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PETITION nm PHonATE 1I1I1I (;I{ANT 01<' LETmltS
E, B f{ I I:> H No ')..,1 ~Cj 7-1'-6
To:
l{ellisler 01 Wills lor Ihl'
, /l1'I'I'IIIl't!, ('11111111' 01 C. u. ",(!>()I./A '"'0 ill Ihe
Sodll' S<'l'lIfil,I' Nil, rXIt- (>9- :l(,9~ ('IIIIIIIII""I'\'lIllh oll'elllls~lvallill
The p\~lit iUIl \II' IlIl' 111\lkl "Iglll'd 11,'''IH'l'II\llb' I'l'PH''1l'III'" Illat:
YOllr pelitiollel(s). who is/ale IK yealS 01 a~e or "Ide I alllhe execllt./l.1 X._______.....__-1l1l1l1ed
In the hlsl will 01 the above "ec\'delll, daled ..... ._..'" ...(rI("t'l. __~,_rz_______' 19#-
IInd codicll(s) "ate" ... ,.-" -,,".-...... .-.-,,-...-.,-.-----~-.
_--..~_._..-.~..-... _.u._____.__.._.__.._. ----.,--.-.-----.---..---.---....----..-.~...~~-..
.....____~..._.__. __._..__..__..._ ....___. .,___ _..-n'__'" ._~. ._"u. ,__. .__._.__.___u___.....__..___.,_____~....
_.~_....u,__..._.. ..------....-...---....
(~tllll' rl'l~\'lHlll,lr(lllm"U1l.CS, C.lt. Il'lllllldaliclll, lIcnlh of C\Cl:utl1f. (!IC,)
_...__..._._u...___ .
. ---..."-'" - _.. .~. .-~~--- ..~.~~--~_.--._'-
De,ell,"'"1 \l'IIS dOlllidled al death ill ~.(;l rtI._0f.t1-.1 flJi.D_..'T-'.- Couul~,,I'ennsylvlIllllI, with
ILE..3-._,..,"!~l lalllily or oril\cit,l,al res~dell\e a,1 ,. ',.0 ~",o, { "f.J/~4!MU.LLL..
__, ~_,I:aU"c;.It.:!lV..b".JOU-'1'f.{- /! I 7{}".5 ------
(11',1 \lIl....', IlllIH\ll'l alllllll\llllI11i1\ilYI '"I
l)~:elldellt\ Ihen ..,_.'61.'___ ycaJ1' oJ ag.e, died I\j~.-;r --. 2A. -=--i/-:". '71.-;; . 19_ qZ. ,
lu'tJll4J.:U-tI-k..//i.?CA !i...,K.<:.(llJ!;ll<./2!I,L(1;;.:i.f.:-Li,.I7f,I.LLLtU.JtLLtL-iM< ,,A.../tJ,
Es,epl '" roll\III's, decl'dclt,lid 1101 II III 1'1' I' , was 1I011,livorecd alld did 1101 IIlIVe II child bol'll or IId6pted
1\ller exccutioll 01 Ihe willo\'fcred lor plObale; was 1I0t Ihe yictilll 01 a killing I\nd WIIS never udjudlellted
Incompctenl: -.-' ____nO -.------.-...-.-,----.-..----...----
Deeelldenlal delllh owned propcrty wilh eslimaled vllhles liS lollows:
(II domiciled in I'a,) All persollal propel'll'
(If IIl1t dOlllicilc" in 1'11,\ I'ersonlll Plopcrty ill Pennsylvania
(111101 domidled in 1'11,) I'ersonal property in County
Value ~"fr rCl-\\ ~SU\lC in Pennsylvania
Silllllled liS lollows: -..--.-."..---.-
$..2E J 000. ~~-
$-
$
$
----.--.-----.-.--
---~--_..~--_.-_.,. ._-_...__..-.---~-_..--~--
-
___~.._..____~_ ...__.__...._..___.....~_....___....~~ _...___"..___._~N____.____..
WI.IEREFORE. petltioner(l) respect 111111' reqnesl(s) Ihc probalc 01 the IlIst will IInd eodleil(s)
presenled herewilh and Ihe gralllol Icllers....1'.fl.1:flJI'lf(lrB~f
I (ll'..,I<lllll'IlIHIY; adlllllll\lrl\l;oll C.t.II.; IHll1linislUuion ".b.n,c,l,u,)
Ihelon,
L /..) .-',...(14.l..''''' :!fJ.))illL-:!..,__--
~~ ~(..~'EN[;K.A~ .
_, t ~02 CH~!(t[;S.s-r:
t,l.ri .. ._.__ __ .~_" .. . __ .... --...'-" ---- ....... --. ~.--- ...n____
~f., mE'C.NIINIC!.8IArM1!?I /70""
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...~_ _n_n..._" ___,,_.._..~._.~_N.'
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N_~__'~.. .~__._.~_._;_-4~--...-.."'. _.'---'~--'- .-.---' -- --
The peliliollet(s) above.llallled swear(s) "t affinn(s) Ihallhe sllllemelllS illlhe foregoillg pClltiollllre
trlle ami C"l'I'e"l III IhC he\1 "I' Ihe f,II;"wlcdge alld bcliel' "I' l'elili,,"Cl(S) alld Ihal liS l'ersol1l1l repres~l1.
IlIlive(s) "i' Ihe ah"ve Ik,e,I<'1I1 I'elilk'iler(s) will well lIlI\1 trllly ndmil1islellhe.cslllte lIecordlng 10 IlIw.
4/ I ~> /7,!
s,<.""rll. t" or "IHill1.I'.'LI alld SII!' .""ti.I.'ed ~. \_~'"( . ;.iULlL.;LcJ.j./(~/ / / '"
~1e~'lI'e Ill" Ihi1!' ...____5-. . d~'I"f . .-.--.---.-.----.-. ~'
__ .', fj!O{l~._~..-~. J_,- . II}_~.)~, _.OT.......--.-------------.'--!a
... ." /~~~ . ",..' .ill.'iI .,,,,.,,Lll" !;
.__. I fj ......~.---r-- fo." ~. /~r-: ...--~----_.--------------- t'ti
Mary C" I.,ewls .I Iit'W"I'/' ...._ ........._._____.._.____-- 2
/S-,J/7-1
OATH OF PEHSONAL ImPl{ESENTATlVE
COMMONWEAl.TH OF l'ENNSYLVAN1AI '8
COlJ Nl'Y 01>' __..gl.J!lltx}rl~n9.--_-- J ::;
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lw,d IZeght'.ll, rill' odgillid II.ttilit,lIt' \\illl,\' 1I'I\\',lId\'tllll Illt'\!'I[t' \'ILl! Ht"lll,l" (lIlIl\.' hll Pl'tlll,ilICllllilltlf',.
WARNING: It Is Illegal 10 duplicate lhls copy hy pllolor,lal CII' photograph,
l\'t' (ill' tlti\ u'll'i1k,l!t', $,!.OO
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In(,11 1{1'~~iqr,11 0
4486457
No,
tHO~IUI'l.. 21.'
COMMONWIIAl1HOfl PIINNS'tlVAf.lIA' DIiPA",MIINl Of'HIlAI.,Ttf. ~llA~ RECORDS
CERTIFICATE OF DEATH
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~CioiHfi"nf"""'''l''l . -~---SI!~--~- $OC;1Al5f.cuiiiNtru-"'''-''----.- O""llHou:I"J."'-I"~_!
I l1\e\~ Bl<-Xt:>c-er d'ul\ldle t 06? - 09 _2(jSl:I f,NovolTlbel: 22, 1997
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PIHn 1\ on Mu,j,lltllt Vlll<tYl! ({fd ilemllnt COllLtJr WtlQfl,,,,",,,,,fIdI\.wi WldL"
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t>O~(hdllt'sSll(HJt ~~~:OCf ll....oI1 :_ lP'_'lIM,,*_lMoI"..___._
Muchil"it.:~bulY, l'A I /()~l:' ~~':~t. (I' I ::.::." ...-..-_ M I j "
,. ~~0-''!.L_~l_>(_~~ o~.;;;;_______.!!!!.l~~~:or.:t:H~-ltln c: u~~_
'Rtllt~~II~';;"Mi~ LIe1ll ------ ~ ~--- IolOHIf/Utl4Ml!lf'Ii IoW<Jt ......,.,$..<,,*!\tj
L~__.______o____.____.___.____.___.~__..____~____~___ ~~~(~O\":~=~~~~l~ ""1~c>Qt
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n FiO? Charles Stt'ool., Mechllnic.9but'9/ F'A 1"05~)
orlliH-----. ~Air()fl~lIlilS~iiN-~-- AC'Of~Wil-i6H-:N;_;i'~~c,....~ IriC.Iil'IOH,~"'(;ii
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LAST WILL AND TESTA MENT OF TIIELMA E, BRIDGE
I. THELMA E, BRIDGE, of the lIampdl\n Township, Cumberland County.
Pennsylvania, hclng of sound and disposing mind, memory and understanding, do makc, publish
and dcclarc this my Last Wlllllnd Testament, herehy revoking and making void any and all prior
Wills by me alany time herelofol'\) llIade,
1.
I direct the paymcnt of all my just dd)ts and funeral expenses as soon after my deceasc as
h ' I I... d ,if
t e same can convemel1l y ,..: one,
2,
1 direct my Executrix, hereinaftel' named, to pay the following pecuniary bequests:
(A) The sum of Fifteen Thousand ($ 15,OOO.IXl) Dollars to my niece, Marlene Akens.
(B) The sum of Two Thousand 1$2,000,IXll Dollars to my brother-in-law, Cloyd W.
Bridge,
(C) The sum of Two Thousand ($2,001l,llO) Dollars to my sister-in-law. Anne K. Barr.
(0) The sum of Five Thousand ($5,000,00) Dollars to my brother-in-law, Marlin P.
Weaver,
(E) The sum of Twelve ($12,OOO,IXl) Dollars to my niece, Linda H. Myers,
(F) The sum of One Thousand ($1 ,000.IX)) Dollars to my sister, Dorothy Hendry.
(0) The sum of One Thousand ($1 ,IXlO,llO) Dollars to my brother, Delwin L. Barr.
(H) The sum of One Thousand ($1 ,(XX),IlO) Dollars to my grand-nephew, Scott W.
Akens.
(I) The sum of One Thousand ($1 ,IXXI,llO) Dollars to my grand-niece, Sherri Lee
Akens.
(J) The sum of Three Thousand ($3,IXXl,IXl) Dollars to my niece, Sandra H. Bowman,
(K) The sum of Three Thousand ($3,IXXl.lXl) Dollars to my niece, Darlee Jones.
(L) The sum of Three lllOusand ($3,IXXl,llO) Dollars to my niece, Ilene Parke,
(M) The. sum of One Thousand ($1 ,IXXl,IXl) Dollars to my nephew, Fred Barr,
(N) The sum of One Thollsand ($1 ,IXXl,IXl) Dollars to my nephew, Delwin Barr.
(0) The slim of One Thollsand ($1 ,IXXl,IXl) Dollars to my nephew, Darrel Barr,
(P) The slim of One Thollsand ($1 ,llOO,IXl) Dollars to my grand-nephew, Ryan Myers.
(Q) The sum of One Thousand ($1 ,<XXl.lXl) Dollars to my grand-nephew, Nathan
Myers.
(R) The sum of One Thousand 1$1 ,IXX),IXl) Dollars to my grund-nephew, Andrew
Myers.
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REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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~EV'leooIX'lltll ~t.
COMMON~SVLVANIA
DEPARTMENT or HEVENU[
OcPT 210<10'
HAR I 1 I
DEceOENT'!! tW.4r: (lMiT, flRSf, AND MIOOl[ INI'I.Allll~1l ,"11M bl<<k~ ~81" wl)l'd'
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SOCIAL S;CUflll'1 NIJMBHI
OATEor OEAltt
1 1/ 2 2 /1 'l
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7
o 4 /2
611 9 10
THIS RHURN MUST BE FILED IN llUPLICA IE wml lHE
REGISTER OF WILl.S
-09-2 fi9 B
FIlENlJMIICR
2 9 7
c
00965
F.
OATForBI!ITH
(If APPlICAIILfl SUHVII/lNOSPOOSf'$ N.AME I\AS1, FlfIS!, ANOMIOQlE iNITiAl) SOCIAL SECURITY mJM(lER
N/A
KJI: 1. Original Relum 0 2 Supptementlll Retum 0 J Remaindor Retum"...,,""""."."'"
rJ 4. limned Eslate 0 4a Futurolnt.lllst Compromise [...""",.., I1IH1I 0 5 Fede'AI Estllt. T.x Retum Requi'ed
~ 6. Decedent Died Testate (Anach,opyoIl'I'h) 0 7. Decedent Maintained a Living TllIsl (ArLlChCOIIfof Tr\!tI) D- 8. lolal Number 01 Safe DeoositBoK8S
o 9, litlga\JQn P,OOIeds Ro<:elved 010, Spousal Poverty C,edit 1'''.'''''_0 ",3'," "" ""'" 0 II, Elec1ion to la, unde, See, 91 131A)I,,",o S<"01
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N.AM~ - ._- COMrtElE~WllN<lMiORESS
Charles E. Shields, III 6 Clouser Road
'IR"""" [1'.........1 Mechanicsburq, UTI 17055
(I)
(2)
.,,"
.il..
,
0.0 0
0'0 0
0'0 0
o . 0 0
a 2 I 1 a 3.2 0
4 ,9 A 5,3 5
o .0 0
18)
1 1 ,7 8 7.5 9
2 ,9 4 fl . 4 6
(11)
1 4 ,7 3 6 . 0 5
7 2 ,4 3 2. 5 0
0.0 0
7 2 I 4 3 2. 5 0
O. 0 0
0.0 0
1 0 ,8 6 4 fl fl
-
1 0 ,ll 6 4 8 8
I, Real E'lateISch'dule A)
2. Stocks and Bond, (Schedule BI
3 Closely Held Corpora\JQn,p.rtJler,hlp 0' SOIe.P,opneto"'hlp (3)
z
o
5
E
~
lJ
~
4, Mortg.ge, & Note, Ro<:elvable (Schedule OJ
5, Cash, Bank Deposits & Mi,""IIJneous Pe",onal Property
(Schedule E)
6 Jointly o..ned P,operty (Schedule F)
7, Inte,.Vlvos Transle", & MI,,,,,lIaneous Non.Probale P,operty
(Schedule G or l)
8, Total Groll Am,sltolal Lines 1,7)
::1"1
/" ;,: "-'
t-l
(4)
16)
16)
171
8
'7 , 1 6
8. 5
5
9. Fun.'.' Expenses & Administrative Co,ts (Schedule H)
10, Debts 01 Decedent, Mortgage Liabilities, & Lien' (Schedule II
It. Total Dedu.tlo", (total Lines 9 & 101
(91
(10)
12. Not Vllu. 0' Estat. (Line 8 minus L1nol I I (12)
13, Chantable .nd GovernmenIaISeque,tslSe. 91 13 Trusts 10' which an .,oction to la, hes no' been (13)
medeIS.hedul. JI
14, Not Vllu. Subject to fIX (line 12 mlnu, line 13)
15, Amount 01 line 14 ta,oble
a al the spousal tnx rate I ,
See Instruction, on reve",e Sid' 10' applicable pe'oontllge
!( 16 Amount 011106 14 tax.ble
~ 5 .t6% rate
I-' . 17 Amount ollm. 14 tIl"ble
~a'15%rate
18 Tlx OUt
19
1'4)
x ,0
(15)
x
06
(16)
(17)
118)
x
.15
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECttECK MATH < <
Under penallfMofpe~lJry_ I deClare IMIl have 8~8mjned \hi!> raMn, inCluding &Xompanving ~chedlJies lI!\d stalemerllS, ana 10 tlle besto! m~ knOWledge snd boliel, II is true. corleoct and comolete ()e(:liIl'ahOll 01 preoarer other
I!!IlJllg.DlIrsonal reoresenta\l~e IS based on ajl information 01 'lWhlch Dfeoarer has an~ knO't1iledae
SIGNA TU OF PERSON RESPONSIBl FOR FIl ~ETURN ADDREss602 Charles Street
K. l Lt!>,LJ..' Mechanicsburq, PTI 17055
SIG~A REOFp,REPARER, H RT~} PRESENTATlV,E~. ADDRESS() Clo\l~er Roa.d
(~~ut(J ;.,..ft(.',/, rI . ,,LJ' Mechamcsbur(1, PTI l7055
DATE
ri2 y' /f!
DATE
Sj.'.l'//?l
s Str . t
81ATE
PA
liP
17055
TIX Plyment. and Credit.:
1. T'K Due (Page \LIlle 181
2, Credlls/Peymenls
A, Spousal Poveny Credit
B, Prior Psymsnts
C, Dlscounl
(11 10, B64. BA
s 0.00
_ In,fiR7 r;1l
__-562.50
TotsICredllsIA,B.C) 121 _11.250.1l0
3, IntereeUPenalty II applicable
0, Inlereet
~, Penalty
To!allnteresUPenalty 1 D. E) 13)
4, If line 211 greater than line 1 + line 3, entar the dlffersnce, Thlslslha OVERPAYMENT,
Check ~l on pagal Llnal. \0 raquHla refund (4)
5, IllIna 1 , line 31s grealer than line 2, enler Ihe difference, This Is Ihe 'r AX DUE. (5)
A, Enler the Inlerest on the lax due, (5A)
B. Enter the lotal 01 Line 5 , SA, This Is Ihe BALANCE DUE, (5B)
Make Check Payable fo: REGISTER OF WILLS, AGENT
11 II mil IJ
PL.EASE ANSWER THE FOL.L.OWING QUESTIONS
BY PLACING AN "X"IN THE APPROPRIATE BL.OCKS
1. Old decedent make e tranafer and: Yea
I, retlln the UII or Income of the property tranaferred; """ ",,""" """,,,,,,,,,,,,,,,,, " " " """ " " " " " ~
b, retlln the right to dlllgnlte who ahlll UII the property transferred pr Its Income; "",",,"" '"
c. rltlln e reveralonary Interlst; or"""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,''''''''''''''''''''''''''''''''''''","
d, rlcelvl the promlll for life of alther paymenta, benefita or cere? """"'"''''''''''''''''''''''''''''''
2, If delth occurred on or before December 12, 1982, did decedent within two yeere
preceding deeth trlnafer property without receiving adequata consideration? If death occurred
after December 12, 1982, did decedent trana'er property within one yeer of death INlthout
receiving adequete conalderatlon? ,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,'",,'''''''''''''''''''"',,"" 0
3, Old decedent own an 'In tr",at for' or payable upon death bank account or security
4, ~1:I~e~e~:~~~~~:~' 'I~di~id~~; ';~;i';~;~~; '~~~~~~t': ~~~~ii~: '~; ~ih~;' ~~~~'~';~b~;~ .~;~~~rt:;?:::: 8
0.00
0.00
0.00_
385.12
0.00
0.00
0.00
IIIII'!
No
I
XiiI
~
~
72 P ,s, S9116 (a) (1,1) (I) provided for the reduction of the taK rate Impoaed on the net value oftransfera to or lor the UII olthe
aurvlvlng apouae from 6% to 3% for detea of death on or after July 1, 1994 and before January 1, 1995.
72 P ,S, S9116 (a) (1,1) (II) provided for the reduction of the rate Impoaed on the net value oftrenafera to or for the UII ofthe aurvlvlng
apouae from 3% to 0% for dales of death on or after January 1, 1995, The alatute dolis not exempt a Iranafer to a aurvlvlng SPOUII
from tax, and the 8tatutory requlrement8 for disclosure of assets and flllng e lax return are 8tlll applicable even If the 8urvlvlng spoule
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing al' 'x" In the
appropriate spaca.
Old the deoedent create a truat or Ilmllar arrangement which II lolely for the lurvlvlng SPOUII'S beneflt for hll or hlr antlre
lifetime? YII 0 No 100
If you anlwered yes to the above question, the tax on the trusl or similar arrangemenlls postponed until the death of the second
Ipouse, at which time II will be fully taxable at the rate(s) appllcabla to the remainder beneficlary(les), Enler the value of the truet on
Schedule J, Part II, In order to remove II from the calculation of the tax due In this estate, You may wish to file Schedule 0 In order to
make Ihe election available under Section 9113, If the election Is made, the Irust or similar arrangement lataxed In the estate of Ihe
firlt decedent spouse, the portion of the trust or similar arrangement which benefits Ihe eurvlvlng spouse Is taxed at the zero tax rate,
and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(les), If you choose to make the election, you mUlt
anach Sohedule 0 to a tlmely.flled tax return, along with Schedule(s) K and/or M In order to show the apportionment of the trult or
slmller arrangement between the surviving spouse and Ihe remainder beneflclary(les),
UVI\II!:l1 fnOl
OlAtE of'
. ITEM
NUMBER
.
SCHEDULE H I
i FUNERAL EXPENSES,
I ADMINISTRATIVE COSts AND '
MISCELLANEOUS EXPENSES .1
PI.al. P,lnt or Tv~
LE NUMBER
COMMONWUUH Of HNNSVlVANIA
INH!RI''''NCE TAX RETURN
RESIDENt DECEDENT
'lhel.IM E. Br:l,slg~.
21-97-965
AMOUNT
DESCRIPTION
1.
A, Fun.ral Elcp.nl.1l
Malpezzi Funeral HCIll;!, l'echanicsburq, 1:>7\
$7,510.BB
1.
B. Adrnlnlltratlv. COltl:
lOOVE'J)
2,
3.
4,
C.
1.
2,
3,
4,
5,
6.
7,
8,
----.
Personal Repre.entative Com million.
Social Security Number of Personal Repre.entatlver
Veor C"mmilllonl paid
Attarney Fee. Charles E. Shields, III
3,500.00
Family Exemption
Claimant
Relatlon.hlp
0.00
None
Addre.. of Claimant at decedent'. death
Street Addre..
City
State
Zip Code
Probate Fee. and oriainal short certificates
132.00
Mlle.Uan.oul Exp.nl."
Additional probate fee
115.00
60.00
64.71
15.00
110.00
310.00
Adverti.sing in CU!llberland laW Journal
Advertising in Harrisburg Metro-~lest
Filing Inheritance Tax Return
Account Filing (Estirrated)
Janet Brackbill, H & R Block te close-out Fiduc. 1041
TOTAL IAI.o enter on line 9, Recapitulation)
(II mar. "1'0" II n..d.d, Inl.rt addltlonallh..tl of lam. 11z..)
S
11 7R 7 . r,'l
,.AST WIl.L AND TESTAMENT OF TIIELMA E BRIDGE
I, THELMA E, BRIDGE, of Ihe Hampden Township, Cumberland Coumy,
Pennsylvania, being of sound and disposing mind, memory and uudersumding, do make, publish
and declare this my Last Will and Testamem. hereby revoking lutd making void any Illld 1111 prior
WlIIs by me lit IIny time heretofore made,
\,
I direct the paymem of all my just debls and fnneflll eKpenses as soon a!'ter my decease as
the same can conveniently he done,
2,
I direct my EKecllnix, hereinafter named, 10 pay Ihe following pecuniary bequests:
(A) The sum of Fifteen Thousand ($ I 5,000,00) Dollars to my niece, Marlene Akens,
(B) The sum ofTwo Thousand ($2,000,00) Dollars to my brother.in.law, Cloyd W.
Bridge,
(C) The sum of Two Thousand ($2,000,00) Dollars \0 my sister-in-law, Anne K, Barr,
(0) The sum of Five Thousand ($5,000,00) Dollars to my brother-in-law, Marlin p,
Weaver.
(E) The sum of Twelve ($12,OOO.()()) Dollars to my niece, Linda H. Myers,
(F) The sum of One Thousand ($1 ,OOO,()()) Dollars to my sister, Dorothy Hendry.
(G) The sum of One Thousand ($l,OOO,()()) Dollars to my brother, Delwin L, Barr.
(l!) The sum of One Thousand ($l,OOO,()()) Dollars to my grand-nephew, SCOll W,
Akens,
(I) The sum of One Thousand ($ I ,000,00) Dollars to my grand-niece, Shern Lee
Akens,
(J) The sum of Three Thousand ($3,000.()()) Dollars to my niece, Sandra H, Bowman,
(K) The sum of Three Thousand ($3,000,00) Dollars 10 my niece, Darlee Jones.
(L) The sum of "Duee Thousand ($3,000,()()) Dollars to my niece, Uene Parke.
I'M) The sum of One Thousand ($I,OOO,()()) Dollars 10 my nephew, Fred Barr,
(N) The sum of One Thousand ($1 ,()(Xl.()()) Dollars to my nephew, Delwin Barr,
(0) The sum of One Thousand ($1 ,OOO,()()) Dollars to my nephew, Darrel Barr,
(P) The sum of One Thousand ($1 ,O()(),OO) Dollars to my grand-nephew, Ryan Myers,
(Q) The sum of One Thousand ($ I ,OOO,()()) Dollars to my grand-nephew, Nathan
Myers,
(R) The sum of One Thousand ($1 ,mo,oO) Dollars to my grand-nephew, Andrew
Myers.
;'t,i i
( I
it"'i
:,
IS ,21/ - 1
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
*'
(.'..-
'U~EAU Of INDIVIDUAL TAMES
IN..'MUAHer 'AX 1lII/ISloN
pt", , lAGttO I
UMMISIUMO, IIA 11UA+0601
NOTICE OF INHE~ITANCE TAM
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
IIV-lutu """.111
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE
ESTAT! OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
10-26-1998
BRIDGE
11-7.2-1997
21 97-0965
CUMBERLAND
101
THELMA
E:=~=}~~n=~:~:n~~=~j
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :ii47'-i:iCA,,'ji-r 09 :nr-iliifici- .oF - i"titiiii ii' ANci-fAx -APPRAi SiMENT-;- ALl"owANcE - orim n - - ___. -- - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRIDGE THELMA E FILE NO. 21 97-0965 ACN 101 DATE 10-26-1998
TAM RETURN WAS I (X) ACCEPTED AS fUED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Reel E.tete (Schedule A)
2. Stock. end .ond. (Sch.dule BI
3. Clo,.lY Hald stook/Partner.hip Interamt (Schadul. CJ
4. "artg.gel/Not.. Reoeivable (Sohedule DJ
S. C..h/8ank Depolita/Mile. Personal Property (Soh,dule E)
6. Jointly Owned Property (Schedule FI
7. Tranafere (Schedule QJ
S. Total A...t.
) CHANDED
NOTE I To inlur. proper
oredit to your account,
sub. it the upper portion
of this forM with your
taK pay...nt.
.00
.00
.00
.00
82,183. 20
,4.985.35
.00
(8)
11)
(~I
(3)
(41
(5)
(6)
(7)
87,168.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
~. funaral Expen.../Ad.. Costs/Hilc. EKPon... (Schedule H)
10. Debta/Nortgege Llebll1tle./Llens (Schedule I)
II. Totel Deduction.
12. Net Velue of Tex Return
13. Charitable/Goyern..ntal aequa,tsJ Non~.l.c~.d 9113 Trults (Schedul. J)
14. Net Velue of E.tete Subject to Tex
(91
110)
11 .787 .59
2,948.46
Ill)
112)
(13)
1141
14.13605
72.432.50
.00
72.432.50
will
If .n ........nt w.. i..u.d previously, lin.s 14, 15 .nd/or 16, 17 .nd 18
rlfllct figure. th.t include the tot.l of abb return. .......d to d.t..
ASSESSMENT OF TAXI
IS. AMuunt of Line 14 .t Spou..l ret. (IS)
16. AllOunt of tin. 14 taxable .t Un.al/CI... A ret. (16)
17. AMount of Line 14 teKeb1e .t Collet.rel/Cle.. B rete (17)
18. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
02-18-1998
08-25-1998
NOTE I
.00 X .00=
~ X .06=
72,432.50 x' 15=
118)
.00
.00
10,864.88
10,864.88
RECEIPT
NUN8ER
AA269766
AA296587
DISCOUNT (+)
INTEREST/PEN PAID (-)
543.24
,00
10.687.50
85.00
~HOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
------ -
INTEREST AND PEN.
TOTAL DUE
11 ,315.74
450.86CR
.00
450.86CR
. If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCUI.AUON OF AODIUONAL INTEREST.
IF TOTAL DUE IS LESS THAN tl. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CR I. YOU NAY 'E DUE
A REFUND. SEE REVERSE SIDE OF THIS fORN FOR INSTRUCTIONS.)
E
I"
t"
, '9tl
,HUV
,,)
~. 1-,
:' >"( B
CI.
('
- it.:lrr'
OJ,
RESERYATlON, Elt.t.. of deCl'dlnh d!l'inu on or b.fore OleClllber .12, 1982 -- If any future interest in tho 8.t,t, h trln'flrred
in po......on or InJolf..nt to Clftlll II (coUatenll) bln_Uolarl.. of the dlcldent Ifter the IlCplr.th", of ,,"y ..t.t. for
lU, or for -YI.rl, the CO.OOW'I1th hlr_by .>cpr...ty rli.rV.1 the right to BPprah. and ...... tran,fa,. JntMrltllOO~ 'IW..
.t tn. lawful Ch~.. B (ooU,tertU nt. on IIInY luch futurll lnter..t.
Pt!RPOSElIF
NoTICE I
To fulfill the requlre..nt. of Seotlon 2140 of the Inh,rltftn08 and f.t.t~ TalC Act, Aot ZI of 1995. (72 P.S,
Slotlon 9140).
PAVMENT I
Oetloh the top portion of this HotJoo and tub.it NJth your pltY.,nt to the Reghtlr of NUh printed onthll rtv.r.. IJdtI.
-~Hak. oheck or 1l0n8.V order payable tOI REGISTER OF NILLS, AGENT
REFUNIl (CR)1
A refund of .. tal( credit. which was not requested on the Tal< Return. .ay bB reqUlllted by CONpleUng an "APpllclIltJpn
for Refund of PennlylvlInla InherJt&flCe and Estate Tal<" (REV-nU). "'ppUeatlons are .vallable at th4t Offloe
of the Reghter of 1'1111. MlY of the 23 R.vllnuo Dlstriot Offlcel, or by call1nll the 'peclal 24-hour
answering service nUllbera for forlls orderlnlll In Ponnllylvanlll 1-800-362-2050. outside PennllylvMlla IN1d
wJthln 100al Harrisburg arelll (71'1) 787-8094, TDOII (717) 772-?252 Ot.arlng I.palred OnlY).
OBJECTIONS I
An!r' perty In Interut not .atlsfled with the appralsellent, allowance cr dlullowance of deduotion., or .......ent
(If tal< (Including dhcount or ..nhlrest) .. shown on this Notice .ust Object within sll<ty (60) days of reollipt of
this Hot lell by I
ADHIH
ISTR...nYE
CORRECTIONS;
--written protllst to the PA Oepart.ent of Revenue. Board of Appeals. O.pt. 281021, Harrisburg, PA 171Z!-1021, OR
--al.ctl"n to have the lIatter deter.lned at: .udlt of the account of the person.l repr..entatlve, OR
--app.al tQ tlM Orphan...' Court.
~llctu.1 error. discovered on thl. a..es..ent should be addre..ed In writing to; PA Oepart.ent of Rev.nue,
lure.u of Indlvldu.1 Tal<e., "'TTN; Po.t .......s.ent R.vlew Unit, Dept. 280601. HarriSburg. PA 11128-0601
Pllo". (;117) 711-6505. S.. pag. 5 of tha boold.t "Instructions for InherihMe Tal( Return for a Re.iant
o.ced.nt" (HEY-IsOl) fnr an .I<plftnatlon of ftdlllnlstratJveiY corr.ctable .rrors.
DXSCOUNT;
If Iny tex duu is paid HHhin thr.. (3l cal.ndar llIonths after the d.cedent'. dllath, a fJvfI p.rc.nt (5%) discount of
the tax peld is .110w.d.
PENAL TV I
The 15% tex ..n_sty non-plrticipation penalty is co.put.d on the tot.l of the tal< Ind int.r.st ..I....d, and not
paid before January 18. 1996, the flr.t day "fter the end of the till< a.n.sty periOd. Thh non-PllrtJolpatlon
panaUy is app.alabi. in the .... lIann.r and In the the sa.a ti.. per iod as yOU would appul the tal< and int.re.t
th.tt ha. been .......d a. indlcat.d on this notJce.
INTEREST I
Int.rut i. charg.d beginning with flr.t day of d.linqu.ncy, or nine (I)) .onths and one (I) day froll the date of
de.th, to the dete of paY'.nt. Taxu whJoh b.c..e de1Jnquont b.for. January I, 19112 bear Inttlr..t at the rat. of
.11< (6%) perc.nt par 'nnUII oalculated at a dally rat. of .000164. ...11 tal<e. which beca.. d.linquent on end .ftar
Janu.ry 1. 19!2 wUi blllar lntere.t flt . rata which wIll vary froll Cftlendar year to oalC/nde,. yellr with that rat.
announCl.d by the PA Depart.ent of Rev.nu.. The applicable interut rato. for 1982 through 199811'81
~ Intar..t R.te Dally Int.ra.t Factor :!!!r Int.rllBt Rate Dally Interut Factor'
1982 20% .OOOS~! 1987 9% .0002~7
1983 1&% .00O~38 1988-1991 11i: .000101
1984 11% .000301 1992 9% .006247
1985 13% .000356 1993-1994 7% .000192
1986 10% .000274 1'195'19911 9% .000247
--Int.rest b calculated .. follow'l
INTEREST = BALANCE OF TAX UNPAID X NUHBER or DAYS OEUNQUENT X DAILY INTEREST FACTOR
--An!r' Notice I.sued Iftar the tax baCDltus d.llnquent wlil reU.ct an Int.rest c.lculatJon to flfte.n (IS) d.!r'1
beYond the d"t. of thlt ....ulI.nt. If JlIlYltent is IIlfldo eft.r the Interest ('ollputetJon date .hown on the
"'oUc., additional Inter.st IIU.t b. calcuht.d.
IJETITION II()I~ IJlmnATE 11IId (a~ANT (W LETTEltS
lIM(//<' ofJ71e 1M_ E. 8r/ J Jt. No. -:.1./- 9 7 ~ ff.!)'
(//,10 kl/oll'l/ (/S 10:
Kl'v.btel of Will' for the
, IIi'I,(,(/,.'II, ('oullly ot C u.M~t.l"l..n.L._.. in Ihe
80C'/<l1 8/'''I//'iIY N<I, 17;l. - Dl - :U.&S ('ol11l11ollll'eallh of Penllsylvallla
The P"lillon of Ih,' und"ISigned Il"peellullv lepr"Sl'III' thlll:
YOtll pcthiollet"('..), \\'110 is/all' II' Yl'iltS of agl' or ohh.'l' all till' (.l,\Cl'Ut....;X. q_______.____.,,_..,~____.__..___~ named
in the Ill,t will of Ih,' llhove del'edelll, daled ..' . .._._..trl~_...;;z.,__, 19jj_.
and ,:odkil(,) dllter.l........-.----'~-----'-
_.---_._-_._._-.....--...--...-._---------~
. ._._~----~--_._--------
(~lal('(l'il'\"allt dr~'llll1"I:UKI.''i, t'.g, H'nUtll'iutlllll, dCillh (11' l'\C!l'lltor, '~IC,)
Ile_elld.ellt Wll' domiciled al dealh in.. .c."''''\,td.,,~J.-'.-'''..T.. COllnly;.penn,ylvania, with
hLt'...____ .Ia't flllllily or principal re,ldenee al .Meui.h Vt.l\lk/.....J<(:.n'CCflI.. C,ntu:
.... .__.___.._._.i_T..c.-.-..~
--_.__.._---~..,~~..._,.,_.
(1i~1 ,,(fl'l'l, Illlfllocr llntl 111l1l1';ipalitYl
Deeelldent, Ihen.....8.7._. year, of age, died .. ....L1-'~".......:z_~,,_______, 19 , 7 .,
at _......._ ..._.,.____ __._~... __ ...___+--w___ .~ ....--.- ---.-.-...--- .
Except as :'oll(,ws, decedent did nOlmllrry. WIIS nol divorced IIl1d did nol have a child born or adopted
uflcr execnllon of Ihe "'.i11 offered I'or probule; wa' 1101 the viclim of a killillg and was never adjudicated
ineolllpelelll: .. _._..._"" ._....... ....._u..___....... -.~-......_-----.._..-----
l)ccl'lllknt at d":iilh (l\\Il~d property with estimated vulucs as follows:
(II' domicilt.d in 1'11,) All persolllll property
(If Ilot domiciled ill PlI,) Personlll property ill Pelln'ylvanill
(1lllot dnmidl('d ill I'a,) Persollal property in ('OUllly
Vllluc or rcall.'slil!C ill Pl'nnsvlvania
,llualed liS follows: __..N.P.fI!.f(..._".____......_..._._........_._"........._..~._.
L .?.z~o~, ~_
$
$
$---
-.----....-.----- .-----.--..----..'. ._--~-_.---_....._,-------~._.~~~_.--~-~.-
___________ - __ ,..______. ..__...n_._._........._....___ _.__.~----_._.._----~---_.----
\\,IU:KEI'OIU:. pelilioner(sl re'peetfully leque;;\(,) the probllle or Ihe last will and codieil(s)
pre,ellled herewith IInd the grant or lellers.""............. ..-_.."....._--......_..~----._"
. f': f'n, . L ' (\C\laI1H.ntar~': ad11linhlrtllion c,l.u,; adminislratlon d,b.n,C.t.8,)
Ihelon, e, nt; I~ Cl.herno"te ..nc...tor r'l"melll u..""der dcceclt"ts A/tot.."')'
prbloQ.~~ ~."'+ 10'.,,\\ ~. n1nmcnt. f'i.~t e,~u....tz.r. Mlrltnt AKc"'J hu .,oW o..~o
~ .ltp~T_. 'S (.....\+1\1 I,... .....d her et;\v..\i 'tb Yl.... ,....,"'toy \,rolo...'\:'o, "'" l!",,,,I.,,..\...,, A Co,
~ "y;J~Wu'l!~'2 dL:(..A,k~...--
~ ~ .l-.Ln~~uJtuumyLr,s...~--.,,-_..-.-
i!'~ JPIl.:z.,.___~ill"r.nl:.-1\r.-.--..__..._-
:::~ M((.ho,,,"~,1,,.\A_r.g..< ..eLrz.I>.$~--...-
~ ~ _..m_-1.!J_2.~:::~~~:_.._~:=--=
;JJ
':fi
_. ______.~n~__._.__.... .------.-.."
_ "'.'__"_____"_. ______._.m..._..__
OATH OF IlERSONAL. REPRESENTATIVE
COMMONWEAI.TH 01; I'ENNSYI.V ANIA ..} 8$
COli NT\' ot'CI..t.m~L,lillJ?--._-
The 11l'litinl1l'rlsl ',bnv('-II\\I1\l'li ,wear(') or affin!\(s) Ihat Ihe ,tmelnenl' in the foregoing petition arc
true illld wITed 10lhe heS! 01' 11,1' ~Ilowlelige and belief of pclitloner(,} nnd Ihat as personal represen-
lilliI'd',) "I' I It I' ai",vl' dl""d('nl peliliOller(s) will lI'ell and,{tulv adminisler the cSlute according to law.
- / . ,
swo.n.'lo '~I alfll'"~. a..'Uld'UhSl.'I.ibel.I'l' XClfwd-Y..lljp)/J - 1:1
beI2fq2~'~'i' ,," .. -nI199~1!(tf)1 ____m_ u_____ ~
l(r,l--'!lie, ~- . ~(!.i[ 2,f/';;"i.!.z.u ...:=~====-~ ~
~ 712.i!f.J{iJ:; 1i('~isl(,1 .____.u..._..___.___ ~