HomeMy WebLinkAbout96-00487
PETITION ...on pnOnATE and GnANT OF LETTEnS
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Social SI't'UTi/." No. _~_2,_~..1.0_,:"__g_~_Ir.:>_<..u_
I{egisler lit Will\ tor the 0
('111111I1' IlIc.u....'QQ..!\o."""""- in Ihe
CIllllmlJnweahh lit Pennsylvania
Thl: 1'1.'litiulI or the ullt.lcr,i~nl'd n"'Il"'Clfully ll'pn."l'l1h Ihal:
Yuur I'H.'litiollcr(\J, \\110 i'/arc IN Y"'.U, of agl..' or old".'r alll'fC.\l'~tQ_r-_..
in the lasl will lit Ihe ahme deel'lknl, daled ...____.A,,_'\"'_$._.___Lu__
and elldkills) d,"ed_l'Y_Plu______nn_. ... _'._"_ _uu._____
namcd
.19-S......
_____ . ._.. __~.__..__ 0-- _.....____..._.__________... - ~------ -----
l'lall' rdt:\.lIl1 (lI~'lllll'lall"l". t'.I-!. Il'lllllh':Ulioll, 1lL-.llh llll'\l'(lllur. Cll.:.)
Dc~endelll '"'' dllmidkd at dealh in _....nc;.~"""\c,Q('"'o.."'Jl._ cll~cnnsYlvania, with
h~_~ _ lasl tamily Ilr pri,*i~al residenee at __\eZ-Q_c;(: ~ -~\\
___~\u~c..____ _'=' __u___...fu..(\o'\~_~ ___~
Ill" '1Il'l.'l. 1I11111hl.'l <lnd 1Il1111\'1f1.1111~'
Dee~lIdenl, thell __8!.t:>___ vears of age. died __::r~~.\t_ . 19 'i <0
al __d _ .C04"\\!o\~___~~:~\.__...__ ----
l'\eepl as flllll\\\s, deeedenl did 110111""'1'. was 1I1l1 din"~ed and did not hav~ a ~hild born or adopt cd
'Ifter e\eeutiun uf Ihe \\ill uffered for pmh,ne; was nllllhe vi,'lim uf a killing ""d was n~vcr adjudicated
in....ollll'l.I...I1I: __________+_____
DC....l.lllk'1I1 al dcalh owncd propcrty \\ilh c\tinmleu \"ahll'!-l il!-l follow,:
(If ",'midkd in Pa.) All per\'unalplllperty
(If 'IllI dl1luidlc" in I'a,) I'ersnllalprllp~rty in I'ennsylvania
(II nnt domidkJ in l'a.1 I'ersllnalpmperty in ('uunty
Vahll' lIt' rcal .."Ial&: in Pt.'I1I1,\hania
,iluall'u a... rnlll1\\"': ,____(\,tA__~_________
I 50,000
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\\ III:REHlRE. pelilillll~r(s) resp~elfl.'IIY requ~sl(\l. I the ,,,,\haIO of Ihc last will and codicil(s)
pre"'&:I1I&:L1 herc\\ilh and rhl' granl of ICII&:r,_____ _:r~\N\.~~~~_"t__
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OATH OF PEHSONAL nEPltESENTATIVE
<:0:\1:\10:'o<\\'EAI.TII OF l'El';:'IIS\'I.\'ANIA I 'cO
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('Or\T\' OF c..........~O-'()l J
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Thl'l'l.'liliollcrb' ahOH'-nallll.'d \\\L'mb) or aflirl1l(') Ihal Ihe ,lalel11&:I1" in the foregoing pelilion are
Irtll' <Iud \:mll'L:l 10 Ihl' hl."l 01 till' ~11(mkdgc and hclief uf ('tl'litionrrllo,) and thai a\ per~onal rcprcscn.
lalih'hl \If Ihl' ahuh' dc....c(klll pl'litionrr(') \\ill \\~I ,I d Iruly admini.. r . C'lalC according (0 law,
S""ll' 1,1 ", "lIll1ned and snbo,'lIh,'d I / ~~ltt.e- - .tctAL- '"
hdllll' III" ~' 1B]:1\. day III (~ .__ . . __ __ _ 3, ~.
- .: )JUNE -Jl(d0rnltmf~ -======-=_=-~ ~
MA C.LE~IS Nt'c,,:XJlU -------"----- E:
No. :11 - 96 - 487
Estate of
A-hc.e... A. t\e~~
, Deceased
DECREE 01; IlROnATE AND GRANT 01; LETTERS
AND NOW JUNE :10, IL12.96. in consideration of the pelition on
the reverse side hereof. satisf"clory proor having heen presentcd bcrore me.
IT IS DECREED thaI the instrument(s) dateL-A.\.l~~~:J::_\1"-I V:\~3
described Iherein be admilled 10 probatc "nd riled or record as lhe last will or --A:\\(.~ Pt ""~J.~
and Lellers -tc.~~--~
arc hereby gmnted 10 :JO\--~ L~cR.~.
RCMhtcr of Wllb
MARY C. LEWIS
~'
FEES
Probate. tellers. Etc, ......... $ 2J5.00
Short Certificales( 2) ,....,.... $ 6.00
Renunciation ",.,.,..,.,.... $-----....-
x-pages $ ,~.OO
JCP -r.e8
TOTAL _ $ :158.0
Filed ",..,. ,J.V~E, .20.. .1.996, , . , . . . . . , . .
Robert 1 O'Brien #:18351
ATTlJR:-lE\' (Sup. CI, J.D. No.)
17 W South St. Carlisle Pa. 17013
Al)\)RESS
(717) 249 - 6873
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WARNING: Ills IlIegol to dupllcote this copy by photDSlol or photogroph,
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
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IMr WILL ~ 'l'I!'Bl'NtENl'
ag
ALICE A. HENl8
I, Alioe A. Heads, of Carlisle, OIniJerland cnmty, Pennsylvania,
beIn;J of so.m:l and di~In;J mini, Jl1l!IlOry and urderstan::J,in, do hereby make,
plblish and clec:lare this as and for nrj laSt will and Testament, hereby
revoldn:1 all other wills and codicils heretofore naclc by ~.
FIRST
I direct that all nrj just debts, funeral expenses and the expenses
of the administration of nrj estate be paid as soon as practicable after nrj
death, and I further direct that all estate and inheritance taxes, includirg
arrj interest or penalty thereon, upon or in respect to arrj inheritance taxes,
includirg arrj interest or penalty thereon, upon or in Iespect to arrj property
required to be included in nrj gross taxable estate, ...nether or not such
~_._ \ property is di~ of by or paF~<:r lU'Xler this will, shall be paid out of nrj
estate as an expense of administration and as a general dlaJ:ge thereon, with
no awortiorunent or proration. In the event there is arrj balance due on arrj
current written pledges wtlidl I \MY have made to arrj charitable organization,
I direct that the unpaid portion thereof be paid to the charity.
mxx:HJ
I give, devise and bequeath all nrj jewelry as set forth acoordin;J
II to the previsions as set forth in the foorth paragraFh herein.
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'DIIRD
All the rest, residue and remainder of !lrf estate, real, personal
or mixed wherever situate, I give, devise and bequeath unto !lrf beloved
husbard, James, shoold he survive me by a period of thirty (30) days. Should
!lrf husbard p~- me or fail to survive me by thirty (30) days, then I
give, devise and bequeath all the rest, residue and remainder of !lrf estate,
to:
A) To !lrf Niece, June stewart, 25%, per stUpes:
B) To !lrf Niece, Elizabeth Fields, 25%, per stUpes:
C) To !lrf Grandniece, a:mtenay Jackson, 4%, per stUpes:
~
D)
E)
F)
To !lrf Grandniece, Carol Risin;Jer, 4%, per stUpes:
To !lrf Grandniece, Catherine Wood, 4%, per sthpes:
To !lrf Grandniece, Grace Wood, 4%, per stirpes:
""-'
G) To Jean E>:};Jleston, 4%, per sthpes:
H) To !lrf Niece, Paula Snyder, 3%, per stUpes:
I) To !lrf Grandniece, Naooi Snyder, 3%, per sthpes:
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To !lrf Grandniece, Lisa Snyder, 3%, per stUpes:
To !lrf Gran:iJ1eI:hew, Mark Snyder, 3%, per stUpes:
To !lrf Grarx:lne(ileW, Peter Snyder, 3% per stUpes:
To !lrf Ne{X1ew, George P. Wood, 15% per stUpes.
I\lWd1l
I raninate, constitute and awoint !lrf husbard, James B. Heads, as
Executor of this !lrf laSt Will and Testament. Sha.1ld!lrf husband fail to
qualify or cease to act as Executor, I awoint June stewart as Executrix of
this !lrf laSt Will and Testament. Sha.1ld June stewart fail to qualify or cease
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to act as Executrix, I awoint Elizal:leth Fields as Executrix of this my last
Will am Testament. I relieve my personal representative fran the neoeE"ity
of postin::J security in CIlllrlElCtion with his duties as such in any jurisdiction
in which he may be called upon to act insofar as I am able by law to do so.
It is my wish that all jewelry, includin::J fine costume jewelry, be divided
~ my nieces Paula Snyder, Elizal:leth Fields, am June stewart. If I shcW.d
PrM""""'''=<' my husbar'd, I request that he, as my Executor, awoint my nieces
June stewart am Elizabeth Fields to distrib.rt:e as fairly as possible my
jewelry aIlI:lIl;J said three nieces.
FD"DI
\
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In addition to the pc:7</l!I'S conferred by law, I authorize my
Executor in his absolute discretion:
A. To retain in the form received, am to sell either at p..1blic
or private sale any real or personal pIql8rty.
B. To manage real estate.
C. To invest am reinvest in all forms of pIql8rty withoot bein::J
confined to legal investments, am withoot regard to the principal of
diversification.
D. To exercise any qrt:ion or rights arisin::J fran ownership of
investments .
E. To lXIlpranise claims without CCRlI't awroval, am withoot the
consent of any beneficiary.
m wrrmss l<aiEREX>F, I have hereUnto set rrrj han:i am seal to this,
rrrj last Will am Testament, oonsistirq of foor (4) typewritten pages, the
first three (3) pages bear rrrj signature in the margin for the p1IpOS8 of
identification, this the \ ~ cL day of LLllAil:\:-r---, 1993.
., I \
\It/u O. \!.lrrrfC,___ (SPAL)
l./ /
Alice A. Heads
signed, sealed, p.lblished and declared by the aI:xlve named
testatrix Alice A. Heads, as and for her last Will and Testament, in the
presence of us, ..mo, at her request, in her sight and presence, and in the
sight and presence of each other, have hereUnto S1,~ibed oor names as
witnearocs.
MXJlESS I~? O~~ ~~~-?A
. . ~ MXJlESS..1&LUlllliw ~&U-t-l/2d. '
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CERTIFICATION Of NOTICE UNDER RULE 5.6 ( a)
Name of Decedent: Pi \ \ c..<:. A. ~Js
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Date of Death: .Juw:..
Will No. Admin. No. Ill. 9(0 - 0 (l,-n"
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the [Ol).oling beneficiaries of the above-captioned estate on
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Address
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l-J'2.1 Y'l..-b ~ S-\- ~E. ~\.... he:... 2-0003
Notice has now been given to all persons entitled thereto under
Rule 5,6(a) except ~~
Date:
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Signature
Name ~\.Q.A- L, O\Di'\~
Address It W. Sb-:''\t-S''''t-
Ca.'I'\~\~ 7A ),0\3-
Telephone (71l) .2.1.\ '1 CD ~") 3
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Capacity: Personal Representative
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representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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i 'Ill NUMI..
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1996
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ICOUNfV CODE
lJtC!OfNI'\ ...JMI'ttU- ..COIlU
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~}R'J'lry 'HlMIU
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18:0 Basin Hill Blvd
Carlisle ?A :7013
C~mber~and
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JAlf 'J' J(..IH
O",If;f 'I"H
-3-11-96
:0-::-09
06:-10-9462
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SUDplemenlOI R,'urn
J. ihmolnder R,tur"
(lor d01t1 of death prior 10 12.13.82)
5. Flu,ral ElIOII TQ~
R,'u,n Required
T 0101 Number 0; Soft CIPOSI' Bo.....
0"9Inol Reru,"
_ .sa. Future 'nlere" CQmorom.SI
!for aOI.. ." deo'h aft" 12.12.1321
o Oftcedenr Died -'UIQ'I _ , alced.n, MalntOlnea a li~lng Trull
IAlIocn cooy 0; "V,lll {Allocn coDy 0; ~ru"l
. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO.
I NAMf ,COMPUTf \oIAI~ING ..CORfU
I' Rober~ L. O'3rien. ::.3q. Ii ;'es~ South St.
. Carlisle PA li013
I ThfPHONf: NUMIEI1
{"7:7 1:'49-63'73
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1, Real Euol. {Scheaule .11
2. Stociu ana Bonos ISc~eaule al
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J. C:osely Held SlcClCJI':~'"ersnto Inflrell ISckedule Cl I JI
J MOrlgoqes and NOles ~ecelvoole iScj,edule 0) I JI
S. C.:nn, 30nit Oeooslls !.. '.\i"elloneous ?ersonol Prooenyl 51
iScneauie E)
184,930.00
o JOlnlly Owned Prooe"v (Sel"leaule ;:1
7 iron siers IScneoule vi 'Scneauie II
9. iOlol Gross Anets (Io:cllines 1.;")
) Q. Funeral Exoenses, ~amlniUtallve CoJ"', Miscellaneous
j Expenses lSeneoule M}
i 10. Oebts, Mortgage Licoliilin. liens {Senedule II
,
ill. T 0101 Deauctlons (tOIOI lines Q & : 01
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112. Net Value or euale ,line 8 minus line 11)
11 J. Choriloble and Go"ernmenlol Beau em {Schedule Jl
! 1.1, Ne' Value SubieClto iOIt (line 12 minus line 131
liS. Amount or line 1.1 toxoole 01 0% rOle
j (InClUDe "oiues from 5c:'Ieoule K or Scnedule M.I
116. Amount of line 1.1 '011.00141 of 15% ralt
I {Induoe "olues from SC:'Ieduie .( or Scnedule M.l
! 17 Principolto. due (Ade !o... trom lin" i 5 and from line 16, I
: 18. Crecits Prior Povments Discount
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184,930
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6.104.80
1101
6,104,80
178,825.20
1151
1111
(12)
IIJ)
1141
. .06 =
178,825.20
1161
. .15 =
;:
o
;:
<(
...
::l
...
~
o
v
)(
<(
...
(17)
-0-
lnterell
1181
IIQI
11,000.00
IQ If line 18 is greoler "'en iine '7. '!nler Ine difference on line 1Q fnis i\ Ih" OVERPAYMENT.
aX
If line 17 is grealer '~on line 18. >Inter IMe difference on line:O fhis IS Ih" TAX DUE,
~. Enter IMe inferes' on the DOlence due on lin" 20A,
Chec:1c h... if you 0f'8 requesting a refund of your overpaynMftf,
,
20.
I
1201
120AI
(2081
9. Enter Ihe 10101 0; 'ine :0 ond :OA on line :08. This IS Hut BALANCE DUE,
Mo"e Checle Payable to: Register of Will., Agent
.. ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH44
Under Denollle' of oerllJt'~. 1 declare Ihot "o...e e.-:om'"eoj '''1\ ""urn. .I'lCtuCll'lg .)((omoon"'"9 ttneCJuie\ onD uoremenls. 'Jna 10 the ~e" af my kno....I.09. ana belie;:
,I IS True. :orr&et ond C:lmolele, 1 13eclare '''Cf 011 'eOI '!\IOle nos been reocr'I!d 71 'HIl' ""onet ..OIUII ;:)e(IOrOI,on at prepar.r DIner than Ih. c.rsonal repr."nfoll'" i,
Do'ed on oil inrormollon of ....hlcn oreoore' "'!os on" .nO.....leoqe
SI(jNAIUllf \Jf 'ERSON ~fSjlON!llllf ~OA h "'v ~f!UilN ~ODRUS OAr!
~r'~!(j~Y!
1--i00;:). ~~ ~
OArl
Ck~fA \'70\3
, -"'/1 f It{(.,
N t:~
- :,JQ;
.,
'0 !!1 0\ ,
n)'~~ cr: J
,\ ?:
j .. ~
,~..' - -
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1.1_11. INn
COMMONWI!ALTH OF PllNNSVLVANIA SCHEDULE "S"
INHERITANCE TAX RETURN STOCKS AND BONDS
. RESIDENT OECEDENT
lTATE OF FltE NUMBER
II praGeny lalntlYoGwnea Wit" .",n, af SunllvO,,"lo mUll 01 dllClot" on Sch"ul. .."..,
ITEM VAtUE AT OATE
NUMBER OESCRIPTION OF OEATH
,. DESCRIPTION H OF SHARES PRICE
1. Ameritech 180 56 3/4 510,215.00
2. Apache 200 28 7/8 5,765.00
3. Atlantic Energy 287,226 17 1/8 4,920.00
4 . Banc One 416 36 1/8 15,028.00
5. Bell South 270 39 1/4 10,598.00
6. Carolina PWR 400 35 3/4 14,300.00
7. Cinergy 324 29 9,558.00
8. Colgate Palmolive 150 82 12,300.00
9. Dow Chemical 360 81 29,160.00
10. Eastman Chemical 200 68 1/8 13,625.00
11. Ipalco 300 25 1/4 7,575,00
12. Lac Mineral (Est'd) 82 17 1,394.00
13. No. States PWR PFD 100 51 5,100.00
14. Occidentac Petro. 100 25 1/8 2,512.00
15. Potomac El. PWR 400 24 7/8 9,930.00
16. Prairie Oil (Est'd) 400 6 2,400.00
17. PNC Bank Corp. 400 30 12,200.00
18. SBC Comrninat.:.on 180 49 1/4 8,865,00
19. Whirlpool Corp. 100 51 1/4 5,125.00
20. Ed Jones 5 Co. Money Mkt 2,960,00
21. Dauphin Deposit-CD (Est) 1,400.00
TOTAtlAlso enter on line 2, Recapitula:ion)
$ 184,930.00
lit more 'Dlce I, nMd.. lMen aadlllonal "'.... of um. .111)
.,.....'1l11.11l1l1
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pleon Print or Type
\ FILE NUMBER
c...:~ .'1
,.:. \..) ~^
..'r!f.',..
COMMONWEAlTH Of PENN~YlVANIA
INHERITANCE TAlC RETURN
_(SIDENT DECEDENT
ESTATE OF
ITEM
NUMBER
A. Funeral Expenl'"
DESCRIPTION
AMOUNT
Ewing Brothers
$800.80
1.
B.
Adminlltratlve COlt "'
1.
Personal Representative Commissions
Social Security Number of Personal Representali.e:
Year Commissions paid
2,
Allorney Fees Robert L. 0' Brien, Esq.
750.00
3,
Family exemption
Claimont James B. Heads
Addre.. of Claimant at decedent's death
Street Addre.. 1820 Bas i n Hill Blvd.
Zip Code 17011
Relationship husband
3,500.00
City Carlisle
Stote P A
4, Probate Fees Register of Wills 294.00
Advertising 105.00
C. Mllcellaneoul ~i~.Il,lls'i! for additional fees. 200.00
1. Death certificate 30.00
Misc. Medical Expenses 425.00
TOTAL (Also enter on line 9, Recapitulation)
(If more Ipace il needed, inlert addltlonallhe.tl oflome Iln)
S 6, 1001 . no
Iff,IUII1- :.n
.....,:..."
'Sl:
::__O"w..".o:' ...."'n"'.....
...,,,,....... tiN'"
.....'M. nC".M'
SCHiCUU J
aaNEFIC1A~IES
.'ILI >IUMIU
ut.lr! :,
?lice ?. Heads
ITlM
!'lUMBI~
'l,l,MI ':'1'10 ..OORISS :, UN"IC:.U~
UL,l,TIONSHIP
.lMOUNT :R
SH,l,U C, lSTolo rt
... -':.CQII hau....:
husband
100%
James 3. Heads
ITlM
NUMBER
NAME ,l,NO ,l,OORlSS 0' 31NEfICl,l,RY
.lotolOUNT OR
SHARI 0' !STAT!
I.
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lIf mar. 'OGe. is n..a... :nM" aaaitienal "'.... Ii ..",e .....,
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LC\S'l' m.L i\ND ~
OF
<\UO!J i\. BE:\I:S
I, Alice A. Heads, of car~isle, CJmI:erlan:l ccunt'l, Pennsylvania,
l:ei.!"q of scond and. rl~~i..,'q :nin:i, merrorl an:l ~, do hereby :nal<.e,
~lish and. dec~are t.'1is as an:l for ~ Last. '..ill and. Test:aIrent, hereby
revokirq all Q1:."'.e:- 'oIills and. ccc:licils heretofore :Mde by :ne.
FI1lST
! c"= t."'.at all ~ := deb~, :uneral expenses and. t.'1e expenses
,
i
-I
-::"'\
.~
-
-
of t.'1e adm.ilus-~-:'lticn of ~ es-...ar.a be paid as seen as prac::ical:lle ar-..ar ~
deat.'1, and. : :-..:r-_"'.er dL~ t."'.at all es-...at.e and. !.I1heritarce '2Xes, J.ncl\.ldirq
'';
-
any in~ or ;:er.alt"1 t.".erecn, upon or in tespect to aI'rf inheritance t.:1Xes,
--..,
-
. incl\:din;l aI'rf :..."'\~ or penalt"1 t.'1erecn, upon or in lespect tD arrt Prcpert'1
.11
...=3
requL"Ed to I:e :"''''lCl\Xied in rrrf gross taxable es-...at.e, '~'het.":er or not SUdl
Prcpettl is di.s;:csed of by or p"e~r UI"der t.'li.s Will, shall be paid em. cf rrrJ
es-..at.e as an expense of administ...-aticn and. as a gene.."'3.l charge t."lerecn, 'oIi t.'l
no at:PQrdonmem: or prcradon. In the evene t."lere is arrt balance due on arrt
=ene writ""..en plea;es '~'hic.'1 I ;ray have :Mde to arrt charitable organi:aticn,
i
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I direct t.'1ae t.':e unpaid pordcn t.'1e..--eof I:e paid to t.'1e c."'.arit'{,
SECCND
.\
I gi'le, devise and. l:Ec;ueat.'l all ~ jeoielrl as set !0rt.'1 ao:or:tlirq
i
I to t.'1e prcvisicns as set iort.'1 in t.'1e falrt.'l paraqrat:h herein.
'I
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All tl'le rest: , :-esidue ard remainder of 'I11f estate, real, personal
or mixed wherever situate, : give, devise ard bequeatl'l unto 'I11f beloved
husbard, J'aJ1'eS, shalld he survive me by a period of thirty (:l0) days. Shc:W.d
rrrt husban::1 p~'''''' me or fail to survive me by thir:-I (30) days, then I
give, devise ard bequea~'1 all the rest, residue ard remain:le.r of rrrt estate,
to;
A)
B)
C)
Dl
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To my Niece, June S'"...ewart, 25%, per stixpes;
To 'I11f Niece, Elizabeth Fields, 25%, per stixpes;
To ;;ry Gran:lniece, ~..enay Jackson, 4%, per stizpes;
To rrrt Grardniece, Carol Risi.rqer, 4%, per st~:pes;
To rrrt Gran::lniece, Ca~'1erine Wcx::d, 4%, per stixpes;
To rrrt Gran::lniece, Grace Wo::x!, 4% , per st ~ :pes ;
To Jean Eggles-..on, 4%, per stiIpes;
'I'o rrrt Niece, ?aula Snyder, 3%, per sti."'PSS;
To rrrt Grandniece, Nanci Snytler, 3%, per sti."'PS5;
To my Grandniece, Lisa Snyder, 3%, per sti."'PSS;
To my Gran:iI'le!=tlew, Mark Snyder, 3%, per stixpes;
To my Gran:ine{::hew, Pet:er Snyder, 3% per stixpes;
To my Ne;hew, George P. Wcx::d, 15% per sti."'PSS.
FOOImI
Executor of this rrrt last Wi:l ard Tes-..ament. Shc:W.d rrrt husbard fail to
::: nc:minate, constitute ard <lHXlint rrrt husband, JaJ1'eS B. Heads, as
qualify or cease to a~ as Executor, ! <lHXlint June 5t:ew'art as Exec:ut=ix of
tlti.s rrrt last Will ard Tes-...amel'l1:. Shculd June S'"..ewar:. fail to qualify or cease
"
:...
IN wmlESS WHEJm:lF, I have hereunto set rrtf hard ard seal to this,
rrtf I.ast will ard 'I'es1:ament, consisting of fo.lr (4) typewritten paqes, the
first three (3) pages bear my signature in the margin for the ~ of
identification, this tl'le \ '.': 'C"II.. clay of - 1993.
~L \,.\....1i,\..:..;.
I. .
, ,
.. . .1
. "..' '( , _- (SEAL)
Alice A. Heads
Signed, sealed, published an:!. declared by the above named
tes""..at:"ix Alice A. Heads, as and for her I.asl: will and Testament, in t.'1e
presence of us, who, at her request:, in her sight an:!. presence, and in the
sight an:!. presence of each ot.'1er, have he.""eUIlto $I,h<:t-ibed o.Ir names as
witnesses.
1..- ~~\r~-()6^~ ~ 'T? (Jo-k-Wt."t-~ u..~~f(A
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE tall DIVISION
D{PT. ZaDbOl
HARRISBURG. PA 111ll-0hOl
COMMONWEAtTH OF PENNSYtVANIA
DEPARTMENT OF REVENUE
'*
{>
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
U'.I'"II &I, III.tll
ROBERT L OBRIEN
17 W SOUTH ST
CARLISLE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-03-97
HEADS
06-11-96
21 96-0487
CUMBERLAND
101
A
ALICE
A.aunt R...itt.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV:i5'4TEx-jiFP"n'F96Y"iicificE--OF"YNHEiiiTANCE";:'Aic-A"ppiiAisEHEiiT~--,\i.LciwiiNCE"iiR-----"-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEADS ALICE A FILE NO. 21 96-0487 ACN 101 DATE 03-03-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAt RETURN
1. Rod Estoto (Schodu1. AI III
2. Stocks and Bondi (Schedule B) (2)
3. Clos.ly Held stock/Partnership Int.r..t (Schedul. C) (3)
4. Hortg.g../Not.. Recaivabl. (Schadule OJ (4)
5. Cash/Bank Daposits'Hisc. Parsonal Property (Schedule E) IS)
6. Jointly Owned Proparty (Schedule f) (6)
7. Transfars (Schadul. G) (7)
a. Total A...t.
I CHANGED
NOTE: To Inlur& proper
credit to your account,
sub.it the uppar portion
of this fora with your
tax paynant.
,00
184.930,00
,00
,00
,00
,00
.00
IBI
184.930.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expansa./Ad.. Costs/Hi.c. Expense. (Schedule H) (9)
10. D.bts/Mortgog. LI.b111t1os/L1.ns ISchodu1. II 1101
11. Total Deduction.
12. Net Value of Tax Return
13. Charitable/Governmental Beque.ts (Schedule J)
14. Net Value of Estate Subject to Tax
6,104.80
,00
1111
1121
1131
1141
6.ln4 Rn
178.825.20
.00
178.825.20
will
If an assessment was issued previDuslY, lines 14, IS and/Dr 16, 17 and 18
reflect figures that include the tDtal of ~ returns assessed tD date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rata (15)
16. A.ount of lina 14 taxable at lineal/Cla.s A rata (16)
17. Amount of lina 14 taxabla at Collateral/Class B rate (17)
18. Principal Tax Dua
NOTE:
.00
.00
,00
.00
178,825,20 X .00=
.00 X .06=
,00 X ,15=
llBI
TAX CREDITS:
PATMENT
DATE
08"15-96
DISCOUNT It I
INTEREST I-I
,00
RECEIPT
HUMBER
AA146627
AMOUNT PAID
11,000,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
11,000.00
11 ,000. OOCR
.00
11 ,000, OOCR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, TOU MAT BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.I
;:'
C.
I
:.~ ~~:
PAYPt[HT:
:... .::1 :J
00
Dat.ch tha top portion of thl.
prlntad on tha rayar.a .Ida.
Hotlc. and .ub.1t with your pay.ant .ada payabl. to the na.. and addra..
If AESIDEN' DECEDENT .aka chack or .onay ordar payabh tOI REGISTER OF WILLS, AGENT.
If NON.RESIDENT DECEDENT .aka chack or .onay ordar payabl. tOI COHHONWEALTH OF PENNSYLVANIA.
REfUND CCR)1 A rafund of a ta. cradlt, which ..a. not raqua.tad on the Ta. Raturn, ..y ba raqua.tad by co.platlng an
"Application for Rafund of Pann.ylyanla Inharltanc. and E.tat. 'a." (REV-1313). Appllc.tlon. .ra avallabla .t
tha Dfflc. of the Ragl'tar of Will., any of tha 23 Rayanu. DI.trlct Dfflc., or fro. tha Dapartaant'. Z~.hour
an.warlng .arvlc. nuab.r. for for.. ordarlng: In Pann.ylvanla 1.800-362-20S0, out. Ida Pann.ylvanl.
and within local Harrl.burg araa Cl11) 181.8094, TOOt Cl11) 112.2252 CHaarlng Iap.lrad only).
REPLV TO: Dua.tlon. r.gardlng arror. contaln.d on thl. notlc. .hould ba .ddr....d tOI PA Dapart.ant 0' Ray.nu., aura.u
0' Individual Ta.", ATTH: POlt AI.a...,nt R,vlaw Unit, Dapt. 280601, H.rrl.burg, PA 1112a.0601, phona
(117) 181.6S0S.
DISCOUNT:
I' any ta. due I, paid within thr.a (3) calandar .onthl .ftar tha d.cadant.. d.ath, . ,Iya parcant CS~) discount
0' tha tax paid I' allowad.
PENALTYI
Tha IS~ ta. .-nalty non.partlclpatlon p.nalty I. coaput.d on tha total 0' the tax and Intara.t al.as.ad, and not
paid bafora Janu.ry 18, 1996, tha flr.t day aft.r the and 0' tha ta. aane.ty parlod.
INTEREST I
Intar.st I. chargad b.glnnlng with 'Ir.t day 0' dellnqu.ncy, or nln. (9) .onth. and ona Cl) day 'roe tha data of
daath, to tha data of pay.ant. T.... which bac..a dallnquant bafor. January 1, 1912 baar Intar..t at tha rata of
.1. C6~) parcant par annua calculat.d at a dally rata of .00016~. All t.... which baca.a dallnquant on and aftar
January 1, 1982 .,111 baar Intara.t at a rata which will yary 'rD8 calandar ya.r to calandar yaar with that rata
announcad by the PA Dapart.ant of Ravanua. Tha appllcabla Intara.t rata. for 1912 through 1991 aral
V..r Intara.t Rat. Dally Int.ra.t Factor
V..r
Intara.t Rat.
Dally Int.r..t Factor
I'.Z ZOX .000541 1987 ,. .000241
1983 16X .OOO~38 19aa.I991 U:C .000301
1914 IIX ,000301 1992 'X .000241
I'U UlC ,0003S6 1993.1994 7X .000192
1916 10lC .000214 1995.1991 OX .0002'"
--Inta,...t It calculatad o. followll
INTEREST . BALANCE OF TAX UNPAID X NUNBER DF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlca luved altar thai ta. baco... dallnquent will raflact ." Inta,...t calculation to flfta... CIS) d.y.
beyond the ~ta of tha .......ant. If pay.ant I, .ada aftar the Intara.t coaputatlon data shown on the
Hotlca, addltl~l Intara.t au.t b. calcul.tad.
SUMMARY OF ACCOUNT
proposed Distribution to Beneficiaries
principal
Account Value (Date of Death)
Net Gain (or loss) on Sales or other
Disposition
TOTAL
Less Disbursements
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and state Taxes
Fees and commissions
Balance before Distributions
Distributions to Beneficiaries
principal Balance on Hand
For Information
Investments Made
Changes in Investment Holdings
Income
Receipts
Less Disbursements
Balance Before Disbursements
Distributions to Beneficiaries
Income Balance on Hand
Combined Balance on Hand
Current
Value
=!l~:1,4,l~~::~~
$
$-0-
$-0-
$1,638.80
$ 200.00
S? <;nn nn
* To be paid by James B. Heads, Executor and beneficiary
Fiduciary
Acquisition
Value
$194,155.00
$194,155.00
S -0-
$194,155.00
S 4.~"!4.RO*
$194,155.00
lR4,Q30.00
$ 9,225.00
NA
$
NA
$
NA
$ NA
S Q,225.00
RECEIPTS OF PRINCIPAL
DESCRIPTION
II OF SHARES
PRICE
1. Arneritech 180 56 3/4
2. Apache 200 28 7/8
3. Atlantic Energy 287.226 17 1/8
4 . Banc One 416 36 1/8
5. Bell South 270 39 1/4
6. Carolina PWR 400 35 3/4
7. Cinergy 324 29
8. Colgate Palmolive 150 82
9. Dow Chemical 360 81
10 Eastman Chemical 200 68 1/8
11 Ipalco 300 25 1/4
12 Lac Mineral (Est' d) 82 17
13. No. States PWR PFD 100 51
14. Occidentac Petro. 100 25 1/8
15. Potomac El. PWR 400 24 7/8
16. Prairie Oil (Est' d) 400 6
17. PNC Bank Corp. 400 30
18. SBC Commination 180 49 1/4
19. Whirlpool Corp. 100 51 1/4
20. Ed Jones $ Co. Money Mkt
21. Dauphin Deposit-CD (Est)
Total
TOTAL STOCK PORTFOLIO
JEWELRY
l. Pendant watch
2. Three stone diamond ring
3. Diamond bar pin
4. Saffire ring
5. Platinum wristwatch
6. Pocket watch
7, Two stone diamond ring
8. cocktail ring
9. Engagement ring
10. Garnet ring
1l. Wedding ring
TOTAL
TOTAL RECEIPTS OF PRINCIPAL
$10,215.00
5,765.00
4,920.00
15,028.00
10,598.00
14,300.00
9,558.00
12,300.00
29,160.00
13625.00
7,575.00
1,394.00
5,100.00
2,512.00
9,930.00
2,400.00
12,200.00
8,865.00
5,125.00
2,960.00
1,400.00
$184,930.00
184,930.00
250.00
1,760.00
565.00
370.00
175.00
475.00
3,510.00
500.00
1,105.00
265.00
250.00
$ 9,225.00
$194,155.00
.-, .' ~..,
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Al1c.e. A- ~c:,
-- \\ \ 'i. "l(D
Date of Death: Jll\M:.
Will No. Admin. No. '2\ '\l.:. 0407
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completlon of
the administration of the above-captioned estate:
1.
State wh~er administration of the estate is complete:
Yes~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the perso~representative file a final
account with the Court? Yes~ No .
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 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.
,"-
-~N'"
Signature
~\,~ ~- D \6i~
Name (Please type or print)
1'1 Lj. SO\l~ S~ ~\\S~ AA-
Address
Date:~
.:. C"
r"
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c.
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~
on I 24'1 (l;17~
Tel. No,
'.! '.
("C:
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Capacity:
Personal Representative
~unsel for personal
representative
(MAH n:mf/ AM3)
"
COUNTY OF CUMBERLAND
55
AUGUST 26,l!l~7
I, :o.lary C. Lewis, Regisler for Probale of Wills and granling Lellers of Administralion
for Ihe Counly of Cumberland, in the Commonwealth of Pennsylvania. do hereby certify Ihe foregoing 10 be
Irue and accurale copies of the
FIRST AND FINAL Ar.r.OUNT OF JAMF.S B. HEADS, EXEr.UTOR OF THF. ESTA~E
OF ALIr.E A.HEADS, LATE OF, NORTH MIDDLETON TOWNSHIP, r.UMBERLAND
r.OUNTY, PENN~Y:.'''A.N IA , DEr.EASF.D.
....
....:..:
as the same were passed and advertised and remain on
file and of record in lhis office.
IN TESTIMONY WHEREOF, I have hereunlo set
my hand and official seallhe date above,
- .
. .
.'
NOW TO WITI'!UG. 26 19~. came inlO Court JAMES B. HEADS, EXECUTOR
and presenled an account and stalemenl of proposed dislrubution,
which were eumined. passed, approved. and confirmed wilh a balance in his hands of S 9,225.00
and lhe accounlant was direcled 10 dislribute said balance in accordarce wilh the
slatemenl of dimibulion filed.
(],
, Lewis, Clerk 0
COMMONWEALTH OF PENNSYLVANIA I
, s<
COUNTY OF CUMBERLAND \ .
I, Mary C. Lewis. Clerk of the Orphans' Court, in and for said COUnlY, do hereby certify
lhe foregoing to be a true copy of Ihe accounI and Slalemenl of proposed dislribulion of
JAMES B. H~~S, EXECUTOR
,
as full and entire as the same remain on file and record
in this office,
IN TESTIMONY WHEREOF, I have hereunlo sel
my hand and official seal al Carlisle, Ihis 26th
day of AliGUST 19 97
.0..
.'
~