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HomeMy WebLinkAbout97-00965 I, " ;' \.q '-III c:r 0 , CD -- ~ 'I d t; Z u.a ~ , t,',,'"'I' q! _rH t l m fl "/",, kIWII'1I "" --,,, 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"" ,~ ~ .~ ~ ;;1 Iii --. ~-----_..-._~.__._----- ...~_ _n_n..._" ___,,_.._..~._.~_N.' .-~._,-,--,,-_.--~- .~_____~.___-.__--N ..---,....-..-~-_..._---'-. _.---"u----,~--..-.~_.-. ~~.._. ..~_.-~..'". __.N.____. - 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 ::; '~'IJPIII'" . PlIIM......J 11....<<4.. I , I ~ 1 I'hi<; i\ {i1ll'ltl(V [h,ll th.. inl;lIlll,IlIOI\ 1\('1(' gi'<"ll j;. \ (lilt'( IIi' \l'llll'd lllllll .111 (1111',ll\.d 1('lldi[,ll!.' ld de,lllI dull' libl with Ill\' ,j', 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 iii,l/lii.-".,.,. i''' 'H Of ",." /""~<."\' p(,..,")~ ii' ~"""I,J'."'-' f.i~/!!II ?,~ ~~i_. .''.1: .~.~ t-i: . ~(,;l;I. . . ..,. ,. '. :, . ~ ~ ~\ --, . ....;;.,) \'~"""',)"\P \';.,!tMfNI ~\ ~\":,,.,. '''~IIf1/!Ut,(V-I~' ))' . j ")/ 'IJ 'J '.'f/U 1/!,(,if/:L,.>/t:'t/il_I_., , ()at\., j ("~ f I, .. ~ ". /LtJr.U.V(.,tL'.A...., _ ' ~._.~', 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 ""fI'~ll<ll""R ~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 '-GI1l~YI~I'l'YfAll \JHIlEl'llo. -DAirorliiiii-'~ IIIIIltlPl..ACllCfyolM ~AC.foII'llfn"!f.t"""'_'...,.... ~~"";;-;i;l--- ----~ L-~~..~~Jo:l~~ tbu J:~"~ I\P~~t"i::V 1~:~Jr.~~_1'1'1~~~~:_. :~~;~.._.~~-:!;--. ~~.J. L~ "~=l~;.---_.=~~-- cotJtfl'l'Ol'llfAlH cltt.1Olii1 Of Of Nit ]..CUIf'/NAIlI('K"""..M..,".......U"'t,...t~., 1'M8j'C(PEH!0l'IfllU\I.~0f00lN' ~'~-''',\lHt_ Cumhtl~I"'nd ,) 11 . ~"'J ...LI."",Ipfol"'c,-" (~t PIHn 1\ on Mu,j,lltllt Vlll<tYl! ({fd ilemllnt COllLtJr WtlQfl,,,,",,,,,fIdI\.wi WldL" ~1!iRfiUiU4l~-a- ];lNDorIUSiNi~!I1111 )itlCii:Cfr>EifiVfflE'iiiTiMHfiiOocAlIOH r.lAAiiifiWl1l'_'''''] Il.~N'OU" - 01 ~.::".,,=':::;t:T--' ,-------.--- ----- - Afllolll) OfICUI -i~~ 1I_~_ .....~='~~ Ih"'QM--._ P.a.'lraL<,U\t MdlLagtH RlJldi l CluUdllY Yu(] fluiXl iOll~ 1,--:.;r.1 WJdowad DI:~~lNG::;;ooMii;-s;;;ct;ib.." ~T;;G'-'IiIJt:i:CfTIE'"i<<I- - 1.l I'A- L- I] It. - \I. 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 W~~I,~';T:~tl "kUIHI 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 { .-JO CI........(.1 '*""....ont.""L] . M..., 0"'''''1 ",0Ih0I"'" o..n.-.J O!MfI~I_._,_._.M..____"______.__._( I tllivumbor ~:lj, 199'} u!.\oIIIWl Groen cet\ltJl~ [.r,WOl Allell 'l'w I, ~'''''~''==~ _ _::l=~~;;:::: __:::J.""l-;::W'~,..\,;: ".:"~'::_".~," .. """ ~_".."'""'....,~ "'_01"'11""""""", "'.1/,,1<:<:...'..16111'<11.... d...""'fIIt<....liW llC(HSI!HUillel!II OIIJfSlOMlO ==:::::-" .-_ ::';~;l_ _ __ InAlIPiioNotJHCiOo(.uii",.~-TJiy,y;;r~-.-'~--'---li'c:r;,-Ailffllii"O'.OtiiOlCAi..flUlr.o: (Wo!C,~~'-__ ---~... ~:/U I'tl t,l tl"v<'IIlIH'1 i" 1'1'11... .....11 ~ iJ.Mjij1; ........-....-"""'...OfftJl~.Ul_~l\~I,.;-<lt.tiO"""'-;.....I..!f.,.,;.I,f,o;u,-;.'i'..~,,7..:;.;;..;.;..,"t,;.;ioir;~i;';;'. . Apfno...... AUI'I: OV".......____......._flIIIll.... (.-,_~Orlttll\"''' ~:::..= """.....i1...-....._liMlIilMllTI I 1 -j I I , .witCAi.f~~"T"'""-'.~-"".__. .0.__-'_-- - (~~~?tW:~~---~IMOf~--[if>lILIM,~.viiiii<<i-[riiC--uoW..wmOCCUiiiiO-- """''' K- ",,"'.."'" IJ "mll'~ r I ~""~"jl""~,,,I"U I I.....!] ~ ( ] _.~ ~ 11" ."'~_~~____~H["~ ~ ~~.~ ..u_~.:),_.,..., .,"~~~l'~~Qo"'''~_l _~.J [~~~ ~i:Y.,I~~" !..~, .,.. t~~:o~~'..o~~___t:~.~~~:~~~'-~~~~=_~~-=--=. CUI1to'lI11!l:No-.........'" . RlGtlAfIIflE;J!IllllfCIR'If"tll .iCtlUIi'VlHQptf'-.c:'.."'I'fl,......".1II..I'...'..<l<"','f'....,......<-"..,j.,"',.",'.""".......,.1.,.','.'.".,"1'"'..1"""'.1' I '.. ... '.(' In. 1....._tt/l\,...................("'''''''........j~.II''''''''"'''"r..f..I''' ' II..... _.. _.J;.,~:lJi.._~....'\..._. ,.,.._._... .-._.__..._~____~__ lIeltlSU..1 !twlIlOHlO,,,,,,,.,o.,_1 "~AHIJt:.tl'lllf"IHdPll'tM;loUl,I~.,"'...,....,.'...,..."'."',"".,,',..',(,;;l""""..,j,,..,lf" MJO'll b .. I Jy !'tit ,.... MIl""",. ~I'!II.,""" "..".....,,'" 1I...1IMt, .,t,'.... pl..., ..w_....,... """I.'."""'...".... ......, ~ iM).liiI.iI~$5~~ P~Ii.'ioClNYI'liricotu'lI: ,lk'dAtiYiiw llI'oQ~-- '. .-.---------~-~ III...' U) '''''" 00 ,"111>1 .Jll!lopll 1\. 'l\nclda M./), il n, un IhHllIfJ AVE!., Camp 1I111...:..._~~~_____ -.--.--- MI-'"Ol......~i;r-...,---.- -_.--~ ~L~---'-,-~ ~_ ;V~~~~/~!~il':L !'?L m___________ -..--.-- Ph . __no _(is 'H.'h.\!~:'l fl\'i:\J~~>I')\"_ OUITOllUfl~ACOtl.'XO"Hj(.fUH I' . .. . :if.ii' ftill:liM;;'-cf>iI~(i,i:f;,-:if*'i- OtJiiU((;.iOl.S.Hlllt:l(iM.~.;E{"1 WI..U llV'~!I ~Ml.IP1IIOKro COUi'lillOfjf;J/CAl1liol alOVltll ....OlC,U.UMlHtA/COflOfl." 001""", "..MllNolloHl........., 11l...II,.Uon.11> Ill, IIplflll>t>, d..ltl<><(~ff'" "'~.tlm'. d.,., ...., pi.u. "od"~, 10 l~' U~ltl'I't'" M._"....,........ , . """ "" .. ,." ,..", . .."....." ,.." '"'' ". -"'-oI."--iiiliOitTuM-,Wjlilii;ililfl !!._~tr.~rf".&I{h. A'll((;tl 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. l ~ ' 'rot> (-- (; " ~ \\') III " 9;'!~:( "$1 ~~ ~ll.. Q~ I/l~r~ , .J z:> tr" 1Il~ t\~~ ,-, (~.~ ~~ ~5i'- " ~< .~g :z: . -- (J ~ ,~~ 1! .. ' .. / ') /,1 17 ,) (u REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ W Q W lJ W Q 'P II F: L M ^ ~EV'leooIX'lltll ~t. COMMON~SVLVANIA DEPARTMENT or HEVENU[ OcPT 210<10' HAR I 1 I DEceOENT'!! tW.4r: (lMiT, flRSf, AND MIOOl[ INI'I.Allll~1l ,"11M bl<<k~ ~81" wl)l'd' !I! i i Il R Inn F. SOCIAL S;CUflll'1 NIJMBHI OATEor OEAltt 1 1/ 2 2 /1 'l 'l 7 o 4 /2 611 9 10 THIS RHURN MUST BE FILED IN llUPLICA IE wml lHE REGISTER OF WILl.S -09-2 fi9 B FIlENlJMIICR 2 9 7 c 00965 F. OATForBI!ITH (If APPlICAIILfl SUHVII/lNOSPOOSf'$ 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..._..___.___ ~