..Helen El¥Bllllard ,
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 th~u~"""•.yfllue·of said items as of the date of the decedent's death,based upon a just appraisement of each
....i~aclft j~'tbt:,.above named Executor ~roJG:»«OfXX
••'~.~""""f .4.'i'.l.'b d b f h'24th 1I,'.'.~,worn tlV;.rr~""'{.scrl e e ore me t lS........................[,.-1·~!~,ififL.y.Aft \...T.-_-".~\v:J~~{.~~a\\4.~~'J±~;19 6.a.,E.~~~~.t~~~}U{~X ..:;~,·~~~nt:~..·......·..........·
My c~~i9nUj~r~i~-k3-72.APDITIONAL INSTRUCTIONS .
\.1.:if'~n.mJ.ie1i~••fuust be filed within three months after appointment of personal representative.
•"2•••.'If JU~tneiitalinven.tory must be filed within thirty days of dis~o~ery of addition~l assets.
3.···l..O~:Igmal and 2 CopIes and 2 RCRI-34,Under $10,000;1 Ongmal and 2 CopIes and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
J
!
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lhturntnrg anb .Appraispmrnt of the goods and chattels,rights and credits which
were of .fl~.±.~!).,~±.Y.~.y.l±.9.:!:.9 .Jate of ?.9.E.9..~g.h 9..~~~.~.~~.;J;;~.~.~~.~~E.l .
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONALTY:
Household furniture (sold at auction)
Interest in Estate of Archibald Hupp Bullard,deceased
husband
Refund -MacCartney Insurance Agency -Homeowners Policy
DOLLARS
1951
11'·...,!57-9.'
14
CENTS
55
00
TOTAL
REALTY:
NON E
\
it ,.54 5 .~C 30
-
2422
63-68-1100
£11
Q
.):~1l.ELEN EL.X llUL.LAB.D..~...~
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Inventory and Appraisement
IN THE ESTATE OF
'.
~.
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..!..~
,
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Filed ,19 .
SHERMAN H.S~,ESQUIRE
215 Washington Trust Bldg.
Washington,Pennsylvania
("
I H _
/
-.'
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH ...OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ,WA$:E;IP'!G.'r.Q,N ..
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
___th~_Inheritl'\.hCe __l'\.n!lE.~tate1'ax Act of 19!J1.)/'~"
IN THE MATTER OF THE.ESTATE OF }AFFiDAVIT OF..........................-.tlE.;4Eftt~tlr~~~~~f;;;;~~·..·..······..···...............................EXECUTOR
Borough of West Alexande:r,_XHMJN{~HI{X
Late of Wash1ng.ton County
:,:'.r::::::~::i~::-:::::=}'"
._.__.__._......".......w.~.p.q~J.:J$.im.P.$.QD.......M.Q.QFe..
X~~X of the estate of the above-named decedent being duly sworn,depose
-....................Es:ecutor
and say S
...........,19......6..8......,r testate leaving a last will,copy of which is hereto attached.}
(Day)(Year)Li*~X.Decedent·dJed J.u.l.y2.8...
(Month)
o t herN::eth
a
::i:::r:::r::e:\tao;;::;:}.....~~~r::~hi~g~~~g~;~~~S~i~~·~-.--. -.~
whom all correspondence should be .WashiIlg-....t6Il..,...·....Peririsy...··!variia'..T530T
mailed.
That as such Exe.c.u.tQI deponent is familiar with the affairs of said estate and the property con-
(Executor·Administrator)
stituting the assets thereof and their fair market value.
That at the 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
N 0 N E
\
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
\~,\\"'1'n,~of deposit,savings banks,trust companies,or other institutions,whether individuallY""or in tttist~for
any other person or persons giving also separately the accrued interest thereon,if a~Y;~doQJ.~~~he,iast
interest day,prio~~t?,decedent'sdeath ~n the case of savings banks,and to the dat~~~'fte~edent'~'d~ath
in all other cases;all bonds,postal savings,treasury certificates or notes and .Sther eViden~e'of ~-..;...;:..__i •J f
debtedness of the United.States to the decedent;all obligations,whether by statut~~r ·ag.~~ent they_..
are designated as tax free,of the United States,or any state,or political SUbdiyi~fon:thereo~or of
,.....-~.any foreign country,which ar~-owned'Jat the time of death;all wearing apparel,jewelry;··silverware,pic-
~"..tures,books,works of art,household furni ture,horses,carriages,automobiles,boats,and.any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the-.flt:tt1y ~s.t\mated
market value thereof;all bonds and mortgages held by decedent and of all claims due and ojIng'decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation-as to each item;all moneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.
.................~..~..~.~.(Executor~~&~
8.9.2.7 War.r.en .
(Street Number)
W..:i.9.ht.t..g,.,KgP.~..g.§§.7.~..4:.~.
(City or Town and State)
'-..
In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony
of the deed,trust agreement or other instrument creating the trust.TherR is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
~.death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
f "·,.·.....····f'24th••0'8 scnoed,,.Il.Dd sworn to be ore me thIS .
/•"OS ",..'~"..•............,'~.....October 68..~...•t.:....•......................'.•~:;;day of ....19 .~:~~~~-
_.I ,·'.My connn.:j..s·s:ton expires January 23,1972.
".."'t-...",".
'"C~to.·..··NO..FE~....P.S.•t(,}"e signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RC.C-34,(1-6:4)
COMMONWE.ALTH OF PENNSYLVANIA
~I?AR,TMENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
''l"RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
-REAL PROPERTY.,;,.,"\,:.'-.').~.,.~
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenarit or tenancy by entireties,report on Schedule lIE".Property held by
the de.cedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo['lwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference ta the record of the
conveyance by whi ch the decedent took title;If a farm·state number of a.
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
ta be listed on Schedule "F"and must not be deducted from this schedule.
NON E
-j
(1)(2)(3)/
DI;PARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this spoce)
-,,
-,
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
NONE
RCC-35
.•COMMONWEALTH OF PENNSYLVANIA
-''oTRAN'SFER INHERITANCE TAX;
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
3.Refund Homeowners Policy Q MacCartney Ins ranee
Agency 14.00
2.Interest in Estate of Archibald Hupp
Bullard,deceased husband 1,579.75
Item
No.
1.
ITEM
List and describe fUlly
Household furniture (sold at auction)
UNIT
VALUE
ESTIMATED
MARKET VALUE
951.55
DEPARTMENT VALUATION
(Do not write in
th ace)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 2,5.45.30...1 ,~.......~.....J U
~.
,/...RCC-3~.~
COmWN1\'EALTH OF PENNSYLVANIA
,/TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)yes
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer 78
(b)State of decedent's heal th at time of making the transfer.(Note 1).Very poor.
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?_
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)N__o __
(b)The right to designate the persons who shall possess or enjoy the property transferred or
,income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others ---;-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)~N~o~__
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any. Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:'List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
ALL that certain lot of ground situate
on the South side of Main Street in the
Borough of West Alexander,Washington
County,Pennsylvania,bounded and describe~
as follows:
BEGINNING at a point on the South side
of Main Street,corner to lot,now 'or
formerly,of James R.McNinch;thence in a
Southerly direction with the said McNinch
line to a point 100 feet North of the
Alley;thence in an Easterly direction and
parallel with the North line of said Alley
60 feet to a point in line of lot now or
formerly owned by Mary E.Dunlap,!100 feet
North of said Alley;thence with the line
now or formerly of said Mary E.Dunlap in
a Northerly direction to the South line of
Main Street;thence with the South line
of Main Street in a Westerly direction 60
feet to the place of beginning.
TOGETHER with the right of ingress and
egress to and from the lot hereby conveyed
over a strip of ground 12 feet in width
along the line of said Mary E.Dunlap to
the aforementioned alley.
MARKET VALVE
(Estimated)DEPT.VALUATION
(Dept.Only)
RESERVING,HOWEVER,unto~ibson and W.B.Gibson,her
(OVER)
Sophie 'B.
husband ~I their\
Insert this total opposite "Transfers",Schedule "C"in the
'A'Repo,t'd'=1~on th'1.,t "eY'e:=R
~
~
hEirs and assigns,the right to take water
from the well on the lot hereby conveyed
upon payment by the said Sophie B.Gibson
et con.,their heirs and assigns,of one-
half (1/2)of the necessary expense of
keeping the well and pump in good
condition.-
BEING the same as conveyed to Helen
Ely Bullard by deed of Laura A.Beecroft
dated July 25,1923 and recorded in Deed
Book 509 page 468.The said Hele~~)1J•.1.a.rd cQmz:e¥e~e same ~ary
and tell H.ullard
her children,by deed dated JulY/25,1968
and recorded July 26,1968 in ~ed Book
1282 page 603.t[)-'..--~q:01tt7 &~~
~.
,
,.,
11,000.00
~~~
.......
l:Cf\.Ntf'l'VF\1.TH OF l'ENN::3YLVANIA
~ell \\~~;'Fn rXHFlllT,\NCE TAX
IlF~InEXT nECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nSTRrCTIOXS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to
the decedent.
DEPART~lENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
NON E
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
"
I I
RCC-37 '(12-63)
~,
(,OM~lON\n~ALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
';\.RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Archl.bald Hupp BUllard,Jr.
,1'\1'\'[;1_~.l-mt-.~_;:I C'.j--.vv .............._ltSequest ana lolLChattanooqa.Tennessee son yes I.......,
Mary LOUl.Se Jjuloloara lVloore
nn ......,~.T •__
VJ'",.....~~Bequest and 1/2Wichita,Kansas 67212 daughter yes IOa",;...:J",...
.
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
Administration (No.
P.I1 THE
Year .....
(Executor-Administrator
must complete "As
Reported"column #1.)
CJ ..,'"t:l ::0..,....Cb Cb0~....e?..Vl ::l Vl
Vl Vl 0.....::l '"t:l..,Cb e?..........
~Vl 0;><'0~'"t:l Cbr::r ........
(0 0 ~'0
t%j Cb....
Vl ........'<~....Cb
HELEN ELY BULLARD
Deceased
Late of ...Borq:tIgl:1,9:E.W<=E>:t.f..:l.e}{.Cl:rldeJ::'..
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of Washington
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00:~-
SHERMAN H.SIEGEL,ESQ.
215 Washington Trust Bldg.
Washington,Pennsylvania
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.~.~~.>-:'-.\....\.~
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-------------------------_._--------------------_..._-------TFormRCC·10 DEDUCTIONS ALLOWED IN.
ci:52:t:.£o,OFFICE OF TME STATE~ENT OF DEBTS THE SUM OF ............$"REGISTER OF WILLS
WASHINGTON AND DEDUCTIONS DATE APPROVED ........../(?~([OF COUNTY ~~&edlL 0'1t1At:it(2:~liAOF;~J:t;:;;(JG t%Register of Will••Ag••t
ESTATE OF HELEN ELY BULLARD L.ATE OF Borough of West Alexander
DATE OF FIL.ING APPRAISEMENT E#c/DATE OF DEATH July 28,1968
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEJIt
v'Ferrell Funeral Home Burial expenses 887 00
Sherman Siegel,due -32 ..-H.Esq.Accou,nt -50
West Alexander Cemeterv Ass n.Openinq qrave 75 00
Reverend Hawes Officiating at funeral 20 00
National Car Rental renting cars for funeral 69 09
Ted Coulter Funeral Home,
Chattanoooa.Tennessee mortician services 330 38
Mrlrhl p (',Monument 1QR ?I:;
Bell Telephone Co.Account due 102 04
Columbia Gas of Pa••Inc." "
15 29
Wendell Simpson Moore -Reimbursement of travel
t-n11 1"'""11,,,A.~.....,~ron",t-",;n ""rlm;n;",t-,..""t-;nn
of estate 377 00
Arch H.Bullard -Reimbursement of costs of
transoortino deceased to (hattanoooa.Tennessee after
sudden death of her husban d,toll calls,etc.156 90
Mary Lou Bullard Moore -Reimbursement transportation
t-n "",,,,,nu rl from W;roh;t-""t:o-Chattanooga,Tennessee 77 70
J.C.McCleerv Appraisal of real estate 35 00
Dolores E.Grimes,Tax CoIl ...1968 School tax 124 30
""" ""1968 Borough tax 42·.481
John D.Woodward.Agent Transfer taxes on deed 220 00
Sherman H.Siegel,Esq.Reimbursement costs advanced:
Regl.ster of Wl.lls Probate costs $17.00 l~00
"..rl]u..~.t-rl 1 -Chatt-:n '57
Sherman H Sieoel Esq.""ounsel fees 400 00
"
Russell Marino.Reo.F'ilinq Inventorv &Affidavit
Debts and Expenses -..-;-~~6 00.\-.
I:J
~~....~~~~..~~~,...Total 1419 S,l)...-":"";;.1 ':J "'=-«~MK~~~K~XHH~XKax }
COUNTY OF sa:
"..'
.,
I,WENDELL SIMPSON MOORE HEREBY CERTIFY,THAT.TO THE BEar OF
MY KNOWL!:OGE ANO BELIEF,TH!:FOREGOING IS A JUST ANO TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
AOMINISTRATION SUBMITTEO TO THE ESTATE OF Helen Ely Bullard DECEASED.AS DEDUCTIONS;FOR
OAY OP'
M;'commi~~~~J~~~es January 23,1972.
<t;;}...~.;.
,I .,~••••tL~.~-...,I .'.,....,.._.."'C~CO.'..,".
1'1'';'.
w,~~:!~:--L.::.,;;L=...:.oI\..)..J=---__~(L.S.)
Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS
979046 OFFICIAL RECEIPT
No.Transfer Inheritance and Estate Tax File No.63....68....1100
Date .1'\¥ib·".8 19 {is"..c....oer oS.."
Office REGISTER OF WILLS.WASHI~;GrON Pa.
tlASEtttGTON Wendell ~ltfocJ"eCounty,ss:Received from ,:;).
(Executor,:rAl!iI.~ir:ti~tt~~t(Pt"<Sti(jfl1iEfii~of the estate of H3J...ENE"BULLARD
who died Julv 28 19 6~the sum of FIVE HUWDRED SEVE~r.rY ...~VB~J end 17/loo ~.--Dollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed '.Computation of Tax
Real Estate Tax on $5%$
Date Valuation
$Tax on $.10%$
Tax on $On Account 6~M~:X $bf)'"~~5$
~..
Total $Tax on $15%$
Personal Property Exemptions *$
Date Valuation
$
Total Estate $
$T~tal Tax $
Total $Less Tax Previously Paid (if any)$
Total Gross Assets $Balance $
Less Debts and Expenses of Less five per centum of tax if paid 30.38Administration$within 3 months after date of death $
Clear Value of Estate $INCOMPl,ETE Amount of Estate Tax Assessedunder
Valuation of Life Estates or Annuities the Act of May 7,1927.$
Date 19_·_$Add interest at the rate of %19__$from
Estate Tax Assessments to $
Date 19_'_$
Total $577.11
19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of
NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956;P.L.1757,effective June 1,1957,as amended
the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Cam-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be precluded or .prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional SEA L'\tax may be legally due and collectible for any reason whatsoever.
.J ~~lJlffiD [P)[lD @£1Y[E .r~.;.
./,.-#"r "'?:"'dZ"~~:f...··,J31...131....~I .-'(;'Ii ",.J".,.(;;":./,
NOTE:This triplicate Receipt to be retained by the Register of Wills and filed in numerical Register of Wills
S<lquence for audit purposes.",,<MOORE BUSINESS FORMS,INC.,ELMIRA,H.Y•...~
i./
.FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
-~
Docket 31 Page 131Jjne_=2__
L
HELEN E.BUtLltU.DEstateof-_
OFFICE OF REGISTER OF WILLS
llASHINCTON,p-----------a.
Date.__-=-O=ct=-:c"-'h"-'c-=r_2-=8=---_19~
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201,ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY IS.1945.P.L.528
RUSSli:LL l-!!i:HINO
1201 (g).Act of April 9.1929.P.L.343.as amended.vi~:-"To receive Irom Registers 01 Wills all duplicate re-ceIpts lor taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money
with the amount receipted lor.The original of each such
refeipt shall be signed and sealed by the Register ofW1Ilsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlement
01 the estate.In no event shall the executor or adminis-
trator be entitled to a credit in his account by the
Register unless the receipt is so signed and sealed byilieRegisterofWills:'
Fill in below name and address of person to whom
tax receipt is delivered:
To ATTY.S!~1RMAN SIEGI~
215 lilt 5}HINGTON TRUST BUItJ)If~G
WASEINGTON,PEh"NSl~VA}~IA 15301
L --l
,..
.,
Helen.Ely Bullard
,.'...
COpy OF ·INVENTORY,'
J.,.'"
Notary Public'
Wendell'"Simpson Moore,r '..",.\
xxxxxxxxxxxx
,.
"
Helen Ely Bullard
xxxxxxxxxxxx
24th
October 68 I~I Wendell Simpson Moore
XXXXXXXXXXXXXXX
Is/-Cindy K.Rosenbaum
,(SEAL)
My commission expires 1-23-72 .;
3Jnufntnrg an~!\ppraiSftUtnt of the goods and chattels,rights and credits which were
of ····He·len ·E;iy·..·BlIl·lard ······:~..late of..····B-orough····of··..Wes·t····Ale·xander-·········..···
Washington County,Pa~,taken and'made in conformity with the abave affidavit.
PERSONALTY:
,DOLLARS CENTS
Household furniture (sold at auction)951 55
Interest in Estate of Archibald Hupp Bullard,deceased,
husband 1,579 j5
Refund -MacCartney Insurance Agency -Homeowners Policy ,14 00
TOTAL 2,545 30
REALTY:
NON E
,.
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