HomeMy WebLinkAbout97-00942
EsiillCl 0/ ROBJiJH'l' M. WILLIAMS
also klloll'l/ liS
PETITION .'OR PROBATE nnd GRANT OF LETTERS
.:< I ~ 91 -~ tJ:J.
No.
To:
. Roglslor of Wills fgUho
, Deceased,' CounlY of CUMBwl~LJ\NP In the
SII/'Ial Se/'/IrllyNo. 2 22 ~ 11::: (j 14 3 ' Commonwonlth of Pennsylvania
Tho pellllon of Iho undurslSllod rospootfully roprosonts thnl:
Your pOlltlonor\s), il'ho Is/nro lR yonrs of ngo (1, oldor an t, hccxooul or
In tho Insl 11'111 of II~ nbo\'C deol'donl, dnlod l'Jovember 10,
and oodloll(s) dnlod ----ll.ONE
, l\J~ed
,19_
-~
iDo~cmtoul II'ns dmnlcllod n1 dO, nlh, In CU~BElRL, AND CQ\lnlYt PonnsYIVanlng with
h s Inst fnmllyor prlndpnl rosldunoo al _ 6 Donald Stl'eet, Met; lanlC1SI:I, Ur I
Hampden TO\:lnsluP,VennSYJ.vanla . ,~_'
(II" 'HeOI, numher 4nd lllun~l"ftlll~'1
Dosel)dolll, Ih 11 70 l'onrs ofagu, dlod NovemberS, , ,1997, ,
al~O'* ". f7IO~/.)/1'{]1 ",
E.~COI'I ns fulll 1'5, docodolll did n~1 mur,y, IVas nm \lIvorcod nnd did not havo a ohlld born or adopted,
lifter O\o,'ullon of Iho will offerod for probato! IVas not tho vlotlm of n killing and IVas never adjudicated
Inopll11101\'I1I:
, , I' ,
Dccendenl nl donlh oll'l1od proporl~' whh ostlmatod values as follows!
or dOl11kllod lu Pa.) All porsonol proporty
(If not dOIllI\'lIod In Pa,) /'orsol1al pi "porty 111 Pennsylvul1la
(II nOI domlcllod 111 /'a,) /'orsonlll p,operty In County
"nlue of,oal \.slaIO hi /'ennsl'll'anln
,shuntcd as folloll's: .
('Inlr rele\Ohl "Irellm\iollm. .,Q.'rcnllnelniloll, doftlh n( .soelllor. 010,)
$150,000
$
$
$
,
WHEREFORE, pellllonOI'IS) r05poclfully
prosonl~d horoll'lth and Ihe ernnl of 101lers
Iheron, ,
request(s) the problltc of the lasl 11'11I IIn~ codlcll(s)
Testamentary
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5403 Dartmouth St., Maourigie,
OATH OF PERSONAL REPRESENTATIVE
COMMPNWEAl,.TU pF PENNS\', l.VANIA ,}, l:1S
COUNT\' OF ,.9_~M9EH1,AND '_
Tho POlllloller(5) Ilbol'o,numed sll'ellr(s) or afflrm(s) lhallho stalemonls In the foregoing pellllon arc
Irue Ilnd ClliTOCllo the hesl of Iho knowlodgc and belief of potltloner(s) and that as pcrsonal represen-
tlllll'elsl of Iho Ilbovo d~eedCIllIMltloner(s) will wollllnd tru~ ~mlnl~lor the eStale according to law,
SlI'orn In or ul'fl'l11od IInd subscrlbod {' ,ff~ Wdt?~ I
befol'e me Ihls 2nd dill' of ~
I)ECE~IlE\l, 19..,.,!lL.
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I.llud Il"glsll,ll, Th.' nrlllllhll<<'IIII]',II<' willi", I<II\\'HI<II'<\ III Ih.' SI,II.' VIIIlI11""lId, (Ifil,I' Ii" 1'1'1111'111<'111 11Iillg
WARNINC):1t Ie IIlognllo dupllonto Ihls oopY by Ill1oloslnl or phologl'nph.
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COMMOHWKA4T~ 0' PlHHSVLVANIA. OIPAATM,HT 0' NBALTlI . VITAL ASOOnOS
OBRTIPIOATB OP DBATH
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,
. CERTIFICATION OF NOTICE' UNDER RULI!l 5.6 Ca)
N~m8 of Deoedentl ROBERt]' M. WIJ,LJ.AMS
Date of Deathl November 5.1997
Will No, 1997"00942 Admin. No. 219'(-09'12
,
''1'0 t~e RegiBter I
Ioertify t/l!lt notice pf beneficial interllllt required by
Rule 11.6(a) of t"he Orphans' Court Rules w"aa served on' or mailed to
the (ollowinaobeneUcla,;iea of the above-oaptioned estate on
Deoemper 3, t ~~9l
!!!!D!.
SEE AT'l'AOHED
Address
Notice has now been given to all persons entitled thereto under
Rule S,6(a) e~~ept
Date'
3/12/98
~ifd
Name
Barry A. Kront'ha1 t Esqu:lre'
tr,
In
AddresslOl'Pine Street. P.O, Bo. 9~2
Hat'risburp: , PA, 11108-0932
Telephone(71T-236-3200
CapacitYI Personal Representative
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Counsel for perso~al
representaHve
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CO~MO~mVAHIA
OIP~RTMINT 0' IIIVINVI
P'T llOlOt
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2. Z. t" y" , I Y 3
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REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. 15 - 11 G ,./:~
"-,U'\NMiiiIt"'., .',,",,'.' ~ ,I,'to,... ......... "'\-'.W1..'W,h' ".'.,'/
9 i 0 0
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03. II''''''II'\/lt, Allllm I" ~ II"""'. i.,wn
CJ I, Pedtlll BII8I8 Ta! I\tNIlI RtqylIM
.;... e. TOlll1 Nymbe/ olStft lltIIOa~ &oxII
". BIIo\lOn low undlrS~, .,,3 Al
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10 I PINe. ~T.
F'O~Oli('l~'a.
\-\AI(~\~B()Re.,PA, 1"1lo8.d932-
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1, Rell B.1811 (8elIeduleAl
2, SiW.I Ind60ndl 1$d\Id~Ml8)
3. CIOMty Htld CO~,PaMt~hlp Ct SOMl.flroO/lllOraNp
~, Monga91$ , Notl$l\tctlvablt (S(/!a<jUIt 0)
O. CaIn, Bank OlpOSiII' MlotIlaneoua PI~MI PIOPtIlY
(SchIOUll8)
S Jolftwt ~ Projlelti (8d\'ClUlI P)
7. Inltf.VIvot Tran"'", MlactllanaoUI Non-PrObela Property
(8chtllult G or LI
I. TOI8I OrOM Amll(IOIII LiIl" 1.11
9, Punlral hOtn... . Admlnlll/lliY. CC$I$(S(/!a<jule H) (9)
10 Dab" 01 De~em. ~Ill' UIlII,*. & Lien. (SClltIlllllll 110)
.g~,OO 0.00
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to, .'
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II. TOIII Dtltuotlonl (~ta1 LInM 8& 101 .
. 5' 0 ! b q i. ~..L
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t 2. Ntl Va1uufla..lIll.ile 8 mlnlll Llnl \ 1 I
13. Chtnltblt aM Govtmmenlll8eqUlflllSao 9\11 Trulll lor which an ol8Glon ~ IaJ hat net bttn
rnMOIScII..:lull 01)
14. Nt! "'hit 'ub~\O T.. (Uno t2li'.~ul Llnl \3)
18. AmgUnl gl line I~ IIQblt
., fit apo\MllIll rail I ,
S"lna~1\l on 1t'I.1M tide lot .~11CAblt IMlrWn1llQ0
IS. MIOUnlofllllt U _bit
Ol~ralt "
11. Amounlll IInol4 ItQblt
, 41111\ ral8
10. Tax OUa
1121
1131
('41
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(1SI
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(t81
(tll
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Po Box pr9.L.!i6~ PLJl1.l.L._.___
A
IO/Iz./qrr
DATa
/~;G~ ~~gr
" OCT 12 '~e lalo16AM
D.otd.nt'. Com I.t. A...:
1100
..'
Tax Plymlnta and Crldl"l
\, TGX QII' (Ptg, 1 l.lno , 8)
a, CrodllllPey/1l,ntl '
A, Spou",' povtlly Crtdlt
8. PrloI Payment'
C D1munl
(1)
~
3, Inl.rttl/PtntllY " IPPUcllllt
0, Inl,,"1
&, Pen,11Y
TolalCrldlll(A+8.C) (2)
. 1~'I>;1,
5"c" " a
P.3/11 '
~ <Iii" t'S g
SIJ :l.;l, t..
TolallnltretVP.nelly ( 0 + E) (3)
4, IIlln. a Ie grll* \1111\ 11",1 + lin. 3, Inl,tr In. ~lne!lnC8, Tnlt It thl QYllflPAYMIINT,
, C'*lIIlOM on PM,1 ~'n' 1"0 taq\lell. ftfund (')
8, Illinll + IIna 311 glNllH than linl 2, anlar inl oIH,,,nce. Thlllllnl lAX DUe, (8)
A enlellnllnleml on Inl \81( dul, (M)
B.Bnlellhllolll of Un. 8 + SA Thlllllh' SAUNC. DUB. (8B) :3 0 , ~~} ('
Meke Chtak Pa able to: RiG/STiR OF WILLS AGINr
Ii
IAn ANaws.. THI' "OLI-OWINOClU I Hi
$Y Pl,ACINO AN "X" IN THIl APPRQPRI"TIlI1l.QCK8
1, Old deoedenl ""ke ,trenellllnd: Yel
e. rellln theuI. or IMome of the property trln.rerrld: '"'' ""."""." ,,,,,,.,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,.,,. ~
b, IIllln therlllht to dl,lgnllo wno Ineli UlO lhl proll8rty lllln"o"ld or 110 Incomol ,,,.,,,,,,,,,,,,
01 fetlln,', reVIl'llonlry Inlern', or.".,,,,,,,,,, '" ".""" "". ""'''''''1 ''''''''''''''''''''''''''''\1'''''11111'''''11
d, ,.oelve the praml.. for life of ell,~er paymentt, Qenentl or cere? "'" "'" "'" ,,,, ,,, "'" , .
a, If dllth occurred on or befo" Oo~ml1Or 12, 1982, did decadent I/!~hln two yaa,.
plloedlng death II'In8181 ploperty wllhoul receiving Idequsle con8ldsrsllon? II death occurlld
eltor Oeo.mbar 12, 1982, did d.oedln'lrtlnlt.r proplrty within onl ya., of deelh wllhoul.
r1oelv'lng Idequa,e con8ldotatlon? ,.. ," !!,wIlI, I. II. .,i ,;""." "1'1" ""'''''",li..I." '''''''''' "'" .,.,... "j',/I",,, 0
3. Old decedanl own an 'In trust for" or peya,bla upon deelh bank account or aeoul1\y .
~. .~tl;':e~:n~O::~~~'i~d~~'~~'I'I'~;II~'~~~';'~~;~~;:'~~~~i~:'~;'~;;;~;'~~~~;;i~'b'~'~'~;~;;~;;V1:::: ~
I
o Nil
~
IPTHS AN8WeR TO ANY OF THII ",BOVIl QUll8TIOH8 18 Y1l8,
YOU MU8T COMPl-lITll 80HBeUI-Il G ANe FIL.B IT A8 PART OF THIl RIlTI,JRN
72,S.. 1~8 I ,) () plOV ded ort 0 ,.duellon 0 Ihe 'a. rele Impo.aOn Ih, nil V8 ue 0 Ifensf.,. 10 or fa, Ihe u.. 0 Ihe
survivinG aPOu.. 110m 8~ 10 3~ for dlles of dlath on or atlar July I, 19~ and befoll Jlnu8rt I, 1998,
72 P,S, 19118 (a) (1,1) (II) provldld for Ih. reduQ\lan of Ih. IIle Impolled on Ih, n,t value of Iranlflll to or for tn. ula of Iha IUI'YI~ln9
epoulI flam 3~1o OIA for dalll of de8lh onor atlll Januery " 1998. The 1"lule ~ a tranafllto a .uMvln9 apou..
from 'Iic, end the Stltutory requlremen's for dllClo.url or ""II end filln9 a tlll< re~loable eVen If Ihe lurvlvln9soouae
la the onl~ benlficlary,
POIt, OATSI O~ ,OIiATH ON OR APTBRJANUARY ',19n. Plee.. anlwer Ihe follOWing queallon by plaoln9 an 'K"ln Ihe
apploprlate apace,
Old th.decedOM art'tl I tN,t or .lmll.r .,rlnG,msnl whloh, II eolelV for Ih. eUrvl~lng apou..'1 banlfi' for hla or her entire
llfetlml? V" 0 No ~
If you .nawaled Ylllothl abova,queallon, thl (81(0n 'h. lIUel or Ilmll., alrlngemlnll' po,lponeduntll the deeth of the I"cond
. epouu,lI whloh lima " will be fully ,e.eble" tho ralll,) appllolbllto,lha rlmllndar, benenclary(IOI). Enler the valu' of the true, on
Schldul, J, Pan II. ,~ order to remoye II 'rom Iheoalculellon of th. Ie. dutln Ihll ..'ela, You may Wllh to nle Sonlqula 0 In Ordlllo
meke Ihe lIecllon .vllllblt undll81C\lon 9113, If Ih88le01lon la meda, tnl truet or IIm1Iararr.ngomenll. lued In Ihe aetlll ofthe
fire' decllleht Ipou.e, the pC/rllon orth. ,Irue' Olllrn,laf arrangemenl which ,~anentl tna survlvln9 speuee II laKed at the zero 11. rala,
end Ihe rem.lnqlll. IUed II Ihl r".(.) epplloebll 10 Iharemalnqal benlnclary(lea), Ir you ohoos",'1 make lha ".otlon. you mull
'"Ion Schedul. 0 to .lImaly.filld I.K re'um, IIen9 with Schedullla) K end/or M In ordlllo anow Ine eppo"lonmenl of Iha lIUII or
elmllll arrangemenl between Ihl lurvlving .poule and lhe ramelnder beneficlery(III), .
OCT 12 '98 I a I S:l
F'AGE,003
P,10/11
".~\II"II4"'~, '
, O~~, PIHNIVLVANfA
IHHII\ITNiOI T,ul RI'I\l1\H
NUM8ER
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SCHEDULE J
BENEPICIARIES
. NAMa ANO ADDRSSS OP PfiRSON(S RECeiVING PROPERTY
a I I UTI 8 Inoludt outnohl lpoIjll diltrlMo"II
PAIJe.. 1-" MA'Z.?-'''''il
C "AI~ R.C)h~T fr\A'l.'t.I"'''' I
.s.V,,"AN' ..vA\"I.Ac:."
Ne,.PIH.w
l,lil"'\+'
,.1/11 T'"
1/1' \ 'l"\oI
N\..l>HI..W
H I. ~,c.. '-
So LH~A N p, .e. "1Yl1 St-l N I 6> c::. E... VI \ ,. H-
~o ~.~ WI \"\.I A III !:. N A..P fHI...,J ',Ai ,.~
a"\JC-'i. M WI 1..\.1 AM so Na.Pt-l\.w 0,,./i
K"'AllI'l fJ.L,'-AhTH W'~I,.I~"'S. ',U"c.~ lAtH
&. u..r..,." .b ~"lC. L.a Il. N I eo c::. f... 1/11 'r't+
J) aU.AJ,of'Ja.e. tJI e.c.f:.,. '/11 "'r'H
rill I G\' I., 'l'NN ,",VANS ". /oJ, Eo"'- . ,/\\ "1"'1"
"HC.O\.c\. -'AlA '. FR,II./ooI /l Iii, 1101
ENTeR DOLlAR AMOUNTS POR DISTRIBUTIONS SHOWN AllO\l& ON liNES 15 THROUGH 17 AS APPROPRIATE ON REV 1000 COVSR SHEeT
N. e I IONS:
A, SPOUSAL DISTRleuTI~S UNOBR SBCTION 91'~ FOR WHICH AN EleCTION TO TAX IS NOT UINO MADE
e, CHARIT A5lB AND GOveRNMENT At DISTRIBUTIONS
,.
,.
TOTAL OP PART n. INTER TOTAL NON.TAMBLE DISTRIBUTIONS ON LINE 13 OP RllV 1800 COVIR SHaaT S
III molt Ipaee fl needed, 'Ollrt aclalUOOtllhlell c me 1611\' .iu'
"
OCT 12 '.518 1!!lle4
PAGE,1il10
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OOMMONW'ALTH OP PINN8VLVANIA
DIPARTMINT OP RIVINUI
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BUREAU OP INDIVIDUAL TAMEa
IHlIERlTAHCE TAK DIVlalOH
III!PI, 110061
IIARRl8IlIRO, PA 17UO'000l
NOTICE OP INHEPITANCE TAM
APPRAIaeHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUOTIONS ~ND AS8EBSHEHT OF TAM
IlW.lWUmllt.m
,
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DATI
ISTATI OP
DATI OP DIATH
PILI NUHBIR
OOUNTV
AON
03-29-1999
WULIAMS
11-05-1997
21 97-0942
CUMBERLAND
101
L_ AMount RHlHt,d
ROBERT
M
BARRV A KRDNTHAL
REVNOLDS II HAVAS
"
PO BOX 932 l~'
HBG PAI'17108
HAKI OHIOK PAVABL' AND RIHIT PAVH'NT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE I PA 17013
OUT ALONG THI' LINI .. RITAIN LONIR PQRTlON PORVOUR RIOORDS ,~
RW:!I4"f~i'l(.~frp.-,f&':m..iloYi'6i.o".'mAilifflifiCI~'lfAX~'A'V"~Aliiillli, ilf, ...~trCSQlilld', 1.0'.................
DZ8A~LOWANO. OP DaDUonoNs ANb A8ea88HI~T OP TAIF
18TATI 'OP WILLIAMS' ROPI!RT M PIL' NO. 21 97-0942AON 101 DAT' 03-29.1999
TAX RRTURH WAS I (X) ACOBPTED AS FILeD ( i CHANGBD
RI.IRVATION CONOIRNING,PUTURI INTIRIST - S" RIVIRSI
APPRAIS.D VALU. OP RITURNBA81D ONI ORIGINAL RETURN
I. peal B.tet. (Sohodull A)
e, Stooke and Bond. (Sohldule B)
5, Clo.el~ Hlld Stook/PI~tnlr'hip Intlrl.t (SohedUI, C)
4. Hortlllll/Note. Rlolivlble CSOhldull,D)
B. ollh/Slnk Depoll h1H100, Perlonal Prop"b <<Sohodull B)'
., Jointl~ Ownld P,operty (SohaduI. P)
7. TrI,n.for.C Sohodula G)
8, Totll AI.lt.
(1)
leI
(5)
(4)
UI
(6)
(7)
82,000.00
SS .383.28
.00
.00
28 1798.22
.00"
83.628;01
(8)
NOTSl To inour.,proplr
, orldit to youraaoount,
, .ub"lt the uPper portion
of thi.' forM with your
taw pe~Jllnt,
2119,809,51
APPROV.D,DlpUOTION8 AND IXIMPTION81
9, Funlrll Swpen.../Ad", Co.to/HI.o, Bwpenl,O (Sohldull H) (9)
10. Dlbh/Hortllllla LlIbiUU../Lilno (SohedUII I) (101 18,521.00
11, Totel DlduoUon. (11) " on ,noll.O/\
u. Nit Val... of Tew Rlturn lU) 199,710, SS
15. Chlrit,bll/GovernJlental alqueohl Non"lleoted 9115 Trult. 180hedule J) U51 ' ,00
14, Nit VII... of htlt. 8ub,:jo.ot to T.w ' . (14) 199,710 I 51l
NOTII If In .....,.m.nt w.. i..u.d pr.vioullY/ ,line. 14, 18 and/Qr 16/ 17 .nd 18 W~11
rl'l'l.ot 'I':I.,ur.. thlt inolude 'lihl tot.l 0'1' m r'1:ur". .......d to dlt..
AB818BHINT OP TAXI
11, AJlount of Lille 14 et 8~ouIIl rata (18) ,00 X ..00. ,00
16, AJlount of Line 14 t,wabl. at Lilllll/Cle" A r.te (16) 100 X, 06. ,00
17, AltOunt of Linl 14 tawable et CoUeterel/CllI1 a r.tl (17) 199,710,55 X ,lB. 29,956.88
Ie. Prinoipel Tlw Du. (8) 29,9&6,58
TAX 01llDIT81 .
PAVHSNT
DATH
31,577,9~
pBCBlPT
NUHBER
DISCOUNT (+)
INTSRSST IPBN PAID (.)
, 8-
AHOUNT PAID
BALANCE OF UNPAID INTERESt/PI!NALTV AS OF 10-14-1998 TOTAL TAX CRIDIT
BALANCI OP TAX DUI
INTIRIIT AND PIN.
TOTAL DUI
29,956.fl8
,00
8.27
8,27
. Ip PAID AFTBR DATB INDICATSD, 8BB PBveRSB
FOR CALCULATION 'OF ADDITIONAL INTBRBaT,
( IP TOTAL Due la LESS THAH tl, NO P~YHENT IS RBqUIReD,
IP TOTAL OUB 18 RBPLSCTBD A8 A "CRBDlt" (Cp), YOU HAY BE Due
A ReFUND. SEE ReveRSE 81DE OF THI8 PORN PDR INSTRUCTIONS.)
Oe8Qr.lptlon OatO..Qf..deathValue Gain L.OIl
893,821 IhrllOS extra Income Fund $4,087,96 $37,34
PRooeeos FROM SALe
$4,694/lhare · $4,106,29
7,811 Ihrl IDS Extra Income Fund $34,81, $0,16
(relnvelted dividendI acquired by the
estate) ,
PRooeeos FROM SALE
$4,694/share · $34.98
988360 Ihrl IDS Blue Chip Advantage $10,173,89 ($987,28)
Fun
PROCeeOS FROM SALe
$9,482/lhare . $9,188.84
123,148 shrslOS Blue Chip Advanta~e $1,139,22 $28,48
Fund ~elnvelted dividendI acquired y
the el ate) , ,
PRoceeos FROM SALE
$9,482/lhare . $1,167,87
3,888,726 Ihrl,lDS Federallnoome Fund $19,361,28 $323,00
PROCEeos FROM SALe
$6.092/lhare . $19,684,28
1601,249 shrslOS Federallnoome Fund $7,844,36
(purohasel with prooeedl frcm lale of
other Inveltmentl)
PROCEEDS FROM SALE
$8.092/lhare . $7,644,36
B of 16