HomeMy WebLinkAbout03-0900
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Inetta P. Brid1!'e No. ~/.-O 3 - tj tJO
also known as Inetta Polly Brid1!'e To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 179202726 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner( s), who is/are 18 years of age or older an the execut named
in the last will of the above decedent, dated March 16.2002
and codicil( s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at The Woods At Cedar Run 824 Lisbum Road Ant ~07 Canm Hill PA 17011
t II. .I .t..M 11 ~ ~/..-<.J
(list street, number and municipality)
Decedent, then 88 years of age, died 9/6/03 ,
at The Woods At Cedar Run Camn Hill Cumberland County PA
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 ajudicated
incompetent:
Decedent at death owned property with estimated values as follows: I Sf) 0 ()O _
(If domiciled in Pa.) All personal property $ I
(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 testamentarY
thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TB OF PENNSYL VANIA } ss
COUNTY OF Cumberland
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 admin.ister the estate according to law.
sworntoor.afflrmed.ond,",,,nbed 4 ~ -." U/t--=1 ~
before me this 29th day of \p.J l ..J s
g OCtober 2003. ~
) ( ~~ ~
~~ 171, 6- L:b-; :at- I fJ-Lu . :2:
Donna M. otto, 1st DePuty eg~t . .
/7-17t./- .3
No. 21-2003-900
Estate of Inetta P. Brid1!'e r ajk"/ -"l Tn~tt Q Pnll y Rr; n0"" , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW October 30th, 2003 , 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 March 16th, 2002
described therein be admitted to probate and filed of record as the last will of
Inetta P. Bridge, a/k/a Inetta Polly Bridge
,
and Letters Testanentarv
are hereby granted to Hiqhview Trust Canpany subsidiary of Carrnerical National Bank Of
pennsylvania
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Re 'st of Wills I .
Donna M. otto,fst Deputy ~
FEES Benjamin J. Butler
Probate, Letters, Etc.. . . . . . . . $ 235.00 81948
Short Certificates ( 5 )...... $ 15.00 ATTORNEY (Sup. Ct.I.D. No.)
~x .x,...pages. (.3.). $ 9.00 500N. Third Street, 12lhFloor
Harrisbuf1!' PA 17101
$ ADDRESS
TOTAL _ $ 269.00
o h 2003 717.236.1485
Filed. octQber .3. :t.,. . . . . . . . . . PHONE
Mailed Letters to Attorney on
10/30/2003.
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No. Date
H105 :-.JA.... 2187 COMMONWEALTH Of PENNSYLVANIA. OEPARTMENT Of HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
YPfJPA1Nl STAff '''If NUfrot8E:R
IN
~R"'ANENT NAME Of DECEDENT If.,.sr lIo4oOO1e. ~""I SEX SOCIAL SECURITY "lUM8ER
14.A.C1( INK '1. Inetta .. female .. 179 20 2726 :20Q)
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LAST WILL AND TESTAMENT
c:2.J..03..g0e
OF
INETTA P. BRIDGE
I, INETT A P. BRIDGE, of the Borough of Latrobe, County of Westmoreland and
Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils heretofore made by me.
FIRST: I direct the payment of my debts and expenses of my last illness and funeral
from my estate as soon after my death as conveniently may be done. If there be no cemetery lot
available for my interment owned by me at the time of my death, I authorize my personal
representative to purchase such cemetery lot with a contract for perpetual care, using therefor
funds from my estate in such amounts as my personal representative shall consider necessary and
desirable, and I authorize my personal representative to cause title to or ownership of such lot so
purchased to be vested in any such person as my personal representative shall designate.
SECOND: I direct that all estate, inheritance and other taxes imposed by reason of my
death on property comprising my gross estate, whether or not such property passes under the
terms of my Will, shall be paid ant of the principal of my estate as if said taxes ','/ere
administration expenses, without apportionment among the beneficiaries, and I authorize my
personal representative to pay such taxes at such time or times as deemed appropriate, EXCEPT,
however, my estate shall not be responsible to pay any tax imposed by reason of my death on any
bank account which I own jointly with a person other than my spouse, my children, or my
grandchildren; AND PROVIDED, however, that this direction shall not apply to the taxes on any
property included in my estate solely because of a power of appointment thereover which I
possess but have not exercised or to any generation-skipping transfer taxes.
THIRD: I give, devise and bequeath all the rest, residue and remainder of my estate unto
my son, CHARLES ANDERSON BRIDGE, ifhe survives me by a period of sixty (60) days. In
the event that he does not survive me, or does not survive me by said period of sixty (60) days, I
then give, devise and bequeath all the rest, residue and remainder of my estate to JUDITH M.
HINES-BRIDGE.
FOURTH: Any and all payment or payments of any sum or sums, whether in cash or in
kind, or whether for principal or income, payable to any person hereunder shall be made upon the
receipt of such person and free from anticipation, alienation, assignment, attachment and pledge,
and free from control by the creditors of such person. All shares of principal and income herein
given shall be free from anticipation, assignment, pledge, or obligations of any person entitled to
receive same, and shall not be subject to any execution or attachment.
FIFTH: I nominate, constitute and appoint my son, CHARLES ANDERSON
BRIDGE, Executor of this my Last Will and Testament. In the event of the renunciation, death,
resignation or inability to act for any reason whatsoever of my said son, I nominate, constitute
and appoint COMMERCIAL NATIONAL BANK OF PENNSYLVANIA, to be the Executor of
this my Last Will and Testament.
SIXTH: I realize that executors and trustees are given discretion by law to make various
elections which affect the income and estate taxes payable by estates, trusts and beneficiaries, as
well as the relative shares of beneficiaries, such as taking administration expenses as deductions
for either estate or income tax purposes, selecting options for the payment of employee death
benefits, electing to take qualified terminable interests as part of the marital deduction, selecting
2
.
alternate valuation dates, postponing the payment of taxes, filing joint income tax or gift tax
returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these
matters shall be binding upon, and not subject to question by, any affected persons; PROVIDED,
however, that if a corporate fiduciary is serving, its decision shall also be binding upon any
individual co-fiduciary. I rely upon my fiduciaries to take into consideration the total income
and estate taxes payable by reason of their decisions, including those payable by my survivors,
and they are authorized in their discretion, but not required, to make adjustments between income
and principal as a result thereof.
No bond shall be required of any fiduciary hereunder in any jurisdiction.
IN WITNESS WHEREOF, I set my hand and seal this 16th day of March, 2002.
j7V2dL 11, 18"L.~~<~ (SEAL)
Inetta P. Bridge
Signed, sealed, published and declared by INETTA P. BRIDGE, the Testatrix, above
named, as and for her Will in the presence of us, who at her request, in her presence and in the
~ each other, h~e hereunto subscribed our names as witnesses hereto.
Address: 3 9 Attleboro Place
Greensburg,P.~ 15601
~0t.tu:..~/ ,-.;;. 4cct.C~/-<"C2Z-c
Address: 1 004 Ligonier Street
Latrobe, PA 15650
G: \Bev\ W ord\ WiIls\Bridge.doc
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COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF WESTMORELAND )
We, INETTA P. BRIDGE, DONALD J. SNYDER, JR, JANICE M. RUDY, and
MARIAN BUCCIARELLI, the Testatrix and witnesses, respectively, whose names are signed to
the attached and foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
Testament and that she had signed willingly, and that she executed it as her free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing
of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
TESTATRIX:
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Subscribed, sworn to and acknowledged before me by INETTA P. BRIDGE, the
Testatrix and subscribed and sworn to before me by DONALD J. SNYDER, JR., JANICE M.
RUDY and MARIAN BUCCIARELLI, witnesses, this 16th day of March, 2002.
b/~ !2Aaui\
Notary p, bc
Notarial Seal
Beverley A. Davis, Notary Publlc
Latrobe Boro. Westmoreland County
My Commission Expires Feb. 25, 2003
~ ~;>r"'",,!' ::>'1(\l'1sylv3f1i? As.~atlOnotNotar\es
4
500 North Third Street Tel: 717.236.1485
BLJTLER LAW FIRM Twelfth Floor Fax: 717.236.7777
Harrisburg, PA 17101 lawyers@butlerlawfirm.com
Mailing Address:
Post Office Box 1004
Harrisburg, PA 17108.1004
Ronald D. Butler December I, 2003
]ana Butler Toole
Benjamin]. Butler Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PAl 70 13
Re: Estate ofInetta P. Bridge a/kla Inetta Polly Bridge
File No. 2003-00900
PA File No. 21-03-0900
Dear Sir or Madam:
I represent Highview Trust Company, Executor of the Estate ofInetta P. Bridge a/kla Inetta
Polly Bridge who died on September 6, 2003. I have enclosed a check from the Estate
made payable to the Register of Wills, Agent in the amount of $71 ,250.00 as an advance
payment of Pennsylvania Inheritance Tax. This payment is being made within three (3)
calendar months after the decedent's death and thus qualifies for the 5% discount. Please
send me an official receipt at your earliest convenience. I have enclosed a self-addressed
stamped envelope for your convenience.
Your cooperation in this matter is appreciated.
-
;;;;;&v
Benjamin J. Butler
BJB/mot
Enclosure
cc: Highview Trust Company
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003297
BUTLER LAW FIRM
POBOX 1004
500 NORTH THIRD STREET
HARRISBURG, PA 17108-1004
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $71,250.00
ESTATE INFORMATION: SSN: 179-20-2726 I
FILE NUMBER: 2103-0900 I
DECEDENT NAME: BRIDGE INETTA P I
DATE OF PAYMENT: 12/02/2003 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 09/06/2003 I
I
TOTAL AMOUNT PAID: $71,250.00
REMARKS: COMMERCIAL NAT'L BANK
C/O BUTLER LAW FIRM
CHECK# 012271
INITIALS: DO
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: Inella P. Bridl!e a/k/a Inella Pollv Bridae
Date of Death: 9/6/03
Will No. 2003-00900 Adm. No.
To the Register:
I certify that notice of 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 12/2/03
Name Address
Judith M. Hines-Bridge 15 Fortuna Lane
Enola PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
Date: 12/2/03 !!!:fit---
Name: Beniamin 1. Butler
Address: 500 N. Third Street P.O. Box 1004
Han'isburl! PA 171 08-1 004
i
Telephone (7 1 7) 2 3 6 I 4 8 5
Capacity: Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
\", DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
May 4, 2004 '04 MAY -7 F 3 :U4 (717) 787-3930
FAX (717) 772-0412
Butler Law Firm l; :; i
500 North Third Street C l'lrj '=.
Twelfth Floor
Harrsburg, PA 17101
Re: Estate of Inetta P. Bridge
File Number 2103-0900
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 12/06/03. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
S' ceretV:l /
In y, j/---
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Claudia Maffei, ~Jpervisor
Document Processing Unit
Inheritance Tax Division
REV-1500 EX + (6.00) REV-1500 OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 3 0 9 0 0
COUNTY"'COOE -VEAR- - - NUMBeR- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I-
Z Brid e Inetta P. 1 7 9 - 2 o - 2 7 2 6
W DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W REGISTER OF WILLS
U 09/06/2003 02/21/1915
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
- -
w [Xl 1. Original Return o 2. Supplemental Retum D 3. Remainder Retum (date of death priortn 12-13-82)
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:.::~(J) o 4. Limited Estate o 4a. Future Interest Compromise (date of death after 12.12.82) o 5. Federal Estate Tax Return Required
uO:::'::
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:c 0:::3 [Xl 6. Decedent Died Testate (Attach copy of Will) o 7. Decedent Maintained a Living Trust (Attach copy ofTrus!) L 8. Total Number of Safe Deposit Boxes
u a. co
a.
c:( o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
I- THIS SECTION MUST BE COMPLi:TED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTJ:DTO:
z NAME COMPLETE MAILING ADDRESS
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z Ben'amin J. Butler 500 N. Third Street
0 FIRM NAME (If Applicable)
a.
(J)
w Butler Law Finn P.O. Box 1004
0::
0:: TELEPHONE NUMBER
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717.236.1485 Harrisbur PA 17108-1004
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) '21,415.61
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
r
.- .-.-,
4. Mortgages & Notes Receivable (Schedule D) (4) I'
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 128,594.67 ;:'
Z (Schedule E)
0 6. JoinUy Owned Property (Schedule F) (6)
i= o Separate Billing Requested
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::> 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 414,776.22
t: (Schedule G or L)
Q.
< 8. Total Gross Assets (total Lines 1-7) (8) 564,786.50
U
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 45,416.61
~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 5,570.02
11 Total Deductions (total Lines 9 & 10) (11) 50,986.63
12. Net Value of Estate (Line 8 minus Line 11) (12) 513,799.87
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 513,799.87
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0 rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X _ (15) 0.00
I-
< 16. Amount of Line 14 taxable at lineal rate 513,799.87 X ~ (16) 23,120.99
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Q. 17. Amount of Line 14 taxable at sibling rate $0.00 X .12 (17) 000
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0 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) $0.00
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~ 19. Tax Due (19) 23,120.99
I- ~
20. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'0 >> BE SURE TO ANSWER ALL QUESTIONS ONREVER$E SfOE AND RECHECKMATH <<
Decedent's Complete Address:
STREET ADDRESS
The Woods At Cedar Run
824 Lisburn Road
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. T ax Due (Page 1 Line 19) (1) $23,120.99
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments $71 250.00
C. Discount $1 156.05
Total Credits (A -10 8 + C) (2) $72,406.05
3- Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3) $0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) $49,285.06
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $0.00
A. Enter the interest on the tax due. (5A) SO.OO
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) $0.00
Make Check Payable to: 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; ...........................................................................0 [Xl
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [Xl
c. retain a reversionary interest; or ...................................................................................................... 0 [Xl
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [Xl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?....................................... ............... ......... ........ ....................... [Xl 0
3- Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. 0 [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peDUry. I declare that I have examined this return, including accompanYing schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative IS based on all information of which preparer has any knowledge.
SIGNATURE OF PEf\J:,:rONjLE FOR FILING RETURN DATE
"'/~'OLf
. l"C~
ADDRESS jq N. MCl/" S1Te~+
Greel'l 5 b "'(J PA jS"ol
ATIVE DATE
/-7-0
ADDRESS S treer / Po 8c)( I c<> 'i
PA 17 leg' -/00 'i
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 39116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 39116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a){1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
. SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridae. Inetta. P. 21 03 0900
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real orooertv which is iointlv-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
REV-1503 EX + (6-98)
. SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridae. Inetta. P. 21 03 0900
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1- 2310.8289 shares Allegheny Energy, Inc. (AYE) @ $9.2675 $21,415.61
'~
TOTAL (Also enter on line 2, Recapitulation) $ 2141561
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
. SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridae. Inetta. P. 21 03 0900
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Citizens Bank - Checking Account No. 610202-718-7 $128,594.67
with accrued interest of $0.00
TOTAL (Also enter on line 5, Recapitulation) $ 128.594.67
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
'* SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridae. Inetta. P. 21 03 0900
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A
B
C
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTIDN OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1- A.
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
REV-1510 EX + (6-98)
. SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
Bridqe. Inetta. P. 21 03 0900
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Transferred money to open Citizens Account No. 620379-009-9 $95,877.71 100. $500.00 $95,377.71
Date of Transfer: February 3, 2003
New Account: Judith M. Hines Bridge ttee Inetta P. Bridge (Circle Money Market)
2. Transferred money to open Citizens Account No. 620379-009-9 $23,602.44 100. $500.00 $23, I 02.44
Date of Transfer: February 3, 2003
New Account: Judith M. Hines Bridge ttee Inetta P. Bridge (Circle Money Market)
3. Transferred money to open Citizens Account No. 620379-009-9 $10,345.35 100. $500.00 $9,845.35
Date of Transfer: February 3, 2003
New Account: Judith M. Hines Bridge ttee Inetta P. Bridge (Circle Money Market)
4. Transferred money to open Citizens Account No. 620379-009-9 $71,203.09 100. $500.00 $70,703.09
Date of Transfer: February 19,2003
New Account: Judith M. Hines Bridge ttee Inetta P. Bridge (Circle Money Market)
5 Transferred money to open Citizens Account No. 620379-009-9 $168,502.10 100. $500.00 $168,002.10
Date of Transfer: March 3, 2003
New Account: Judith M. Hines Bridge ttee Inetta P. Bridge (Circle Money Market)
6 TransfelTed money to open Citizens Account No. 620379-008-0 $48,245.53 100. 5500.00 $47,745.53
Date of Transfer: February 3, 2003
New Account: Judith M. Hines Bridge ttee Inetta P. Bridge (Circle Gold Checking)
TOTAL (Also enter on line 7 Recapitulation) $ 414,776.22
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
*' SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridae. Inetta. P. 21 03 0900
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Frederick Funeral Home, Inc. $8,463.75
2. Blue Angels Restaurant - Funeral Reception $175.55
3. Robb's Floral Shop - Flowers $148.40
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions
Name of Personal Representative (s) Highview Trust Company $17,869.92
Social Security Number(s)/EIN Number of Personal Representative(s) 56-2394077
Street Address 19 North Main Street
City Greensburg State P A Zip 15601
Yea<<s) Commission Paid: 2004
2. Attomey Fees Butler Law Finn $17,869.92
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees $269.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees Christina Suran, CPA - 2003 Income Tax Preparation $150.00
7. Cumberland Law Journal - Estate Advertising $75.00
8. The Sentinel - Estate Advertising $143.15
9. Unishippers - Overnight Mail $12.67
10. Accurint Search $0.25
11. Cumberland County Register of Wills - Additional Short Certiticates $24.00
12. Citizens Bank - Research Fee $190.00
13. Cumberland County Register of Wills - Filing Fee $25.00
TOTAL (Also enter on line 9, Recapitulation) $ 45,416.61
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
. SCHEDULE.
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridqe. Inetta. P. 21 03 0900
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1- The Woods At Cedar Run - Brookview Suite (9/1103 - 9/6/03) $630.00
2. 2003 Federal Income Tax - Tax Due $1,471.00
Expenses incurred by Judith M. Hines-Bridge for the benefit of the decedent that were unreimbursed as of the date of deatl
3 Boscov's - Two Night Gowns purchased for decedent $37.66
4. Pa Department of Revenue - 2002 Estimated Income Tax Underpayment Penalty $10.38
5. Priority Mail $6.30
6. TIps for Moving Men $75.00
7. Alert Pharmacy Services, Inc. $4.89
Items paid by the decedent by check that did not clear until after September 6, 2003 (not reflected in date of death figure)
8. The Woods at Cedar Run $3,255.00
9. Comcast $27.70
10. Alert Pharmacy Services, Inc. $52.09
TOTAL (Also enter on line 10, Recapitulation) $ 5,570.02
(If more space is needed, insert additional sheets of the same size)
Rev.'""". .. SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bridae Inetta P. 21 03 0900
RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
1. Judith M. Hines-Bridge Lineal $513,799.87
15 Fortuna Lane
Enola, PA 17025
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death: $71.250.00
Discount: $U56.05
Interest Table
Year Days Delinquent Balance Due Interest
this time period this year this period
Before 1981
1982
1983
1984
11985
1986
1987 i
I 1988 through 1991 !
I
I
11992 I
I I
11993 throu:h 1994 I
1995 throu h 1998
i 1999 I I
I
12000 I
12001 ,
12002
2003
I
I i
,
!
I
! TOTALS
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996:
Penalty:
Register of Wills of Cumberland County, PA
INVENTORY
Estate of Inetta P Bridge NO.21 03 0900
also known as Inetta Polly Bridge Date of Death 9/6/03
, Deceased Social Security No. 179202726
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of \1w ~ r~h:/-
Attorney: Benjamin 1. Butler
1.0. No.: 81948 fVl;cAc..el L... M C{+l-A,w~ H'-,hVd'w /(us+
Address: 500 N Third Street, P.O. Box 1004 Dated '11~o~ (am fa/PI
Harrisburg PA 17108-1004
Telephone: 717.236.1485
Description Value
Stocks & Bonds
---"- .'
2310.8289 shares Allegheny Energy, Inc. (AYE) @ $9.2675 $21,415.61
c
c
I
--'
Cash, Bank Deposits, & Misc. Personal Property , .
.......'-~
Citizens Bank - Checking Account No. 610202-718-7 _. $128,594.67
with accrued interest of $0.00
Total
$150,010.28
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
~.
COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE .. . ,
INHERITANCE TAX DIVISION
PO BOX 280601 NOTICE OF INHERITANCE TAX -
HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV.1541 EX (12.91) PC
DATE 11-01-2004
ESTATE OF BRIDGE INETTA P
DATE OF DEATH 09-06-2003
FILE NO. 21 03-0900
COUNTY Cumberland
BENJAMIN J BUTL~R',l;"'1 -0 .. Q "-'1 ACN 101
BUTLER LAW FIRM OLl I;Ui ./ ,u.1.
PO BOX 1004 .' I Am"" ..mll'" I
HARRISBURG PA17108
\'.
f -', ,.
;,\ :'" MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
. -REV~1547 EX-(06-97)-PC.....-.- - - - - --Notic-E-cfFrN~fERlf A-NCE-t"A5f"Ap-PR-Ais-EME-Nt-, -A-CL.OWANCE'OR" -.. -........................ -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRIDGE INETTA P FILE NO. 2103-0900 ACN 101 DATE 11-01-2004
TAX RETURN WAS: ( ~) ACCEPTED AS FILED ( D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 0.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 21 ,415.61 creditto your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) 0.00 of this form with your
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 128,594.67 tax payment.
6. Jointly Owned Property (Schedule F) (6) 0.00
7. Transfers (Schedule G) (7) 414,776.22
8. Total Assets (8) 564,786.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 45,416.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,570.02
11. Total Deductions (11) 50,986.63
12. Net Value ofTax Return (12) 513,799.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 513,799.87
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 0.00 X .00 0.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 513,799.87 X.045 23,120.99
17. Amount of Line 14 taxable at Sibling rate (17) 0.00 X.12 0.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 0.00 X .15 0.00
19. PrincipalTaxDue (19) 23,120.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-02-2003 CD003297 1,156.05 71,250.00
TOTAL TAX CREDIT 72,406.05
BALANCE OF TAX DUE 49,285.06 CR
INTEREST 0.00
TOTAL DUE 49,285.06 CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
<}.L--
q...
COMMONWEALTH OF PENNSYLVANIA '*
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
~~H~~~T~:~~OrAX DIVISION STATEMENT OF ACCOUNT
HARRISBURG, PA 17128-0601 REY-UD7 EX AFP <09-m
DATE 11-22-2004
ESTATE OF BRIDGE INETTA P
DATE OF DEATH 09-06-2003
FILE NUMBER 21 03-0900
COUNTY CUMBERLAND
BENJAMIN J BUTLER ACN 101
BUTLER LAW FIOM I .._t "''''od I
PO.-OX 1004
U- ~ __
Ou:;.HBg- cf:: PA 17108
. .-.. ..-
~ ~:1 = sc3 MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
i:C ---- ::x: LLQU
l"h; t,:O: ..a: Q U ,
o '-....J ~<l)~ REGISTER OF WILLS
90=, r- CCZ'''~ CUMBERLAND CO COURT HOUSE
l;_,_l ~ - UJ <C-~
t:E (j~ (...) d:c[L CARLISLE, PA 17013
c::U.~......... Cl.. '..l
~: T~nsure ~~r credit to your account, submit the upper portion of this form with your tax payment.
I,b! O::...:r 0 :,:)
CU"I'-ALONG gQtIS LINI-' ..... RETAIN LOWER PORTION FOR YOUR RECORDS .....
~I:V :rg.".,.ft".iI!JI..r8r-.6!,........;...fAIiW!mer'"1'ly.~'lYI!A1'Mf.b'l!'.lcc60W....................... ...
ESTATE OF BRIDGE INETTA P FILE NO.21 03-0900 ACN 101 DATE 11-22-2004
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-30-2004
P R I N C I PAL TAX DUE:. ..................,.,.~,...........,........,.....,......~.....................,. 23 , 120 . 99
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-02-2003 CD003297 1,156.05 71,250.00
11-01-2004 REFUND "J...~~,,~ .00 49,285.06-
TOTAL TAX CREDIT 23,120.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
lli IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J ~~~
-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Inetta P. Bridge
Date of Death: 9/6103
Will No. 2003-00900 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:
1. State whether administration of the estate is complete:
Yes X No
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. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is : n/a
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or mformal accounts may be filed wIth the
Oeck 0; <he O"h,o, , em,rt ,"oJ =, be '~,h,,' " <h'~
Date: 6/27/05 . ~J'~
Signature ~
Beniamin 1. Butler
Name (Please type or print)
500 N. Third Street, P.O. Box 1004
Harrisbun! PA 17108-1004
Address
(717)236]485
Tel. No.
Capacity: Personal Representative
X Counsel for personal
representative
,
cPf