HomeMy WebLinkAboutOC1969-1243 - ESTATE OF FULLERTONJFormNo.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UN])ER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,
EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED).
OFFICE OF THE REGISTER OF WILLS
County of Wa$.hingtpn .
.......Mar.tha .L Fuller-ton of 66..W•..Kather.ine..Ave.••..'Vl'ashington,.P-a.
(Name)h (Addresa)S e
being duly .5_WO.rn .according to law,deposes and says that 11ie is the __.d.aught.e.r__.and__inf.O..rma.n.t _
(Exec.,Adm.,Legatee.Etc.)
of the estate of B_e.r.t.ha._.E_.F.ull.er_t.Qn whose last resi~ence was ----{N~.6---·.:w8..s.t-..Ka~ine---A-v-e..-
.w:ash~t-Qn,---P-enna-.--------.deceased,and that the whole of the estate of said decedent,who djed __Qc_tob_ar__~..,~969.
(C·Ii T h').(Date)ltv,oroug or owns IP Ddt di d . t t t. d f ece en e 1n as a econslste0:
rf
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
House and lot.fronting 116 feet on Katherine Value
Avenue.Washington.PennsYlvania and extending back therefrom
a distance of 116 teet to a l~foot alley known and desi~nated
.--
as 66 West Katherine Avenue.upon which is erected a one and
one-half (l~)story frame house of 7 rooms,a bath and a separate
garage,being the same lot of ground conveyed to Harry G.
Fullerton and Bertha E.Fullerton,his wife,by deed of Willard
Porter and Emma Porter,his wife;dated May 7,1927.and of
record in the Recorder's Office for Washington County.Pennsyl-
vania.in Deed Book Vol.543.at Page 531.,170/(iIl8.000 o~
o M :!J4
~.
Personal Property
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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 inthe decedent's
account at the date of death and the type of account,account number and the eXact name'-:or nantes in
which the account is registered.
Jointly Held Property Estimated
Value..--
<...
.,
,.
Transfers within TWO YEARS Prior to Death
,
,~
NO -'
~
•.-.
,'.
,.
That at the time of death there was no safe deposit box registered ih decedent's individual name,orjointly 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 I~STITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT.~-~~,':,
-
BENEFICIARIES
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
Gra\1-ce L.FullAT't:nn nall-.....~--VAlli nnA_ll!i Y'h'h
~
66 W~Katherine Ave.
Washington,Penna.
-Martha L.Fullerton DauQ'hter Yes onA-llIiTt:h
66 W·.Katherine Ave.
Washington,Penna.
Audra H.Fullerton Daughter Yes one-sixth66W·.Katherine Ave.
Washington,:penna.
Melvin E.Fullerton Son VAlli nnA-Riv+:'h
66 w.Katherine Ave.
Wasbi~ton.Penna.
Harold LA Fullerton ~nn VAlli ,..,..,""'_co.;............
84 Oak Spring Road.
Washington,Penna.
Harry-G.Fullerton Son Yes one-sixth
lO~Lacock Street
Washington.Penna.
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
,NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions.
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN..•IKEGISTER ONLY~
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
,
Total
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.
Subscribed and sworn to before me this ~........Jt2 dayOf ??~'.,.19 {".~
............,.;~.~..~.~~~-
In the event that any futul'e interest in this estate is transfened in possession 01'enjoyment to a eral heirs of the decedent after the
expiration of any estate for life 01'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 THE~~GIS R OF ILLS
I,the undersigned duly elected Register of Wills in and for...6tJl/.~..........~County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depone ,except as to those item
is set forthl,the last colu~m to the right in said schedule above,which greater or sser a nt represen allowed all a deduction.
Dated'..~...j,....lf/d.....··············..···ii...;·;~iWiil;···········J?I
./
c
I
,,
Fonn No.RCC-62 (12-66).
WillAdministration IN0 •.1,::3 .-:-to,9.-/.2f:3....Year .....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JfetfTHtT.{;.
MARffiHA L.FULLERTON.........................................
:'€;:,fJJ DeCf8Js~d
~fTt·~--,(n.-no t::::tIe....•
Late of ....C.§~.~..\i~.~~~~.r;L .....
.-,-'Y 1"1 ~-~nl,_.tif-;::0 ;"..enc.,'~.''-0 ~
County of .w-.l?P:.:d,.~~9P.~..~.""-:..L ~__~____
0<;:0;~~;:c;
CommonweaJ:W-of li!nnsylvania.(/)'"co
REPORT AND APPRAISAL ..
r ~
l ~..
-
I,F"m RCC.;'~t·
OFFICE UF TIo1E
REGISTER O.WILLS
OF _....;V:.:..J=as:;.h.:..:i:::.;n=.Q;...:t:..;:o:..::n=-_COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
SEOUCTIONS ALLOWEO IN
THE SUM OF $ci,S2If S
DATE APPROVED .•......(i?~..3-~9
AND AGENT OF THE COMMONWEALTH::iA /!,3-1,f-/~/3 ------=--;-:--:-:-:-::-:-:---:-----_...-.Register of WI/Is.Agon!
ESTATE OF Bertha E.Fullerton LATE O._---1C,L,l.l..°J.&t.J7---1o.J..fL......illIloT"",aw:s:ub..u.i.J..nLt:g:,..Jt"-lO-.l.J.u1~_
J'J ?_/9 F DEATH October 1,1969DATEC'FILING APPRAISEMENT _..£/.s.:.c,o<::..--....=?L-....;(g~DAT&0 __....;;.:~=...:::.::~=-z._---==-_~-'_
DATE NO,OF
VOUCH~"NAME O.PAYEE REMARKS
Dr.Benjamin Super Services
Robert Gordon ambulance
Washington Hosuital Medical servicA~
Stetvart Barnhill funeral bill
Fmaily Allowro~ce
Washington Hospital Medical services
S.vlhites I Sons Inscribinp'StonA
G.Ashton Brownlee Atto,.,n~v'l'I fAA
----t----+....---~.._---------------+-----------.-.-----__+----t_--
I I----+----r.---.---·-----------------!-----------------t----r--
COMMONWEALTH OF PENNSYLVANIA }
Washington etl:coU NTY OF -.:..:...:;:..::::..:c:==-:-'='"""-=--::-::-
I.Hartha L.Fullerton.HEREBY CERTIFY.THAT.TO THE BEar OFlDEC"''','S DEDUCT'ON'PO.t:~J1ut:u (L.5.)
DAY 01"
INHERITANCE TAJ(PURPOSES.
~
SWORN AND SUBSCRIBED IlEFORE ME THIS &21
~mber '''~~.tU 7XiJLl~A
MY KNOWL!:OGE AND BELIEF.TH!:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Bertha E.Fullerton,
-.
Q
W
.....J
.-
R CC-8\(2-64)
·COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA••
REP'IR TO
NOTICE OF FILING OF APPRAISEMENT
J
MARTHA L.FULLERTON Informant
In Re:Estate of B....,ER'-rT_HA__E_'._FU_IJ.._E_'R_T_O_N _
_____W:.::A=S::.;H:.=;I::.:.NG=.;T:.;O:.:;N:....-County - FHe No.63-69-1243
Dear Miss Fclllerton:
You are hereby notified that the original
appraisement in the estate of Bertah E.Fullerton
has been filed in the office of the Register of Wills qfWashington
County on December 3 ,19~.Said appraisement reflects the
following valuations:
Real Es t ate _--'-...,B~,O~O~O~.L:O~O~_
Personal Property __
Transfers --,-_--".-_,...-_
Total ~8:.l.,..::::O~OO~.~OO~--_
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.
Dat e __---=D:...;e:...;c;..::em=b..:..er::......:3~,:._.:;1~9...::6....9 _Signed
Title
(jJ.g ('1,~".Q.<c':2h~«
W.R.CI-IAN;-:;;tAPPHAISER
DATE OF DEATH:October 1,1969
Note:This is not a bill.
·j4:C-39 \&-68)
COMMONWEAL.TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
t:state of FULLERTON,BERTHA
(Last Name)(First Name)
E.
(Initial)
DATE OF DEATH~1-69 FILE NO._6_3-_6_9_-1_2_4_3
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washi~t_a_n _
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","COl,and "E".
12-03-69
10-01-69
Dated:--~~~-n...------
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 illst column to the right in Schedule "F",which greater or les r amount represents the sum
allowed as a deduction.
Dated:_12-m-69_'_
8.000 00
8,000 00
2,575 95
5,424 05
$R UUU uu
8,000 ro
2.575 95
5,424 05
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or ----It=
FOR USE OF REGISTER ONLY
Taxon $~2%Tax on $5.424 0 @
Tax on $.5%
Thxoo$lK
Tax on $15%
Exemptions L-'"
Total Estate ---Jc=
TOTAL TAX
COMPUTATION OF TAX
$-----...............+.........-
$..::.3-.-;2~5~..:.:::.:..44_
$--------4--
$--------4--
$--------4--
$1..-_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
.3 months after death ::::::::::=E==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to ---C$---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $....IL..-
Add interest at rate of 6%from
to $-----It=TOTAL TAX BALANCE $------1.
PAID $....1
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 t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
BERTAH E.FULLER'IDN
Deceased
Late of .
County of
WASHINGTON
.w:J\$!f:INe:',rON:
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.J-.~
,>
-------
Fonn RCC-2.,COMMONWEALTH OF PENNSYLVANIA DATE .............N.o.:v.emb..e.r......17...,..1..96..9........
,DEPARTMENT OF REVENUE .,~,.RESIDENT INHERITANCE TAX COUNTY \1ASHINGTON
BmtEAU OF COUNTY COLLECTIONS ....................................................................................................
APPRAISEMEl\iT''-
nLE NO•...........?.~..:.?...~.:.~..~.~..~....................................HARRISBURG.PENNA.171 Z7
Whereas•BERTHA E.FULLERTON WASHINGTON......................................................................................................................................................late of ...............................................................................................................
in the County of ...............................JiA.S.HIN.G.T.Q,N............,.................................................Commonwealth of Pennsylvania.having died on
1st (October 69 .the ...............................................................................................day of ...............................................................................19.............seIzed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I.............................................\v.........R.......CHANEY.........................................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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Description Asset Unit AppraisementofValuesMadeforInheritanceTaxPurpoles
$
JT.HELD PERS.:
Jt.Bank Acct.#83-4-802908 held in the PITT BURGH
NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA.,in t e name
of BERTHA E.FULLERTON,lvIARTHA L.FULLERTON ,AUDRA H.
.-
FULlERTON Onened 10-4-50.Balance as of date of death,
$3.573.28 One-third taxable 1,191 09
Jt.Bank Acct.#4599 held in the PITTSBURGH
NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA.,in th~
names of MRS.BERTHA E.FULLERTON or }JIARTHA L.FULLERTON .
or AUDRA H.FULLERTON.Opened 10-4-50.Balance as of
date of death,$7,528.79 One-third taxable 2,509 60
..
··
·
.Having been duly sworn lf7fffing to law,I do hereby certify that the above a~raisernent is made in cg'g
formity with law on this ...............................................................day of .................................................................N.<?.....~..........7:.............................-.19..............................................................................................-.................:Zl .........·............·....·....·
Appraiser
·..············..···············..··....···......·....··..·..{N~;;;b~..·~d···St~;~t·;···········...............................................
.................................·.............W.A..SHING.TON................................................,Penna.(Post Olllee)..
WASH1NGTQN.....County
"'--_---L..~_~,'--_---'-__--'--_
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...··BERTHA.··.E.•..·FULLERTON .
Deceased.
Late of
Appraisemel!t Docket Vol.,~.~>;..
Page,~.:::··7 No 6.3--6:9.-.124.3...'.
Filed in Register's Office,..~~.y...~~.?19 ~~..~';.
!;....
Amount of tax due,$:.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,~.
Appeal f,.om Appraisement,..
Entered and charged,.
~
"
;
..
Fonn RCC-2.COMMONWEALTH OF PENNSYLVANIA DATE .................P..~.~.~.l?~.~..)..1.......~.~§.~...................
DEPARTMENT OF REVENUE -v RESIDENT INHERITANCE TAX
BtlREAU OF COUNTY COLLECTIONS COUNTY .........................w.~§.h;j..ngt..9.!L .....................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......................~?:.~.~:~~.~.?..................................
Whereas,.....................................~.~;r.~g.....~.......f..1Jll~.r..t.Qn .............................................late of ...........................................w~~.hmgt.9A .................................
in the County of .....................................W.~.s..h.IDgt..Qn ................................................................Commonwealth of Pennsylvania,having died on
Ithe...............................J.:....~.~..................................................day of ............................9.~.t..C?9..~r .........................19..~.9....,seized and possessed of an estate I
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.......................................w..~.~..~.....g.9..~.~y.........................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the 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.
Description Anet Unit AppraisementofValuesMadeforInharltance
Tax Purpoles
$
REALTY:
House and lot,fronting 116 feet on Katherine Ave.,
Washington,Pennsyl\ania and extending back therefrom
a distance of 116 feet to a 15 foot a1ey knO'Wl'l and designated
as 66 West Katherine Ave ••upon which is erected aa one
and one-half story frame huuse of 7 rooms,a bath and
a seperate garage.See Deed Book Vol 543,at page 531-8,000 00
I
'T'nt.~l 8 000 00
I
I
i
I
form~v;;;fhb~:::rh~W~~~~~~~:~:;o~e:~~:~~?;:~~~;:~~#~~~n~~~~:
'lfiJ~'~~:~::...""".."..."."".,,".."".."....".."·~·~"·:;;·::Zi~~~~'~·....·.."""",,.,,..·,,...·......,Penna.
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
BERTHA E.FULLER'ION
Deceased.
Late of
WASHINGTON
Date of Dealh,.Q.~:t.9..1:>.E:l:r.+.,+.99.9 .
Appraisellzel!t Docket Vol.,~J..J'..
Page,aZ~..=.7..No tS.3.::::.~9:::J.?.4J..
Filed in Register's Office,..P.~~~¥.1:1:>.~.~J.19 9..9.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,.
Entered and charged,.
/'
..