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HomeMy WebLinkAbout95-00448 .~ I)ETITION H)R 1)IWIlA TE nnd GRANT OF LETTERS ~/-t:tS-- J.t~ No. To: 1~llall' "f _lIellill.-1:lItalYILllullh /l1.m kllllll'lI a.\ _NcJ.llIl_C..-1lo..h Regi,ler or Will, rur Ihe , 1J"('('/I.lw/. COIlIlly or _.Cwnher.1l1nd_ In Ihe S,)(';al S('('lIrity No. .17.1=48=2386 COllllnonwellllh or I'enll'ylvanill The pelltlon or Ihe IIl1de"lgllell re'peclroily relllClellls Ihlll: YOllr pClltloller(jf). who is/llK/lIH yell" or IIge ur oilier IInlhe exeelll rlx Inlhe 111.1 will of Ihe IIhove llecellenl.lllllell--.Al1ril 23 ..~~K~~~~YY nllmell . 19---Bb. hlB1C rdC\'UIII drL"llIll\lunCL'~. c.lt. rel1llllehlllun. tlClllh uf c'L'!.'lIIm, 1:11.:.) DecenllelllwlI.llomlcilelllllllelllh In-Cumb"rl nn,1 COllnIY. I'ennsylvanlll, with h pr IlIsl fllmily or princlplll resilience III 111 May Driv" _ Apt _ 5, Cnmp till I , Pn 17011 C1i\1 \Irctl, number nnd mundralil)') Decenllelll.lhen 87 yellrs of IIge, lllell May 17. . 19 <lS at 111 Mny nl"'iup. Apt' iii I r.nmp IH 11 I r.llmhprl nnrl r.nllnf"y. Pn . Excepl as follows. llecellenlllillnolmllrry. WIIS nOllllvoreellllnlllllllnol hllve n chilli born or lI110pled lifter execullon of the will offered for prohllle; WIIS nOllhe vlclim of n killing nlld WIIS never nd]udlellled Incompelenl: Deeendent III delllh owned properly with eSllmllled vlllues liS foilows: (If domiciled ill I'll.) All personlll properlY over (If 1I0t domiciled in Pa.) Personal properlY In Pennsylvania (If 1101 domiciled in Pa.) Per.onal properlY in County Value of real eslllle In Pennsylvania situllled a. follows: $10.000.00 s s s Non.:! WHEREFORE. pelitloner(91 respeelfull)' requesl(s) Ihe probale of Ihe IlIsl will and eodieil(s) presented herewith nnd the gmnt or tellers T,:aat'nmpn t"n,.y (tt'~lnm"I1UU)'i ndmlnhlnulnn c.l.n.: ndmlnblrnllon d.b.n.c.l.a.) Iheron. L~<_.Qr~--, r~ Barbara ane .ld! kBon ..,.~ 3102 alenridge-Stratford Drive ;~ ---Aelnnen, r.A 10341 ,,- 30 1! ~ Iii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 01" PENNSYLVANIA } tiS COUNTY OF CIlMRF.RI.ANO The pellllonerl'!l) nhove-nllmed .wear(s) or nffinl1(s) Ihllllhe sllllemellls ill the foregoing pelition ore Irlle nnd correel 10 Ihe besl of the knowledge IInd belicyof pellllol1er(.) nnd Ih as person III represen- 1IIIIve(.) of Ihe nbove deeedelll pellllollerOO will wel1-6l1d Irl1ly nll nimler II (e.1 Ie lIeeording to IIIII'. Sworn 10 or afflrll1e~2md SUh.erlhed~~ '~1: t' . ..-:>-~ hefore me Ihl, dny of , ~ J_ NE _ !1. C. LEWIS HeR;sler L ,- i No. 21 - 95 - 448 EsCnle of Nellie Carolvn Bush a/k/a Nellie C. Bush I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 12. 19.1l-. In eonslderatlan of the pelltlon on Ihe reyerse side hcreof, slIlisfnetory proof haying bcen presenled before me, IT IS DECREED Ihatlhe inslrument(91 dilled ADril 23. 1986 descrlbcd Iherein bc admit led 10 prohllle IInd liIed of reeard liS Ihe lasl 11'11I of Nellie Carolvn Bush a/k/a Nellie C. Bush Tes tamen tary Barbara Jane Jackson IInd Lellers lire hereby grllnled 10 7f ~if f!.,~m' 0 fln f}n;rYii 41, Resl"e, of Will. MARY C. LEWIS FEES Probale. Lellers, Etc. ......... S 40.00 Short Certlnellles(4) .......... S 12.00 Ren~pc1ation ................ S X-Pages 9.00 JCP S 5.eer- TOTAL _ S 66.00 Flied ..... ..qY~f..1 ?,..l.~~?..... .. .... .. William F. Colby, Jr., Esq. A lTORNEY ISup. Ct. 1.0. No.) 542 Court St.. P. O. Box 942 Reading, Pa.ADDR~S 19603-0942 (/\10) 176-6651 PHONE In /I 46880 ~~ 'D ::0 :1J r::) .- tJ: c, Cl i ,":.., c... ,,~ ~ .r. ~. ~ N l. I .;j '-0 ,Ji ~~ f..\ S. .... Letters and order picked up by attorney on 6-12-95. "; ." '>-,', "'I :~ .' ... . ,~~~......... '" ... " I. LAM:jmh W.~. tina! 4/ll/bb .. . . LAST WILL AND TESTAMENT OF NELLIE CAROLYN BUSIl 1, NELLIE CAROLYN BUSH, presently residing at 809 James Street, Sinking Spring, Berks County, Pennsylvania, do make, publish and declare this to be ~ Last Will and Teatament, hereby revaking all prior Wills and Codicils made by me. 1. I direct the payment of my debts and funeral expenses. 2. I give and bequeath ~ tangible personal property to my daughtar, BARBARA JANE JACKSON. 3. I give the sum of One Thousand Dollars ($1,000.00) to each of ~ grandchildren or their issue, per stirpes. 4. I give and bequeath the sum of One Thousand Five Hundred Dollars ($1,500.00) to my niece, BEULAH MORGAN. 5. I give and bequeath the sum of One Thousand Five Ilundred Dollars ($1,500.00) to my niece, JOYCE E. WITMER. 6. All the rest, residue and remainder of my estate, both real and personal, together over which I may have a powor of appointment, 1 give, devise and bequeath in the following shares: a. Four (4) shares to my daughter, BARBARA JANE JACKSON, or her issue, per stirpes. b. One (1) share to my niece, LOUISE DeFRANK, or her issue, per stirpes. 7. I direct that all inheritance and estate taxos arising by virtue of ~ death be paid out of my residuary estate. 8. I appoint my daughter, BARBARA JANE JACKSON, to be the -1- . Executrix of this my Last 11111 and Testament. In the event that my daughter, BARBARA JANE JACKSON, is unable or unwilling to act es my Executrix, then I appoint my niece, LOUISE DeFRANK, ae Executrix of this my Last 11111 snd Testament. 9. I direct that no fiduciary herein named shall be required to post bond, surety or security in the performance of her duties hsreunder. I A IN 1Ir;;,~ ~'EOF, I hsve J.1 ~ay of q~ ,1986. hereunto set my I~nd and seal this ~'~~~N~ ~.~~ Nellio Carolyn sh SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named NELLIE CAROLYN BUSH, as and for her Last lIi11 and Testament in the prosence of us, who, at her request, and in her presence, Bnd in the presence of each other, have hereunto subscribed ~)<<1i'~ Wi tne6S /~es~'~~ -2- ;: COMMONWEALTIl OF PENNSYLVANIA: : 88. COUNTY OF BERKS We, A,.~-I'1 Cr )Jt..~.aVt/ and Jfak't}'11/7'1 . n-1..b>V><-! the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified accordin8 to law, do depase and say that we were present and saw Testatrix, NELLIE CAROLYN BUSIl, sign and execute the instrument as her Last Will; that she signed willingly and that ahe executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight af the Testatrix signed the Will as wi tnesses; and tha t ta the bes t of our knowledge the Tes ta trix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~ Witness ~+i~:~~ Sworn or affirmed to and subscribed to before me by .J: L-d-k- 4.. .nU:_f-t.l_'_J and .....!(Lt.j~1 )f] /J1At/J1//"--'" "vIM /),' witnesses, this ""',:) day of ,-Y:JAdJ , 1986. /2zd' Y i: 4;. ..121 Notary Public MARY E. SCHOll. Nol.ry Public Reading, Uurka County. PI. My Commilllon bpi". Oct. 31. 1988 , '. COHHONIIEALTll OF PENNSYLVANIAI : 88. COUNTY OF BERKS I I, NELLIE CAROLYN BUSll, Tes tatrix, whose Ullme is signed to the attached or foregoing instrument, having been duly quelified according to law, do hereby acknowledge that 1 signed and executed the instrument as my Last Will; that I signed it willingly; and that 1 aigned it as my free and voluntary act for the purposes therein expressed. 71 . ~ 0" '.. /' ~..,~ A ~ J>.)!;..J Ne lie Carolyn Bu h, Testatrix BUSH, Sworn or affirmed to and acknowledged before me, by NELLIE CAROLYN "J...,J /J,' " the Testatrix, this'-\,J day of ~f(],L'-'-, , 1986. InA-\(jN ~AJ~,(~~ ;, otary Public MARY E. SCIIOLZ. I/ollry Publld HUlllna. Ullrkl County, Pat My COni minion bplre. Oct. 3r, 1988 ~ Address CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedent: Nellie Carolyn Bush a/k/a Nellie C. Bush Will No. 1995-00448 May 18, 1995 Admin. No. Date of Death: To the Register: I certify that notlce of beneficial interest required by Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to the following beneficiaries of the above-captioned estate on .Il1nll 16. lQQl:i .Judv .Tn(!kRnn 101'::;0 Rp11130 lH"A Rl",..I . t:nct-. Ap"" ?(,Q4. J::u:lte9RvillB.FL 32256 Rrfan.Jn(!kRnn 6. 7?1\ Rr-tnltl "'y T nnl3l. A.., ""ton. r..^ 'n'l~? Teri ~aVIHlP- Beulah Morgan Jovce E. Witmer lRC;C; tJ'PClt"fipltl ny-iu"" TntJy"pn,.,ndl1a. f!A 10?.(,) 208 Holly Drive, Camp Hill, Pa. 17011 10011 F.lm ~t" l-I:1rriQhllrg. PA 17101. Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except Barhara .Tnnp- .Tnr-kRnn who i R FVfllt"lIl"'riv Date: June 14. 1995 1t.k~- ?-1If gna r - Name William F. Co1bv. .Jr.. E~Q' Address 542 Court St.. P. O. Box 942 N ~ .,' " ~-, ~,~ ." t....i [-- \0 ~ ::<.s -.., I '..1 , ~~ t: "J IX; ~l) :J a: u U Reading, Pa. 19603-0942 Telephone(610) 376-6651 Capacity: Personal Representative x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT.,IOI01 HARRISBURG. PA 1"'1.0801 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR DATES OF DEAlli AFTER 12131181 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMBER 21 95 COUNTY CODE YEAR DECEDENrS COMPLETE ADDRESS 111 May Drive, Apt. 5 DATEOFBIRTH CalIpHill, Pa. 05 18 95 COun OImberlan::l Q:lUn SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 0448 NUMBER REv-n.oo U.17-841 DECEDENT OECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) Bush Nellie C. SOCIAL SECURITY NUMBER 171-48-2386 " IVI FIRST AND MID lE INITIAll 1. Orlglnol Relum 3. Rernolnder Relurn Ila' dal.. af da.th prla, la 12.13-121 o D. Federal EDtBte Tax Roturn Roqulrod CHECK APPRO- PRIATE BlOCKS o .... future Int8l"ost COmpron1se (lor deles 01 death aher 12-12-82) lH B. DllC8denl Died Teatate 0 7. DllC8dent Malnlalnod a Uvlng Trual (Anach copy 01 W1IQ (Anach copy 01 Trual) ~;CORRI!SPONDENC!'AND CONFlDENTtALiTAX.INFORMAT1ON SHOULD.Be.DIAECTEDiTO:: idli!!lH!!i!lqHi~li!iIlU:lI:ii!:iiiiqiWii!iI!iiilliiil:i!i1:1il!ihlili!i1i!il:U!;P:!,! NAME COMPLETE MAIUNG ADDRESS William F. 00 542 Coort st. TELEPHONE NUMBER P. O. Box 942 610-376-6651 Rea Pa. 196 1. Reol Estete (Schedule A) ( 1 ) 2. Stocke and Banda (Schedule B) ( 2 ) 3. Closely Held SIOck/P8IInerahlp Inlorosl (Sch. C) ( 3 ) 4. Mortgages and Notes RecoIveble (Schedule D) ( 4 ) B. Cash, Benk Deposits & Ml9cellaneous Personal ( B ) Property (Schedule E) B. Jolnlly Owned Property (Schedule F) 7. Trens1ers (Schedule G) (Schedule L) 8. Tolol Gro.."""1o (Iolal Unes 1-7) 9. Funerol Expe"""", AdmnlolrallYs Cosio, Mlscsllanooua Expe"""" (Schedule H) 10. Deblo. Mortgage Uablll1leo. Uena (Schedule I) 11. Tolol Dedue1lona(tolol Unes 9 & 10) 12. Nel Volue 01 ElIlele (Uno B mlnua Una 11) 13. Charitable and Govemroontol Boquos18 (Schedule J) 8. Tolol Numbor 01 Sale Depooll Ba.ee o 4. Umlled ElIlate CORRES- PONDENT c: 42 .~ ::n ..,..., , -' .'- 113,236.79 .. (B) (7) (.:, - - .,....' 113,236.79 RECAPIT- ULATION (8) (9) 12,320.56 (10) 601.42 (11) (12) (13) 12,921.98 100,314.81 14 100 314.81 (Ie) . . . (18) 97 ,314.81. .08 . 5,838.89 (17) 3,000.00. .1e . 450.00 (IB) 6,288.89 Dlscounl Inl.,esl + (19) 314.44 (20) (21) 5,974.45 (21A) 0.00 (218) 5,974.45 ADDRESS 542 coort st. P. O. Box 942 , Fa 19603-0942 OATE~ \ _ 'It) ~.E ~.~ I , EState of: Nellie c. Bush 21-95-0448 'D1e followm; persalS are signin;J the return as kq.a:asentatives of the estate: Barbara Jane Jaclcsa1 3102 Glenrid:Je-stratfard Drive Atlanta, GI\ 30342 PA REV-11lOO EX (7-84) PogO 2 Acl H48 or 1994 provldes ror the reducllon or the tax rale. Impa.ed on the nel value or Iranarer. 10 or ror the use or the .pou.e. 111e rate. u preacrlbed by the .lalule will be: . 3% (.03) will be applicable ror estates or decedenta dylng on or after 7/1/94 and beror. 1/1/96 . 2% (.02) will be applicable for utates or decedenta dylng on or after 1/1/98 and beror. 1/1/97 . 1% (.01) will be applicable ror utates or decedenls dying on or after 1/1/97 and berore 1/1/98 . SpouBllI tran.r.re occurring on or after 1/1/98 will be exempt rrom Inheritance tax. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS. YES NO 1. Old _nl mako a transfer and: L rolalnlho use or Incomo ollho proportytransferrod" ............................................................... x b. rolalnlhorlghllo deoIgnolowho8hall uselhoproportytr8nBlllllodorltBlncomo,.......................................... x c. rotal" a revoraionuy Interest: or.......... ................ . ............ ............ . ..... ...... . .,. . ..... . .... . . X d. rocolVG lho promae for mo 01 olIhor paymon18, beooftlB or coro?..................... .................... . ...... . ... . . x 2. If d081h occurred on or beforo Docember 12. 1982. did docedonl wlIhln \'NO yon preceding de8th transfer proporty wlIhout ,oceMng 8doqu81o conoldor8t1on? 11 dealh occurred alter Dacember 12. 1992. did _nltransfer proporty within 000 year of dealh wlthoul rocefvingadequateconalderation?........ II...... I...................... .............,0......... ...... II........ x 3. Old docodontown an 'Intru8lfo~bank accounIBlhloorhordo8Ih?..................................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. PA15002 HTF'"O CoPyright Fo,m, Sotlwat. O"'y, 11M N.aco,lno. HMPA002 .. LAST WILL AND TESTAMENT OF NELLIE CAROLYN BUSH I, NELLIE CAROLYN BUSH, presently reB1ding at 809 Jallles Street, Siulting Spring, Berks County, PeDDsylvaala, do IIIllke, publish and declare thb to be rtl'f Last Will snd Testament, hereby revoking all prior WU.1a aDd Codicils made ~ me. 1. I direct the payment of my debts and funeral expenses. 2. I give and bequeath my tangible personal property to my daughter; BARBARA JANE JACKSON. 3. I give the SUID of One Thousand Dollars ($1,000.00) to each of 10' grandchildren or their 1asue, per stirpea. 4. I give and bequeath the SUID of One Thousand Five Hundred Dollars ($1,500.00) to my alece, BEULAH HORGAN. 5. I give snd bequeath the SUID of One Thousand Five Hundred Dollars ($1,500.00) to my niece, JOYCE E. WIntER. 6. All the rest, rea1due and remainder of IIY estate, both real. and peraooal, together over which I may have a power of appointment, I ' give, dev1ae end bequeath in the following shares: a. Four (4) shares to my daughter,' BARBARA JANE JACKSON, or her issue, per stirpes. b. One (1) share to my dece, LOUISE DeFRANK, or her issue, per sUrpes. 7. I direct that all. inheritance and estate taxes aria1ng ~ virtue of 111. death be paid out of 'IIY rea1dusry estate. , 8. : I sppoint my daughter, BARBARA JANE JACKSON, to be the -1- (. . " " . '.: .'. " 'i.:'~ 'I~.i' .' . " . '~'''''' . t.11 ~)':l:' " . . ':.' <'.:'!~:':i.: : ",. ~ \~ It ' ',~ " :~'-: " . COKKONWEALTR OF PENNSYLVANlI\l DB. . . couNTY OF BERKS . . I. NELLIE CAROLYN BUSH. Testatrix. "hose 11811IO'1& slped to the attached OJ: fongolus lustrUlleDt. hBviUS beeD du1,. qualified accoJ:dlDg to Ja". do hanby ackD.0II1edge that I B1ped aDd executed the.1DstrUlIBDt as fill Last Will; that I s1gued It "lUIus1,.; aDd that I B1ped It as my fne aDd 'f01UDtal:)' act fOJ: the put'poses theulD expJ:essed. jJ . 'NeUle CaJ:olyn Bush. TestatJ:lx S"om OJ: afflJ:llBd to .::;t ackD.0II1edg~d befoJ:e me. by NELLIE ~OLYN BUSH. the Testatrix. th1B~3 da,. of d/J...L . 1986. ' IhAA~ f/1'~"'-< Notal:)' Publ1 .... ' f .1 .\ ;:, t' , .. " ., '. .'.' :~. I :.', ':j,f..'_\t:,,:..'..r... ~'\ :..\ ii:'JU.,~-' : 1;~' ,.:.. :.}..~':: i_ .. .~.." .. . . ,..;:.oJ.: ..... . "\' ,\t f " . , " i'. .,' . ", ' " " ." . .'~..:'. ..).' . ." ~, . , . . .' . COHHONllEALTII OF PENNSYLVANIA: ss. COUNTY OF BERKS .. "e,.;{~ a.~ and .:J.< .d:I~"1 rr1 ~ the witnes.es who.e na.... are 8igned to the attached or foregoing in8tn_nt, being duly qualified according to law,' do dep08e and say that we were pre8ent and saw Te.tatrix, NELLIE CAROLYN DUSH, sign and execute the inatrument as her Last \1111; that she signed willingly snd that sbe executad it as her free and voluntary sct for the purposes therein expre88ed; that eacb of u. in the hearing and sight of the Testatrix 8igned the "ill a8 witnesses; and that to the best of our knowledge the Te8tatrix was at that time 18 or IIOre years of age, of sound mind and under DO con8traint or undue influence. ,6/ .,f~.-." a. rh,,~/ /... ./ \lltness ,tl ,1!'di""f(>" /h r/)..("'A~ I Witness Sworn or affirlll8d to and subscribed to before me by /'A...(,'"'V\ d. ~ ond ~ /:J,_.' /. :,vitne.ses. thls.:{3 clay of .~ ~J( tLZ/v.r ;r. , 1986. ~ , .' ~ e. J'h -'-"j' t. ~.(. 3- Notary Public , . ;, ,~ " ,:.{t.v. 'If..'l~;'' i.~~i;' . '.;,:. " "i' ~")l.' . . . .f~i' REV-110' EX.IZ."l SCHEDULE E CASH, BANK DEPOSITS AND MISCELlANEOUS PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCl! TAlC RETURN RESIDENT DECEDENT ESTATE OF Nellie C. BUsh All oln -ownocl wtlh Ihe RI I of SUrvlvOf1Ih mUll... clocIoMd on Schoclule ITEM NO. DESCRIPTION 1 me Bank, N.A. - lifetime d1ecki.rr;J accnmt Interest: at above item accrued as of d~p'lt's death 2 FNC Bank, N.A. - C.D. 1063160081437 3 FNC Bank, N.A. - C.D. 1063160083340 Interest: at above item accrued as of n.....-l"rrt:'S death 4 FNC Bank, N.A. - C.D. 1063160083375 Interest: at above item a=rued as of Q.....-l,,'lt's death 5 FNC Bank, N.A. - C.D. 1063160181085 Interest: at above item a=rued as of decMp'lt's death 6 mc Bank, N.A. - C.D. 1143160081657 Interest: on above item a=rued as of deoen"'lt's death 7 mc Bank, N.A. - C.D. 1143160081658 Interest: on above item a=rued as of decedent's death 8 Patriot Evenin;J News - refun:l PklII8 Print or 8 FILE NUMBER 21-95-0448 TOTAL AIao .nlOl on Uno S, Roc ltullllon (Al\llCh addlllonll 81iZ'x 11' lheela II more Ipecela _.) PAI&OII NT"". CoPyrillM Far",. Sallw.... Onl". 1'14 H.Ico,lnCo HMPAO.1 YAWl! AT DATE OF DEATlt $ 13,057.17 5.35 10,000.00 10,000.00 8.63 25,000.00 97.09 5,000.00 1.43 25,000.00 28.76 25,000.00 28.76 9.60 113 236.79 ....., REV-,." Utl'."1 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCEUANEOUS EXPENSES _PrtnlorTyPe FILE NUMBER 21-95-0448 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nellie C. Bush ITEM NO. A. Fu_ ~...: DESCRIPTION AMOUKT 1 El::Iward KUhn F\lneral Halle - funeral bill 2 Forest Hills MeIlcrial Park - I1DI1UIIleJlt 3,940.00 640.00 3 Barbara Jackson - reim. air fare, motel, and car rental while at:terxllnq to the funeral and arrargernents far the funeral B. Adrnln_. Coela: 1. """,,,nil RepreoenllllYll Cormia8lono SocIII 5ecurfty Number 01 """,,,nal Repreoenl.llYe: Voar Cormia8lons plld 2. Attorney Feoa 5,540.00 3. Famly Exlllll'tIon Claimant Addroa of CIalmanI .1 doc:odonr. de.th Stnlol Addroa Rel.tIonshlp Cl1y stoto ZIp Code 4. Prob.lo F... C. M.....II.naoua Expanaaa: 1 Register of Wills - future administration eJlpeI1SBS 2 Karen Von ~en - Affidavits 3 Barbara Jackson - re1JnI::ursemen far air fare and motel and car rental to atten:l to the probate of the Will, administration of the estats and clearhg of aparbnent 1,056.09 TOTAL AIao onll.. on line 9. Roc itulallon S (II mora apacal. n~ 1nHf'l_onal oh..la of aam. atza.) 12 320.56 PA'S'" NTF..1I Cap)'rlght ForM' lSottwat. Ontr, 181M N.leo.lnc. NIMPA111 970.47 0.00 0.00 66.00 100.00 8.00 RIV-UUUtCtllJI COMMONWEALTH 0' PENNSYLVANiA INHERITANCE TAX RnURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS P1_ Pltnt or FlU! NUMBER 21-95-0448 !STAll! OF Nellie C. a.um ITI!M NO. 1lESCIl1P'T10N AMOUNT 1 Barbara Jacksal - rem. telephone bill 2 Barbara Jacksal - rem. electric bill 3 Barbara Jaclcsa1 - rem. rent 29.18 17.24 555.00 PAt&t21 TOTAL AIoa enter on 1118 10. R I1ulatlon (II more 8pecela _, 1.-1 eddltlonelaheeta 01""",,, oiztl.) s 601.42 NTF 2110 Caprna""or.a Soltw.,. Only, 11M H_tea, '"0. N14PA121 . REV-1IU EX. C2-." COMMONWEAlTH OF PENNSYLVANIA INtlI!RITANCl! TAlC RImIRN RI!SIDI!NT DI!l:m1!NT ESTATI! OF SCHEDULE J BENEFICIARIES FILE NUMBER Nellie c. ITEM NO. 21-95-0448 AMOUKT OR SHARI! OF I!STATI! Bush NAME AND ADDRESS OF BENEFICIARV RELATIONSHIP A. Taxable Boqu_: See Schedule attached ITEM NO. NAME AND ADDRESS OF BENEFICIARY AMOUKTOR SHARE OF ESTATI! B. Ch_ 8l1d Govemmon1al Boqu_: None TOTAL CHARITABLE AND GOVERNMEKTAL BEQUESTS AIao snler on line 13. Rec I1ulallon (t11llOt'8 _Ie needed, lnawtecklUonel _ 01_ e1zs) 0.00 s PAll13l NTF ""A CoP)'ftIlM Fan... SoftwalII0ftly,11M H.Ico,lnc. NMPAt3t . EBtate of: Nellie c. Bush SCHEIXJLE J, Part A - Taxllble Bequests Page 2 21-95-0448 Item No. Nama 8rd J\ddress of Beneficiary Relatiooship Amount 1 Barbara Jane Jackson 3102 Glenridge-stratford Drive Atlant:a, GlI. 30342 2 Beulah Morgan 208 Holly Drive CaDp Hill, PA 17011 3 Joyce witmer 3006 Elm street Harristurg, PA 17103 4 Judith Lynn Jackson 10150 Belle Rive Blvd., East Apt. #2404 Jacksa1Ville, FIr 32256 5 Rebert Brian Jackson 4725 Brinkley Lane Atlant:a, GlI. 30342 6 Teri IBigh Savage 1855 Westfield Drive Iawrenoev111e, GlI. 30243 7 lJ:)o.! Re DeFrank Died 6/21/89 - without leavin:J issue Daughter 94,314.81 niece 1,500.00 niece 1,500.00 Gran:ldaughter 1,000.00 Granclsal 1,000.00 Gran:ldaughter 1,000.00 Niece 0.00 MILLER AND MURRAY "'AI.":' H. ~WU,.y CHAltl.lI:l r. rITlPA'A'CIl. OAII:OO"'" It. YOUNG "OHN .. H,..eHMANI WILLIAIot r, COLI"', .I". .";,,... It. aTT MICHAlL P. DILl' eHAI.TOPHI" P. IIITIL ATTORNEY. AT ......W ..'1 COURT .TREET P. O. DO. .... READINO, PENNSYLVANIA 19603-09.2 LION A. Io4'LLI" '''ITI''IO' NOT "ltACTlCINQ, J......el W. IE"TOLlT ItIJ'.,... TELEPHONE 1610, 376.,,,. TI.LECDPIEA C6101 :II'. un A,CH"'''O T. W'LLI.""'ON ,.,..,... August 8, 1995 '''LIO NUUI" NEW YORIIl '''" WRITIlR'S IlXTENSION NUMBER 231 Register of wills Cumberland County Hanover and High street carliSle, Pa. 17013 Re: Nellie carolyn Bush Estate File No. 1995-00448 Dear Sirs: I am enclosing Inheritance Tax Return in the above estate in duplicate for filing together with a check to the Register of wills in the sum of $5,974.45 for the inheritance tax payment within the rebate period. Please mail the receipt to my office in the enclosed envelope. Very truly yours, WFC:kvl Encs. MILLE It, '" ',-:.,c ,,- I.'.' ,-, ~u.: '.. C) o. I 1':1 ~ - (U fi~ Ir\ C a: p, ,i) ~ Gu ,-,-".~,-"-"--"", , ..../ ., ....-.... , tY'. :';J~t~..;~ ~ '7:' ./~~.#.~"",,_,___,.........,,,,\~>Wj!~\"~''t'" ,t: _.~-. ~.~ 'n~ .~ . ;..: ..q iiJu.: a: TO: trr:! :~'O.i '~":;:Yif?..1..~':1'1;;~~'~:i~..li';~~'Kf,-'1'r:l~ ("" 'G\'''''' ..... . ., .. "-, J ..... : H " . -;, 1 . M't., 3' );..(, f :: 1 7 0\: \. ' /~it{J~t!Il '~'. : '-. ,/......,It''.. . . '--..~}:.!"'_-. HdJ':Uil . rf) ':'1 c:l ,. .- .-t: ~is. FIRST CLASS , , 0\ I l!l ::;:J ~.~ ,., 9' (~ ..u C -::> 00 MILLER AND MURRAY ATTD"NIEV. AT LAW a..a CDURT BTREET P. D. DOK 9..a RIEADINO. PENNBVLVANIA 19603-0942 Register of Wills Cumberland County Hsnover and High Streets Carlisle. I'A 17013 -'.- ,.~. -~.. ...-.~..-. .,,- . i'~'-+. .....-.-.-" 1.-7 d \. MAIL ..._M'__'F ir, t ~ . .' , ".---' r~- _.4 ~ ..,.. .- f I .J I i5Hjg-/~ C-- REV-1547 EX AFP (12-941* CtMtOHWUL fH Of PENNSYLVANIA DtPARTt€HT Of REVEN.E BUREAU OF INDIVIDUAL tAXES DEP'. ZIa60l tWtRlSBUAO, PA l1Ua-UDJ ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHEHT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AHO ASSESSHENT OF TAX DATE 11-06-95 FILE ND. 05-18-95 COUNTY CUMBERLAND HOTEl TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH VOUR TAX PAVHEHT TO THE REGISTER OF WILLS. HAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT" REMXT PAYMENT TO: WILLIAM F COLBY JR ESQ 542 COURT ST PO BOX 942 READING PA 19603 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.......t R..ttt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS ~ iiiv:i54j-EX-AFP-rri=94f-ilrificE--OF-YNHERifliNCi-TAX-WpiiAiiiENiili'-;-ALLoiiliNci-oli----------------- DISALLOWANCE DF DEDUCTIDNS AND ASSESSMENT OF TAX ESTATE OF BUSH NELLIE C FILE ND. 21 95-0448 ACN 101 DATE 11-06-95 TAX RETURIl WAS. 1 X I ACCEPTED AS FILED RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN 1. R..l Eat.t. (SchedUle A) (1) 2. stocke .nd Bonda (Schadule B) (2) 3. Clo..ly Hald stock/p.~tn.r.hlp Int.r.at (Schedule C) (3) 4. "arig.gae/Hot.. Receivable (Schedule D) (4) S. caahlB.nk Depoaita/Hiea. Paraonal Propurty (Schadule E) (5) 6. 401ntlY Owned Property (Schedule fl (61 7. Tr.nafara (Schedule OJ (7) 8. Total A...ta I CHAHOED .00 .00 .00 .00 113,236.79 .00 .00 eel 113,236.79 APPROVED DEDUCTIONS AND EXEMPTIONS: 12,320.56 9. Funeral EMpen.../A~. Coat.'Hl.c. Expen... (Schedule H) (9) 10. D.bh/llortg.... UDbllIUu/Ll"'" ISchedul. II IlOI 601.42 11. Tot.l D.ductlon. 1111 12. Net Value of Tax Return 112) 13. Charitable/Govern.antal Oaqu..t. (Schedule J) 1131 14. Net V.lu. of E.t.t. SubJeot to T.x 1141 NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 .t Spou..l rat. CIS) 16. A.ount of Line 14 t.~abl. at Lin..l/Cl... A rat. (16) 17. A~t of Line 14 taMable at Collat.ral/Cl... Brat. (11) 18. Principal rax Due l?Cl?l qA 100.314.81 .00 100,314.81 .00 97,314.81 3.000.00 X,OO_ X .06_ X .15. Ilel .00 5,838.89 450.00 6.288.89 TAX CREDITS: PAVHENT DATE 08-C8-95 DISCOUHT 1+ I INTEREST e-I 314.44 AI10UHT PAID 5,974.45 RECEIPT HUHBER AA048095 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 6,288,89 ,00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FaR CALCULATION OF ADDITIOHAL IHTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAVHEHT IS REQUIkED. IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI, VOU I1AV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I .;, "- ,', .:;, I (~: ~. . " If) RESERVATlONI E.tst.. of dMecMnts drlng on or befar. Dec....r 12, 1912 -- If WIY future Int.r..t In the ..tet. I. tnnlferred In po.....lan or .nJo,.ent to CI... . (callst.rel) beneflelsrl.. of the decedent .ft.r the .xplr.tlon of ~ ..tat. for 11f. or far VNrs, thl C..orwHlth hlreby .xpr..utw r...rv.. the right to ...,.r.h. .-d ...... tren.f.r Irherlt~. f.... .t the lewful Cl... . (call.t.r,l. rete on ~ .uch future Int.r..t. PURPOSE '" MaflCEI fa fulfill the requlr..-nt. of Sectlan 2140 of the Inhlrlt~. and E.tet. fax Aat, Aat 22 of ."1. 72 P.I. Seotlon 2140. PAYMEHl'1 DetKh the top portion of thl. Notle. .... .uMilt with your plv-1t to the Allllhtsr of WIU. printed an the rrnr.. II.. -"MIk. cheCk or .anev orar p.pbl. tal REGISTER OF MILLS, AGEHT AU P.~ts rec.lved IhIIl flnt be IIPPUMI to anv Int.n.t .....Ich MV be dUe with anv r_Indlr eppllMl to the tu:. RUUCD (CA)I A nknd of . t.. credit, .....Ich .... not r......ted an thl fu A.turn, MV be r....ted bv COIIPI.Ung en -Appllc.tlon far A.fund of Penn.vlvanl. Inherltanc. and Eatet. fax- (REV-ISIS). Appllcetlan. .r. Iv.llabl, .t the Offlc. of the Aeglat.r of Will., 8nY of the ZS Rlvenue DI.trlct Offlc.., or bv c.lllng ~ .peelsl 24"hour an....rlne ..rvlc. n~r' for far.. orderlngl In Penn.vlvenl. 1-100-562"2050, out.lde Penn.vlvanl. and within IOCII "-rrl~rD .r.a (111) 111"1094, TOD' (117) 171-2252 (~rlng lepalrad OnIV). DIJECTlDHSI AnY p.rty In Intar.at not ..thflad with the 8PPnh....,t, aUOMWlC' or dl..UOWInC8 of deduction., or ........,t of tIX tlncludlng dhclM6lt or Int.r..U .. IhoMn on this Notice ..st object within alxty (60) dII)'1 of rlAlpt of thh Motle. bYI --written prota't to thl PA o.p.rt-.nt of R.v~, IoIrd of Appell., o.pt. 211021, Herrllbura, PA 11121-1011, OR --.llOtlon to twtve the MU.r d.t.r.lned .t eudlt of lhI eccount of thl ,.nanel r...r......t.U"., OR __spps.1 to thl orphanl' Court. AOMIN IlfRATlY! COAAE:CflQHSl DISCOUfT I hotu.l .rror. dlKOV.rad an thh .....lMnt thOUld be addr...ed In wrlUng tal PA DIp.rtMnt of R.VInUl, IurllU of Indlvl~1 f...., AffNI po.t A.....-ent A.vlew unit, Dlpt. 110'01, Herrllburg, PA 111'.-0'01 ~ (717) 7.7-6505. S.. pegs 5 of the booklat -In.truotlon. far Inheritanc. faM R.turn for . A..I~'"t Decedent- (REV-1501) for ~ 'MPlenetlon of ~Ini.tr.tiv.lv corrletlbl. .rror.. If MV t.. due .. p.ld ..ithln thr.. (5) c.I"r .nth. aU.r ~ decedent'. duth, a flv' ,.rcent UX) dllCOlllt of thl t.. p.ld It aUDWlId. IKTEAE:Sf I Int.n" la chlr.. beGlnnlna ..Ith first dIIy of dellnclUMCV, or nlM (,) IIDnth. and OM 0) dIIy IrM thl dIIt. of dleth, to tM dIIt. of p.YHtit. f.... .....Ich bee.. cMUnquent blfor. J___ry 1, I9IZ bur Int.r." .t the rat. af .he (6XJ ,.rc....t ,.r .,..,.. calculatad .t a dallv r.t. of .0oal604. AU t.... which bee.. deUnquent an end sUar J~rV I, 1'.' will bur Int.r..t .t . rat. which will v.ry froe c,lender Yllr to e.landar Yllr with thet rate ~Id bv the PA o.p.rt.ent of A.v~. The appllelbla Int.r..t ret.. far 1.11 through 1995 ar.' ~ Int.r..t Aat. Odty Int.n.t Fletor !!!! Int.r..t Aat. Dally Int.r..t fletor I'.Z ..X .00054. 1..7 OX .0002'" I"S lOX .000451 1'''-1''1 IIX .00nal "04 IIX .ooasal .99. .X .00020 1915 ISX .00OS56 1995-19M 7X .000192 "16 lOX .00017' 199. 'x .0001'1 "Intar..t I. c.lculated .. followlI INTEREST . BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUEKT X DAILY INTEREST FACTOR --Anv Hotle. I..ued .ft.r thl t.. bacOll. cMllnquent will r.fllet '" Intar..t ealculstlon to flft"" (IS) dlv' beYond the date of thl ...........t. If p.y.....t It ... .U.r thl Int.r..t coaputat1on dIIt. thown on the Notle., additional Int.r..t au.t be c.leul.ted. ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Npl1ip r.nrnly" Rllqh Date of Death: Mny JR. Iqq~ Will No. Admin. No. Iqq~-nn&&R ./ Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the admlnistration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: J. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court7 Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes y No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: November 10. 1995 I I 51: Name (Please type or print) -.. i.~ 542 Court St.. p, O. Box 942 Address Reading, Pa. 19603-0942 ~.; L. ,- ';'1 : . _"~ :J OCl ( 610) 376-6651 Tel. No, Capacity: Personal Representative x Counsel for personal representative (MAH: rmf/ AMJ ) "'P1.llCVL:KVLaIrWI:S IN THE COURT OF COMMON PLEAS or CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE NO. 1995-D0448 ESTATE OF NELLIE C. BUSH, DECEASED Late of the Borough of Camp Hill RECEIPT FOR ADVANCE DISTRIBUTION KNOt, 'ALL Iol!:N p.~ T!mS!: PnFE:E::~a, th~t I, Bau~A!". If-::gan, I:!o hereby aoknowledge reoeipt from Barbara Jane Jaokson, Exsoutrix of the Estate of Nellie C. Bush, Deoeased, the sum of One Thou8and Five Hundred Dollar8 ($1,500.00), being in full distribution of my share of the Nellie C. BU8h Estate. IN WITNESS WHEREOF, I have her8unto 8et my hand and 8eal thi8 I,~-ft:r day of ~,~l 1995. WITNESS. J ,-. , .~'<, ::--: ,;) ~~J "" ~ -0. '';''''? ,,;. u:; If'! ,J 5 C1: p\ 0 U .1.1 KVL:KVLGII2oWS IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILS NO. 1995-00448 ESTATE OF NELLIE C. BUSH, DECEASED Lat. of the Borough of Camp Hill RECEIPT FOR ADVANCE DISTRIBUTION X::OW :.LL ::EU ~~ *!H1:.:31: i-RA:t~h'...'S, 'Cnu.'C 1, ,:.luci.iCh i"ynn ,Jackson, do hereby acknowledge receipt from Barbara Jane Jackeon, Executrix of the Eetate of Nellie C. Bueh, Deceased, the sum of One Thousand Dollars ($1,000.00), being in full distribution of my share of the Nellie C. Bush Eetate. It; IN WITNESS WHEREOF, I have hereunto sot my hand and eeal thie day of ~ ' 1995. ~~. Ju Lynn Jackson ::laSS. ~ . ~ '. Ib~r~ r-. .. - r~~ , -. ,~ C'..J !..-;,.~ ... ~ ~~ ,,) t:.: ", L': }-1\ :.,') (5 w:: G J*I.I ICVl.<<VL DIIJWS IN TIlB COURT OF COMMON PLEAS OF CUHBEIILI\ND counTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE NO. 1995-0044S ESTATE OF NELLIE C. BUSH, DECEASED Late ot the Borough ot Camp Hill RECEIPT FOR ADVANCE DISTRIBUTION KNOW ALL MEN Br THESE PRESENTS, that I, Robert Brian Jackaon, do hereby acknowledge receipt trom Barbara Jane Jackaon, Executrix ot the Batate ot Nelli. C. Buah, Deceaaed, the Bum ot One ThouBand DollarD ($1,000.00), being in tull dietrihution ot my Bhare ot the Nel1~e C. BUBh BBtate. IN WITNESS WHEREOF, I have hereunto Bet my hand and Beal thiB ~ day ot 5H'--"ol'" , 1995. /;?,w4~., Robert Bria Jac Bon- :~ESS' _ <+j-4,..QC)- ~ ~...~. r.... " ,--. ... ~:) c.: --. !t-l ~)\ -~' 5 UC,) .... . JIm... KVLlKYLQI.14IM IN THB COURT 01' COMMON PLEAS 01' CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FILE NO. 1995-00448 ESTATE 01' NELLIE C. BUSH, DBCEASED Late of the Borough of camp Hill RECEIPT FOR ADVANCE DISTRIBUTION 'MOW ALL MEN IIY 'l'iBSB l>lUl:ii';:llTl>,. t"..t I, Joyo'o Witmer, do he~lIIby . . . . '. acknowledge receipt from Barbara'Jane Jackaon, Bxecutrix of the Batate of Nellie C. Buah, Deceaaad, the Bum of One Thouaand Five Hundred Dollars ($1,500.00), being in full diatribution of my share of the Nellie C. Buah Batate. day of WITNESS. ..". - "'" Q '1.iL;.;.; (:;: L' l'" IN WITNESS WHEREOF, I have hereunto aet my hand and aeal thia , 1995. (~.......IU~/ 070 e iU.tmer t.O '~ !':! '.:'~ '1'< .--, ~'. ~fj UU