The URL can be used to link to this page

Home My WebLink AboutOC1969-0701 - ESTATE OF FULLUMI Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............... ~.:t::.9..h .... J.J.l ...... Jo.9..7Q ............................ . DEPARTMENT OF REVENUE -1" 8UREAU OF COUNTY COLLECTIONS COUNTY ..................... ~~.~.0..~.~.~.g?. ................................ . HARRISBURG, PENNA. 1 7 1"2 7· · ~ FILE ,NO. .. ................ ?.?.:.§ .. 2:.7._9.~ .................... . Whereas, .................................. .J..9.00 ... 9J.J,!?..~.:t:1 .... JI'.~J.) .. ~ ................................................ late of ................................ ~.~.r.:~.~-~:r:.~ .... ~.~ ............................. . in the County of ................................................ W~.~.bi.ngt..9.P. .................................................... Commonwealth of Pennsylvania, having died on the ........................... 6 .... -t.h .................................. day of .................... AP.r.i.l ...................................... 19 .. 9..9 .. , seized and possessed of an estate su b · t t I l 't Tax de the 1 f th C m n lth f Pennsylva i · Jec, 0 n 1en ance un r aws o e 0 mo wea 0 n a, Therefore, I, ...................... W •. R. ...... ChanSly .......................................................................... , 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 Anet Values Made for I nherltance Tax Purposes $ REALTY: All that vacant lot of ground situate in Chartiers T1-m •• Washington County, Pa., lmown as Lot No. 62 As deed:ribed in Deed Book 878., page 594. 200.00 All that certain house an:i lot situate in Chartiers Townshi:Q 2 Hashington Count;y> Pa., lmown as Lot No. 61 as described in Deed Book 705, p:J.ge 174. 4,000.00 - 4,200.00 4,200 00 Total 4,200 00 fonn~;·~fhbl:~ ::~~.w0111 ~~~~~· ~:; o~·~-.b~~§·~=:~t.:;:)~J~ App r ............ •................................................................... .. ........................................................................... L · ~bcr and Street) ~"'--'·-7 -"(,.,;;;;;;;;;; . , Penna. . .. .... ........ . . . J'!A$ki:I:NGJ'ON . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN GILBER'l' FULLUN Deceased. Late of CHARTIERS T~VP. Date of Death, ......... .!\:p;rj,_J,_9.., .. l9.9.9. ......................... . AppraisemeHt Docket Vol., .............. .3..7 ............................... . Page, ....... .229.~.5. .................. No ....... 63~ .. 69~7..0l ........ . Filed in Register's Office, .. J~~<::h ... l3. ...... J9.7Q. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, Entered and charged, :' ,. Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 70YOF ACT OF JUNE 16, 1961, j EFFECTIVE.JANUJi.RY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) 1 OFFICE OF THE REGISTER OF WILLS County of ... 'Yfl.E!l).i-Ag"!:;~I} .......... . . . . . .;J~J::t~ .. Gi-.lJ:? ~r.t:. f:u)-J-.~, ... .J:r.• .............. of . r,;~\1:r-.~J1.~.~.\. ?.~, ........................... . (Name) (Address) being duly --------~~~~=P:, ___________________ .according to law, deposes and says that he is the-----------~~-~-~~!--~!.' _____________________________ _ (Exec., Adm., Legatee, Etc.} of the estate of ___ JQ_OO ___ G.i.l.lt~J.~:t ___ f_lJll.uro _____ , _____ whose l~st residence was----------------------------------<·----->·----------------------<No.> Street _____ .C_h.a.:r:t_i.~I'_$.. ___ ':f_Q:WJ1S.hip ___ .deceased, and that the whole of the estate of said decedent, who died -~p.r..il<0-.Dl., ___ l96-9 (City, Borough or Township) ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value All that vacant lot of ground situate in Char"t:?}:.~rs Township, I Washington County, Pa~ known as Lot No. 62 as described in )~/::rJ . Deed Book 878, page 594. ,/ I 200.00 All that certain house and lot situate in Chartiers Township, Washin~ton Countv Pa. known as Lot No. 61 as described in ~vL,. ~/ A' r.~~ ~/ V1-' n.,.,r! RnnlT '70C:: n!:>l1'A 1'7A J; 000.00 oJ;} ,[' ·= ~ IJA( ~ ~~~ "~~ ...... '--1/ I \JVV' ~..;?~ rY'~:;/ / /' Personal Property None - -(It!-· ~ ~ { . . - ' ' NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed 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 which the account is registered, .-------~--------~~ ----- Jointly Held Property Estimated Value .._ .. ,.. .. -·' . , None . > -. -- - Transfers within TWO YEARS Prior to Death None -. . -' . - That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly wit~, 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 None - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT DeLoyal Fullum .<:;U.L.<:; -O"(;n ave • Son yes See Will "Ro<>-.ro.,... R..,llco P~ J John Gilbert.Fullum House 220,Lawrence, Pa. Son yes See Will I Geraldine Fullum House 220, Lawrence, Pa. Son yes See Will ., RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED .N_OTE :. List first five items in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .-------~~~~~~~~ • .-----.~~-----------------------------------7 •. ,-----.----.---m~EGISTERONLY Speakman Funeral Home Funeral expenses paid $ 1235 00 $ John Gilbert Fullum OTHER DEBTS AND CLAIMS Register of Wills Canonsburg Hospital Dr. M.H. Sharman A.vco Security Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Probate Will Hospital bill Doctor bill Bal. due re aluminum siding Total 1000 00 10 50 54 00 71 00 125 00 2495 ~0 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. ~1-~?;;;;{4~~0 .. 0 0 0 00.0 0 0 ~ u~ •• ~ ri/ec~1N.mil€tx!11itJUX House 220 L.awl"ence Pa. 0. 0 •• 0. 0,, 0 0 0 0 0 0 ~ 0 •••• 0 0 0 0 0 •• 0 •• '·. 0. 0 0 •• 0 0. 0 0 0 0 0 0 (Street Number) . ,?;"'H Subscribed and sworn to before me this .... .......: ............... · ·~'··········dayof ..• ij ... ·.· .. ·.· ,19 .. a MRS. FRANC M .. GRAY, Notary Public Canonsb rg, Washington Co., Pa. (City or Town and State) My Comm1ss1on Expires SLplelnbt:l 19, 1~70 Having been duly sworr~ ~ording to law, I~b} certify that the above appraisement is made in conformity with law on this ................ P...~ ...... dayof ... ~ ... /./(~ ...... , .. , .......... ,~~-?<? n· . ..~/. ..... (~ ...... ~.~·~· Appr~·· In the event that any future interest in this estate is transferred in possession or enjoyment to collateral eirs of the decedent afte1· 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. REPORT OF T» 1REGIST ILLS I, the undersigned duly elected Register of Wills in and rpr:.~, . . . ........ , . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by dep t, except as ose items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which great o lesser am nt re resents the sum a~ as a deduction. Dated: .'?Jt~ ... /~ ... /{?.a.:...... ····································~··· Register of Wills • Form No. RCC-62 (7-69) wm: ~ Administration SNo. · ......... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF John Gilbert Fullum Deceased Late of .. · .. <;:P..C!~t.~~f.E! . ~p~~.s.l)tP ..... , ... -·n ·county of~ .w~.~l:t;ingt.~ .. :-":"'":'* ..•••.••• ' ~ _, ~~, :.~=. ,..... -n c.-\ ':P-rnc ~ Commonwea~ 61 ~~nnsylva1lia \\\ ..-(fl '··. ,...,) ' ' .... ::; _..) fY1 c::> ~~ ~ f11 \' \__.;- '(..! ~~ -·-·· r ..... REPOaj bN.D APPRAISAL ,/ z. _., 1 ;:.-,~--- y -o :.E :;o c:> 0 ----• \ -:;Z'. --c:J \ 0 J:"'(j) 0 t..O RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEAeE REP'I:R TO 37-229-5 NOTICE OF FILING OF APPRAISEMENT JOHN GILBERT FULLUM,JR. In Re: Estate of JOHN GILBERT FULLUM ------~~~~~~~~~~~----------- ______ .:..:W:.:AS::.;'H:..:.;I::.::N~G::.::TC:.:u;.:.N;__ ____ County -File No. 63-69-701 Dear 1-'lr. Fullum: You are hereby notified that the original appraisement in the estate of John Gilbert Fu1lum has been filed in the office of the Register of Wills qf Washington County on Harch 13 , 19..7.Q. Said appraisement reflects the following valuations: Real Estate ----------4:.:~;,_2_0_0..::•;..0_0_ Personal Property _________________ _ Transfers _____________________ ___ Total __________________ ~4~,~2~0~0~·~0~0-- 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 ___ ~~~far~c~h~l~3~,_l:L97~0~----- Title \\1". R. CHANEY , DATE OF DEATH: April 6, 1969 Note: This is not a bill. J .. "lCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX • SUMMARY RESIDENT DECEDENT Estate of FULLUM, JOHN HELBER 4-6-69 63-69-701 DATE OF DEATH _______ FILE NO. _____ _ (Last Name) (First. Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of vvashington 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: ___ 03"'-'--__,1.,_3~-__.7,...,0'-------- 04-06-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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 ater or lesser amount represents the sum allowed as a deduction. Dated: __ _,0"-3'--.... 1""3_-7..._0::::--____ _ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ i.J..;GUU uu $ 4;-200 100 $------+-- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $ k-.200 00 4,200 00 2 1,01) so 2.495 50 l, 70/j 50 1,704 50 ESTATE TAX ASSESSMENTS $ _____ ..J___ FOR USE OF REGISTER ONLY Taxon$ ________________ ~--- Tax on$ ---------'-:H--3~-.J.'-"-< Tax on $ ----------+-- Tax on $ ---------+-- Tax on $-------- Exemptions=======~F== Total Estate _______ -4--- TOTAL TAX COMPUTATION OF TAX $ _________ ~~~=-- $ ______ ~1~02~=2~7- $-----------~---$ _____________ ~ ___ $ _________ 4--- * $-----------~--- Less tax previously paid $========l== 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 $ _____ ---! __ (*) 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 $ _____ _J_ __ --------------------------------------~------------------·----- 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. ~----------------------------------------------------------------------------------------- Will Administration ! No. IN THE Year ........... . MATTER OF THE APPRAISEMENT Late of. OF THE ESTATE OF JOHN GILBERT FULLUH Deceased .. CHARTIE.RS ... TWP. .•..... County of . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ... ___ . ..., ji jl I! ll li I I I II !i !I 11 LAST WILL AND TESTAHENT t' ,I II I, JOHN GILBERT FULLUM, unmarried, of Chartiers Township, il !I i! II I! II !I !j 1: ll I Washington County, Pennsylvania, being of sound mind, memory and understanding, do hereby make and publish this my Last Will and Testament, and revoke all Wills by me at any time heretofore madeo I I i l ,I !L I I• I' d FIRST: I direct all my just debts and funeral expenses to be fully paid and satisfied as soon as conveniently may be after 1: l; my deceaseo ii ji .: ,I I' 'l I, SECOND: I give and bequeath to my son, DeLOYAL FULLUM, li ll " !I the sum of Three Hundred ($300o00) Dollarso " I ,; ·i lf ,. " THIRD: I give, devise and bequeath to my said son, DeLOYAL il I !' FULLUM, all.that vacant lot of ground situate in Chartiers Town- ii " 1; ship, Washington County, Pennsylvania, and known as Lot Noo 62 " f, h as described in Deed Book 878, page 594 in the Recorder's Office ;: !' j! ll of Washington County, Pennsylvaniao :t I !' I FOURTH: I give, devise and bequeath to my son, JOHN GILBERT .l ' ! FULLUM, JR., and his wife, GERALDINE FULLUM, all that certain ' . ii ~ i house and lot situate in Chartiers Township, Washington County, !i ,, Pennsylvania, and known as Lot 61 as described in Deed Book 705, !i i• I i page 174, in the Recorder's Office of Washington County,Pennsyl- ;I i! ,I " q I· II I' d II vania. FIFTH: All the rest, residue and remainder of my estate, II IJ il ., n 1! II ll 'I II II 'I I / I! II ll II II .I II •I ll I! I' il !! .! j; il I' il ,. ;j ·l •' i ! I I ·' i, I~ I ~ : ,. '• !I 'I ' i· ' ' I. ' I I L - I give, devise and bequeath to my son, JOliN GILBERT FULLUM, JR., and his wife, GERALDINE FULLUM. SIXTH: I nominate, constitute and appoint my son, JOHN GILBERT FULLUM, JR., the executor of this my Last Will and Testa- ment, to serve without bond in any jurisdictiono IN TESTIMONY WHEREOF, I have hereunto set my hand and seal /,!}fzt /'e ·-;7'//l";-~7·;....7 / : day of -.', '---" , 1997 o I this Signed, sealed, published and declared by the above named testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesseso '·-~