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Home My WebLink AboutOC1970-0764 - ESTATE OF HULLIHAN,. RCC-Bl (6-71) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRI~BURG 171'::.7 IN YOUR REPLY PLEASE REFER TO 38-92-2 Inheritance Tax Division J NOTICE OF FILING OF APPRAISEMENT EARL E.HULLIP~ (Executor ~Xs~ru.Yo'O In Re:Estate of J_AM_IE_iE_F_.=----H_U::..::.L_L::....:I::..::.H.:::.A....::.N_·_ _--=-"l..:.;A=S..:.;H:=I:::..:N.=.G.=.TO.=.N::..:..-__County -File No.63-70-764 Dear Mr.Hu11ihan: You are hereby notifi ed that the ---'o"'-r"'--"!.i.e,g....i""'nuoalt..l1 --'---_ appraisement in the estate of James F.Hu11ihan has.been filed in the office of the Register of Wi lis of Washington County on 1vfarcb 27 ,19-7..3..,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property ~6~,'-"9~5~0!!.J.~01!.'0!o!...--- T ransfers _ J0 intIy Owned ----'9~,6iJJ6iJ..16iJ-•.-J6\,)...7l---- Total ---"1~6L!,~6~1~6~.~6:..L7-_ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any ta.(that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred priol to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Sign~dDate_--,M~.a~r~ch~~2..L7-f-'_1~9.L7!>L3__ Any party in interest who is aggrie'ied by an appraisement may appeal therefrom as provided by law. Title __A_P_P_RA_I_S_E_R_I _ DATE OF DEATH:June 315~1970.,~ Note:This is not a bill. J lAST WILL 1.ND TESTAMENT.,II I,JANES F.HULLmAN,of the Borough of Brentwood,County 0 f Allegheny and State of Pennsylvania,being of ::·ound mind and memory,do.hereby make,pub .. lish and declare this to be my 'Last Will and Testament,in manner and form following,hereby revoking any will OT wills heretofore made by meo FIRST:I direct that all ~t just debts and funeral expenses be fully paid and satisfied,as soon as conveniently may be,after ~decease. SECOND:All the rest,residue and remainder of my estate,real and personal,and whether acquired before or after the execution of this my Last Will and Testament,I give,devise anc bequeath unto my brother,Earl Eo Hul1ihan0 THIRD:,In the event that my-said brother,EarlE.Hullihan,pre- deceases me or fails to survive m~for a period of ninety days~I giYe,devise and bequeath all t..lJe rest,residue and ::-emainder of my estat.e,real and personal, unto the children of lTljr said brother,F..arl Ee Hul1ilian,share and share alike. FODJRTd:I hereby nominate$constitute and appoint m.Y brother,Earl Eq . Signed,sealed,published and declared by the above named JAMES F. HULtIHAN,as and for his Last Will and Testament in the presence of us,who have hereunto subscribed our names at his re~uest as witnesses thereunto,in the ~!, i I;I , j 1 II IIi." 1i• • each 0 ther,..,a:/.-z J rI/:o~''7 J./lld£ • presence of said tes ta tor and of .:;:~'.... ..~1 &7-7tJ -1fo f i\ffibautt (@f 1fxrrutnr (@r i\bmtntatratnr j. @/tatt nf 'tttttsyluattia.t ss: C!1lIUttty lIf BasQittgtntt \ Personally before me,the undersigned authority,a .in and for said County and State,appeared ~.~.;:~~..!.~.1t1J.J.h.gJl who,being duly sworn according'to law,deposes and says that he is the executor :or~~atoc of the estate of ..........................q,-.~~~.~~.~~~!.~~.~.~.~deceased,that the foregoing schedules constitute a ..James F.HullihancompleteInventoryandappraIsementoftherealandpersonalestateof.., 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 ni"adeby the above named Executor,/1\:(Im~feK . d~s~::::t;;::;:;;€P~·lE~£~;;fi~;;;;·········· Ni·ta.·..··u~~~~·WafHlln·..·to Co.Pa. My Co .Exp,."3-12-1973 ADDITIONA~INSTRUCTIONS ' 1.An inventory must be filed within three months after appointment of personal 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 lIuututnrg aub 1'pprai.armrut of the goods and chattels,rights and credits which were of ~!.?:m.~.§.f.,H.JJ1.lihgn late of .P..e:t:.e.r.s T.ow.n.ship .. Washington County Pa taken and made in conformity with the above affidavit,., DOLLARS CENTS Personal Property Cash on hand S 340 00 I Fiilrst.National City Bank -Travelers Checks - 30 at $20.00 each 600 00 I Social Security Allotment 1,244 00 1969 3/4 .J!/II"'.~:'.:;,-Ton picJ(~'up Chevrolet truck for Camper 2,400 00;.~...:.',~•.•t;'-'~~, Camper '//,,-- ,~'".~~.'2,000 00 .St~{eiUnitedStates Corporation -12 Shs.Common Capital stock at $30.50 per share 366 00 .f ~..6,950 00 " ~,t • &:,3-7 6 -7C¥ vZ.C<3</" ..Inventory and Appraisement IN THE ESTATE OF } v"'I JAMES F.HULLIHAN.......................................................................................................~.\ t'lt,[t "!fA- FiJed ,19 .. , ... -..Jt.u " tJ ,/ Z"E=o ;:"'1"11::0 (l)0C:::r:-(.1) -OJ (;)3-::-tr-;''.1_;fr.,j_ -i:::G;--c:>-",.C>__.•~--rl.~ ('")-':~o ~:;::;:;::::;; "'tJr--.b-C/)O ~ =0 t.o -0~ !;'-.J ~- ~,: ----l""'....1.".... ! rt'~l c..7.•1:. ~~ LP v-.6 dAd J'~~6/7~tD GREENLEE,RICHMAN,DERRICO &POSA P ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PENNA. Is,Agenl DEDUCTIONS ALLOWED IN (11 20~()I J, M OF ~$......u.. P20 EO ~J~f.t~~~Bk~'u... ~ Venetia,Washington County,Penna. · .."~?:-7(J-7 (, STATEMENT OF DEBTS' AND DEDUCTIONS COUNTY James F.HullihanESTATEOF LATE Ol!' OFFICE OF TME REGISTER OF WILLS AGENT OF THE COMMONWEALTH OF Washington Form RC C·IO DATE OF FILING APPRAISEMENT DAT5 OF DEATH ____:J~u~n;.;;e:.._3;:.",;:,0~,___:1::.;9:....:..7..:0...:.___:_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" Howard A.Farnsworth Funeral Expense 1,074 00 Cemetery Lot I 340 00 1970 Washington County rea Estate Tax 62 07 i 1970 Peters Township School Tax 263 25 Zlmh111::an,...",,.,',...",It;Inn Truck inspection ,7 47 .Cemetery lot expenses 10 00 Fire insurance on decedent 's dwelling 139 00 Administrative expense 150 00 ~rl'>l'>nll'>l'>pi _t..___Derrico &Posa -Attornev's fee 1.000 00 ,~\ 5- \ 3,080 79 DECEASED,AS DEDUCTIONlO POR 1973 I, COMMONWEALTH OF ,PENNSYLVANIA } ~~_s.:COUNTY OF _Wash j ngtoD Earl E.Hullihan-----------..=!J,==-"'-.=w!..-;~=_=_=!:.::!::,;~:.:.=...HEREBY CERTIFY,THAT.TO THE BEsr OF l\oIy KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF James F.Hullihan "INHERITANCE TAX PURPOSES. \' ..,..'\'". J.."".." ."",.'Form"RCC-33 "-;.. RESIDENT DECEDENT 'r (p3-16-1t!-: COMMONWEALTH CF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASH.l.NG.'r.Q.N... IMPORTANT:This return must be completed in detail and ~iled 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 the Inheritance and Estate Tax Act of 1961.) ...........,1.., :.:.;::::::~:::~:-~~:~-:~--_:~}.., Earl E.HulliJhan Executor of the estate of the above-named decedent being duly sworn,deposes and say S ..............Gr.ee.nle.e.f.F.ichman,.P..e.xx.i.Q.Q.~..l?Q$c:lL . 325 Washin~ton Trust Building 'washIrigE6ri;Peririsylvariia Decedent cUed 9.::~~~.}~M:~.th~.~?9.....ii;;;.;.j ,19(y;;;;;),{~~~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. That as such ~.~.~.9.~.!:.?E deponent is familiar with the affairs of said estate and the property con- (Ex""utor·Admini.trator) 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. 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 reLsons hereinafter set forth: That S(hedule A att~ched hereto and made part hereof sets forth fullv and in detail all the real property in 'the Commonwealth of Pennsylvania of whLch decedent died having an interest therein.It. also sets forth the mortgage encumbrances upon each par~el 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 o.f 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 tte 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 of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or ~n trust for' any other person or persons giVing also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of saVings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness .of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax ~ree,of the Uni ted States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of de~t~;all wearing apparel,jewelrY"silverwar~,piC- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all .'"t~-other personal chattels of whatsoever kind or nature,left bydecedent,together with,_the fairly estimated::(,. market value thereof;all bonds and mortgages held by decedent and of all claims .!:l~and_owing 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,wi th interest'thereon,if'~y,giVing \he face -I·value and estimated fair market value thereof,and if S:.lch estimated fair market val,uefb,e less'than the face value,it sets forth briefly the reasons for such jepreciation as to each item;'al~..moneys.payable . to the estate from life insuranc~policies carried by d3cedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the dec3dent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds a"ld accrued interest thereon to the date of dece- dent's death and other investment securities owned by tte decedent at the time Of death,with the market value thereof at such time. .:~.~:.-L~. lE~C'Utor-A8iK~~)Earl t:.Hullihan .......R:.•......D·········(st;~¥r.~iJit~r···p·ennsYlvan±a . .-,... "..' .... 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.Therl~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,or jointly 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 in'strument 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 lmpaid at time of death;taxes accrued chargeable 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. d Subscribed and sworn to before me this 19.th .ay of . ........f...~p..I:11.~t:Y....:.~,19 ..1.2. .."","--;-)..l"~(_: ........~.{a ",.....P'ub'i6"iw'iishirigt'on) Washington C0l:lnty)Pennsylvania . My Commission Expires:March 12)1973 (City or Town and Sta,te) NOTE:Before·.;igning 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. RCC-34'(f-'&4) CGMMONWEALTH OF PENNSYLVANIA •'OEPARTj,tENT OF REVENUE ,~UREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT i 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 tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or ot~ersr 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 Commonwealth of Pennsylvania shaul ~be (1 )(2)(3) described by lot and block number,street and street number,together ·...1th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc ,are DEATH In this space)to be listed on Schedule"F"and must not be deducted from this schedule. None • . . 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: SCHEDULE "n" PERSONAL PROPERTY ,'.RCC:-35 "-,.COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT {,," INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property ol'ned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but net 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,Joats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued intereEt or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust unier the will or agreement of another,even though located outside of the State,at the time of death,shquld be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space)-'1~31-0 ~D~l.Cash on hand $340.00 2.First National City Bank Travelers Checks 1'~I 30 at $20.00 each 600.00 ~0 ().IJ~ 3.Social Security Allotment 1,244.00 ~I ?-..1./tf.'fJ D I 4.1969 -3/4 Ton pick-up Chevrolet Truck 'if"A/.}~0 f ~j)for Camper 2,400.00 5.Camper 2,000.00 ~).OO(j ~00 6 united States Steel Corporation -l~-Shs.~JCommonCapitalStockat$30.50/Stare 366.00 J(6.~,(/)0 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 6,950.00 ·Rcc'~3~ "CmmON 1l'EALTH OF'PENNSYLVANIA •TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT I,' SCHEDULE "e" 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 there~~or?(Answer yes or no)No. (2)Did decedent,within two years of death,transfer p~operty from himself to himself and another or others (including a spouse)in joint ownership?(Ans"er yes or no)No. (3)If the answer to (1)or (2)above is in the affirmati~e state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of makiIilg the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of p~operty 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)~N~o~._ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of dispJsition?(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 withou-:;receiving a valuable and adequate consideration therefor under which transferor expressly or impliedl~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)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or nO)~~q~~__ (6)If the answer to (5)(b)above is in the affirmative,sC£ate 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 cOllld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (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)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 relationsh-ip 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 None. MARKET VALUE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in t~e "As Reported"column on the last page of this return. SCHEfiULE "E" JOINTLY OWNED PROPERTY ·.R~C-:38 . >COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT '.:'-I ,, INSTRUCTIOKS:This schedule must disclose all proper ;y,real and personal,owned by the decedent jointly with another or others,including intangibles,sta~ding in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under 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 valuaticn column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the namE,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name 1 Unit percentage Estate Address and Relationship of Co-Owners,and Place value Share Valuation of Record of Instrument,where Real Estate.! DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Interest - ~.1(--'A-57 REAL ESTATE %::;.Jr" ALL that certain lot or piece of grourc situate partly in Peters Township Washington County,Pennsylvania, and partly in Upper St.Clair Township,Allegheny County,Penn- sylvania,being all of Lot No.6 in Wightman Manor Plan of Lots No 1 as recorded in the Recorder's Office of Washington County in Plan Book Vol.8,page 83,(See Deed Book 984,page 233)in name of James T.Hullihan and Earl E. Hullihan,as joint tenants with the right of survivorship. 7'~()~3 4 ( 9 4J '" Savings Account -Pittsburgh National Bank,St.Clair Office,in names of James F.Hullihan,Elizabeth Hullihan and Earl E.Hullihan, balance at date of death $10,000.«( One-half thereof PERSONAL PROPERTY Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ,·,RCC,-37 (12-63) ".. COMIUONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES .AND ADDRESSES RELATIONSHIP SURVIVED(If step-children ·)r 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 Earl E.Hullihan R.D.#1,venetia,Penna ..Brother yes .t<.es .y .l..Jel::J Cl L.ee Elizabeth E.Hullihan Widow Yes R.D.#1,Venetl.a,Penna. I Deponent further says that all the above-named benericiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATIER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration t No. IN THE Year . (Executor-Adm:nistrator. must complete "As Reported"column #1.) 0 :l..\~"tl ~ '"1 ~~0 :~§e-Vl Vl Vl :Vl 0....,·.....:l "'tl:~r:>e-'"1 ~:"1 0•In><,'VI "'tl "0~,,.....,~C"'"1 '"1 W :~0 ~"0 t'!1 ~'"1 Vl ......'<~...~ JAMES.R!.JlPI,.I,..:UVW, Deceased Late of ..Veneti.a.,....Washing.ton.County,.. Pennsylvania County ofWCls:tl~!19ton Commonwealth of Pennsylvania REPORT AND APPRAISAL enc:::~II ~.a:> "~~W g;g;~II ,. ?"'?"'?"':~Q ~.~·....... .:,~'-""""-"-..- ~~-&)-E/)-E/)-E/) ~:N\'">Vl:\;..~.;, '\,<:'"i.e ~-Vt ~-."-.:,~0 'g-,"-,•'"1,~....b .~ :~,~:b -:'-..J ::~ -E/)-E/)-&)-E/)** ~:>.'.~~:'f\,:'"\:.:t:l.,;;.-:"'::'":."<):.r:~.~..'"..,'-"I I ,.. .~:2.~.'"::l•(:I,•r: 6'\.c....6"'\0'''.J "v .<0 RCC-~9 (5-68)"..'" COMMONWEALTH OF PENNSYLVANIATRAN~FER INHERITANCE TAX ' RESIDENT DECEpENT SUN:MARY ,"", Estate of HULLIHAN?1\;,\"JA~1ES (Last Name)'~(i'(i~~t'rst Name) F. (Initial) DATE OF DEATH 6-30-70 FILE NO.63-70-764 '';.REPORT OF INHERilANCE TAX APPRAISER Dated: 'l '.-\....._'.:<,;,~);;~,I;'theundersigned duly appointed Inheritance Tax Appraiser in and for the County of \vashington .Pennsylvania,do respectfully report that I have appraised the re'll 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".' March ,27,1973,~~-d'7ujl? INHERITANCE TAX APPRAISER ,'oJ. .'',I", ;/:-;-•'f: ~......., .. j ~,:.,' •-.J- ." ....~.I;. -," j " .'.,,"{' ....':1. .' '. '" VALUE AS REAPPRAISED ,$--,----:--~--+--: " '!,-, (*)As evidenced by Char'itable .i' .Exemption Certificates issued .by the Secret;uy of Revenue. I'. 6 '95'0 00 Q ~6~-M .16--616 )67 ~....3 080 79 13,535 88 >$...:.'---,'..l.-__l;";.•,'".. \',,'".:It" ~~'t$======1==$-~----+---,-- .,.,,~ ;.~J.'.~ '{'".'.13535'·88,..', VALlJE.AS REPORTED'VALUE AS APPRAISED ,:';$$ ""'. .~.: #-'j .~~,~.". "TOTAL TAX it. ";('j-~':'.>1'_'~?;~;(i~!*jt:,':r. BALANCE OF INHERITANCE 'TA'XDUE '$$---,-~---'_•.,;-l(l='..... Add interest at r.ate of 6%from·-:-_-'-__to _ AMOUNT OF ESt~TE TAX ASSESSED $----'~----lL-. Estate tax paid,.$~,.I Bf\.L:4:NCE DUE $....J1_ Add :in.terest at'ra teo -of 6%from --'-'-_--"--tto -_-'-.---'--':"-.TOTAL TAX BALANCE :'==========~..~ PAID $...JL FOR USE '01"REGISTER ONLY Tax on $_---''-:-~_~____'_+_'_--:,2% T:ax'~~$~.,:.:.,,'··~~.6%~ Tax on $,........:,'5% ra'x on $I.,.,-~( Tax on $ ,,·r i .' Exemptions===(:=:"======~='={~.'Total Estate',.." FOR USE OF REGISTER ONLY .ADJUSTMENTS., .NOTE:Where sUbs.equent adjustmen(s are made to the above computation.of'tax by the Register of Wills,for proper reas~,", same should be note.d below,.with shon explanation.'l;. 'f '.i . Les~'tax previously paid ,",..~;,..r '.::.,~.;'"~.BALANCE J ";L~~S"$%:;o[ta,~if"paid.within ..to, f ~3 months after'dea'th'·'. ", J'~'\.,~:,.',I'- !.".INVENTORY "Re.al Ptoperty (Schedule A) ,Personal Prop~rty'(Schedule B) ;·.t''fransfers'(Schedule C)..,.',;..•~.Joint -Held Property.(Schedule ·E)I '.', . .t·, .-j,, TOTAL';GROSSASSETS,:'. ,Les~Deb~s'and Deductions ',.,' •,~..,.;,.,:,;I.,•:•..!~-i> •,(SCHEDULE F.):'"...\. CLEAR VALUE OF ESTATE,..,'-'". REPORT OF TIlE REGISTER OF WILLS ~~ .I,the undersigned duly elected Register of Wills in and for Washington County~Pennsylvania,do respect- fully report that I have allO'wed deductions in the amountS claimec by deponent,~e~~..as.Jto those items where a greater or .."lesser ain~untis set forth in tfie last·column to the right in Schedl1l~,"F",lch reater oreSser amount represents the sum ,1,'allowed :~Il4'lGtt'~,..::;..,'.',PlCD'-,\I "if5\\~~~':.':':'"-"\ ;.,'I>ate~:"'.aWARe 7.-~USSElL:MtRfNO.~..':<);." 1·i",r ,J11·.·.··r···'·'..I..~,.••..•,..,.'. f~.."'t':; ... ,1 '.\.. ,,..~:'~;'l -~.r ' ,•,~".I " )L.•'.."'--,;'~' \.' .'\1' i t'l,d"'~~, "" .~"-.*,-• '...;. .. Will lAdminisJration\No.year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF J Alv1ES F.HULL IHAN Deceased Late of . County of PETERS T'vP. '¥lASHINGTON L Commonwealth of Pennsylvania REPORT AND APPRAISAL COUNTY ~i~.~..h.:t.gg~..Q.P.:._. 63-70-764FILENO _.__._.. Funn RCC-2 ...... DEPARTMENT OF REVENUE ~-," BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 -.-.~ COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE March 27,1973.......................;.. Whereas,~.~~.~.~~..!~~+J.~.h~.~late of p.J~t..~.r..S T..w.P . in the County of -r.r.a.$..h.ingt..Q.n Commonwealth of Pennsylvania;having died on the }.Q ~.h day of J..l-HJ~_.........................................19.1.0 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the CommoJlwealth of Pennsylvania; Therefore,I,I.:r..~.g J..9..~J ,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. formity wi:h law on [his o?..;?..bL:day of ~~~..~~~:c/a /1 19.2::1..............................................~V~~.?;iL~.·rJ..·Z · ··..· · ·..·..··..·········.).(Number and Street) ....,Penna. (1'QG Oflle:tI : Unit AppraisementDescriptionofAnetValuesMadeforInheritanceTaxPurpoles $ PERSONALTY: I See Schedule "B"attached hereto'6 950 00 JT.HELD: See Schedule "E"attached hereto:Q f",.f:,f:,f:,'1 . .. Total 16.616 67 Havin been dul sworn accordin to law,I do hereby certify tha the a ove appraisement is made in con- ............WASHINGTON .County' -J RESIDENT INHERITANCE TAX APPRAISEMENT Estate of '---:-~. JAMES F.HULLIHAN I Deceased. Late of 1970 .............PET.ERS Tl1P . June 30DateofDeath, Appraiseuzel!t Docket Vol.,J..e .. Page,9.4.~.Z.No 6..3..~.7.Q.~..7.6..4 . Filed in Register's Office,......J:.'Iarc.h....27..J9.7.3...'I.' Amount of tax due,$: . .j; DEPARlMENT OF REVENUE Received, Examined and Approved,,.. Wrote abo.ut Appra.isement, Appeal t,.om Appraisement,. Entered and charged,.. ,,'<.~;;:-.--".".. COMMONWEALTH CF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ---.'~ \ 244 WASHINGTON TRUST BUILDING WASHINGTON.PE~NSYLVANIA Harch 12:1973 COMMOMvEALTH OF PENNSYLVANIA D~PARTMENT OF REVENUE INHERITANCE TAX DIVISION 216 CITY COUNTY BUILDING PITTSBURGH,PENNSYLVANIA 15219 RE:Estate of James F.Hu11ihan Late of Washingt'on County File No.63-70-764 Date of Death:6-30-70 Dear Sir: Kindly give us values as of June 30,1970 ,on the enclosed Real Estate. Assessed Value _ Market Value _ This request is in duplicate~Kindly place your value on the copy and return it to us,and keep the original for your file. Very truly yours, ~~~AL~rOS1 ~ APPRAISER I This property is not assessed in Allegheny County. 9:~L~./Jo ph Kerin N/( Ii COMMONWEALTH OF PENNSYLVANIA DEPARTMENT CF REVENUE INHERITANCE TAX DIVISION 244 WASHINGTON TR JST BUILDING WASHINGTON.PE~r~SYLVANIA March 12,1973 COMMOMfEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 216 CITY COUNTY BUILDING PITTSBURGH =PENNSYLVANIA 15219 RE:Estate of James F.Uul11han Late of Washington County File No.63-70-764 Date of Death:6-30-70 Dear Sir: Kindly g1ve us values as of June 30,1970 ,on the enclosed Real Estate. Assessed Value,___ l-1arket ~aluei------- This request is in duplicate.Kindly place your value on the copy and return it to us,and keep the original for yourfile. APPRAISER I C~ALTH -OF PENNSYLVANIA •Tl\AJfSf'eR I NflElU TANCE l'AX ..J'\":,",'-·RESIDeNT DECEDENT Pj SCHEDULE "E" JOINTLY OWNED PROPERTY ·.~,i~:;',".-.~;~~(~~,..~..~,J::f{~;~\t. ",';.. • .REAt ESTA1J.'E 'ALL that certain lot or piece of grour d~situate partly in Peters.Township Washington County,Pennsylvania, and partly in Upper st.Clair Township,Allegheny County,Penn- sylvania,be1ng all .of Lot No.6 in Wightman Manor Plan of Lots No 1 as recorded in the Recorder's Office of.Washington County in . Plan Book Vol.8,page 83,(See Deed Book 984,page 233)in name of James T.Hullihan and Earl E. Hullihan,as joint tenants with the right of survivorship. PERSONAL PROPERTY Savings Account -Pittsburgh National Bank,St.Clair Office,in names of James F.Hullihan,Elizabeth Hullihan and Earl E.Hullihan, balance at date of death $10,000.(0 One-half thereof ., II ------------L__I__ $5,000.00 .~. '.1• COMMONWEALTH OF PENNSYLVANIA DEPARTMElfli OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 I\ L 15367 Hu11ihanRe:Estate of ---7--~~"';':~==~~---Date of Death -~~-:-,-..=.....::--:---------Bureau File 4/~=--l-'="'::'~"':"-_ COl.nty File #/_-...uol=..Ol.III.:.=..M..-------- Date May 2,1975 RCC-121 (2-72) EARL E.lWLLIHAN R.D.#1 VENET IA ,PENNSYLVANIA ATTY.GREE1~EE,RIC~!AN,DERRIO & 325 WASH.TRUST BLDG.POSA WASHINGTON,PENNSYLVANIA 15301 Dear Mr.Hu11ihan: According to our records,the following taxes are delinquent on the above estate: Nature of Tax Inheri~ance Tax Amount Delinquent $2,030.38 Plus Interest at 670 From 9-30-71 to 6-2-75 $447.00., Unless payment 'of all tax and interest due is made to the Register of Wills of Washington County within thirty (30)days from date of this ,letter,this Depar.tment shall take legal action to effect collection without any further notice to you. MAKE CHECK PAYABLE TO: RUSSELL MARINO,AGENT TAX DUE INTEREST BALANCE $2,030.38 447.00= 2,477.38 Very truly yours, ~""('''''~Chief·A21'raiserImX:XXKX!XiXjX,x*li)jX,x~SCi~iK**XP:.~.~\./ For:Peter J.McHale,Director ,_./'"A:--t/' Bureau of County Collections 1It.!f I1 Address Reply to: 244 Wa~b;r1n-t,,~1 'l'-"n.:!·!.n.n~1(11r:~ Washington,C;;F')0,,;;'''''''i"J5?nl ..-.:".~~.-"-'.... PERSONALTY JT.HELD GROSS D &-D CLEAR VALUE ~AX @ 1.5% I'" $6,950.00 ''''-..,9,666.67 16,616.67 3,080.79 13,535.88 2,030.38 l'"'.'I"••-!P'I""-....-~~',..~,..'..~ rf 1 l t! 15%Tax on $13,535.88FiIeNoUD63-70.1$l)ate of Death-->l=c:llIL3L:=..L.:"'"-----j I '- Addres""'-"'.....'-"-...u-_t-------------------i COMMONWEALTH O.F PENNSYLVANIA DEPARTMENT OF REVENUE Y OF.lF:ICIIAl.<{RECEIPl'.PENNSYLVANIA INHERITANCE AND ESJATETAx1111~~~~~~~".~~~.~....~.:=:::::=~.============~::::::::::::':=:::::::::::::::::'"'::::::'"'::::::'.:=:::::.,&.================lf1: I RECEIVED TWO THOUSAND FOUR HUNDRED SEVBNTY..SEVEN and 381100·_·_.._.....•..._...·~0Ilars l Earl B.Hullihan representing Pennsylvania Inheritance or i Estate Tax due from the following estate:!From:-IliIW[UilL.....Jb..j]WJIII.IoI.r..I[JD,O""--.-.....:....I~1 ::::::::.,----------:----------Ill $__;!!!;2~,O~3~Q!..Il..~38~_.111 ----·-----....-=---....-...l...-~--;,...~--·----------~-·~----..----~,.....--_.:-......i==',-~-....:;-~-~------.,.--...·.P_=•..,.r""'&.,....."'""l' $----------Ifll Date of Pa yment __--"',..".L.-=~-'1=:.::::91-=-.:::5::..-----_____i Name of Decedent _=J=AM::::..::..:;BS=:;...--'Po:...·.:....._HU=-=-=L'L=.:;;I=HAN=·='-__---i %Tax on $$----------tm1 Estate Tax,Act of May 7,1927 $----'-------IHI $__-----"'44<=.7..LJ•.....,.OUEO_II!· 2.4'7'7.38 I~===::::=::!!:::============I~ I $__.....2+'.0=3"-"0'-&-,","-,38!!1<..-_L11TOTALTAXCREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of L%from 9.30.71 to Date SEA L ,- NOTE:This Triplicate Rec~ipt to be retained '~r.a$8~t2:l"2 .Received by NOTE:In accepting'the 'tfan'sf,,(inheritance tax on future estates,prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legolly due and+-'I.,...<1.-'P+.:~"'O"'~'-f.::-=:-+=::!"---'-~~-"-'''-''~~__r''~U collectible for any reason whatsoever. MJR/ rt II'~11·j,. Remarks: County --:.:'W:=U=··=HI==NO::..;:.-=T::..::O=N,-·_r-------1 to' .' -, ' ,i • •,j'..( " Hullihan. ! I t[ '1 .J I I I IIIj ~ I, I, ~'l fully I I I! ~~~~;~; County 0 f Allegheny I ,,'//-.,..~ All the rest,reaidue and remainder of my estate,real and I direct that all my just debts and funeral expenses be ~estator.and of each 0"'. A7!J I,JAMES F.HULLIHAN,of the Borough of Brentwood, FIRST: SECOND: I as and for his Last Will and restament in the presence of us,"mo have I! II i IN WITNESSViHEREOF,I have hereunto set my hand and seal this THIRD:·In the event that rtrt said brother,Earl E.HUll1han,pre- Signed,sealed,published and dec~red by the above named JAMES F. and State of Pennsylvania,.being of sound mind and memory,do hereby make,pub. lish and declare this to be II\Y Last Will and Testament,in manner and torm following,hereby revoking any wil:..or wills heretofore made by me. paid and satisfied,as soon as conveniently may be,after ~decease. personal,and whether acquired before or after the execution of this my Last hereunto subscribed our names at his request as witnesses thereunto,in the presence of said Will and Testament,I give,devise and bequeath unto my brother,Earl E. day of July,1956. HULLIHAN, Hullihan,to be the Executor of this rJY Last Will and Testament.. J'I I ,. ".1,•.••., l ~\• --"'"-<'-t. 1074-00 +'"340-00 + 62-07 + 263-25 + 35-00 + 7-47 + 10-rJO + 139-00 + 150-00 + 1..000-00 + 3080-79 11-'" ~.3,40-00 + 00-00 + 244-00 + f.;{2A!Y6 -00 +~~00 +~..~."366-00 + .,O-no 0... +./+ o .3080-79_~3He. IXk~V:~ "''''.C":.~::I~0:::::::-;r-:;:::\J,ol>U) t.AJ '--.\~ I i I'-I r " ·.f.'';-';;.•'.:'\'!""~'~--'.,-~2-r~3 ~_16-l~'Y t__.---= :..'~ lAST WILL AND TESTAMENT I,JAMES F.HULLIHAN"of the Borough of Brentwood,County 0 f Allegheny and State of Pennsylvania,being of sound mind and memory,do hereby make,pub.. lish a!'.d declare this to be nv Last Will and Testament,:in manner and form following,hereby revoking any will or wills heretofore ~de by meo FIRST:I direct that all l!\):"just debts and funeral expenses be fully paid and satisfied,as soon as conveniently may be,after rnf decease. SECOND:All the rest,residue and remainder of my estate,real and personal,and whether acquired before or after the execution of this my Last Will and Testament,I give,devise and.bequeath unto my brother,Earl Eo Hullihan. THIRD:-In the event that my said brother,Earl E.Hullihan,pre- deceases me or fails to survive me for a period-of ninet,y days,I give,devise and bequeath all the rest,residue and remainder of II\V estate,real and personal, ! unto the children of my said brother,Earl Eo Hullihan,share and share alike .. FOURT"d:I hereby nominate,constitute and appoint my brother,Earl EII _ HUllihan,to be the Executor of this ll\Y Last Will and Testament. IN WITNESSViHEREOF,I have hereunto set.II\Y hand and seal this day of July,1956.r Signed,sealed,published and declared by the above named JAMES F. HULLIHAN,as and for his Last Will and Testament in the presence of us,mo have hereunto subscribed our names at his re~uest as witnesses thereunto,in the . 'it presence of said tes tator and of each 0 ther.• •/-_r~7JJ~!t I .~_.,..--.-",.•.....,.';'":---,..,........._-...,.,.............,',~••-'.,..~._,.....-...;~.,~.-----.--'--.....,.--••-.~-_:__.,.........'....'''\'10 "r"--~"'7""""-·"'·~""-~""I---~"'.r'>:"'"""''''''''''''''''''''''''--'''":'''--''''''"'"""" .. ./..,;.~.F:~t)}··.~·I'...:.,..";o~~~"c..·,~"''i--t ,~_,":._"~'..-;,.,,;H......:.\c_ .·_--.'.....'...',.--..,.w._~_......,~~~_-.,..__._'~ I