HomeMy WebLinkAbout02-0275 PETITION
also known as
FOR PROBATE and GRANT
No.
To:
OF LETTERS
Deceased.
Social Security No. C t o - ~ i - ~ 6 ?...
The pelition of the undersigned respectfully represents thai:
Your pelilioner{s), who is/are 18 years of age or older an the execul
in the last will of the above decedent, dated
and codicil(s) dated
Register of Wills for the
County of ('ct,.,., ~,, la.--a _ in the
Commonwealth of Pennsylvania
named
.,19.__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (...Sam b,t,~le,-~ a Country, Pennsylvania, with
last family or principal residence at 113 O~t~..,d~l~ o&~ (j~ 1~% ~t~-.,~ott
(list street, number and muncipality)
Decendent, then ~ '~ years of age, died ~.c-¢,..,-i, ,.,- 26, l'~Zo,, I ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 'f'~'r~ noc<ari0~g¥
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF 0~,-,-, Sa,-ia~d f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
bSW~orn to or affirmed and subscribed ~- ~/~ff~/,~'~'--,---~- ~
e~ore me this ~STH __ day of [ ~ ~ ~'
MA~Y C LEWISTM --ffegiste~-~ ff ~
No. 2q - 09_ - 27~
Estate 0f ^[~CE E ~S^BELLE , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 18 XlX)9002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ~ //.r-/~ 7
described therein be admitted to probate and filed of record as the last will of
and Letters ?~a~ ~m "~'~7
are hereby granted to ,~ ~,~e_ ~, -
Filed
FEES
Probate, Letters, Etc .......... $ 95.00
Short Certificates(2 ) .......... $ fi. (lC)
Renunciation ................ $
X-Pages $ 17.00
JCP 5.00
TOTAL · $ /IP.OO
.... MARCH..1.8,. 2D. Q2 ..............
Register of Wills
MARY C LEWTS
A'ffFORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
Mailed letters to Executrix on 3-18-02.
J~is is to certi~, that the infbrmation here given is correctly copied from an original certificate of death duly filed with me as
Ix)cai R,egistrar. The original certificate will be forwarded to the State Viiiil Records Office for~permanent ~ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 8o]ooGo
No.
Local Registrar
Date
mos ;43 Rev z,s? COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
.. ,~L,'~- ~. w~,~,-,, ~: I:'-~- I~.,~-- o~,~
~L ~ ~,'~ ~ ~ ~ '' ~' , .... ~c~
LAW OFFICES
WINTER & JAMES
HERSHEY, PA 170"43
LAST WILL AND TESTAMENT
OF
ALICE E. ISABELLE
I, ALICE E. ISABELLE, of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and un-
derstanding, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking and making void any and
all prior wills, codicils, or writings thereto, made by me at any
time prior to the making of this Will.
ITEM I: I direct that the payment of my debts and the ex-
penses of my last illness and funeral shall be paid from my
estate as an administrative expense as soon after my death as
conveniently may be done.
I direct that my personal representative be responsible for
making all necessary arrangements for my burial.
ITEM II: I give, devise and bequeath my entire estate,
consisting of all realty, personalty and mixed, wheresoever situ-
ate, to my daughter, JUNE E. HIGHTOWER of Camp Hill,
Pennsylvania, provided that she is living on the thirtieth (30th)
day after the date of my death.
ITEM III: In the event that my daughter, JUNE E. HIGHTOWER,
does not survive me or does not survive me by said thirty (30)
days, then I give, devise and bequeath my entire estate, consist-
ing of all realty, personalty and mixed, wheresoever situate to
my grandchildren, DEAN L. HIGHTOWER, AMANDA R. HIGHTOWER and
SUZETTE E. HIGHTO%~ER, all of Camp Hill, Pennsylvania, IN EQUAL
SHARES, PER STIRPES.
ITEM IV: In the event that my daughter, JUNE E. HIGHTOWER,
~redeceases me and I am survived by any grandchildren under the
~ge of thirty (30) years, I name the HAMILTON BANK of Harrisburg,
Pennsylvania as Trustee for any and all assets passing to said
grandchildren under the age of thirty (30) years.
~ ~SEAL)
ALICE E. ISABELLE
[.AW OFF'ICES
WINTER & JAMES
The Trustee shall have the following powers and duties:
a) The Trustee shall have full power and authority to in-
vest and reinvest the assets of the trust, including the
power to alter the form in which the assets are received by
the Trustee and to retain bank stock.
b) Until each child attains the age of eighteen (18) years,
the income and then the principal shall be used to provide
for the child's general maintenance and well being, includ-
ing food, clothing, shelter, health care and education. The
guardian shall attempt to maintain each child in a life-
style similar to that enjoyed by the child during my life-
time. The Trustee may also appropriate any and all funds
necessary to meet the special needs of each child.
c) When each child is between the ages of eighteen (18) and
twenty-two (22) years, the income and principal of the trust
res may be used for the educational expenses of the child.
Also, when each child is between the ages of eighteen (18)
and twenty-two (22) years, the Trustee shall allocate to the
child on a monthly basis such funds from the income and
principal of the trust res as the child may require for the
reasonable maintenance of his well-being.
d) When each child attains the age of twenty-two (22)
years, the Trustee shall pay to the child one-third (1/3) of
the remaining share of the principal and income of the trust
to which the child is entitled.
e) When each child attains the age of twenty-six (26)
years, the Trustee shall pay to the child one-half (1/2) of
the remaining share of the principal and income of the trust
to which the child is entitled.
f) When each child attains the age of thirty (30) years,
the Trustee shall pay to the child the balance of the re-
maining share of the principal and income of the trust to
which the child is entitled.
ALICE E. ISABELLE
LAW OFFICES
WINTER & JAMES
HERSHEY, PA ! 7033
g)
erate the payment schedule specified above on behalf of any
child, if that child's need and circumstances reasonably
justify such accelerated payment.
~ h) Trustee shall after~._ the_ death of. myself and~ay~use
merge any separate trust held hereunder with any other sepa-
rate trust held by Trustee un~]~9~-~c~re~~~ou~-~, if
the terms of the trusts are then substantially similar and
held for the primary benefit of the same person.
i) Subject to the approval of Trustee, anyone may add prop-
erty, real or personal, to the principal of this trust by
deed, Will or otherwise.
ITEM V: No interest of any beneficiary under this Will or
any codicil sha~l be .~ubject to a~k~icip~ion or vol~L~La~y or
in~ary i~~ion.
ITEM VI: A~~, interest and penalties thereon payable
by reason of my death with respect to property comprising my
gross taxable estate, whether or not passing under this Will,
shall be paid from the principal of my residuary estate.
ITEM VII: In addition to powers given to her by law, my
Executrix and her successors shall have the following powers,
applicable to all property held by her, effective without Court
Order and until actual distribution:
a) To retain any property received by her, in the form in
which it is received, until actual distribution;
b) To sell real estate for any purpose, publicly or pri-
vately, for such prices and on such terms as she deems
proper, without liability on the purchasers to see to appli-
cation of the purchase monies;
c) To compromise controversies;
d) To distribute in cash or kind or both at such valuations
as she may fix.
The Trustee shall have the power and authority to accel-
ALICE E. ISABELLE
I.AW OFFICES
WINTER & JAMES
ITEM VIII: I nominate, constitute and appoint my daughter,
JUNE E. HIGHTOWER of Camp Hill, Pennsylvania, Executrix of this
my Last Will and Testament, but should my said daughter, JUNE E.
HIGHTOWER predecease me, or for any reason fails to qualify as
such Executrix, or having qualified, fails to serve as such
Executrix, I nominate, constitute and appoint A. MARK WINTER,
ESQUIRE of Hershey, Pennsylvania as Alternate Executor. If A.
[~ARK WINTER, ESQUIRE should fail to serve as Alternate Executor,
I nominate, constitute and appoint HAMILTON BANK of Harrisburg,
Pennsylvania as Alternate Executor. No fiduciary acting here-
under shall be required to post bond or enter security in any
jurisdiction.
IN WITNESS WHEREOF, I have set my hand and seal to this my
Last Will and Testament, consisting of this and three (3) other
pages at the end of which I have also set my hand and affixed my
seal for greater security and better identification, this day
of January, A.D., 1987.
ALICE E. ISABELLE
~AW OFFICES
WlNT~'R .o..3AM~'S
HERSHEY, PA ! 7033
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, ALICE E. ISABELLE, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the instru-
ment as my Last Will and Testament; and that I signed it will-
ingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by ALICE E.
ISABELLE the Testator, this ~ of~~/~- , 1987.
ALICE E. ISABELLE
My commission expires:
IR~,~A ORAYB~[[, Notary Publ|~
F':~:,::h~y, P~ur.',hin County, Pa.
f,,'y Commi:sion Expires May 16, 1988
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We, A. Mark Winter and Alisa M. Kunkel, the witnesses whose
names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw Testator sign and execute the instrument as her
Last Will; that she signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed
the Will as witnesses; and that to the best of our knowledge the
Testator was at that time eighteen (18) or more years of age, of
sound mind and under no constraint or undue influence.
Witness
Sworn to and subscribed
before me this
day of ~/~~ 1987.
commission expires:
t-!~:rshey Psuohin County, Pa.
Commiss[ca Expires May 1~, 1~88
Name of Decedent:
Date of Death:
Will No. ~ OO
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Admin. No. -'--
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name ~/~/b/a a/e ) Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Capacity: _
Signature
Name
Address
Telephone (Tt?) 7~-/. ¢9~ff_5~
Personal Representative t/~cc~,~:Z'c~)
__Counsel for personal representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent:. ~1,¢{[ ~
Dae of Death:
Will No.:
1 z.-I z.(~
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes[] Nee
If the answer is No, state when the personal representa~ve reasonably believes
that the administration will be complete: ~/'z.ov ~
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal 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 [--]
Date:
Copies of receipts, releases, j oinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Signature '~
Name
Address
Capacity:
'717- '76/-
Telephone No.
[~fPersonal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003343
ROBERT B MILLER CPA
815 PENNSYLVANIA AVENUE
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 010-01-5962
FILE NUMBER: 21 02-0275
DECEDENT NAME: ISABELLE ALICE E
DATE OF PAYMENT: 12/19/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/26/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 891.27
TOTAL AMOUNT PAID:
$91.27
REMARKS: ROBERT B MILLER-CPA
CANNOT READ POST MARK DATE
SEAL
CHECK//505
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
F-
Z
I~1
W
I~1
iii
z
0
0
0
iii
DEPT. 28O601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) use a I~k block to ,~parale wa'ds
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REOISTER OF WILLS
[] 3. Remainder Retum (dale o[ dealh prior lo 12-13-82)
[] 5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
SOCIAL SECURITY NUMBER DATE OF DEATH
(IF APPLICABLE) SURVIVING SPOUSE'8 NAME (LAST, FIRST, AND MIDDLE 8OCTAL SECURITY NUMBER
INITIAL)
[] 1. Ori§inal Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (dale of dealh alta' 12-12-021
[] 6. Decedent Died Testate (Altac~ copyof Will) [] 7. Decedent Maintained a Living Trust (Aa~ copy of Trust)
[] 9. LiUg~on Proceeds Received [] 10. Spousal Poverty Credit (dale of death between 12~1-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (A~ach Sch O)
THIS SECTION MUST BE COMPLy' I ~-u. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
FI ~PJ~I NAME 0f Applicable) __
~'~c.~j~,¥-~- ~. ~,A~LLL~Z_ C~
TELEPHONE NUMBER
1. Real Es~te (Schedule A) (1)
2. Stoc~ and Bonds (~ule B) (2)
3. Close~ Hdd Co~ora[~,Pa~emhip ~ Sol~Pmp~etomhip (3)
4. Mo~g~ & Notes Rec~vable (Schedule D) (4)
5. Cash, Bank Deposi~ & Mis~llaneous Pemonal Pmpe~
(S~ule E) (5)
6. Jdnfly ~ Pmpe~ (Sch~ule F) (6)
7. Intar-Viv~ Tmnsf~ & Miscellan~us Non-Probate Prope~
(S~ule G or L) (7)
8. Teal Gm~ Asse~ (total Lines 1-7)
9. Funeral Exp~s~ & AdminisEafive C~ (Sch~ule H) (9)
10. Deb~ of De,dent, Mo~e Liabili[es, & Liens (~hedule I) (10)
11. Total D~u~ions (to~l Lines 9 & 10)
12. Net Value of Es~te (Line 8 minus Line 11)
13. Chad~ble and Govemmen~l B~uest~Sec 9113 Trusts for whi~ an ele~ion to ~ has not been
14. Net Value Subject to Tax ~
Line 12 minus Line 13)
15. Amount of line 14 taxable
at the spousal tax rate ~--
See instructions on reverse side for aDnlicable
16. Amount of line 14 taxable
at 6% rate
17. Amount of line 14 taxable
at 15% rate
18. Tax Due
19.
x .o6
tCOMPLETE MAILING ADDRESS
X .15
[] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
)_ oO ] -
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under penalties of perjury, I declare that I have examined this return, indnding a~ump...ying schedules and statements, and to the best of my k~owledge and belief, it is true, correct and complete. DeclaraUon of preparer other
than the Personal reeresentatJve is based on all infom~lion of which DreDarer has any know~edoe.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
DATE
SIGN~.~:URE~F~PREPARER._~OTHER THAN R~mI~E~i~NTATIVE
ADDRESS DATE
/ ! -
Decedent s Complete Address:
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C, Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
STATE
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )(3)
If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 19 to request a refund (4)
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
(1) 9{ ~''/
Make Chec.k' Payable t~); REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN X IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............... [] []
c. retain a reversionary interest; or ........................................................................................ [] []
d. receive the promise for life of either payments, benefits or care? ....................................... [] []
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security
at his or her death? ................................................................................................................ [] []
4. Did decedent own an individual retirement account, annuity, or other non-probate property?... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
....... YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. {}9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P.S. {}9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the
surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exempt a transfer to a survivin~
spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the survivirjg '
spouse is the only beneficiary. .'
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placing an "x" in the
appropriate space.
Did the decedent create a trust or similar arrangement which is solely for the surviving spouse s benefit for his or her entire
lifetime? Yes E~ No []
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(les). Enter the value of the trust on
Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule O in order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must
attach Schedule O to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(les).
REV:1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'[STATE OF
ITEM
NUMBER
5.
6.
7.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule 1.
DESCRIPTION
FUNERAL EXPENSES: AMOUNT
~'o~ > ~-~---',rz~~o..x-~ "b,~T~t~oG
ADMINISTRATIVE COSTS:
Personal Represenlative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EiN Number of Personal Representative(s)
Street Address
City State ........... Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, atlach explanation)
Claimant
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State'~ Zip [ --70 [ I
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
RL~V-1603 EX * (1-97) (~) ~
COMMONWEALTH OF PENNSYLVANmA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
SCHEDULE B
STOCKS & BONDS
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
Of DEATH
TOTAL (Also enter on line 2, Recapitulation) $ ~.~ ~ I ~
(If more space is needed, insert additional sheets of the same size)
P, EV-'1508 EX + (I-97} (I) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
TOTAL (Also enter on line 5, Recapitulation) $
VALUE AT DATE
Of DEATH
(If more space is needed, insert additional sheets of the same size)
American Enterprise Investment Services Inc.
,4 tub~ldiar~ of ,4mert~n Exl~re.c~ Financial C
70400 AXP Financial Center orporatlon
Minneapolis, Mlnn~ota 55474
201363701 ANOUNT 6068.18 CHECK TO
KEEP THIS STUB FOR YOUR RECORDS
CLIENT
10603948
Statement 6f Financial Accounts
'April 1, 2002 . April 30, 2002
American Expreaa Brokerage Account
Group Number
O433 679O 3 001
Check Your Accounts
Automated .l'elephoflo 8ordca
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Account owner(s)
JUNE E HIGHTOWER EX
EST OF ALICE E ISABELLE
Date account opened 04/0t/2002
Cash flow summary from March 29, 2002 to April 26, 2002
Opening money market and cash balance
Cash deposits
Cash withdrawals
Nel total income
Asset acti~t¥ debit
Asset activity cra<lit
Closing money market and cash balance
Dividends and Intareat summary
Taxable di~dends Currant
Taxable interest $0 O0
$0.00
Non-taxable JnteresVdtvJclends $0.00
Net total Income SO.O0
~8
$000
$000
(~4,oee
$o os
$o os
$4,098 18
Year-to.date
$0 O0
$0.00
$0 O0
Review of account on April 26, 2002
Value last statsment
Money mlrk~l and C~sh
Total portfolio value
Value change from last statement
$0.00
$0 00
$000
Money Market and Cash
Value of ouey Market and Cash
EstimMed
morke~t value
Estimated
EstJma~
annual tncom~l
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIV/SIOH
DEPT. 180601
HARRISBURG, PA 17128-0601
CONNONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOHANCE OR D/SALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1;'I7 EX AFP (D1-05)
ROBERT B HILI'~ FEB 20 :22
815 PA AVENUE
LENOYNE , , PA 170r*$-.,_
DATE 02-2~-200~
ESTATE OF ISABELLE
DATE OF DEATH 12-26-2001
FILE NUNDER 21 02-0275
COUNTY CUHBERLAND
ACN 101
I Aaoun~ Rami~ad
ALICE E
HAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE I~- RETA/N LONER PORTION FOR YOUR RECORDS ~
- - - .................
DISALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF ISABELLE ALICE E FILE NO. 21 02-0275 ACN 101 DATE 02-2~-200~
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE /NTEREST - SEE REVERSE
APPRATSED VALUE OF RETURN BASED ON: ORTGTNAL RETURN
1. Reel Es~a~a (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held S~ock/Par~nership In,aras* (Schedule C) ($)
~. Nor~gages/No*as Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Propar~:y (Schedule E) (5)
6. Jointly Owned Propar~y (Schedule F} (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Cos~s/Nisc. Expenses (Schedule H) (9)
10. Dab~s/Nor~gaga Liabili~ias/Liens (Schedule I) (10)
11. To'l:al Deductions
12. Na~ Value of Tax Re~urn
1:5.
lq.
Charitable/Governmental Bequests; Non-alac~ed 911:5 Trusts (Schedule J)
Ne~ Value of Es~a~e Sub~ec~ ~o Tax
~088.18
.00
2z900.00
.00
.00 NOTE: To insure proper
credi~ ~o your account,
subei~ ~he upper por~ion
.00 of ~his fora wi~h your
~ax payment.
.00
(8)
5,~67.00
.00
6,988.18
(11) ~ .~&7. OO
(12) 1,521.18
(1:5) . O0
(1~) 1,521.18
NOTE:
Z~ an assessment Nas issued previously, lines 14, 15 and/or 16,
reflect flgures that include the total of ALL returns assessed to date.
17, 18 and 19
(15) .00 x O0 = .00
(16) 1,521.18 x 0~5= 68.~5
(17) .00 x 12 = .00
(18) . O0 x 15 = . O0
(:1.9)= 68.~5
AHOUNT PAID
91.27
ASSESSHENT OF TAX:
15. Aaoun'~ of Line lO~ a~ Spousal ra~e
16. Aaoun~ of Line 1~ ~axabla a~: Lineal/Class A ra~a
17. Aaount of Line 1~. a~ Sibling ra~e
18. Aaoun'l: of Line 1~ ~axable a~ Colla~:aral/Class B ra~e
19. Principal Tax Due
TAX CREDITS:
PAYflENT RECEIPT DISCOUNT
DATE NUHBER INTEREST/PEN PAID (-
12-19-2005 CD0035~$ ~.39-
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
86.88
18.~$CR
.00
18. c~3CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THTS FORN FOR INSTRUCTIONS.) ~
~EV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDEN'FS NAME FILE NUMBER
Alice Isabelle 2102-0275
REVIEVVED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
ROW Page 1
BUREAU OF TNDZVZDUAL TAXES
ZNHER/TANCE TAX DTVZSTON
DEPT. 180601
HARRTSBURG,, PA 17128-0601
ROBERT B HZLLER
815 PA AVENUE
LEHOYNE
COHHON#EALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
~,:i,i ~ pATE 05-29-200~
ESTATE OF ISABELLE
DATE OF DEATH 12-26-2001
FZLE NUHBER 21 02-0275
..~UNTY CUHBERLAND
'04 ~P~ 20 /i~i "A~N lOl
Amoun~ Rmmi~ed
REV-160? EX *'FP (01-03)
ALICE E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGTSTER OF NTLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 1701:5
NOTE: To insure proper crmd/~ ~o your account, submi~ ~he upper portion of ~his form wi~:h your ~mx payment:.
CUT ALONG TH'rS LZNE I1~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) #~ ZNHERZTANCE TAX STATEHENT OF ACCOUNT ~
ESTATE OF TSABELLE ALTCE E FZLE NO. 21 02-0175 ACN 101 DATE 05-29-200~
THTS STATEHENT TS PROVZDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN TN THE NANED ESTATE. SHOICN BELON
ZS A SUNHARY OF THE PRTNCTPAL TAX DUE, APPLZCATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE,
A PROJECTED ZNTEREST F*rGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 02-17-200~
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYNENTS (TAX CREDITS):
68.~5
PAYHENT
DATE
12-19-2005
03-15-200~
RECEIPT
NUHBER
CD0055~$
REFUND
ZF PAZD AFTER THZS DATE, SEE REVERSE
SZDE FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYHENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT"
I DISCOUNT
INTEREST/PEN PAID ¢-)
~.$9-
.00
ANOUNT PAID
91.27
18.15-
TOTAL TAX CREDZT 68.~5
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS. )
JRD/June30, 1992/17858
In Re: Estate of Alice E. Isabella
Late of Lower Allen Township
JAN 1 2 ZOO~~
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-02-0275
NO. 21-02-0275
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: June Hightower
Counsel for Personal Representative: None
Date of Decedent's Death: 12/26/2001
Date of Delinquency Notice: 01110/2005
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
November 10, 2004, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and
the undersigned requests that a Court conduct a hearing to determine whether sanctions should
be imposed upon the delinquent personal representative or counsel for the delinquent personal
representative.
Date: 01113/2005
~~~(~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Estate File
'V~\~1.f- ~oo5 'I: '30 I\M
A hearing is scheduled for at' in Courtroom No.3. If the Status Report is filed prior to
th, h,",,". do<. th, h,",,", will ~,=,ti"'y "" '~"1I.J.~_
Goo'F(E ,~
)
cP'
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDe~ed.ent:'~"t fj. ~~
Date of Death: {~--'''' -01
Estate No.: J/- 0:1-0:175
Pursuant to Rule 6.12 of the Supreme Court OrplWns' Court Rules, I report the following
with respect to completion of the administration ofthe above-Gaptioned estate:
I. State whether administration of the estate is complete:
Yes W No 0
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. I is Yes, state the following:
a. Did t~ personal representative file a final account with the Court?
Yes fP No 0
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 0
,
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 112"7 /O~
/ /
co
(0')
C""~
/0 jl/kN d-.ltt uky
Address a-,. H"', hW.'UU
71 7- 7~ 1- flt<'.JJ~
0-
('")
Telephone No.
Capacity: J2r Personal Representative
o Counsel for personal representative
uJ