HomeMy WebLinkAbout97-00866
r
. CER'l'U'ICATIO~ OF NOTtCE UNDER RlJIJE 5.6 ( a)
lial1le of Decedent. A,'DA /VI /Ml:I
Dllte of Death I DCTIl ~ I?R '''', I q l( '7
Will No. 2/ ~':J1 - 5' '" ~ Aclmi n . No. -
To the Regi.t.er.
I oertify that notice of benefioial interest required by
Rule 5.6(a) of the Orphans' ~ourt Rules was served on'or mailed to
the !OllOWin~benefioiarieS of t.he above-captioned estate on
.!AlJvA!l.'f '1, I fI I
,
Name
tfll"jf oj T" Ii!. pl.'" 7.
"II/bll! rll ~, . ~If"
:r/lM!2J J), M-/t,n-,
I ." t1',. C. "lif,F,f
"""',nH M ~ClA/~
'(V1 ^' ~ I) r' 1 - (.,.or
.T+;;ii- .P, Hee t.../,J
". .'.ill' () r/;,,~ S,pl
Notice has now been
Rule 5.6(a) except
Addns s
6,/,!K .1' /'4
~ ,,)), NI:/"I'~,(' "
" ,I) J< ,J,/T>III ~JI~.r ,IN .../1 ~
,:1.(,(1/ I, oI'l1,\'I' t-"""N "1, "-
I( ',l.~' ~1/~srA- IV.) H4~C~""""~"""", t
,;p, f ;;A,:t'r Jt!((',.;t1J", ('",'I. .
'1'9;.l;L rrV'~'N"~';' J,'I',41? ~v..' 11(1" "'rj.6"t? ~
given to all persons entitled thereto under
/VU(/f
Datel f''1/r. t
., )
. ;(;;.j... /-1 I,e t:-
Signature V
Name ,ff'1I dell r .r: ;-;;.4 t ~.
Address 3~1 1/1. ;,2 8 ry J f
':(',
Telephone@ 75'1 - 1,f~lfl
Capacity,
~ Personal Representative
Counsel for personal
l'epresentative
COMMONWIALTH Oil IIINNSYLVANIA
COUNTY 01' CUM'IRLAND
"I
._.,..&9bljlr\:-lLt._T/."llce -.
bolng duly sworn _______ oooordlng to low, depolol ohd 10YI that ho is Executor
____.________._......._.._.._.,. of tho eltato of 1\D~ M. HIGH
loto ul _,_...~Q./.':Q,_QJ. ,.Q.!l.mp ..lij,l,t.................._______, Cumborlond Oounty, Po" doound ond that tho
within It M.lnventorymac/o by .__ l1im. ... '_n n'-'--_" tho ..Id Execu\:or,
01. tho ontlro "tate of ..Ic/'deatdant, oonllltlng of 011 tho perlon.lprof!~rty ond r..1 "tah, ONoopt r..1 ..toto oullldo
tho Commonwoolth 01 Ponnlylvonla, and thot tho flguruoppollt. oaoh Itom of the Inventory ropr...nt It'l 101r voluo
01 of thedoto 01 deoedont'l death. .
_ Apri 1
1998
4~#:., I~;r
(' buyt t,\J",I..I.I,.I..;
SW91.'n ,j;o _ ond luplorlbod bel.,o me,
~~~
.33.l.....N.clX.t.h-2 B to Q St.
" .~'
_'.1
,
, ,
.Camp Hi1~ I.E.L. 17011
Add,a..
,j
Dolo 01 D..th
16\:h Oobobel'
.__.....;_.-------.~--'---,
DIV 'Month
1997
V..,
INSTRUCTIONS
I. An Inventory mUlt be IlIed within throo monthl oltor appointment 01 perlonal repruentotlve,
2. A lupplemont Invento,y muat bo fllod within thirty daYI 01 dllcovery 01 additional uuta,
3. Ac/c/ltlonal aheets may be attoohoc/ 01 to porlonolty or roolty
4. See Artlole IV, Plc/uolorlu Aot 011949.
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Inventory ot the real and personal estate ot ft
ADA M. HIOH deDeased
=.- --
1'. 336 Shrs. Amer T and T It 43 9/16 (Common) $ 14,637 00
2.. 233 Shrs. Bell At:lant:ic: (3l 60 7/8 (common) 18,843 88
3. 246 Shrs. BUl Sout:h ~ 47 7/6 (Common) 14,171 00
4. 196 Shrs. AmeH t:eoh r[jJ 66 7/16 (Common) 13,021 75
fl. 19B Shrs. SBC @ 49 1/4 (Common) 9,751 flO
6. 132 Shrs. U. S. West: It 38.938 (Common) 5,139 82
7. 132 Shrs. us West: (Media)iIl 21.50 (Common) 2,638 00
B. 924 Shrs. P.P.and L. (3l 21.875 (common) 20,212 50
9. 132 Shrs. Ai r Touoh iDl 41.125 (Common) 5,428 50
O. 30 Shrs. P.P.and, L. ti\l 68.50 14.60Pfd'l 2,055 00
1 ~ 100 Shrs. P.P.and L. It 68.00 4.50 Pfd. 6,800 00
2. 20 Shrs. Pot:omac Eleo. It 36.95 (2.28 Pfd. .739 00
3, 54 Shrs. Pot:omao Eleo. t 34.25 (2,46 Pfd.) 1,849 !30
'4. 50 Shrs. Pot:omao Elec,. It 51.79 (3.82 Pfd. ) 2,589 50
!l. 160.0 She. CSX fAl 58 ~ (common) 87,750 00
6. PNcBank-Oheoking Aoot:. 8,~84 80
PNC Bank- Cart.. of Dep. I 37
7. 12,46,)
TOTAL-------$ 21.11~ l~
\ I'
0 ~~
'5 r)
t~l~ IV'l
0- r') t;'
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() I., :IJ
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.
IH'I\!)(lOf-):l (J,1I1l
\ G ~ ':x \ c) ". 5 ! flU NUMBIR
\l11f,.' INHERITANCE TAX RETURN I
I}j'siY;;;)' RESIDENT DECEDENT
r.uMMONWIMli\ or ,"',II-I5\\Y"'''^ (TO BE FILED IN DUPLICATE I
OLrAklMlIH OI!lrvft~lIl WILLS
I'o~l (JrflCf 1I1J); 111'11 WITH REGISTER OP I
"^MRIS'''~I, ,,^ II "l' to"" I . . COUr,TV COOl VI AR "1IIMOfR
_n___'__ DrcmnrnT1\/AI"(TA-m'-fl~~l' Aij!) T,\I(,flii'I'lrmXtl~U'--.. n'_~ -. ."-~~--,-~~-" Drcn'irtTfT((JMHnr^rm~-H~~"~'--- _~.,...---__m'.__~ -
~ ~1Q~ ADA M. 1700 Mllt:lta~ St:.reet:.
~ SOCi^'117\;~v~~:'g/HO . 11"i'o~'1r~~97 1{J~;~":.~1':~18' Camp Hill, PA 17011
'''"'r CumberlAnd
~ [')/1, Ollglool RoIU'" i 2, SUPl'lomOOlol Rolu," I 13. Romnllldor RMu",
I~ Ilor dnl.. 01 doolh p,lor 10 12,13.021
~ r -I 4, 11mllntl Fsl(llt'l : du, futuro h,hH~UI Compfomlut '-15. Fodornl E.loID Tux
15 .. Ifor d"to. of d"olh olto, 12.\ 2,02) Rolurn Roqulroo
III I I b, Do,odonl Dlod 1 n.I"'o I I 1. D,,~dnll' Mnlnl"lnod <I living Trull .0,0, To",1 NumblH of Snlo Oopo.1I Qo,..
.. _"....J~\t~'~u~~et'?L':"~L-_.. ........_ __ c,_.~II",0.'_c.':l'L';f2'.!!'!.l~_"__,.__,~",~~._..--'c.-~~-c----. "--'.".--
ALL CORRUPONDINCe AND CONFIDeNTIAL "AX INPORMATION SHOULD 1\1 DIRlCTlDTOI , " " .
~.., -'TA:~~~;~'-;.";r~~:~-""'-~--'--"-"-lC5~I~f~ M~~~':m:;~ h S ~~.a~~.--__~u_-n'.._".
~ TWNfoNtfHlMm---w--- Camp Hill PA fl 17011
....__ ",LU7,~l~_.J.~7.,~~el ,LU J~,.__ ...'ti--,-,~,- if,~ c..
1. Roal ellnlO ISchedulo AI ( I) NOnll I;: ' = ~!~ f~
2, Slock< "nd Q~no' IS,hodulo B} , I 21 $205, 826. ,95 ....l\.> .., q
3. Clololy Hold SlocklParlnor.hlp InlO,o'l ISellodulo q I 3) None ~.....\ Po. r.].
4, Morlgngo. ano Naill' Ro,elyable ISeI,"oul. III I 41 None . F' ~ ~ 1;\' .
5, Cnlh, nn~, Oopo.III & MI.collanoQUI Po"ollnl Proportyl 51 21,34 B. 17 ~ ~ W ~
IS,h"d.lo E) 'P ~ c:l
b. Jointly Owned Plol'o,'y ISch.d.le F) I 61 None
7. Trunlle" IS,hedulo OllSchooulo LI I 71. None
0, Tolal Oro", A..oII 110101 IIno. 1.71
9. Funor<ll e'l'oo,ol. Admlnl.llOllvo CoOl" MI".lIonoo., I 9}
Expe",e. IS,hedulo HI
10, Oebh, Morlgage Llobllitlol, lion. ISchodulo II (I O)
11. TOlal Dod.,t1on' (IOlnllln.' 9 & 101
12. Nol Vol.ue 01 e.lolo II In" 0 ",Inu. IIno 11)
.13, Charitablo "nO O'ove~nmenl"l noquo'I'IS,hod.lo J)
___..~__ ~_ NeL.Y~luo_Sub~c!-,oTn~jl~n...l~ cmJn~'.Ii~~_l~L.,....__... "___~___,,. ..,--
15, Amounl 01 line 14 laxoble alb% rnlo
Ilncludo yaluol f,om Schod.le K or Schedule M,)
16, Amounl of IIno 14 la,ablo 01 16% '010
. Ilnclude yalue. from Schodule K or S,hooule M.I
17, Principal In' duelAdd Inx Irom IIn'o 15 and from IIn. lb.)
10, Cr.dll. PrlOI Pn~"'enh DI"ounl
.22,()QQ,OO + 11 00.00
19. II II no IS I. oroolo' Ihnn IIno 17. onle' Iho dlfforence on line 19. Thlll.lho OVeRPAYMeNT,
IILl
20, II line 17 la ,g,ooler Ihon IIno 10, onlOr Iho dlffo,en,e On IIno 20, Thl. I. ih. TAX DUe, 1201 6 , 135. 9 8
A. enler Ibe 'in'o,o.ton Ibe bolonce duo on llno 2DA, (20A) None
n, Enlor Ibo lolal 01 line 2o'nnd 2M online 20Q. Thl. h Iho IlALANCe DUE. (20B) 6,135.90
.~_~_.fo.\!'.~~,,~h."ckPaya.~lo,IOI Revla.torol ~1I1..!_~~!~t.. _ M CT 'TTmU,"" . ." T_.,mL ... ... .... .,. ..
~~tfL~,;~~~~;;,-1~;::~ti~~~~~~1~\~~~~!.ii~~~~~~~~~~~~;!~i~ii~TI~~~~lr:~cl~!C~~ii~~~~~~~~~~i.~~;~~r~~~;,~~~:;~:,~:~!~;i;
~~~ZF~~kl'"t}I~5:::tl~~~N.:::~~jknOWI0!12Irb'I~'; 1 N. 2 8t:. h S t:.r~et:.; Camp Hi.~ ~~-~~ r;f~~l tI./'/I/<I 'J
:~~~1:~J:[Rl~~'iI:pTlvrH ,. . . AntiA! II munm.... .~__'H "Aif I'
21
97
866
z
~'
I
I 0) $m, 23'7,175.12
27,268,57.
m N9nC3~
(ll)2.7.,268.5?
(12) .199., 9,()6.~5
(13) 5,QQQ,QQ'T
.._...._L~L;,c"t~iL.c~86. c~~
,x ,Ob.. _...._...Nona..
(15).
(16)
194,9.Q6.5.5
..,x :16.. ___.2.9,.2.35....9..6.,
~
I
s
(171
29 235;98
mn,'-.'"
lnloro.'
(10)
(191
23 100,00
'.m" .,....,. ",un
'I' IIIlI" il'" ~.'Ji.. ' ',~ "
~..
i 'CO,l,\",(INW'A~ttl Of ,ttltltVIVAlilA
IHHII".HCnA~ 1I1U1H
.."OIHIOICIOIHI
5CHIDULI J
BINIPlCIARIIS
mATI Of
fiLl NUMBIR
ADA M. HIGH 21 - 97 - 866
"
.__'______.~.~_.__.__,_,~_~_...~_~_,..._..~.___'<__'_. _......,.___~ _ .__~"~T~'~'...._, "_'_T~"..._ ~_.._._~,_'__.~ff~
~
7,
NAMI ANP APDRm Of BINlflCIARY
A,Taxabla a.quIlIlI (con e i nued )
Rev, ClIl.'l peeerB()n
702 Hilleop Drive
NeW C\lmberland I PA
e. Margaret'T. cole
208 Senll te Ave. Ape.
Cllmp Hill, PA
RBLATION~HIP
SH1Wf~~\~~TI
N~~~IR
--~......- ---_._--~--
None
$ 5/000.00
9, Riohard E. Mc.1Clain
5826 Brickell Dr,
Not'th Pore / FL.
17070
None $ 5/000.00
710
17011
Nephew $ ,5,000,00
And
34286 one~hllJ,f
RemainrlRr
"
Niece $ 10,000,00
and
17922 One-half
Remainaer
10, Anna Mae M. Brown
Bo)( 97 I R. P. #2
A\lb\lrn, PA
__.______-i.---------_.,y,----,--.._
AMOUNT OR
SHARI Of 1ST A TB
"
ITlM
NUMBIR
NAMI AND ADDRESS Of BINeflCIARY
B, Charllabll and Oavornmlolal BO~UIIIl<
I.
..~_._._------~.......-._-~"._,.
--"--~-~------------ ------_.--.-
~
TOTAL CHARITABLe AND GOVeRNMENTAL BEGiUESTS (AI.a onll, on IIno 1~, Rocapllulallo~)
(If MO,I ap." la ""dsd, I~alft additional ahuh o,-;.m. alll)
$
HAKI CHICK PAYABLI AND RIHIT PAYHINT TOI
REGISTER OF WILLS
CUMBERLAND 00 COURT HOUSE
CARLISLE, PA 17015
CUT ALCNG 1HIS LINI' ... RITAIN LOWIR PORTXoN I'OB YOUR RICORDS ....
~W:ll~"'"i'jf"~~p"r&9:f')".ilbYil5i".o'.ltit1i"fifllld'i .YA~.'A'll'~ftii. iiii'UliJt~..~t'L.r5w~lloi.'blr."........""....
DISALLOWANOE CI' DEDUoTIONs AND AssIsaHINT OP TAX
ISTATE 01' HIllH ADA M I'ILE NO. 21 97-0866 ACN 101, DATI 07-20.1998
TAX RBTURN WAS I (X) Acc~PT8D AS PILBD (I CHANGED
RESERVATION OO~CIRNING PUTURE INTIREST . 811 RIVIRSI
APPRAISID VALUE 01' RITURN BASID CNl ORIGINAL RETURN
1. Rill Bltltl (Sohldul1 Al
2. Stookl Ind Bondi (Sohldul. BI
8. Clolll~ Hlld stook/Plrtnlrlhtp .Intlrllt ISohldul1 C)
q. Hortglgll/Notl1 RloliVlbl1 (SohldulID)
8. C""/81nk Dlpolitl/Hho. Plrlonll Proplrt~ ISohldul1 B)
i.. Joint1~ OWn~d Proplrty (Sohldull FI
7. Trlnlflrl (Sohadul1 01
S. Totll Alllta
APPROV~D DIPUCTIONS AND EXIHPTICNSI
, 9. Punarll B~plnlaI/Adl, COlh/Hilo, bplnl.. ISohldull H) (91 27,268. S7
10. Dlbh/Hortglga LiabiUU../Lian. (Sohldub 11 (10) .00
11. TotalDlduononl (11). '7.I'~A.1I7
12. Nat ValUI of TI~Rlturn (12) 199,906.5S
la. CharHlbl1/00VarnlOntll IlaqUlltal Non-llIotld 9118 Trulh (Sohldula J) (8) _ S ,000. OG
lq. Nat V,luI of Bltata SUb.i~ot to Ta~ (lql 194,906,55
NOTII If an ......m.ntw.. i..u.d pr.viou.ly, lin.. 14, 18 end/or 16, 17 .nd 18 .Wi~l
refleot figUr.. th.t inolud. the tot'l of 6kk r.turn. .......d to d.t.. .
ASSIUl8HENT OP TAXI '
18. Alountof Linl lq It SpoU.ll rlta (UI
16. Alount of Linl lq tlw.bl1 It Linlll/Clal1 A rlta (16)
17, A,ount of Linl lq tl~.bl1 It Col1.tarll/Cla.. B rltl. (171
18. Prinoipll TIK Dua
TAX CRIDITSI
PAYHENT
DATe
~~ r)//\ (--
/..). <.7- ~.. "-..)
BURBAU OP INDIVIDUAL TAME'
1,*IERI1ANCE TAM DIVmDtl
PEP!, 281UI
IIARfUI8IJRO, PA l112a-0601
OOHHONWIALTH 01' PINNSYbVANIA
DIPARTHINT 01' RIVIN I
NOTICE OF INHERITANCE TAM
APPRAI8EHENT/ALLOWANCE OR DISALLOWANCE
OP DEDUCTIONS AND ASSESSHENT OP TAM
ROBERT J TRAOE
331N 28TH ST
OAMP HILL
DATI
ISTATI 01'
DATI 01' DIATH
1'11.1 NUHBIR
CCUNTY
AON
07-20-1998
HIGH
10-16-1997
21 97-0866
CUHBERLAND
101
A'ount RI.Hied
PA 17011
I
nl_
(el
(S)
(q)
IB)':;""
(6)
(7)
.00
208.826.98
.'00
iOO
21.348.17
.00
.00
(S)
.00 M .GO.
.00 K .06.
194,9fo6.S5 K .15.
. (IS)
RBCBXPt
NUHBER
018CDUHT (+)
INTeREST/PEN PAID (-)
AHOUNT PAID
AA270001
.
.00
, . G
6/158.98
TOTAl. TAX CRIDET
BALANCI 01' TAX DUB
INTIRBST AND PIN.
TCTAL DUB
. IP PAID APTBR DATB INDICATED, SEB ReVERsE
FOR CALCULATION OP ADDITIONAL INTBRB8T.
c..
*
m.I.., u ." '"-III
ADA
M
NOTBI To inlUrl propar
oredlt to ~our lOoount,
lub.tt tho upplr purtion
of thil for. With Your
to~ P'~lOnt.
227/175 .12
.00
.00
29,235.911
29,235.98
29,295.87
57.890R
.GO
57,89CR
I IF TOTAL DUE IS lESS THAN U I NO PAYHENT IS REqUIRED.
IF TOTAL CUE IS REFLECTED AS A "CRECIT" (CRl, VOU HAV BE DUE
A REFUND, SEE REVERBE SIDE OF THIS FORH FOR INSTRUCTIONS,)