HomeMy WebLinkAbout03-0407PETITION FOR PROBATE and GRANT OF LETTERS
Estate of DOROTHY G. HUGHES
also known as
Deceased.
Social Security No.
TO:
Register of Wills for the County
of Cumberland in the Commonwealth
of Pennsylvania.
The petition of the undersigned respectfully represents that:
Your Petitioner is 18 years of age or older and the executor named in the last will of the above
decedent, dated April 5, 1990, and codicil(s) dated n/a.
Decedent was domiciled at death~n Cumberland County, Pennsylvania, with her last family or
principal residence at Z'~:) /~, Ir~ ~:~ ~- , Camp Hill, Pennsylvania.
Decedent, then c~O years of age, died on fc~ .~d-i~ 2003 at (?,~_._~
- -~), pennsylvania.
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: n/a
Decedent at death owned property with estimated values as follows:
(if domiciled in Pa.) All personal property
(if not domiciled in Pa.) All personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
Situated as follows: n/a
50,000.00
N/A
N/A
N/A
WHEREFORE, Petitioner respectfully requests the probate of the last will presented herewith and
the grant of letters testamentary.
Signature and residences of Petitioner:
Robert C. Hughes ~
18 Cedar Cliff Drive~
Camp Hill, PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ) SS.
COUNTY OF )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner and that as personal
representative of the above decedent petitioner will well and truly administer the estate according to
law.
Sworn to or affirmed and subscribed
before me this J/-J/'f~ day of
,2oo.s_.
Robert C. Hughe~ ~- -w
18 Cedar Cliff Drive '
Camp Hill, PA 17011
Estate of Dorothy G, Hughes, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, ~r~0jj¢ ~ ,~00~ , in consideration of the Petition for Probate
and Grant of Letters, s~ti~actory proof having been presented to me, IT IS DECREED that the
instrument dated 5 April 1990 described therein be admitted to probate and filed of record as the last
will of Dorothy G. Hughes and Letters Testamentary are hereby granted to Robert C. Hughes.
Register of~vVills ~ (/ ~'
FEES
Probate, Letters, Ftc ............ $~0,~)~.00
Short Certificates ( ) ..........
$ .oo
TOTAL
Filed ...~'- i..,~r'.
Samuel L. Andes
Attorney-at-Law (I.D. No. 17225)
525 North 1 2th Street
Lemoyne, PA 17043
(717) 761-5361
WILL
OF
DOROTH~ G. IIU(~IES
I, DOROTHY G. HUGHES, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by
me.
ITEM T. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
lr~posed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
cable after my decease as a part of the expense of the aclninistration of my estate.
IT,ll IT. I give and bequeath all of my household goods, automobiles, jewelry, and
all other articles of household and personal use, equipment and ornament, together with
all insurance thereon and relating thereto, to my husband, CHARLES M. HUGHES, provided
he survive my death by sixty (60) days. Should my said husband predecease me or be
deceased on the sixty-first day after my death, I give, devise, and bequeath all such
items and insurance thereon to those of my issue, per stirpes, who survive my death by
sixty (60) days.
ITID4 III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate to my husband, CHARLES M.
HUGHES, provided he survive my death by sixty (60) days. Should my said husband
predecease me or be deceased on the sixty-first day after my death, I give, devise, and
bequeath all the rest, residue, and remainder of my possessions and estate of every
nature and wherever situate to those of my issue, per stirpes, who survive my death by
sixty (60) days.
ITeM 1~. Any amounts which are payable to a minor or inconloetent beneficiary
under this will or any trust created herein may, at the discretion of my fiduciaries,
be paid either to the parent or guardian of such minor or incon~etent beneficiary or
may be applied for the use or benefit of such minor or incompetent. If any beneficiary
hereunder is under the age of 25, his share shall be retained IN TRUST until he reaches
such age, and there shall be distributed to him, from time to time, such portions of
the income or principal of his trust as may be required for his support, education, and
medical expenses, taking into account such other resources as he may have available for
the payment of such sums.
ITeM *~. I appoint as executor and trustee hereunder my husband, CHARLES M.
HUGHES. Should my husband predecease me or otherwise fail to qualify or cease to serve
as executor or trustee hereunder, I appoint my son, ROBERT C. HUGHES, of Ca~p Hill,
Pennsylvania, executor and trustee of this my last will. Should my said son predecease
me or otherwise fail to qualify or cease to serve as executor or trustee hereunder, I
appoint my son, RICHARD D. HUGHES, of Camp Hill, Pennsylvania, executor and trustee of
this my last will.
I~ ~FI. In determining whether or not a person is an heir in my estate, no
distinction shall be made between legally adopted or natural born persons.
IT~ %~II. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will,
I hereby give to my personal representatives the following powers and authorities
effective without court approval and until actual distribution of all property: to
cor~promise any claim or controversy; to make distribution in cash or in kind, or partly
in cash and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by them; to invest in all forms of
property, including any stock or other securities in any corporate fiduciary or its
successor without restriction to investments authorized for Pennsylvania fiduciaries,
as my personal representatives deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at public or private sale,
to exchange, or to lease for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and upon such terms or
conditions as my personal representatives deem proper; and to allocate receipts and
expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITEM VIII. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS~{EREOF, I have hereunto set my hand and seal this ~-~/ day
of ~/~J~ , 1990.
3
The preceding instrument, consisting of this and three other typewritten page, each
identified by the signature of the testatrix was on the date thereof signed, published,
and declared by DOROTHY G. HUGHES, the testatrix therein named, as and for her last
will, in the presence of us, who at her request, in her presence, and in the presence
of each other, have subscribed our names as witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
The undersigned, being the testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does hereby
acknowledge that I signed and executed the foregoing instrument as my last will,
that I signed it willingly; 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 the testatrix named above
this ~ day of ~ , 199o.
.- ........
~'~tarv Pu~]~IAKIPx~d%L ] / ~MO~ BO~, CUMBERLAND CO.
~ m ~MMI~ION ~PIRES MAY 6, 1991 ,
CO~O~TH OF PE~SYLV~IA )
( SS.:
COUN~ OF ~E~ )
WE, GEORGE A. VAUGHN, III, and MICHAEL L. BANGS, 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 the testatrix sign and execute
the instrument as her last will; that she signed it 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 testatrix signed the will as witnesses; and that
to the best of our knowledge, the testatrix was at that time 18 or more years of
age, of sound mind, and under no constraint or undue influence:L~=./? ~
Sworn or affirmed to and
I SEAL
d '"* WENDS-lC ~q'RAUB, NOTARY PUBLIC
'/ ..~I, EMOY~ BORO, CUMBERLAND CO.
MY COMMISSION EXPIRES MAY 6, 1991
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28O601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002799
ANDES SAMUEL L ESQUIRE
525 N 12TH STREET
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 171-07-7046
FILE NUMBER: 2103-0407
DECEDENT NAME: HUGHES DOROTHY G
DATE OF PAYMENT: 07/14/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 04/19/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,000.00
TOTAL AMOUNT PAID'
$5,000.00
REMARKS: ROBERTC HUGHES
C/O SAMUEL L ANDES ESQUIRE
SEAL
CHECK#4152
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003067
ANDES SAMUEL L ESQUIRE
525 N 12TH STREET
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 171-07-7046
FILE NUMBER: 2103-0407
DECEDENT NAME: HUGHES DOROTHY G
DATE OF PAYMENT: 09/29/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/1 9/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,596.88
TOTAL AMOUNT PAID:
$1,596.88
REMARKS: ROBERTC HUGHES
C/O SAMUEL L ANDES,ESQUIRE
SEAL
CHECK#4154
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
q~f~3~ HARRISBURG, PA 17t28-0601
UJ
3:OO
:3
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Hughes, Dorothy G.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
I
08,11-1912
[] 1. Origina! Return
r-j4. Limited Estate
~-'] 6. Decedent Died Testate ~ My ~ w~
r--j 9. utigation Proceeds Received
04-19-2003
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
n/a
r--] 2. Supplemental Return
r-] 4a. Future Interest Compromise (d,~ ~ ~ ~er
~-]7, Decedent Maintained a Living Trust
r-il 0, Spousal Poverty Credit (date ~ ~
FILE NUMBER
ZI - 0% o 7
COL~TY CODE YE/~ N[II~BER
SOCIAL SECURITY NUMBER
171 - 07 - 7046
THIS RETURN MUST BE RLED IN DUPLICATE WITH THE
REGISTER OF WILLS
80QALSECURITYNUMBER
r--] 3. Remainder Return (dam ~,~,m~r~o u-~.s2}
r~,i 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A) {~te~ sc~ o)
NAME ~ a .... J COMPLETE MAILING ADDRESS........ I i I
~ mue± ~.. ~ncies ]
FIRM NAME ¢^p~m) [ 525 North 12th Street
~ ....... 1 Lemoyne, PA 17043
(717) 761-5361 [
1. Real Estate (Schedule A) (I)
2. Stccks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sale-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5, Cash. Bank Deposile & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
L_J Separate Billing Requested
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G er L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage LiabiliUes, & Mens (Schedule I) (10)
11. Total Deductions {total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
56,642.01
(11/.4,489.04
¢2) 152,152.97
156,642.01
152,152.97
4,441.01
48.03
(13)
04)
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rata, Or transfers under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14 taxable ai lineal rate $152,152.97 :, .o, (16)
17. Amount of Line 14 taxable at sibling rate x ,12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 08)
19, Tax Due (19)
6,846.88
6,846.88
~FICIAL USE ONLY
Decedent's Complete Address:
STREE~ ADDRESS
248 N. 17th Street
crrY Camp Hill
ISTATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments $5,000.00 (pd. 6/25/03)
C, Discount $250.00
PA
(1) 6,846.88
3. Interest/Penalty if applicable Total Credits (A + B + C ) (2) 5,250.00
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. if Line 2 is greater than Line 1 + Line 3, enter lhe difference. This is the OVERPAYMENT.
Check box on Page I Erie 20 to request a refund (4)
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A, Enter the interest on the tax due.
(5)
(59)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 1,596.88
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; .......................................................................................... ~ []
b. retain the dght to designate who shall use the property trane[erred or its income; ............................................ [] []
c. retain a reversk)nary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. if death occurred attar December 12, 1982, did decedent transl'er 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 secudty at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
U,,~ p~naliles of perjury, I d~lare Ihat ! have examined his return, i,,Id~ing a~,,,~ying schedules and statemenfs, and t~ ~ best ol my knowledge and belief, it is Me, correct and complete.
,Dedareli~ o~ preparer otha' ~an Ihe personal representative is based on alt informatio~ of which preparer has a~y ~owledge,
~IGNA3;I~'-~E~.~ ~ ~ ~,.g~l~.F P SO RE NSIBL ~=OR FILING RETURN ~ DATE,~ ~-~"~r 03
ADDRESS' 18 Cedar Cliff Drive,, Camp Hill, 'PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
525 North t2th Street, L~noyne, PA 17043
For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §91!6 (a) (1.1) (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of ~nsfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exernpla transfer to a surviving spouse from tax, and the statutor,/requirements for disclosure of assets and filing a tax return 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 i'or the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS, §9116(a)(1.2}].
The tax rate imposed on the net value of transfers to or for the use of the deceden?s lineal beneficiaries is 4.5%, except as noted in 72 RS. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or [or the use of the decedent's siblings is 12% [72 RS, §9116(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 bicod or adoption,
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
COlvIMON'v~..ALI'H OF PENNSYLVANIA
~NHERJTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy G. Hughes 21-03-0407
InClude the proceeds of lil~alion and the date the proceeds were received by I~ estate, All propert7 jointly.owned with the right of survivorshi ~ must be disclosed on SChedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1,
Checking Account No. 513072157 with Commerce Bank (see letter
attached)
Assorted investments held with Smith Barney CitiGroup, including
bank deposits, miscellaneous stocks, mutual funds, and closed-end
funds (see letter and supporting documents attached)
Health insurance refund
Miscellaneous items of personal property, including clothing, personal
effects, books, records, and the like
TOTAL (Also enter on line 5, Recapitulatior
{If more space is needed, insert additional sheets of the same size)
$19,273.51
$136,468.50
$400.00
$500.00
$156,642.01
Commerce
k.
June 2, 2003
Samuel L Andes
Attorney At Law
525 N 12th St
P 0 Box 168
Lemoyne, PA 17043
RE:
Estate of: Dorothy G Hughes
Social Security #: 171-07-7046
Date of Death: April 19, 2003
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 513072157
Date Opened: 6/25/99
Primary Owner: Dorothy G Hughes
Secondary Owner: Robert C Hughes
Date of Death Balance: $19,273.51
Accrued Interest: $5.20
if there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
Wanda J. Moz~ris
CIF Associate
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
SMITH BARNEY_
ot groupT
June 5, 2003
Sam Andes, Esquire
525 N 12th Street
Lemoyne PA 17043
In reference: Dorothy Hughes, Deceased
Dear Mr. Andes:
Mr. Robert Hughes has authorized and requested that we forward information regarding
the value of assets in his mother's account as of her date of death.
Since her date of death was over a three-day weekend, I have enclosed valuations as of
the last trading day prior (April 17, 2003) and the trading day following (April 21, 2003).
~~fSharon L. Pugh ~:~~/~__~
Business Development Associate
Bernard J. Orbach
Senior Vice President - Investments
Financial Consultant
Citigroup Global Markets Inc. 11 North 3rd Street, 2nd Floor Harrisburg, PA 17101 Tel 717 780 1700 Fax 717 233 2090 Toll-free 800 237 1700
SMITH BARNEYA
c t groupT
Balances
As of 04/17/2003
Dorothy G Hughes
248 N 17th Street
Camp Hill PA 17011-3910
Prepared by BERNIE ORBACH
717-780-1700
Acct No. 724-16668-12
MARKET VALUE
% OF ASSETS
BANK DEPOSITS
13,225.98 9.69
STOCKS 52,364.97 38.37
CLOSED END FUNDS
16,954.62 12.42
MUTUAL FUNDS
53,922.93 39.51
TOTAL ACCOUNT VALUE
136,468.50 100.00%
** % of Assets reflects account balances as a percentage of long position & cash rounded to the nearest hundredth. As a result the total may not equal 100%.
The above summary/prices/quotes/statistics have been obtained from sources believed reliable but arc not necessarily complete and cannot be
guaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and
as such supersedes all other reports for financial and tax purposes. Smith Barney is a division and service mark of Citigroup Global Markets Inc.
Member SIPC.
Page 1
SMITH BARNEY_
Prepared by BERNIE ORBACH
717-780-1700
Holdings
As of 04/i 7/2003
Dorothy G Hughes
248 N 17th Street
Camp Hill PA 17011-3910
Acct No. 724-16668-12
Quantity Sym/CUSIP
13,224.23 #BDP
200.00 AOL
1.00 AGRA
26.00 AGRB
299.08 AEDAX
200.00 ALL
300.00 APRO
200.00 ATAXZ
8.00 AV
400.00 BK
500.00 BIOM
800.00 CLPA
200.00 INTC
150.00 LVLT
i00.00 LU
1,397.56 MHF
200.00 PFE
1,000.00 PMT
17.46 PIM
43.00 SPTEX
5,232.00 SPTEX
633.43 #SBBFA
800.00 TYC
10,000.00 904990942000
25,000.00 904990967000
Description
BANK DEPOSIT PROGRAM
AOL TIME WARNER INC 3H2
AGERE SYSTEMS INC CLASS A 2S2
AGERE SYS INC CLASS B
AIM EUROPEAN GRWOTH FUND CLASS
ALLSTATE CORP 2M 1
AMERICA FIRST APT INVSTS INC
AMERICAN FIRST TAX EXEMPT INVS
AVAYA INC 2S3
BANK NEW YORK INC 1 M2
*** BIOMIRA INC -CAD
CELL PATHWAYS liNC NEW
INTEL CORP 2H2
LEVEL 3 COMMUNICATIONS INC 8Z
LUCENT TECHNOLOGIES INC 2S3
MUNICIPAL HIGH INCOME FD INC
PFIZER INC 1L2
PUTNAM MASTER INCOME TR SBI 2M
PUTNAM MASTER INTERMEDIATE 2M
SELIGMAN PENNSYLVANIA
SELIGMAN PENNSYLVANIA
SB BALANCED FUND CL A
*** TYCO INTL LTD NEW 1S2
UNIPROP MFG HOUSING FD LP
UNIPROP II LP
Research
Rating
Price Market Value
1.000 13,225.98
12.600 2,520.00
1.650 1.65
1.560 40.56
15.900 4,755.51
37.470 7,494.00
9.050 2,715.00
7.040 1,408.00
2.570 20.56
24.700 9,880.00
i .040 520.00
0.960 768.00
18.660 3,732.00
5.800 870.00
1.500 150.00
7.430 10,383.91
31.360 6,272.00
6.460 6,460.00
6.340 110.71
8.090 347.87
8.090 42,326.88
10.250 6,492.67
13.390 10,712.00
0.000 0.00
0.000 0.00
The above summary/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be
guaranteed. The information contained in monthly aceoum statements and confirmations reflects all transactions processed by Smith Barney, and
as such supersedes all other reports for financial and tax purposes. Smith Barney is a division and service mark of Citigroup Global Markets Inc.
Member SIPC.
Page 2
SMITH BARNEY_
¢ t groupT
Prepared by BERNIE ORBACH
717-780-1700
Holdings
As of 04/17/2003
Dorothy G Hughes
248 N 17th Street
Camp Hill PA 17011-3910
Acct No. 724-16668-12
Quantity Sym/CUSIP
Research
Rating
Description
150.00 WCOEO WORLDCOM INC WORLDCOM GROUP
6.00 MCWEQ WORLDCOM INC GA NEW MCI GROUP 8Z
150.00 WYE WYETH 2M2
TOTAL ACCOUNT VALUE
Price Market Value
0.070 10.50
0.117 0.70
35.000 5,250.00
136,468.50
The above summary/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be
guaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and
as such supersedes all other reports for financial and tax purposes. Smith Barney is a division and service mark of Citigroup Global Markets Inc.
Member SiPC.
Page 3
SMITHB
ot grouP "'
Research ratings of Smith Barney may be shown for certain securities. All research ratings represent the 'opinions' of the research
provider and should not be construed as representations or guarantees of performance. Your Financial Consultant will be pleased to
provide you with further infomation or assistance in interpreting research ratings.
Key to Smith Barney Research Rating System
Major Markets
Stock Ratings Stock Risk Industry Ratings
Stock ratings are relative to Risk rating should take into account the norms in each global region. Analysts will rate their industry relative to the primary
the analyst's (or analysts') market index appropriate to that global region (such as the
industry coverage universe S&P 500 in the U.S.) over the next 12-18 months.
over the coming 12-18 Code Rating Definitions
months. Target prices reflect L Low High predictability of financial results and low Code Rating Definitions
these ratings, volatility I Overweight Expect industry to perform better than
Code Rating M Medium Moderate predictability of financial results and the primary index for the region
1 Outperform moderate volatility 2 Marketweight Expect industry to perform
H High Low predictability of financial results and high approximately in line with the primary
2 In-line
volatility index for the region
3 Underperform S Speculative Exceptionally low financial predictability, highest 3 Underweight Expect industry to perform worse than
risk and volatility, the primary index for the region
Emerging Markets
Stock Ratings Stock Risk
Stock ratings are relative to Risk rating should take into account the norms in each global region.
the primary market index Code Rating Definitions
over the coming 12-18 L LOw High predictability of financial results and low
months, volatility
Code Rating M Medium Moderate predictability of financial results and
1 Outperform moderate volatility 1
: H High LOw predictability of financial results and high ~
2 In-line
volatility
3 Underperform S Speculative Exceptionally low financial predictability, highest
risk and volatility.
Closed End Investment Companies
CEF Ratings ! CEF Risk
Fund Ratings are relative to Risk ratings should take into account the norms in each global region.
its peer group and/or take
into consideration the Code Rating Definitions
stability of the fund's L LOw Fund invests in high quality, liquid securities with
dividend where applicable, little to no financial leverage or foreign currency
exposure.
I Code Rating
M Medium Overall, the fund invests in moderate to high
I Outperform quality, liquid securities with reasonable financial
2 In-line leverage and provides primarily United States
3 Underperform Dollar currency exposure.
H High Fund may invest in low quality, less liquid
securities, have exposure to foreign currencies and
above average degrees of financial leverage.
S Speculative Fund invests in low grade, illiquid and highly
volatile securities and currencies and may also use
high degrees of financial leverage.
The above summary/prices/quotes/statistics have been obtained from sourers believed reliable but are not necessarily complete and canaot be
guaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and
as such supersedes all other reports for financial and tax purposes. Smith Barney is a division and service mark of Citigroup Global Markets Inc.
Member SIPC.
Page 4
SMITH BARNEY._
ot~groupT
Dorothy G Hughes
248 N 17th Street
Camp Hill PA 17011-3910
Prepared by BERNIE ORBACH
717-780-1700
Holdings by Asset Class
As of 04/17/2003
Acct No. 724-16668-17
Cash Income
9.69% 43.69%
Growth
46.61%
Long Positions and Cash
The above summary/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be
guaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and
as such supersedes all other reports for financial and tax purposes. Smith Barney is a division and service mark of Citigroup Global Markets Inc.
Member SIPC.
Page 5
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Dorothy G. Hughes 21-03-0407
Debts of decedent must be reported on Schedule I,
DESCRIPTION AMOUNT
FUNERAL EXPENSES:
ITEM
NUMBER
A.
1.
Good's Funeral Home (internment fee)
Paster Frank (minister's fee)
The Calvin House (post-funeral reception)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name o! Persona! Representative(s)
Social Security Number(s)/EtN Number of Personal Represer~tative(s1
Street Address
City ........................................................................ State .............. Zip
Year(s) Commission Paid:
Attorney Fees Samuel L. Andes
Family Exemption: (if decedenl's address is not the same as claimant's, attach explanation)
Claimant n/a
Street Address
City ............................................
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees Seligman & Friedman, CPA
Tax Return Preparer's Fees
Advertising: The Sentinel
Cumberland Law Journal
.................................. State ........... Zip
$385.00
$100.00
$121.00
$3,000.00
$275.00
$400.00
$85.01
$75.00
TOTAL (Also enter on line 9, Recapitulation) $4,441.01
{If more space is needed, insed additional sheets of the same size)
I
SCHEDULE I
DEBTS OF DECEDENT,
_~_.O_.RTGAGE LI_~ABILITIES, & L!ENS.,.J
FILE NUMBER
COMi'.{ONWE^LTH OF PENNSYLVANIA
I~HERI'i'ANCE TAX RETURN
r~ESIDENT DECEDENT
ESTATE OF
Dorothy G. Hughes 21-03-0407
NUMBER DESCRIPTION AMOUNT
Internists of Central Pennsylvania (medical bill) $48.03
Include unreimbursed medical expenses.
!TEM I
48.03
TOTAL (Also enter on linc 10, Recap lu at on) $
(if more spac6 is needed, ir)sed additior~al sheets of The same size)
SCHEDULE
BENEFICIARIES
FILE NUMBER
REV~1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy G. Hughes 21-03-0407
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not ListTruetee(s) OF ESTATE
!
1.
2.
3.
4.
5.
1I
I.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and kansfers under
Sec. 9116 (a)
Charles W. Hughes, 402 Renee Drive, Haines City, FL 33844-5847
Mary E. Michalisin, 248 N. 17th Street, Camp Hill, PA 17011
Richard D. Hughes, 11 Creek Road, Camp Hill, PA 17011
Dorothy H. Kinna, 10996 Horee Shoe Drive, Frederick, MD 21701
Robert C. Hughes, 18 Cedar Cliff Drive, Camp Hill, PA 17011
son
daughter
son
daughter
son
20 percent
20 percent
20 percent
20 percent
20 percent
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON]TAXABI."t~ DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
none
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Dorothy G. Hughes
Date of Death: 19 April 2003
Will No. Admin. No. 2003-00407
To the Register:
I certify that notice of beneficial interest 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 19 May 2003.
Name
Charles W. Hughes
Mary E. Michalisin
Richard D. Hughes
Dorothy H. Kinna
Robert C. Hughes
Address
402 Renee DriveHaines City, FL 33844-5847
248 North 17~h Street Camp Hill, PA 17011
11 Creek Road Camp Hill, PA 17011
10996 Horse Shoe Drive Frederick, MD 21701-3376
18 Cedar Cliff Drive Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
Date:
Name: Samuel L. Andes
Address: 525 N. 12th Street
Lemoyne, PA 17043
Telephone #717 761-5361
Capacity:
Personal Representative
Counsel for Personal
Representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
SAMUEL L ANDES
525 N 12TH ST
LEMOYNE PA 17065
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
RE¥-15¢? EX AFP (01-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
11-26-200:5
HUGHES
06-19-Z00:5
21 0:5-0607
CUMBERLAND
101
Amount Remitted
DOROTHY G
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUGHES DOROTHY G FILE NO. 21 0:5-0607 ACN 101 DATE 11-26-200:5
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely HeZd Stock/Partnership Interest (Schedule C) ($)
q. Nortgagas/Notas Receivable (Schedule D) (~)
5. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgaga Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
15.
1¢.
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Subject to Tax
156~662.01
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper port/on
.00 of this fore with your
tax payment.
.0O
(B)
6,661.01
68.0:5
NOTE:
156,662.01
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15) .00 x O0 = .00
(16) 152,152.97 x 065= 6,866.88
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= 6,866.88
AHOUNT PAID
5,000.00
1,596.88
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
ASSESSMENT OF TAX:
15. Amount of L/ne 1~ at Spousal rate
16. Amount of Line 1¢ taxable at Lineal/Class A rate
17. Amount of L/ne 1~ at Sibl/ng rata
16. Amount of Line 1ri taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYflENT RECEIPT DISCOUNT
DATE NUHBER TNTEREST/PEN PAID (-)
07-16-2005 CD002799 26:5.16
09-29-200:5 CD00:5067 . O0
6,860.06
1:5.16CR
.00
1:5.16CR
IF TOTAL DUE ZS LESS THAN 91, NO PAYHENT ZS REQUIRED.
TOTAL DUE 15 REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE
REFUND. SEE REVERSE SIDE OF TH[S FORN FOR INSTRUCTIONS.)
If an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and Z9 will
reflect figures that include the total of ALL returns assessed to date.
(11) 6.689. §~
(12) 152,152.97
(13) . O0
(1~) 152,152.97
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of dacadents dying on or before December 1Z, 1982 -- if any future intarast in the estate is transferred
in possession or enjoyment to Class B (collateral) baneficiarias of the decedent after the expiration of any estate for
lifo or for years) the Commoneaalth hereby expressly reserves the right to appraise and assess transfer Inharitmnce Taxes
at the 1aero1 Class B (collatmral) rate on any such futura intarast.
To ~ulfill tha requiremants of Section 2140 of the Inheritanca and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Registar of Nills printad an the reversa side.
--Naka check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit) which ~as not requested on tho Tax Return, may be requested by completing an "Application
for Rafund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Offica
of the Rag[star of Hills) any of the 25 Revenue District Offices) or by calling the special Z4-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-S020 (TT only).
Any party in interest not satisfied with tha appraisement, alIoaance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals) Dept. Z810Z1, Harrisburg) PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factua! errors discovered on this assessment should be addressed [n writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit) Dept. 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) far an explanation of administratively correctebla errors.
If any tax due is paid within three (5) calendar months after the decedent's death) a five percent (52) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed) and not
paid before January 18, 1996) the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa pariod as you mould appeal the tax and intarast
that has been assessed as indicatad on this notice.
Interest is charged beginning with first day of delinquency, or nina (9) months and one (1) day from the date of
death, to tho date of payment. Taxes which became dalinquant befora January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 ail1 bear intarast at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 ara:
[nterast Daily ~ntarast Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000548 1987 92 .000247 1999 72 .00019Z
1983 162 .000438 1988-1991 llZ .000301 ZOO0 82 .000219
1984 llZ .000301 1992 92 .000247 ZOO1 92 .000247
1985 132 .000356 1993-1994 72 .O0019Z 2002 62 .000164
1986 IOZ .000274 1995-1998 92 .000247 2003 SZ .000137
--Tnterast is calculatad as folZoas:
/NTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELTNQUENT X DALLY INTEREST FACTOR
--Any Notice issued after tha tax becomes dalinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on tha
Notica, additional interest must be calculated.
BUREAU OF INDIVIDUAL TAXES
/NHERTTANCE TAX D/V/SION
DEPT. 280601
HARRTSDURG,, PA 171Z&-0601
SAHUEL L ANDES
525 N 1ZTH ST
LEHOYNE
PA 17045
COHHONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DATE 12-ZZ-ZO05
ESTATE OF HUGHES
DATE OF DEATH 04-19-2005
FILE NUHBER 21 05-0407
COUNTY CUHBERLAND
ACN 101
I Amoun~ Rem/~ed
REV-IG07 EX AFP (01-05)
DOROTHY
HAKE CHECK PAYABLE AND REHXT PAYNENT TO:
REGISTER OF NILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credL~ ~o your account, submi~ ~he upper por~Lon of ~hLs form ~i~h your ~ex payment.
CUT ALONG THIS LZNE ~ RETAIN LONER PORTTON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~## 'rNHERZTANCE TAX STATEHENT OF ACCOUNT ~
ESTATE OF HUGHES
DOROTHY G FILE NO. Z1 05-0407 ACN 101 DATE 12-22-2005
THIS STATEHENT ZS PROVIUAb TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHONN BELO#
/S A SUHNARY OF THE PR/NC/PAL TAX DUE, APPL/CATZON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED INTEREST F/GURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT.. 11-17-2005
PRINCIPAL TAX DUE:
6,846.88
PAYHENTS (TAX CREDTTS):
PAYHENT
DATE
07-14-200~
09-29-2005
12-08-2005
RECEIPT
NUNBER
CD002799
CD005067
REFUND
DISCOUNT (+)
INTEREST/PEN PAID
265.16
.00
.00
AHOUNT PAID
5,000.00
1,596.88
13.16-
ZF PA/D AFTER TH/S DATE, SEE REVERSE
SZDE FOR CALCULAT/ON OF ADDZTZONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CRED/T' (CR),
TOTAL TAX CREDIT 6,846.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR 'rNSTRUCT/ONS. )
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 3/15/2005
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
RE: Estate of HUGHES DOROTHY G
File Number: 2003-00407
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/19/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Dorb11A."{ 6, H lA~ At.s
Date of Death: A pR.\ \ \ q ~ 'La03
Estate No.: 200:S - 00'407
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 ISa 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.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ID
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: ,-
c. Did the personal representative state an account infonnally to the parties in
interest? Yes W No 0
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
.~4
SIgna:
Date:
'lIt! !os-
.
C7l
SA-/YlUEL
Name
S25 N,
L ~ N/ 0 y",e.
.
Address
L A#/JES
1 L -if1. .rlR.e d-
P.A- l'7olf'!
7/7 7~1 55(,1
Telephone No.
Capacity: 0 Personal Representative
Qg Counsel for personal representative
/