HomeMy WebLinkAbout95-00448
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I)ETITION H)R 1)IWIlA TE nnd GRANT OF LETTERS
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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
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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
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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
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Letters and order picked up by attorney on 6-12-95.
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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-
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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
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Wi tne6S
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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
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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
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Reading, Pa. 19603-0942
Telephone(610) 376-6651
Capacity:
Personal Representative
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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
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113,236.79
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(B)
(7)
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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~ \ _
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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
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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
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COKKONWEALTR OF PENNSYLVANlI\l
DB.
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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
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COHHONllEALTII OF PENNSYLVANIA:
ss.
COUNTY OF BERKS
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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.
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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
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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
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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
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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
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( 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
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.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. ~ .
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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' _
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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.
..".
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IN WITNESS WHEREOF, I have hereunto aet my hand and aeal thia
, 1995.
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